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Financial Advisors in South Gate, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in South Gate: The Oxford Club, LLC, RFA Score 72/100; 4.7★ from 726 Google reviews.

  2. 3

    Most-reviewed: Mutual of Omaha Mortgage, 630 Google reviews at 4.9★, the most of 344 ranked after The Oxford Club, LLC; ranked #3.

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

344 South Gate financial advisors are ranked here by RFA Score, from eight published factors. 84 open Saturdays and 21 open Sundays, based on posted hours. The median Google rating is 4.9★ across 344 rated firms.

Top 10 financial advisors in South Gate 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 South Gate at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Oxford Club, LLC724.7★ (726)Baltimore, 12 mi away—Top score
2Banyan Hill Publishing714.6★ (481)Baltimore, 12 mi awayEvenings—
3Mutual of Omaha Mortgage714.9★ (630)Owings Mills, 22 mi away—Most reviews
4MDRN Capital704.9★ (162)Annapolis, 11 mi awayEvenings—
5Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]705.0★ (145)Columbia, 14 mi awaySat · Sun · Evenings—
6Porter & Co.694.9★ (100)Baltimore, 12 mi away——
7Nakia Bynum: Primerica - Financial Services685.0★ (89)Baltimore, 13 mi away——
8Blueprint Wealth Management685.0★ (91)Ellicott City, 14 mi away——
9Built For Life Financial Agency685.0★ (62)Annapolis, 12 mi away——
10First Command Financial Advisor - Jeremy I. Ball685.0★ (39)Odenton, 5 mi away——

All 344 financial advisors in South Gate, 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 South Gate

    #1 The Oxford Club, LLC

    Based in Baltimore, 12 mi away

    72/100RFA Score

    Ranked #1 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

  3. #3 Mutual of Omaha Mortgage

    Based in Owings Mills, 22 mi away

    71/100RFA Score

    Ranked #3 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

  4. #4 MDRN Capital

    Based in Annapolis, 11 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 162 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 162 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    1997 Annapolis Exchange #300a, Annapolis, MD 21401
    View profile for MDRN Capital(667) 222-0060

  6. #6 Porter & Co.

    Based in Baltimore, 12 mi away

    69/100RFA Score

    Ranked #6 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

  12. #12 Marks Wealth Management

    Based in Ellicott City, 19 mi away

    67/100RFA Score

    Ranked #12 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

  13. #13 Ibello Wealth Management

    Based in Columbia, 14 mi away

    67/100RFA Score

    Ranked #13 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 Northbrook Financial

    Based in Baltimore, 17 mi away

    66/100RFA Score

    Ranked #15 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

  18. #18 Beacon Pointe Advisors

    Based in Columbia, 10 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6811 Benjamin Franklin Dr #100, Columbia, MD 21046
    View profile for Beacon Pointe Advisors(410) 730-7933

  20. #20 LaBarge Financial

    Based in Severna Park, 6 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.5★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7 Riggs Ave, Severna Park, MD 21146
    View profile for LaBarge Financial(443) 647-4321

  22. #22 Help Me Ronda

    Based in Baltimore, 11 mi away

    65/100RFA 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

  25. #25 Elite Income Advisors

    Based in Ellicott City, 11 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    6011 University Blvd Ste 350, Ellicott City, MD 21043
    View profile for Elite Income Advisors(443) 274-3002

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 344 ranked financial advisors here; the rest are on their profiles.

