#1Advocate Investing Services
ADVOCATE INVESTING SERVICES, LLC
Serves this area from Lisbon, MD (16 mi)
Retirement Plan Advisors in Carroll County, MD
The top-ranked retirement plan advisors serving Carroll County, MD are Advocate Investing Services, Glass Jacobson Wealth Advisors and Prosperity - An Eisneramper Company. We list 26 retirement plan advisors serving Carroll County, MD. 26 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 Carroll County, MD. 26 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 Carroll County
#2Glass Jacobson Wealth Advisors
GLASS JACOBSON INVESTMENT ADVISORS, LLCServes this area from Owings Mills, MD (16 mi)#3Prosperity - An Eisneramper Company
THE PROSPERITY CONSULTING GROUP, LLCServes this area from Owings Mills, MD (17 mi)#4Asset Strategy Consultants LLC
ASSET STRATEGY CONSULTANTS LLCServes this area from MD#5Oxford Planning Group, LLC
OXFORD PLANNING GROUP, LLCServes this area from Ellicott City, MD (19 mi)#6Sc&h Wealth
SC&H FINANCIAL ADVISORS, INC.Serves this area from Cockeysville, MD (20 mi)#7Financial Consulate
THE FINANCIAL CONSULATE, INCServes this area from Cockeysville, MD (20 mi)#8Lee, Kelleher & Klein Wealth Management
LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLCServes this area from MD#9Black Diamond Financial, LLC
BLACK DIAMOND FINANCIAL, LLCServes this area from Mays Chapel, MD (21 mi)#10Harbor Investment Advisory, LLC
HARBOR INVESTMENT ADVISORY, LLCServes this area from Mays Chapel, MD (21 mi)
16 more providers serving this area
- Berman Mcaleer, Timonium, MD (21 mi)
- Cornerstone Advisory, Cockeysville, MD (21 mi)
- Waypoint Wealth Management, Timonium, MD (21 mi)
- Hwa Financial Group, Ellicott City, MD (23 mi)
- Chapin Davis Asset Management, Towson, MD (23 mi)
- Sfg Wealth Management, Towson, MD (23 mi)
- Potomac Asset Management Co Inc, Frederick, MD (24 mi)
- Red Oak Financial Group, Towson, MD (24 mi)
- Bolton Investment, Towson, MD (25 mi)
- Greenspring Advisors, LLC, Towson, MD (25 mi)
- Founders Financial Securities, LLC, Towson, MD (26 mi)
- Elite Income Advisors, Inc., Ilchester, MD (27 mi)
- White Oak Wealth Management, Columbia, MD (28 mi)
- Tribridge Partners Financial LLC, Columbia, MD (29 mi)
- Collective Family Office, LLC, Spry, PA (31 mi)
- Macro Advisors, Inc., PA
Request quotes
Frequently asked questions
How many retirement plan advisors serve Carroll County?
We list 26 retirement plan advisors serving Carroll County, MD: 0 based there and 26 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 Carroll County?
The top-ranked retirement plan advisors serving Carroll County, MD are Advocate Investing Services, Glass Jacobson Wealth Advisors, Prosperity - An Eisneramper Company, Asset Strategy Consultants LLC and Oxford Planning Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Carroll County are verified against official records?
10 of the top 10 match an active official record: Advocate Investing Services (U.S. Securities and Exchange Commission), Glass Jacobson Wealth Advisors (U.S. Securities and Exchange Commission), Prosperity - An Eisneramper Company (U.S. Securities and Exchange Commission), Asset Strategy Consultants LLC (U.S. Securities and Exchange Commission) and Oxford Planning Group, LLC (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 .
Cities in Carroll County
Communities served
Westminster, Mount Airy, Taneytown, Hampstead, Manchester, Sykesville, New Windsor, Union Bridge