#1Advocate Investing Services
ADVOCATE INVESTING SERVICES, LLC
Based in Lisbon, MD
Retirement Plan Advisors in Howard County, MD
The top-ranked retirement plan advisors serving Howard County, MD are Advocate Investing Services, Elite Income Advisors, Inc. and Hwa Financial Group. We list 49 retirement plan advisors serving Howard County, MD. 30 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 Howard County, MD. 49 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 Howard County
#2Elite Income Advisors, Inc.
ELITE INCOME ADVISORS, INC.Based in Ilchester, MD#3Hwa Financial Group
HUBER, WEAKLAND & ASSOCIATES, INC.Based in Ellicott City, MD#4Lee, Kelleher & Klein Wealth Management
LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLCBased in MD#5Oxford Planning Group, LLC
OXFORD PLANNING GROUP, LLCBased in Ellicott City, MD#6Tribridge Partners Financial LLC
TRIBRIDGE PARTNERS FINANCIAL LLCBased in Columbia, MD#7White Oak Wealth Management
OAKMONT WEALTH ADVISORY, LLCBased in Columbia, MD#8Prosperity - An Eisneramper Company
THE PROSPERITY CONSULTING GROUP, LLCServes this area from Owings Mills, MD (13 mi)#9Glass Jacobson Wealth Advisors
GLASS JACOBSON INVESTMENT ADVISORS, LLCServes this area from Owings Mills, MD (14 mi)#10Institutional Shareholder Services Inc.
INSTITUTIONAL SHAREHOLDER SERVICES INC.Serves this area from Rockville, MD (17 mi)
20 more providers serving this area
- Quantum Financial Advisors Inc, Rockville, MD (17 mi)
- Kilner Capital Advisors, LLC, Gaithersburg, MD (17 mi)
- Chapin Davis Asset Management, Towson, MD (17 mi)
- Ivy League Financial Advisors LLC, Rockville, MD (17 mi)
- Impact Capital, LLC, Rockville, MD (17 mi)
- Sherman Wealth Management LLC, Gaithersburg, MD (18 mi)
- Kendall Capital Management, Rockville, MD (18 mi)
- Black Diamond Financial, LLC, Mays Chapel, MD (18 mi)
- Harbor Investment Advisory, LLC, Mays Chapel, MD (18 mi)
- Bnb Wealth Mangagement, LLC, Silver Spring, MD (18 mi)
- My Wealth Management, Inc, Germantown, MD (18 mi)
- Sandbox Financial Partners, LLC, North Bethesda, MD (19 mi)
- Xml Financial Group, North Bethesda, MD (19 mi)
- Sfg Wealth Management, Towson, MD (19 mi)
- Peakstone Financial Advisors, Chevy Chase, MD (20 mi)
- Qp Consulting, Takoma Park, MD (20 mi)
- Red Oak Financial Group, Towson, MD (20 mi)
- Bolton Investment, Towson, MD (20 mi)
- Greenspring Advisors, LLC, Towson, MD (20 mi)
- Family Office Research, LLC, Bethesda, MD (20 mi)
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Frequently asked questions
How many retirement plan advisors serve Howard County?
We list 49 retirement plan advisors serving Howard County, MD: 7 based there and 42 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 Howard County?
The top-ranked retirement plan advisors serving Howard County, MD are Advocate Investing Services, Elite Income Advisors, Inc., Hwa Financial Group, Lee, Kelleher & Klein Wealth Management 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 Howard 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), Elite Income Advisors, Inc. (U.S. Securities and Exchange Commission), Hwa Financial Group (U.S. Securities and Exchange Commission), Lee, Kelleher & Klein Wealth Management (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 Howard County
Communities served
Scaggsville, Savage, Fulton, Highland, Lisbon