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Find 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!

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

How To Find Best Financial Advisors & Planners in Rockville?

Looking for a qualified financial advisor in Rockville? We can help you by narrowing down your options & listing the best financial advisors in Rockville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Rockville near you with the list of certified and vetted Rockville financial advisors.

List of Qualified Financial Advisors in Rockville, Maryland

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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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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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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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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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Gian Deguzman

Edelman Financial Engines, LLC

1750 Tysons Boulevard,
Suite 1140

Tysons Corner, VA 22102

703-718-5103

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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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Cheryl Langston

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 530

Ashburn, VA 20147

703-227-0513

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Nate Parks

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax, VA 22033

703-991-5251

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Sean Connolly

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-677-9729

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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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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410-505-8466

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Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410-573-5700

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

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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
ADVISORS PREFERRED LLC
1445 Research Boulevard, #530 Rockville, MD 20850
157980 $3,519,456,185 21 A percentage of AUM
GROVE POINT ADVISORS, LLC
2440 Research Blvd, Ste 500 Rockville, MD 20850
313171 $2,114,574,204 7795 A percentage of AUM
Hourly charges
Fixed fees
MARYLAND FINANCIAL GROUP, INC.
2600 Tower Oaks Boulevard, Suite 220 Rockville, MD 20852
122320 $1,019,695,530 3101 A percentage of AUM
Hourly charges
Fixed fees
FINANCIAL SERVICES ADVISORY
One Church Street, Suite 901 Rockville, MD 20850
104513 $842,896,540 2130 A percentage of AUM
Hourly charges
Fixed fees
CIC WEALTH, LLC
1101 Wootton Parkway, Suite 980 Rockville, MD 20852
290198 $749,851,739 1890 A percentage of AUM
Hourly charges
Fixed fees
KENDALL CAPITAL MANAGEMENT
2000 Tower Oaks Boulevard, Suite 240 Rockville, MD 20852
134740 $479,545,821 1133 A percentage of AUM
Fixed fees
RESEARCH FINANCIAL STRATEGIES
2273 Research Blvd, Suite 101 Rockville, MD 20850-3264
153247 $419,891,507 2373 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH)
EAGLESTONE WEALTH ADVISORS, INC.
1101 Wootton Parkway, Suite 400 Rockville, MD 20852
141014 $239,013,656 416 A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING FEES)
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
51 Monroe St., Suite Pe 25 Rockville, MD 20850
109232 $232,724,301 176 A percentage of AUM
Hourly charges
SCHAEFFER FINANCIAL LLC
4612 Great Oak Road, Rockville, MD 20853
133697 $213,248,490 425 A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT)
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
2099 Gaither Rd. Suite 110, Rockville, MD 20850
168342 $194,526,570 642 A percentage of AUM
Fixed fees
WMS ADVISORS, LLC
11300 Rockville Pike, Suite 800, Rockville, MD 20852
122224 $164,700,540 210 A percentage of AUM
Hourly charges
BRIDGEMARK WEALTH MANAGEMENT
1 Research Court, Suite 240 Rockville, MD 20850
286177 $152,524,182 654 A percentage of AUM
IVY LEAGUE FINANCIAL ADVISORS LLC
11 North Washington Street, Suite 250 Rockville, MD 20850
119145 $134,472,785 323 A percentage of AUM
Hourly charges
Fixed fees
ATCAP PARTNERS, LLC
1445 Research Boulevard, #530 Rockville, MD 20850
158214 $16,107,269 37 A percentage of AUM
Hourly charges
Fixed fees
Other (WRAP FEE BASED ON PERCENTAGE OF ASSETS UNDER MANAGEMENT)

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anna A Behnam
Inquire with Anna
6010 Executive Blvd, Ste 1000 Rockville, MD 20852 301-284-8800
Axiom Value Financial Services
Inquire with Axiom
9200 Corporate Boulevard, Suite 142 Rockville, MD 20850 240-863-3688
Behnam & Associates
Inquire with Behnam
6010 Executive Blvd, Ste 1000 Rockville, MD 20852 301-284-8800
Victoria Underhill
Inquire with Victoria
702 King Farm Blvd, Suite 500 Rockville, MD 20850 301-556-2376
Irene Tata
Inquire with Irene
6010 Executive Blvd, Ste 1000 Rockville, MD 20852 301-591-1385
Michelle Owens
Inquire with Michelle
6010 Executive Blvd, Ste 1000 Rockville, MD 20852 301-591-1710
Morgan Stanley Financial Advisors
Inquire with Morgan
702 King Farm Blvd, Suite 500 Rockville, MD 20850 301-556-2300
Susan Graham Harrington
Inquire with Susan
702 King Farm Blvd, Suite 500 Rockville, MD 20850 301-556-2321
The Monitor Group, LLC
Inquire with Monitor
2600 Tower Oaks Boulevard, Suite 220 Rockville, MD 20852 301-251-8550
Connemara Group LLC
Inquire with Connemara
11300 Rockville Pike, Suite 712 Rockville, MD 20852 301-321-3600

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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