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Find The Best Financial Advisors in Silver Spring, 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 Silver Spring is a tedious task to do. give you extensive options to compare best advisors in Silver Spring & pick the one as per your needs

How To Find The Best Financial Advisors in Silver Spring, Maryland

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Silver Spring, Maryland, is a useful resource. We've compiled a list of the 10 vetted financial advisors and 10 non-vetted financial advisors in Silver Spring, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Silver Spring, 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 Silver Spring, Maryland


Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815



David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814



Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007



Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043



Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD

Alexandria, VA 22310



Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043



Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401



Secure Financial Services

Secure Financial Services, Inc.

1643 Liberty Road
Suite 101

Sykesville, MD 21784



Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401



Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093


Top Financial Advisor Firms in Maryland (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
8403 Colesville Road, 13th Floor Silver Spring, MD 20910
106628 $9,799,271,187 19 A percentage of AUM
8730 Georgia Avenue, Suite 500 Silver Spring, MD 20910
107702 $234,000,000 540 A percentage of AUM
Hourly charges
Fixed fees
8607 Cedar St., Silver Spring, MD 20910
298104 $38,494,251 407 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bailey Wealth Advisors
Inquire with Bailey
8403 Colesville Road, Suite 845 Silver Spring, MD 20910 301-585-4701
Alcumus Financial Group
Inquire with Alcumus
8601 Georgia Ave, Ste 910 Silver Spring, MD 20910 202-223-3450
Cris Caruso
Inquire with Cris
8601 Georgia Ave, Ste 910 Silver Spring, MD 20910 202-223-3450
Geoff Galster
Inquire with Geoff
8601 Georgia Ave, Ste 910 Silver Spring, MD 20910 202-223-3450
Denise Allen
Inquire with Denise
8601 Georgia Ave, Ste 910 Silver Spring, MD 20910 202-223-3450
Joe Martin
Inquire with Joe
8601 Georgia Ave, Ste 910 Silver Spring, MD 20910 301-587-6700
Allstate Personal Financial Representative: Miguel Villegas
Inquire with Allstate
10171 New Hampshire Ave, Silver Spring, MD 20903 240-840-1111
Marcel Santos
Inquire with Marcel
8757 Georgia Avenue, Suite 405 Silver Spring, MD 20910 240-485-1505
Pine Harbor Wealth
Inquire with Pine
8304 Colesville Road, Suite 1100 Silver Spring, MD 20910 202-792-3242
Edward Jones
Inquire with Edward
8630 Fenton St, Suite 716 Silver Spring, MD 20910 301-960-4050

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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