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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 23 vetted financial advisors and 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
301-547-4003
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 | $2,386,671,547 | 1081 | A Percentage of AUM |
| GROVE POINT ADVISORS, LLC 2440 Research Blvd, Ste 500 Rockville, MD, 20850 | 313171 | $1,926,783,604 | 8355 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ADVISORS PREFERRED LLC 1445 Research Boulevard, #530 Rockville, MD, 20850 | 157980 | $1,760,215,956 | 19 | A Percentage of AUM |
| INNOVATION X ADVISORS 1445 Research Blvd., Suite 530 Rockville, MD, 20850 | 322292 | $1,167,936,364 | 13 | A Percentage of AUM, Performance Based |
| SPC FINANCIAL INC 3202 Tower Oaks Blvd, Suite 400 Rockville, MD, 20852-4219 | 104618 | $1,000,154,777 | 3105 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| MARYLAND FINANCIAL GROUP, INC. 2600 Tower Oaks Boulevard, Suite 220 Rockville, MD, 20852 | 122320 | $975,955,345 | 3666 | A Percentage of AUM, Hourly charges, Fixed Fees |
| FINANCIAL SERVICES ADVISORY One Church Street, Suite 901 Rockville, MD, 20850 | 104513 | $707,792,446 | 2087 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CIC WEALTH, LLC 1101 Wootton Parkway, Suite 980 Rockville, MD, 20852 | 290198 | $550,947,483 | 2029 | A Percentage of AUM, Hourly charges, Fixed Fees |
| KENDALL CAPITAL MANAGEMENT 2000 Tower Oaks Boulevard, Suite 240 Rockville, MD, 20852 | 134740 | $419,058,076 | 1220 | A Percentage of AUM, Fixed Fees |
| MONTGOMERY INVESTMENT MANAGEMENT INC 6229 Executive Blvd, Rockville, MD, 20852 | 105417 | $340,480,228 | 121 | A Percentage of AUM |
| RESEARCH FINANCIAL STRATEGIES 2273 Research Blvd, Suite 101 Rockville, MD, 20850-3264 | 153247 | $258,771,596 | 1618 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH) |
| FVLCRUM PARTNERS, LLC 2600 Tower Oaks Blvd, Suite 230 Rockville, MD, 20852 | 310971 | $241,098,046 | 3 | A Percentage of AUM, Performance Based |
| FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. 51 Monroe St., Suite Pe 25 Rockville, MD, 20850 | 109232 | $221,062,803 | 177 | A Percentage of AUM, Hourly charges |
| EAGLESTONE WEALTH ADVISORS, INC. 1101 Wootton Parkway, Suite 400 Rockville, MD, 20852 | 141014 | $197,519,767 | 452 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES) |
| BACHRACH ASSET MANAGEMENT INC 20 Courthouse Square, Suite 208, Rockville, MD, 20850 | 161894 | $197,102,785 | 18 | A Percentage of AUM |
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