Retirement Plan Advisors in Baltimore, MD
The top-ranked retirement plan advisors serving Baltimore, MD are 1919 Investment Counsel, LLC, Booster, LLC and Lombard Advisers Incorporated. We list 24 retirement plan advisors serving Baltimore, MD. 24 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Baltimore, MD (Baltimore city). 24 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Baltimore
- 1919 INVESTMENT COUNSEL, LLCBased in Baltimore, MD
#2Booster, LLC
BOOSTER, LLCBased in Baltimore, MD#3Lombard Advisers Incorporated
LOMBARD ADVISERS INCORPORATEDBased in Baltimore, MD#4Northbrook Financial
NORTHBROOK FINANCIAL PLANNING LLCBased in Baltimore, MD#5Chapin Davis Asset Management
CHAPIN DAVIS, INCServes this area from Towson, MD (6 mi)#6Bolton Investment
BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.Serves this area from Towson, MD (7 mi)#7Greenspring Advisors, LLC
GREENSPRING ADVISORS, LLCServes this area from Towson, MD (7 mi)#8Red Oak Financial Group
RED OAK FINANCIAL GROUP, LLCServes this area from Towson, MD (7 mi)#9Founders Financial Securities, LLC
FOUNDERS FINANCIAL SECURITIES, LLCServes this area from Towson, MD (7 mi)#10Sfg Wealth Management
SFG WEALTH MANAGEMENT, LLCServes this area from Towson, MD (8 mi)
14 more providers serving this area
- Black Diamond Financial, LLC, Mays Chapel, MD (9 mi)
- Harbor Investment Advisory, LLC, Mays Chapel, MD (9 mi)
- Waypoint Wealth Management, Timonium, MD (11 mi)
- Berman Mcaleer, Timonium, MD (11 mi)
- Cornerstone Advisory, Cockeysville, MD (11 mi)
- Prosperity - An Eisneramper Company, Owings Mills, MD (11 mi)
- Glass Jacobson Wealth Advisors, Owings Mills, MD (12 mi)
- Financial Consulate, Cockeysville, MD (13 mi)
- Sc&h Wealth, Cockeysville, MD (14 mi)
- Asset Strategy Consultants LLC, MD
- Cassilly Financial, Severna Park, MD (16 mi)
- Mdrn Capital, Parole, MD (22 mi)
- Rcs Financial Planning, LLC, Parole, MD (23 mi)
- Accordant Advisory Group, Inc., Annapolis, MD (24 mi)
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Frequently asked questions
How many retirement plan advisors serve Baltimore?
We list 24 retirement plan advisors serving Baltimore, MD: 4 based there and 20 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Baltimore?
The top-ranked retirement plan advisors serving Baltimore, MD are 1919 Investment Counsel, LLC, Booster, LLC, Lombard Advisers Incorporated, Northbrook Financial and Chapin Davis Asset Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Baltimore are verified against official records?
10 of the top 10 match an active official record: 1919 Investment Counsel, LLC (U.S. Securities and Exchange Commission), Booster, LLC (U.S. Securities and Exchange Commission), Lombard Advisers Incorporated (U.S. Securities and Exchange Commission), Northbrook Financial (U.S. Securities and Exchange Commission) and Chapin Davis Asset Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .