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Wealth Managers in Bel Air, MD: 2026 rankings

58 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bel Air: SCO Wealth Management, RFA Score 68/100; 5.0★ from 22 Google reviews.

  2. 6

    Most-reviewed: Richardson Group Wealth Protection, 113 Google reviews at 4.9★, the most of 58 ranked; ranked #6.

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

58 Bel Air wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 58 rated firms.

Top 10 wealth managers in Bel Air 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 wealth managers in Bel Air at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1SCO Wealth Management685.0★ (22)Bel AirTop score
2Marks Wealth Management685.0★ (103)Ellicott City, 35 mi away—
3Blueprint Wealth Management675.0★ (91)Ellicott City, 33 mi away—
4Harford Wealth Group674.9★ (15)Bel Air—
5P3 Wealth Advisors675.0★ (34)Cockeysville, 17 mi away—
6Richardson Group Wealth Protection674.9★ (113)Lancaster, 37 mi awayMost reviews
7Ibello Wealth Management665.0★ (64)Columbia, 35 mi away—
8Steerpath Wealth655.0★ (28)Pikesville, 23 mi away—
9Glass Jacobson Wealth Advisors654.7★ (41)Owings Mills, 25 mi away—
10WPG Wealth Planning Group644.7★ (25)Baltimore, 21 mi away—

All 58 wealth managers in Bel Air, 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 Bel Air

    #1 SCO Wealth Management

    Based in Bel Air

    68/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1614 E Churchville Rd #104, Bel Air, MD 21015
    View profile for SCO Wealth Management(443) 819-0870

  2. #2 Marks Wealth Management

    Based in Ellicott City, 35 mi away

    68/100RFA Score

    Ranked #2 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

  5. #5 P3 Wealth Advisors

    Based in Cockeysville, 17 mi away

    67/100RFA Score

    Ranked #5 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

  7. #7 Ibello Wealth Management

    Based in Columbia, 35 mi away

    66/100RFA Score

    Ranked #7 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

  8. #8 Steerpath Wealth

    Based in Pikesville, 23 mi away

    65/100RFA Score

    Ranked #8 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

  19. #19 Wealthspire

    Based in Annapolis, 39 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    900 Bestgate Rd Ste 200, Annapolis, MD 21401
    View profile for Wealthspire(410) 988-9494

  20. #20 Clarity Wealth Management

    Based in Bowie, 29 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon 8 AM–5:30 PM · Tue 8:30 AM–5:30 PM · Wed 8:30 AM–5 PM · Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    View profile for Clarity Wealth Management(410) 429-6804

  23. #23 EPE Wealth Advisors

    Based in Crofton, 37 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1321 Generals Hwy #300, Crownsville, MD 21032
    View profile for EPE Wealth Advisors(410) 923-8686

  25. #25 Crest Wealth Advisors

    Based in Annapolis, 39 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    111 Forbes St Ste 100, Annapolis, MD 21401
    View profile for Crest Wealth Advisors(443) 973-4901

Wealth managers 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 58 ranked wealth managers here; the rest are on their profiles.

wealth managers in Bel Air, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Focused Founders Wealth Planning605.0★ (4)24 mi
27Velnoskey Wealth Advisors of Janney Montgomery Scott605.0★ (8)35 mi
28Sawyer Wealth Management603.7★ (6)25 mi
29Yitzi Teichman - RBC Wealth Management Financial Advisor605.0★ (3)21 mi
30Greben Wealth Management595.0★ (4)25 mi
31Cecil Wealth LLC595.0★ (6)32 mi
32Wealth Maximization Group LLC592.0★ (4)17 mi
33Baird Private Wealth Management592.3★ (3)17 mi
34Foundry Wealth Advisors LLC593.7★ (3)23 mi
35Gibson Schuler Wealth Advisors, LLC.585.0★ (3)30 mi
36Regal Wealth Advisors585.0★ (5)37 mi
37McNamara Financial Wealth Management584.4★ (7)39 mi
38Point To Point Wealth Planning - Ameriprise Financial Services, LLC585.0★ (5)38 mi
39BRUNER Wealth Management, LLC585.0★ (4)35 mi
40Vantus Wealth585.0★ (4)35 mi
41Integrity Wealth Strategies, LLC-YORK585.0★ (4)35 mi
42Phoenix Private Wealth574.0★ (4)34 mi
43RBC Wealth Management Branch - York574.0★ (4)35 mi
44Centennial Wealth Management575.0★ (3)35 mi
451 North Wealth Services575.0★ (4)39 mi
46Savant Wealth Management575.0★ (3)36 mi
47JFS Wealth Advisors575.0★ (3)36 mi
48Personal Wealth Advisory LLC575.0★ (3)38 mi
49Sovereign Wealth Management Inc575.0★ (3)38 mi
50Fair Oaks Wealth Management - Ameriprise Financial Services, LLC575.0★ (3)38 mi

Also serving Bel Air

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Bel Air
BusinessGoogle ratingDistance
360 Financial Group3.0★ (8)In Bel Air
Allworth Financial5.0★ (16)In Bel Air
Community Asset Management3.0★ (2)In Bel Air
Diepold & Associates, LLC4.6★ (9)In Bel Air
Donohue Hart Associates5.0★ (4)In Bel Air
Edward Jones - Financial Advisor: Aaron M Stephenson, CFP®|AAMS®5.0★ (3)In Bel Air
Edward Jones - Financial Advisor: James Hennessey5.0★ (1)In Bel Air
Edward Jones - Financial Advisor: John Likoudis, AAMS®5.0★ (1)In Bel Air
Evergreen Equity Partners, LLC3.7★ (6)In Bel Air
Fisher Financial Services5.0★ (1)In Bel Air
Harford Financial Group4.5★ (6)In Bel Air
Harford Retirement Planners, LLC5.0★ (43)In Bel Air
Michael Niedzwiecki - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Bel Air
Ozazewski, Decker, Plunkett of Janney Montgomery Scott5.0★ (1)In Bel Air
Prudential Advisors5.0★ (3)In Bel Air
The Athena Team5.0★ (7)In Bel Air
The Kelly Group4.0★ (4)In Bel Air
Town Capital - Ryan Townsley, CFP®, RICP®, CPWA®, TPCP®5.0★ (47)In Bel Air
Tripp Wealth Management5.0★ (2)In Bel Air
Wells Fargo Advisors1.8★ (5)In Bel Air

How we ranked Bel Air wealth managers

We scored 58 Bel Air wealth managers 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 Bel Air 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Bel Air: frequently asked questions

Which wealth manager has the highest RFA Score in Bel Air?

By RFA Score, the highest-ranked wealth manager in Bel Air, MD is SCO Wealth Management with an RFA Score of 68/100. It has 5.0★ from 22 Google reviews. Marks Wealth Management (#2) and Blueprint Wealth Management (#3) follow. We ranked 58 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Bel Air?

RankedFinancialAdvisors ranks 58 wealth managers serving Bel Air, MD. 3 of them are based in Bel Air; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Bel Air work on weekends?

1 of 58 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Langan Financial Group Retirement & Wealth Management (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bel Air wealth managers have?

The median Google rating among 58 rated wealth managers in Bel Air is 5.0★, with a median of 5 reviews. Richardson Group Wealth Protection has the most, 113 reviews, and ranks #6. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Bel Air count in this ranking?

Yes, if they are within 40 mi of the Bel Air city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Bel Air ranked?

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

How do I check a wealth manager’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 wealth manager in Bel Air 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 wealth managers 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 Bel Air

  1. November 2026: RFA Scores recalculated for 58 wealth managers serving Bel Air.

More wealth managers and Bel Air pages