#1Pks Investment Advisors LLC
PKS INVESTMENT ADVISORS LLC
Based in MD
Retirement Plan Advisors in Wicomico County, MD
The top-ranked retirement plan advisors serving Wicomico County, MD are Pks Investment Advisors LLC, Cwm Advisory, LLC and Montgomery Financial. We list 4 retirement plan advisors serving Wicomico County, MD. 4 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 Wicomico County, MD. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Wicomico County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Pks Investment Advisors LLC | SEC-registered investment adviser (CRD)#110147 | MD | (410) 546-5600 |
| 2 | Cwm Advisory, LLC | SEC-registered investment adviser (CRD)#299923 | MD | (410) 208-1091 |
| 3 | Montgomery Financial | SEC-registered investment adviser (CRD)#170024 | MD | (410) 208-1004 |
| 4 | Blue Rock Financial Group | SEC-registered investment adviser (CRD)#298558 | DE | (302) 752-6637 |
#2Cwm Advisory, LLC
CWM ADVISORY, LLCServes this area from MD#3Montgomery Financial
MONTGOMERY FINANCIAL SERVICES, LLCServes this area from MD#4Blue Rock Financial Group
DRAVO BAY LLCServes this area from DE
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Frequently asked questions
How many retirement plan advisors serve Wicomico County?
We list 4 retirement plan advisors serving Wicomico County, MD: 1 based there and 3 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Wicomico County?
The top-ranked retirement plan advisors serving Wicomico County, MD are Pks Investment Advisors LLC, Cwm Advisory, LLC, Montgomery Financial and Blue Rock Financial Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Wicomico County are verified against official records?
4 of the top 4 match an active official record: Pks Investment Advisors LLC (U.S. Securities and Exchange Commission), Cwm Advisory, LLC (U.S. Securities and Exchange Commission), Montgomery Financial (U.S. Securities and Exchange Commission) and Blue Rock Financial Group (U.S. Securities and Exchange Commission). 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 .
Communities served
Salisbury, Fruitland, Delmar, Pittsville, Hebron, Willards, Sharptown, Mardela Springs, Parsonsburg, Tyaskin, Nanticoke, Allen, Powellville, Bivalve, Jesterville, Quantico, Nanticoke Acres, Whitehaven, Waterview