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Financial Advisors in Lochearn, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lochearn: Mutual of Omaha Mortgage, RFA Score 75/100; 4.9★ from 630 Google reviews.

  2. 33

    Most-reviewed: HFS Financial, 2,489 Google reviews at 4.7★, the most of 299 ranked; ranked #33.

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

299 Lochearn financial advisors are ranked here by RFA Score, from eight published factors. 64 open Saturdays and 17 open Sundays, based on posted hours. The median Google rating is 4.9★ across 299 rated firms.

Top 10 financial advisors in Lochearn 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 Lochearn at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mutual of Omaha Mortgage754.9★ (630)Owings Mills, 7 mi away—Top score
2The Oxford Club, LLC744.7★ (726)Baltimore, 6 mi away——
3Banyan Hill Publishing724.6★ (481)Baltimore, 6 mi awayEvenings—
4Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]715.0★ (145)Columbia, 12 mi awaySat · Sun · Evenings—
5Porter & Co.704.9★ (100)Baltimore, 6 mi away——
6Northbrook Financial705.0★ (67)Baltimore, 4 mi away——
7Blueprint Wealth Management705.0★ (91)Ellicott City, 9 mi away——
8Marks Wealth Management705.0★ (103)Ellicott City, 11 mi away——
9Marshall Financial Group705.0★ (101)Hunt Valley, 11 mi away——
10Worjoloh Financial Solutions695.0★ (63)Owings Mills, 7 mi awaySat · Evenings—

All 299 financial advisors in Lochearn, 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.

  1. Ranked #1 in Lochearn

    #1 Mutual of Omaha Mortgage

    Based in Owings Mills, 7 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 630 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 630 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    700 Red Brook Blvd Ste 110, Owings Mills, MD 21117
    View profile for Mutual of Omaha Mortgage(800) 846-0143

  2. #2 The Oxford Club, LLC

    Based in Baltimore, 6 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 726 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 726 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    105 W Monument St, Baltimore, MD 21201
    View profile for The Oxford Club, LLC(866) 237-0436

  5. #5 Porter & Co.

    Based in Baltimore, 6 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 100 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 100 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1001 Cathedral St, Baltimore, MD 21201
    View profile for Porter & Co.(888) 610-8895

  6. #6 Northbrook Financial

    Based in Baltimore, 4 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1340 Smith Ave #200, Baltimore, MD 21209
    View profile for Northbrook Financial

  8. #8 Marks Wealth Management

    Based in Ellicott City, 11 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11690 Frederick Rd, Ellicott City, MD 21042
    View profile for Marks Wealth Management(410) 934-1199

  9. #9 Marshall Financial Group

    Based in Hunt Valley, 11 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    225 Schilling Cir #295, Hunt Valley, MD 21031
    View profile for Marshall Financial Group(410) 563-1190

  10. #10 Worjoloh Financial Solutions

    Based in Owings Mills, 7 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Wed 1 PM–8 PM · Thu 5 PM–8 PM · Fri 1 PM–5 PM · Sat 11 AM–5 PM · Sun closed
    Address
    11419 Cronridge Dr #8, Owings Mills, MD 21117
    View profile for Worjoloh Financial Solutions(301) 326-3279

  14. #14 Ibello Wealth Management

    Based in Columbia, 12 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10440 Little Patuxent Pkwy Ste 300, Columbia, MD 21044
    View profile for Ibello Wealth Management(410) 415-3403

  15. #15 Steerpath Wealth

    Based in Pikesville, 3 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    East Building, 1777 Reisterstown Rd Ste 380, Pikesville, MD 21208
    View profile for Steerpath Wealth(443) 292-8053

  18. #18 Centuria Financial Group

    Based in Eldersburg, 16 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue–Thu 9 AM–6 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2333 Baltimore Blvd Ste B, Finksburg, MD 21048
    View profile for Centuria Financial Group(443) 952-7232

  19. #19 The Payments Connoisseur

    Based in Baltimore, 6 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Tue closed · Wed 10 AM–5 PM · Thu closed · Fri 9 AM–4 PM · Sat 10 AM–5 PM · Sun closed
    Address
    1800 Hollins St 1st floor, Baltimore, MD 21223
    View profile for The Payments Connoisseur(443) 475-7441

  22. #22 Help Me Ronda

    Based in Baltimore, 7 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 34 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 34 Google reviews
    Address
    100 Light St, Baltimore, MD 21202
    View profile for Help Me Ronda(855) 672-2708

  24. #24 P3 Wealth Advisors

    Based in Cockeysville, 11 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    303 International Cir Ste 130, Cockeysville, MD 21030
    View profile for P3 Wealth Advisors(410) 652-2400

