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Find The Best Financial Advisors in Rockville, 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!
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How To Find The Best Financial Advisors in Rockville, Maryland
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Rockville, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 25 vetted financial advisors and 21 non-vetted financial advisors in Rockville, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rockville, Maryland have an average of 19 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 Rockville, Maryland
Edelman Financial Engines, LLC
877-208-7414
Address
- 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
Top Financial Advisor Firms in Rockville, Maryland (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| SOL CAPITAL MANAGEMENT CO 111 Rockville Pike, Suite 750 Rockville, MD, 20850 | 110226 | $2,662,612,008 | 1103 | A percentage of AUM |
| GROVE POINT ADVISORS, LLC 2440 Research Blvd, Ste 500 Rockville, MD, 20850 | 313171 | $2,359,870,084 | 9920 | A percentage of AUM, Hourly charges, Fixed fees |
| ADVISORS PREFERRED LLC 1445 Research Boulevard, #530 Rockville, MD, 20850 | 157980 | $1,642,952,735 | 20 | A percentage of AUM |
| INNOVATION X ADVISORS 1445 Research Blvd., Suite 530 Rockville, MD, 20850 | 322292 | $1,356,136,246 | 15 | A percentage of AUM, Performance Based |
| SPC FINANCIAL INC 3202 Tower Oaks Blvd, Suite 400 Rockville, MD, 20852-4219 | 104618 | $1,159,278,363 | 3292 | A percentage of AUM, Hourly charges, Fixed fees |
| MARYLAND FINANCIAL GROUP, INC. 2600 Tower Oaks Boulevard, Suite 220 Rockville, MD, 20852 | 122320 | $1,112,399,451 | 3859 | A percentage of AUM, Hourly charges, Fixed fees |
| FINANCIAL SERVICES ADVISORY One Church Street, Suite 901 Rockville, MD, 20850 | 104513 | $693,702,744 | 1981 | A percentage of AUM, Hourly charges, Fixed fees |
| KENDALL CAPITAL MANAGEMENT 2000 Tower Oaks Boulevard, Suite 240 Rockville, MD, 20852 | 134740 | $519,787,468 | 1440 | A percentage of AUM, Fixed fees |
| MONTGOMERY INVESTMENT MANAGEMENT INC 6229 Executive Blvd, Rockville, MD, 20852 | 105417 | $451,205,884 | 115 | A percentage of AUM |
| OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC 2099 Gaither Road, Suite 110 Rockville, MD, 20850 | 168342 | $312,821,881 | 864 | A percentage of AUM, Fixed fees |
| FVLCRUM PARTNERS, LLC 2600 Tower Oaks Blvd, Suite 230 Rockville, MD, 20852 | 310971 | $298,170,771 | 3 | A percentage of AUM, Performance Based |
| RESEARCH FINANCIAL STRATEGIES 2273 Research Blvd, Suite 101 Rockville, MD, 20850-3264 | 153247 | $273,008,020 | 1490 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH) |
| FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. 51 Monroe St., Suite Pe 25 Rockville, MD, 20850 | 109232 | $270,874,727 | 522 | A percentage of AUM, Hourly charges |
| SCHAEFFER FINANCIAL LLC 4612 Great Oak Road, Rockville, MD, 20853 | 133697 | $223,248,023 | 435 | A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT) |
| EAGLESTONE WEALTH ADVISORS, INC. 1101 Wootton Parkway, Suite 400 Rockville, MD, 20852 | 141014 | $193,836,714 | 474 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
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