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Wealth Managers in Rosedale, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Rosedale: Blueprint Wealth Management, RFA Score 70/100; 5.0★ from 91 Google reviews.

  2. 2

    Most-reviewed: Marks Wealth Management, 103 Google reviews at 5.0★, the most of 61 ranked; ranked #2.

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

61 Rosedale wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 61 rated firms.

Most of this list also appears on the Wealth managers in Baltimore ranking. See Wealth managers in Baltimore

Top 10 wealth managers in Rosedale 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 Rosedale at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Blueprint Wealth Management705.0★ (91)Ellicott City, 18 mi awayTop score
2Marks Wealth Management705.0★ (103)Ellicott City, 22 mi awayMost reviews
3Ibello Wealth Management695.0★ (64)Columbia, 20 mi away—
4WPG Wealth Planning Group684.7★ (25)Baltimore, 4 mi away—
5P3 Wealth Advisors685.0★ (34)Cockeysville, 15 mi away—
6Steerpath Wealth675.0★ (28)Pikesville, 13 mi away—
7Glass Jacobson Wealth Advisors674.7★ (41)Owings Mills, 15 mi away—
8SCO Wealth Management665.0★ (22)Bel Air, 19 mi away—
9Wealth Enhancement Group655.0★ (24)Columbia, 24 mi away—
10Precision Wealth Planners655.0★ (43)North Bethesda, 37 mi away—

All 61 wealth managers in Rosedale, 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 Rosedale

    #1 Blueprint Wealth Management

    Based in Ellicott City, 18 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 91 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 91 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5026 Dorsey Hall Dr #105, Ellicott City, MD 21042
    View profile for Blueprint Wealth Management(410) 992-4500

  2. #2 Marks Wealth Management

    Based in Ellicott City, 22 mi away

    70/100RFA 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

  3. #3 Ibello Wealth Management

    Based in Columbia, 20 mi away

    69/100RFA Score

    Ranked #3 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

  5. #5 P3 Wealth Advisors

    Based in Cockeysville, 15 mi away

    68/100RFA 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

  6. #6 Steerpath Wealth

    Based in Pikesville, 13 mi away

    67/100RFA Score

    Ranked #6 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

  8. #8 SCO Wealth Management

    Based in Bel Air, 19 mi away

    66/100RFA Score

    Ranked #8 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

  12. #12 Clarity Wealth Management

    Based in Bowie, 12 mi away

    64/100RFA Score

    Ranked #12 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

  13. #13 Wealthspire

    Based in Annapolis, 23 mi away

    64/100RFA Score

    Ranked #13 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

  15. #15 EP Wealth Advisors

    Based in Bethesda, 39 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6701 Democracy Blvd #300, Bethesda, MD 20817
    View profile for EP Wealth Advisors(240) 428-8911

  18. #18 EPE Wealth Advisors

    Based in Crofton, 21 mi away

    63/100RFA Score

    Ranked #18 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

  19. #19 Crest Wealth Advisors

    Based in Annapolis, 23 mi away

    63/100RFA Score

    Ranked #19 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

  25. #25 Laser Wealth Management

    Based in Aspen Hill, 36 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9:30 AM–3:30 PM · Sat–Sun closed
    Address
    10410 Kensington Pkwy, Kensington, MD 20895
    View profile for Laser Wealth Management(301) 949-4449

How we ranked Rosedale wealth managers

We scored 61 Rosedale 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 Rosedale 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 Rosedale: frequently asked questions

Which wealth manager has the highest RFA Score in Rosedale?

By RFA Score, the highest-ranked wealth manager in Rosedale, MD is Blueprint Wealth Management with an RFA Score of 70/100. It has 5.0★ from 91 Google reviews. Marks Wealth Management (#2) and Ibello Wealth Management (#3) follow. We ranked 61 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Rosedale work on weekends?

2 of 61 ranked wealth managers post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rosedale wealth managers have?

The median Google rating among 61 rated wealth managers in Rosedale is 5.0★, with a median of 6 reviews. Marks Wealth Management has the most, 103 reviews, and ranks #2. 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 Rosedale count in this ranking?

Yes, if they are within 40 mi of the Rosedale 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 Rosedale 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 Rosedale 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 Rosedale

  1. November 2026: RFA Scores recalculated for 61 wealth managers serving Rosedale.

More wealth managers and Rosedale pages