  25. #25 HHG Financial Services

    Based in Pikesville, 4 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon closed · Tue–Fri 10 AM–3 PM · Sat–Sun closed
    Address
    1864 Reisterstown Rd A-B, Pikesville, MD 21208
    View profile for HHG Financial Services(443) 388-3883

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 299 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lochearn, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Elite Income Advisors665.0★ (26)10 mi
27Gordon Margerum Jr: Primerica - Financial Services665.0★ (20)7 mi
28Hilt Financial Group, LLC665.0★ (23)9 mi
29Chesapeake Financial Advisors664.8★ (24)8 mi
30Prostatis Financial Advisors Group654.7★ (46)13 mi
31Janine Thomas: Primerica - Financial Services655.0★ (28)12 mi
32Beacon Pointe Advisors654.9★ (31)12 mi
33HFS Financial654.7★ (2,489)9 mi
34Sustain CFO Services655.0★ (16)6 mi
35First Command Financial Advisor - Jeremy I. Ball655.0★ (39)17 mi
36Baltimore-Washington Financial Advisors654.7★ (35)12 mi
37Ashley Zephir - Edelman Financial Engines655.0★ (17)8 mi
38The War Room654.9★ (16)6 mi
39Islamic Wills Trust Services655.0★ (18)9 mi
40WPG Wealth Planning Group654.7★ (25)9 mi
41Bank of America (with Drive-thru ATM)653.8★ (47)3 mi
42Lynette Woods Garrus: Primerica - Financial Services654.7★ (19)7 mi
43Andela Financial Services655.0★ (14)7 mi
44Harmon Financial Coaching655.0★ (38)19 mi
45Strategic Trends Investor654.6★ (16)6 mi
46Security Tax & Accounting644.4★ (7)In Lochearn
47SECU Credit Union - Corporate Business Office644.0★ (73)9 mi
48Frederick Insurance Agency, a Division of Malhotra Insurance644.9★ (62)24 mi
49Brown Capital Management Inc644.7★ (13)6 mi
50Seth Gusman - Edelman Financial Engines645.0★ (15)10 mi

Also serving Lochearn

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 Lochearn
BusinessGoogle ratingDistance
Antwan Anderson5.0★ (2)8 mi
AveryFinancialServicesIn Lochearn
Baltimore, MD Branch Office - UBS Financial Services Inc.2.0★ (2)7 mi
Bodwin Financial Solutions, Inc.5.0★ (2)4 mi
Casnpe wealth managementIn Lochearn
Edward Jones - Financial Advisor: Jason J Tawney, AAMS®5.0★ (2)5 mi
Garrison Forest Advisory Group5.0★ (2)5 mi
Greenspring Advisors5.0★ (2)8 mi
Harbor View Consulting5.0★ (2)7 mi
Helix Private Wealth &PartnersIn Lochearn
James Kelly - Prudential Financial3.0★ (2)3 mi
K and S Capital3.0★ (2)3 mi
Melford G Brown Jr - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Randolph C Ruckert, P.A.5.0★ (2)6 mi
Red Oak Financial Group5.0★ (2)7 mi
SFG Wealth Management5.0★ (2)7 mi
Shawn T Walker: Primerica - Financial Services5.0★ (2)6 mi
Stifel5.0★ (2)7 mi
Technomart Investment Advisors5.0★ (2)7 mi
Vero Advisory3.0★ (2)6 mi

How we ranked Lochearn financial advisors

We scored 299 Lochearn 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 Lochearn 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 Lochearn: frequently asked questions

Which financial advisor has the highest RFA Score in Lochearn?

By RFA Score, the highest-ranked financial advisor in Lochearn, MD is Mutual of Omaha Mortgage with an RFA Score of 75/100. It has 4.9★ from 630 Google reviews. The Oxford Club, LLC (#2) and Banyan Hill Publishing (#3) follow. We ranked 299 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lochearn?

RankedFinancialAdvisors ranks 299 financial advisors serving Lochearn, MD. 1 of them is based in Lochearn; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lochearn work on weekends?

64 of 299 ranked financial advisors post Saturday hours and 17 post Sunday hours. The highest-ranked open Saturdays are Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#4), Worjoloh Financial Solutions (#10) and BLM Accounting Services, LLC (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lochearn financial advisors have?

The median Google rating among 299 rated financial advisors in Lochearn is 4.9★, with a median of 10 reviews. HFS Financial has the most, 2,489 reviews, and ranks #33. 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 Lochearn count in this ranking?

Yes, if they are within 25 mi of the Lochearn 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 Lochearn 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 Lochearn 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 Lochearn

  1. November 2026: RFA Scores recalculated for 299 financial advisors serving Lochearn.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Lochearn pages