Find a Financial Advisor in Rockville, MD

 

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We did the hard work of finding trustworthy partners in Rockville, MD.

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We Only Work With The Best Rockville Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Rockville, MD


  • Financial Advisor Close to Rockville, MD

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Rockville, MD


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rockville, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Rockville financial advisors.
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How Retirement-Friendly is Rockville, MD?

  • Population: 67,542
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $549,900
  • Average Monthly Housing Cost: $2,014
  • Average Household Income: $134,194
  • Maryland Total Tax Burden: 9.32% (12th Highest in U.S.)
  • Maryland Property Tax: 2.67% (20th Lowest in U.S.)
  • Maryland Individual Income Tax: 3.89% (3rd Highest in U.S.)
  • Maryland Sales and Excise Tax: 2.76% (10th Lowest in U.S.)



The Top Financial Advisor Firms in Rockville, MD

 

ADVISORS PREFERRED LLC

Website

(866) 842-3356

1445 Research Boulevard
#530
Rockville, MD 20850

SEC#: 801-72430
Years in Business: 10 years

ATCAP PARTNERS, LLC

Website

(866) 842-3356

1445 Research Boulevard
#530
Rockville, MD 20850

SEC#: 801-72617
Years in Business: 10 years

RESEARCH FINANCIAL STRATEGIES

Website

(301) 294-7500

2273 Research Blvd
Suite 101
Rockville, MD 20850

SEC#: 801-71400
Years in Business: 11 years

FINANCIAL SERVICES ADVISORY

Website

(301) 949-7300

One Church Street
Suite 901
Rockville, MD 20850

SEC#: 801-18801
Years in Business: 38 years

MARYLAND FINANCIAL GROUP, INC.

Website

(301) 251-8550

2600 Tower Oaks Boulevard
Suite 220
Rockville, MD 20852

SEC#: 801-99348
Years in Business: 6 years

WMS ADVISORS, LLC

Website

(301) 294-7804

11300 Rockville Pike, Suite 800

Rockville, MD 20852

SEC#: 801-109946
Years in Business: 4 years

INVESTMENT PLANNING ASSOCIATES INC

Website

(240) 430-3000

11140 Rockville Pike
Suite 400
Rockville, MD 20852

SEC#: 801-108454
Years in Business: 5 years

KENDALL CAPITAL MANAGEMENT

Website

(301) 838-9110

600 Jefferson Plaza
Suite 410
Rockville, MD 20852

SEC#: 801-78634
Years in Business: 8 years

EAGLESTONE WEALTH ADVISORS, INC.

Website

(301) 924-2160

1101 Wootton Parkway
Suite 400
Rockville, MD 20852

SEC#: 801-68116
Years in Business: 14 years

 


Rockville, MD Financial Advisor FAQs

Financial advisors are an investment professional who help people to invest their money for retirement or other financial goals. Fees can vary depending on the company you work with but include an hourly rate, commissions, and fees.
A financial advisor is someone who advises clients on how to manage their personal finance. They can give advice on handling retirement, taxes, estate planning, insurance and retirement account management.
No two financial advisors are alike, so it is difficult to speak in generalities on this topic. One point of clarity is that sometimes an advisor will charge a certain percentage of the total you have invested with them while other times they charge based on how much work they need to do on your behalf (hourly, daily, monthly).
It depends. If you're investing money on a regular basis and want to make sure you do it as cheaply as possible, then yes.