Top Financial Advisors in Rockville, Maryland
Finding the right financial advisor in Rockville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Rockville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Rockville, MD.
Find the Best Financial Advisor Firms in Rockville:
GROVE POINT ADVISORS, LLC
CRD#: 313171
Address: 2440 Research Blvd Suite 500, Rockville, MD 20850
Clients: 6,214
Average Clients per Advisor: 23
AUM: $ 2.5B
SPC FINANCIAL INC
CRD#: 104618
Address: 3202 Tower Oaks Blvd Suite 400, Rockville, MD 20852-4219
Clients: 819
Average Clients per Advisor: 54
AUM: $ 1.4B
MARYLAND FINANCIAL GROUP, INC.
CRD#: 122320
Address: 2600 Tower Oaks Boulevard Suite 220, Rockville, MD 20852
Clients: 913
Average Clients per Advisor: 24
AUM: $ 880M
FSA WEALTH PARTNERS
CRD#: 104513
Address: One Church Street Suite 901, Rockville, MD 20850
Clients: 490
Average Clients per Advisor: 54
AUM: $ 770M
KENDALL CAPITAL MANAGEMENT
CRD#: 134740
Address: 2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852
Clients: 139
Average Clients per Advisor: 23
AUM: $ 604M
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
CRD#: 168342
Address: 2099 Gaither Road Suite 110, Rockville, MD 20850
Clients: 662
Average Clients per Advisor: 94
AUM: $ 407M
How We Chose the Top Financial Advisors in Rockville, Maryland
To create this list of top financial advisor firms in Rockville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Rockville has to offer.
Search Financial Advisors in Rockville, Maryland
Soo M Kim
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary Stuart Williams
Registered Affiliation(s):WILLIAMS ASSET MANAGEMENT
Ingrid Portia John
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Brian Scott Mckinney
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Dwayne Laverne Grady
Registered Affiliation(s):UNITED CAPITAL FINANCIAL ADVISORS
John W Holtzman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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