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Financial Advisors in Halfway, MD: 2026 rankings

47 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Halfway: Adams Insurance Agency - A Relation Company, RFA Score 73/100; 4.9★ from 306 Google reviews.

  2. 45

    Most-reviewed: Bank of America (with Drive-thru ATM), 100 Google reviews at 2.7★, the most of 47 ranked after Adams Insurance Agency - A Relation Company; ranked #45.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

47 Halfway financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 47 rated firms.

Top 10 financial advisors in Halfway at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Halfway at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Adams Insurance Agency - A Relation Company734.9★ (306)Frederick, 23 mi away—Top score
2Revolution Payments705.0★ (25)Hagerstown, 3 mi away——
3Bankers Life704.6★ (33)Hagerstown, 4 mi away——
4Turning Point Financial684.9★ (73)Frederick, 23 mi away——
5First United Bank and Trust684.5★ (11)Hagerstown, 1 mi awaySat—
6Charles Schwab684.0★ (23)Hagerstown, 3 mi away——
7Carson Wealth675.0★ (13)Hagerstown, 6 mi away——
8Plan2Retire675.0★ (12)Hagerstown, 5 mi away——
9Veridian Capital Partners675.0★ (54)Frederick, 24 mi away——
10Family Wealth Financial Services675.0★ (7)Hagerstown, 3 mi away——

All 47 financial advisors in Halfway, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Revolution Payments

    Based in Hagerstown, 3 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    22 Wayside Ave, Hagerstown, MD 21740
    View profile for Revolution Payments(888) 790-3450

  3. #3 Bankers Life

    Based in Hagerstown, 4 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.6★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1101 Opal Ct Ste 302, Hagerstown, MD 21740
    View profile for Bankers Life(301) 739-8590

  4. #4 Turning Point Financial

    Based in Frederick, 23 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 73 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    153 W Patrick St, Frederick, MD 21701
    View profile for Turning Point Financial(301) 846-9336

  6. #6 Charles Schwab

    Based in Hagerstown, 3 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.0★ from 23 Google reviews, listed on Google as “Financial consultant”.

    • 4.0★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    18045 Garland Groh Blvd, Hagerstown, MD 21740
    View profile for Charles Schwab(240) 329-2021

  7. #7 Carson Wealth

    Based in Hagerstown, 6 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    19833 Leitersburg Pike Ste 1, Hagerstown, MD 21742
    View profile for Carson Wealth(301) 739-8505

  8. #8 Plan2Retire

    Based in Hagerstown, 5 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    19935 National Pike Ste 100, Hagerstown, MD 21740
    View profile for Plan2Retire(240) 329-3333

  9. #9 Veridian Capital Partners

    Based in Frederick, 24 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    7101 Guilford Dr Ste 104, Frederick, MD 21704
    View profile for Veridian Capital Partners(301) 228-9300

  11. #11 Draper & Mcginley, PA

    Based in Hagerstown, 2 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    140 S Potomac St, Hagerstown, MD 21740
    View profile for Draper & Mcginley, PA(301) 797-2202

  13. #13 Vairt

    Based in Waynesboro, 16 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 32 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 32 Google reviews
    Address
    13308 Buena Vista Rd, Waynesboro, PA 17268
    View profile for Vairt(516) 444-7715

  14. #14 United Bank

    Based in Hagerstown, 3 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.6★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 19 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1219 Mt Aetna Rd, Hagerstown, MD 21742
    View profile for United Bank(301) 739-4690

  17. #17 J Allen & Associates

    Based in Frederick, 23 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.7★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 32 Google reviews
    Hours
    Mon–Tue 9 AM–2 PM · Wed closed · Thu 9 AM–2 PM · Fri–Sun closed
    Address
    801 Toll House Ave Ste A2, Frederick, MD 21701
    View profile for J Allen & Associates(301) 524-6335

  20. #20 Lincoln Tax Professionals

    Based in Frederick, 25 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon closed · Tue–Thu 9 AM–4 PM · Fri–Sun closed
    Address
    5205 Chairmans Ct Ste 204, Frederick, MD 21703
    View profile for Lincoln Tax Professionals(301) 371-5104

  21. #21 Mission:Advice

    Based in Martinsburg, 13 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7866 Martinsburg Pike, Shepherdstown, WV 25443
    View profile for Mission:Advice(304) 870-4200

  22. #22 First United Bank & Trust

    Based in Martinsburg, 15 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.7★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 25 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1286 Edwin Miller Blvd, Martinsburg, WV 25404
    View profile for First United Bank & Trust(304) 267-3130

  23. #23 McCaskill Financial

    Based in Frederick, 23 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    220 W Patrick St, Frederick, MD 21701
    View profile for McCaskill Financial(301) 668-7366

