Financial advisers in Rockville , MD

AUM: $4.5B
Per adviser: $1.5B
Advisers: 3

No reported disclosures

Albion River

Rockville, MD · Est. 2025

AUM: $2.1B
Per adviser: $516M
Advisers: 4

No reported disclosures

Advisors Preferred LLC

Rockville, MD · Est. 2011

AUM: $1.7B
Per adviser: $281M
Advisers: 6

No reported disclosures

Fsa Wealth Partners

Rockville, MD · Est. 1983

AUM: $820M
Per adviser: $91M
Advisers: 9

No reported disclosures

Kendall Capital Management

Rockville, MD · Est. 2013

AUM: $744M
Per adviser: $106M
Advisers: 7

No reported disclosures

Quantum Financial Advisors INC

Rockville, MD · Est. 2022

AUM: $558M
Per adviser: $80M
Advisers: 7

No reported disclosures

Montgomery Investment Management INC

Rockville, MD · Est. 1987

AUM: $490M
Per adviser: $245M
Advisers: 2

No reported disclosures

Ferguson-Johnson Wealth Management, INC.

Rockville, MD · Est. 1999

AUM: $316M
Per adviser: $158M
Advisers: 2

No reported disclosures

Schaeffer Financial LLC

Rockville, MD · Est. 2005

AUM: $258M
Per adviser: $64M
Advisers: 4

No reported disclosures

Impact Capital, LLC

Rockville, MD · Est. 2022

AUM: $253M
Per adviser: $84M
Advisers: 3

No reported disclosures

Research Financial Strategies

Rockville, MD · Est. 2010

AUM: $252M
Per adviser: $42M
Advisers: 6

No reported disclosures

Rmg Advisors

Rockville, MD · Est. 2025

AUM: $200M
Per adviser: $67M
Advisers: 3

No reported disclosures

Capital Squared Financial LLC

Rockville, MD · Est. 2024

AUM: $199M
Per adviser: $99M
Advisers: 2

No reported disclosures

Bireme Capital, LLC

Rockville, MD · Est. 2025

LocalInternational

AUM: $197M
Per adviser: $98M
Advisers: 2

No reported disclosures

Atcap Partners, LLC

Rockville, MD · Est. 2011

AUM: $196M
Per adviser: $9M
Advisers: 23

No reported disclosures

Ivy League Financial Advisors LLC

Rockville, MD · Est. 2006

LocalInternational

AUM: $189M
Per adviser: $63M
Advisers: 3

No reported disclosures

Institutional Shareholder Services INC.

Rockville, MD · Est. 1997