Best Financial Advisors in ROCKVILLE, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in ROCKVILLE
MONTGOMERY INVESTMENT MANAGEMENT INC
ROCKVILLE, MD · Since 1987
INSTITUTIONAL SHAREHOLDER SERVICES INC.
ROCKVILLE, MD · Since 1997
QUANTUM FINANCIAL ADVISORS INC
ROCKVILLE, MD · Since 2022
RMG ADVISORS
ROCKVILLE, MD · Since 2025
ADVISORS PREFERRED LLC
ROCKVILLE, MD · Since 2011
ATCAP PARTNERS, LLC
ROCKVILLE, MD · Since 2011
BIREME CAPITAL, LLC
ROCKVILLE, MD · Since 2025
IMPACT CAPITAL, LLC
ROCKVILLE, MD · Since 2022
CAPITAL SQUARED FINANCIAL LLC
ROCKVILLE, MD · Since 2024
RESEARCH FINANCIAL STRATEGIES
ROCKVILLE, MD · Since 2010
FSA WEALTH PARTNERS
ROCKVILLE, MD · Since 1983
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
ROCKVILLE, MD · Since 1999
IVY LEAGUE FINANCIAL ADVISORS LLC
ROCKVILLE, MD · Since 2006
SCHAEFFER FINANCIAL LLC
ROCKVILLE, MD · Since 2005
KENDALL CAPITAL MANAGEMENT
ROCKVILLE, MD · Since 2013
ALBION RIVER
ROCKVILLE, MD · Since 2025
INNOVATION X ADVISORS
ROCKVILLE, MD · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ROCKVILLE?
The median advisory fee in ROCKVILLE, MD is 0.95% of assets under management per year, based on Form ADV filings from 17 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.