All 47 financial advisors

#1 to #25 are shown in full above. Here are #26 to #47, in RFA Score order; each links to its profile.

financial advisors in Halfway, ranks 26 to 47
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Tami Trocha, MBA625.0★ (10)23 mi
27Edward Jones - Financial Advisor: Robert J Correll624.0★ (4)13 mi
28Edward Jones - Financial Advisor: Dena Morgan, CFP®625.0★ (5)16 mi
29Cool Hollow624.9★ (8)23 mi
30Edward Jones - Financial Advisor: Eric V Pfoutz615.0★ (3)18 mi
31Holt Advisory Group611.5★ (22)6 mi
32Elevate Financial Group615.0★ (3)18 mi
33First United Bank and Trust613.9★ (8)22 mi
34truNorth Financial Services605.0★ (5)23 mi
35First United Bank and Trust605.0★ (5)23 mi
36Integrity Home Mortgage Corporation604.9★ (69)15 mi
37Tardosky Wealth Advisors605.0★ (4)22 mi
38Key Financial Group, LLC605.0★ (4)23 mi
39Bankers Life604.2★ (5)23 mi
40First Command Financial Advisor - Tim Custer, RICP®|CFP®595.0★ (3)23 mi
41Bank of America (with Drive-thru ATM)592.9★ (35)23 mi
42Jeremy Joe Wenger: Primerica - Financial Services595.0★ (3)24 mi
43Bank of America (with Drive-thru ATM)582.9★ (59)25 mi
44Orrstown Bank584.2★ (23)4 mi
45Bank of America (with Drive-thru ATM)582.7★ (100)22 mi
46BSV CPAs and Wealth Advisors505.0★ (4)23 mi
47Boyer & Ritter LLC495.0★ (3)22 mi

Also serving Halfway

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Halfway
BusinessGoogle ratingDistance
All Seasons Wealth3.0★ (2)In Halfway
Andra Wealth ManagementIn Halfway
Comprehensive Financial Planning Group, LLC5.0★ (2)4 mi
Edward Jones - Financial Advisor: Alyssa GrovesIn Halfway
Edward Jones - Financial Advisor: Brian D Yurek, CFP®|ChFC®|AAMS®|CRPC™5.0★ (1)In Halfway
Edward Jones - Financial Advisor: David M Baker, CFP®|CEPA®|AAMS®5.0★ (2)18 mi
Edward Jones - Financial Advisor: John F Reinert, CFP®|ChFC®|CLU®|AAMS®5.0★ (2)23 mi
Edward Jones - Financial Advisor: Justin O Cunningham3.5★ (2)1 mi
Edward Jones - Financial Advisor: Lisa M Taylor, ChFC®|CRPC™5.0★ (2)4 mi
Edward Jones - Financial Advisor: Rebecca Cathcart5.0★ (2)23 mi
Edward Jones - Financial Advisor: Susan E Edmiston, AAMS®5.0★ (2)22 mi
Edward Jones INVESTMENTSIn Halfway
Jeremy Sauers - Wilmington Advisors @ M&TIn Halfway
John Everson - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)17 mi
Katz Metzner Financial LLC5.0★ (2)23 mi
KU Bookkeeping Consulting Services, LLCIn Halfway
Morgan Stanley Financial Advisors3.5★ (2)4 mi
Ocker Financial Services5.0★ (2)22 mi
Twigg Financial Inc3.0★ (2)23 mi
Wayne Rimmer - Thrivent3.0★ (2)14 mi

How we ranked Halfway financial advisors

We scored 47 Halfway financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Halfway data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Halfway: frequently asked questions

Which financial advisor has the highest RFA Score in Halfway?

By RFA Score, the highest-ranked financial advisor in Halfway, MD is Adams Insurance Agency - A Relation Company with an RFA Score of 73/100. It has 4.9★ from 306 Google reviews. Revolution Payments (#2) and Bankers Life (#3) follow. We ranked 47 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Halfway?

RankedFinancialAdvisors ranks 47 financial advisors serving Halfway, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Halfway work on weekends?

8 of 47 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are First United Bank and Trust (#5) and First United Bank & Trust (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Halfway financial advisors have?

The median Google rating among 47 rated financial advisors in Halfway is 5.0★, with a median of 12 reviews. Adams Insurance Agency - A Relation Company has the most, 306 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Halfway count in this ranking?

Yes, if they are within 25 mi of the Halfway city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Halfway ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Halfway a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Halfway

  1. November 2026: RFA Scores recalculated for 47 financial advisors serving Halfway.

More financial advisors and Halfway pages