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Potomac Advisory GroupFinancial advisor in Bethesda, MD

Potomac Advisory Group is a financial advisor in Bethesda, MD, ranked #16 of 664 financial advisors in Bethesda and rated 4.7 from 41 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bethesda, MDUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Potomac Advisory Group
Phone(202) 559-5592
Websitepotomacadvisorygroup.com
Google rating4.7 from 41 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Bethesda and 12 towns within 25 miles: Gaithersburg, Montgomery Village, Redland, Germantown, Rockville, North Potomac, Travilah, Clarksburg, Olney, North Bethesda, Aspen Hill and Potomac.

Based in Bethesda, MDView on map

Questions about Potomac Advisory Group

How is Potomac Advisory Group ranked in Bethesda?

Potomac Advisory Group is ranked #16 of 664 financial advisors in Bethesda by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Potomac Advisory Group serve?

Serves Bethesda and 12 towns within 25 miles: Gaithersburg, Montgomery Village, Redland, Germantown, Rockville, North Potomac, Travilah, Clarksburg, Olney, North Bethesda, Aspen Hill and Potomac. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Potomac Advisory Group?

Potomac Advisory Group has a rating of 4.7 from 41 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Potomac Advisory Group?

Call Potomac Advisory Group on (202) 559-5592. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Potomac Advisory Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Potomac Advisory Group (this business)—694.7 (41)——
Allworth Financial#14695.0 (31)NoNo9.2 mi
Cassaday & Company#15695.0 (57)NoNo15.3 mi
Paramount Tax & Accounting DC Metro Center#17695.0 (50)YesNo19.5 mi

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