#1The Kelly Group
KELLY FINANCIAL GROUP, LLC
Based in Bel Air, MD
Retirement Plan Advisors in Harford County, MD
The top-ranked retirement plan advisors serving Harford County, MD are The Kelly Group, Founders Financial Securities, LLC and Bolton Investment. We list 28 retirement plan advisors serving Harford County, MD. 28 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 Harford County, MD. 28 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 Harford County
#2Founders Financial Securities, LLC
FOUNDERS FINANCIAL SECURITIES, LLCServes this area from Towson, MD (18 mi)#3Bolton Investment
BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.Serves this area from Towson, MD (19 mi)#4Greenspring Advisors, LLC
GREENSPRING ADVISORS, LLCServes this area from Towson, MD (19 mi)#5Cornerstone Advisory
CORNERSTONE ADVISORY, LLCServes this area from Cockeysville, MD (19 mi)#6Red Oak Financial Group
RED OAK FINANCIAL GROUP, LLCServes this area from Towson, MD (19 mi)#7Berman Mcaleer
BERMAN MCALEER, LLCServes this area from Timonium, MD (19 mi)#8Waypoint Wealth Management
WAYPOINT WEALTH MANAGEMENT, LLCServes this area from Timonium, MD (19 mi)#9Financial Consulate
THE FINANCIAL CONSULATE, INCServes this area from Cockeysville, MD (19 mi)#10Sfg Wealth Management
SFG WEALTH MANAGEMENT, LLCServes this area from Towson, MD (20 mi)
18 more providers serving this area
- Sc&h Wealth, Cockeysville, MD (20 mi)
- Asset Strategy Consultants LLC, MD
- Black Diamond Financial, LLC, Mays Chapel, MD (21 mi)
- Harbor Investment Advisory, LLC, Mays Chapel, MD (21 mi)
- Chapin Davis Asset Management, Towson, MD (22 mi)
- Glass Jacobson Wealth Advisors, Owings Mills, MD (27 mi)
- Prosperity - An Eisneramper Company, Owings Mills, MD (27 mi)
- Bare Wealth Advisors, Gap, PA (34 mi)
- Collective Family Office, LLC, Spry, PA (34 mi)
- Chestnut Street Investment Counsel, LLC, Lancaster, PA (35 mi)
- Psi Capital Management, Lancaster, PA (35 mi)
- Faithward Advisors, LLC, PA
- Rkl Private Wealth, PA
- Omicron Advisors, LLC, PA
- Comprehensive Financial Planning, Inc., East Petersburg, PA (39 mi)
- Macro Advisors, Inc., PA
- Master's Wealth Management Inc., PA
- Stewardship Advisors, LLC, Mount Joy, PA (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Harford County?
We list 28 retirement plan advisors serving Harford County, MD: 1 based there and 27 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 Harford County?
The top-ranked retirement plan advisors serving Harford County, MD are The Kelly Group, Founders Financial Securities, LLC, Bolton Investment, Greenspring Advisors, LLC and Cornerstone Advisory. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Harford County are verified against official records?
10 of the top 10 match an active official record: The Kelly Group (U.S. Securities and Exchange Commission), Founders Financial Securities, LLC (U.S. Securities and Exchange Commission), Bolton Investment (U.S. Securities and Exchange Commission), Greenspring Advisors, LLC (U.S. Securities and Exchange Commission) and Cornerstone Advisory (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 Harford County
Communities served
Aberdeen, Havre de Grace, Joppatowne, Bel Air, Fallston, Riverside, Abingdon, Pleasant Hills, Jarrettsville, Perryman, Pylesville, Darlington