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Find The Best Financial Advisors in Bethesda, Maryland

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bethesda is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bethesda & pick the one as per your needs

How To Find The Best Financial Advisors in Bethesda, Maryland

Last Updated - 24-Jan-2023

If you’re looking for qualified financial advisors in Bethesda, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 138 non-vetted financial advisors in Bethesda, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bethesda, Maryland have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bethesda, Maryland

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Scott Butera

Butera Wealth Management by LPL Financial

6701 Democracy Blvd Suite 300, Offices 362 & 365

Bethesda, MD 20817

240-855-0424

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Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

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Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

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Michael Feeley

Raymond James Financial Services, Inc.

1717 Pennsylvania Ave NW suite 1050

Washington, DC 20006

202-365-8258

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043

443-956-1216

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Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410-573-5700

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

Top Financial Advisor Firms in Maryland (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ASB CAPITAL MANAGEMENT LLC
7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD 20814
110995 $32,464,614,170 82 A percentage of AUM
Performance Based
FBB CAPITAL PARTNERS
4520 East-West Highway, Suite 450 Bethesda, MD 20814
108967 $1,806,000,000 2784 A percentage of AUM
Hourly charges
Fixed fees
TRUMBOWER FINANCIAL ADVISORS LLC
3 Bethesda Metro Center, Ste 340 Bethesda, MD 20814-5330
107495 $1,647,185,643 862 A percentage of AUM
Hourly charges
Fixed fees
HULL STREET ENERGY
4747 Bethesda Ave, Suite 1220 Bethesda, MD 20814
291881 $1,618,955,598 7 A percentage of AUM
Performance Based
SARGENT INVESTMENT GROUP
7250 Woodmont Avenue, Suite 260 Bethesda, MD 20814
297499 $1,202,666,892 1055 A percentage of AUM
Fixed fees
MV CAPITAL MANAGEMENT, INC.
3 Bethesda Metro Center, Suite 650 Bethesda, MD 20814-6336
139034 $911,299,127 944 A percentage of AUM
Hourly charges
Fixed fees
THE FAMILY FIRM, INC.
8120 Woodmont Avenue, Suite 630 Bethesda, MD 20814
105270 $758,801,689 994 A percentage of AUM
Hourly charges
Fixed fees
FAMILY OFFICE RESEARCH, LLC
7910 Woodmont Ave, Suite 1120 Bethesda, MD 20814
144136 $403,800,122 78 A percentage of AUM
Hourly charges
Fixed fees
HILLMAN CAPITAL MANAGEMENT INC
7255 Woodmont Avenue, Suite 260 Bethesda, MD 20814
110096 $327,209,390 176 A percentage of AUM
Performance Based
MBI LLC
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814
170858 $324,553,113 421 A percentage of AUM
Fixed fees
BROADOAK ASSET MANAGEMENT, LLC
4800 Montgomery Lane, Suite 230 Bethesda, MD 20814
148901 $245,021,430 8 A percentage of AUM
Performance Based
GLASSY MOUNTAIN ADVISORS, INC.
7200 Wisconsin Avenue, Suite 500 Bethesda, MD 20814
314937 $236,413,515 236 A percentage of AUM
NEW POTOMAC PARTNERS LLC
4330 East West Hwy, Suite 416 Bethesda, MD 20814
170061 $202,188,280 166 A percentage of AUM
Hourly charges
Fixed fees
PRIME INVESTMENT ADVISORS
7700 Old Georgetown Road, Suite 630 Bethesda, MD 20814
111498 $150,600,000 87 A percentage of AUM
Hourly charges
EUCLID INVESTMENT ADVISORY, LLC
4701 Sangamore Road, N100 Bethesda, MD 20816
116740 $80,000,000 129 A percentage of AUM

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bobby Harris
Inquire with Bobby
6400 Goldsboro Rd, Ste 525 Bethesda, MD 20817 301-263-8505
Andrew Gibson
Inquire with Andrew
6400 Goldsboro Rd, Ste 550 Bethesda, MD 20817 301-263-8502
Alex Morales
Inquire with Alex
7500 Old Georgetown Rd, 10th Fl Bethesda, MD 20814 301-657-6337
Brian Thoms
Inquire with Brian
6400 Goldsboro Rd, Ste 550 Bethesda, MD 20817 301-320-1191
Adam Goddard
Inquire with Adam
7500 Old Georgetown Rd, Ste 1200 Bethesda, MD 20814 301-634-5550
Bill McNulty
Inquire with Bill
7500 Old Georgetown Rd 10th, Fl Bethesda, MD 20814 301-664-6861
Brian M. Neeley
Inquire with Brian
7500 Old Georgetown Rd, 10th Fl Bethesda, MD 20814 301-664-6560
Andrew Rothenberg
Inquire with Andrew
7500 Old Georgetown Rd, 10th Fl Bethesda, MD 20814 301-961-1849
Chris Valle
Inquire with Chris
6400 Goldsboro Rd, Ste 550 Bethesda, MD 20817 301-320-0500
Pierce Hardman
Inquire with Pierce
7500 Old Georgetown Rd, Ste 1200 Bethesda, MD 20814 301-634-5561

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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