financial advisors in South Gate, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Payments Connoisseur655.0★ (26)11 mi
27Worjoloh Financial Solutions655.0★ (63)23 mi
28First Command Financial Advisor - Art Gibb655.0★ (28)13 mi
29BLM Accounting Services, LLC644.9★ (52)19 mi
30Janine Thomas: Primerica - Financial Services645.0★ (28)13 mi
31First Command Financial Advisor - Christopher Morris, CMFA™645.0★ (26)13 mi
32Maryland Financial Advocates645.0★ (43)19 mi
33Clarity Wealth Management645.0★ (10)3 mi
34Baltimore-Washington Financial Advisors644.7★ (35)14 mi
35Wadsworth Financial Consulting, LLC644.8★ (25)12 mi
36Edward Jones - Financial Advisor: John Comberiate, CFP®|ChFC®|AAMS®645.0★ (25)14 mi
37WPG Wealth Planning Group644.7★ (25)11 mi
38Wealthspire645.0★ (18)10 mi
39Bankers Life644.0★ (20)4 mi
40NTFS Global LLC645.0★ (16)9 mi
41Integrity Financial Solutions, Inc.644.8★ (25)13 mi
42Bank of America (with Drive-thru ATM)643.5★ (43)1 mi
43First Command Financial Advisor - Justin Beers635.0★ (10)5 mi
44Wealth Enhancement Group635.0★ (24)15 mi
45First Command Financial Advisor - Harvey Pullen635.0★ (10)5 mi
46EPE Wealth Advisors635.0★ (11)7 mi
47First Command Financial Advisor - Glen Becker, RICP®635.0★ (19)13 mi
48Hosse Financial Services, Inc.633.8★ (16)2 mi
49Harry C Hearn Inc634.3★ (41)13 mi
50Seth Gusman - Edelman Financial Engines635.0★ (15)11 mi

Also serving South Gate

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 South Gate
BusinessGoogle ratingDistance
Adina Lavoie: Primerica - Financial Services5.0★ (2)11 mi
Baltimore, MD Branch Office - UBS Financial Services Inc.2.0★ (2)11 mi
BD Wealth Management5.0★ (2)11 mi
Edelman Financial Engines5.0★ (2)10 mi
Edward Jones - Financial Advisor: Brian M Conrad, CFP®|CEPA®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Greg Miller, CFP®|CEPA®|AAMS®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Robert J Digsby5.0★ (2)5 mi
Financial institutionIn South Gate
HF Advisory Group5.0★ (2)11 mi
Integrity Financial Group Inc5.0★ (2)1 mi
Legacy Financial3.0★ (2)10 mi
Merrill Lynch Wealth Management5.0★ (2)11 mi
Merv Wyllie-Brause: Primerica - Financial Services5.0★ (2)1 mi
Modera Wealth Management5.0★ (2)11 mi
Morgan Wealth Advisory Group - Ameriprise Financial Services, LLC5.0★ (2)11 mi
Musselman Safe Retirement Strategies5.0★ (2)6 mi
Patriot Capital3.0★ (2)11 mi
Safe Retirement Solutions, Retirement Planning, Rod Borowy3.0★ (2)11 mi
Technomart Investment Advisors5.0★ (2)11 mi
Trident Wealth5.0★ (2)11 mi

How we ranked South Gate financial advisors

We scored 344 South Gate 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 South Gate 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 South Gate: frequently asked questions

Which financial advisor has the highest RFA Score in South Gate?

By RFA Score, the highest-ranked financial advisor in South Gate, MD is The Oxford Club, LLC with an RFA Score of 72/100. It has 4.7★ from 726 Google reviews. Banyan Hill Publishing (#2) and Mutual of Omaha Mortgage (#3) follow. We ranked 344 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in South Gate?

RankedFinancialAdvisors ranks 344 financial advisors serving South Gate, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in South Gate work on weekends?

84 of 344 ranked financial advisors post Saturday hours and 21 post Sunday hours. The highest-ranked open Saturdays are Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#5), Frost & Associates, LLC (#14) and Harmon Financial Coaching (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do South Gate financial advisors have?

The median Google rating among 344 rated financial advisors in South Gate is 4.9★, with a median of 11 reviews. The Oxford Club, LLC has the most, 726 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 South Gate count in this ranking?

Yes, if they are within 25 mi of the South Gate 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 South Gate 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 South Gate 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 South Gate

  1. November 2026: RFA Scores recalculated for 344 financial advisors serving South Gate.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and South Gate pages