Best Financial Advisors in GAITHERSBURG, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in GAITHERSBURG
NEA MEMBER BENEFITS
GAITHERSBURG, MD · Since 2005
BEACON INVESTMENT ADVISORS LLC
GAITHERSBURG, MD · Since 2022
KILNER CAPITAL ADVISORS, LLC
GAITHERSBURG, MD · Since 2008
PLANVEST FINANCIAL, INC.
GAITHERSBURG, MD · Since 2024
SHERMAN WEALTH MANAGEMENT LLC
GAITHERSBURG, MD · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in GAITHERSBURG?
The median advisory fee in GAITHERSBURG, MD is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.