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Financial Advisors in Bethesda, MD: 2026 rankings

664 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bethesda: MANNA WEALTH MANAGEMENT, RFA Score 73/100; 5.0★ from 170 Google reviews; open 7 days a week.

  2. 36

    Most-reviewed: American Consumer Credit Counseling, Inc, 1,359 Google reviews at 5.0★, the most of 664 ranked; ranked #36.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

664 Bethesda financial advisors are ranked here by RFA Score, from eight published factors. 161 open Saturdays and 36 open Sundays, based on posted hours. The median Google rating is 4.9★ across 664 rated firms.

Top 10 financial advisors in Bethesda at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Bethesda at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1MANNA WEALTH MANAGEMENT735.0★ (170)McLean, 8 mi awaySat · Sun · EveningsTop score
2Capital Financial Planners725.0★ (73)Bethesda——
3Kathleen Finn, LLC724.9★ (123)Washington, D.C., 6 mi away——
4Shirley Luu & Associates - Financial Planner715.0★ (107)McLean, 8 mi awaySat—
5First Command Financial Advisor - Jing Lisanby, RICP®|PhD715.0★ (121)Rockville, 9 mi away——
6RightAway Insurance Of Alexandria Virginia714.9★ (266)Alexandria, 17 mi awaySat · Evenings—
7EP Wealth Advisors705.0★ (41)Bethesda——
8Corbett Road Wealth Management704.9★ (87)McLean, 7 mi away——
9Creative Planning704.9★ (88)McLean, 8 mi away——
10The Motley Fool704.2★ (1,000)Alexandria, 12 mi away——

All 664 financial advisors in Bethesda, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Bethesda

    #1 MANNA WEALTH MANAGEMENT

    Based in McLean, 8 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 170 Google reviews
    Hours
    Mon–Sun 6 AM–12 AM
    Address
    1775 Tysons Blvd 5th floor, McLean, VA 22102
    View profile for MANNA WEALTH MANAGEMENT(703) 533-0030

  7. #7 EP Wealth Advisors

    Based in Bethesda

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6701 Democracy Blvd #300, Bethesda, MD 20817
    View profile for EP Wealth Advisors(240) 428-8911

  9. #9 Creative Planning

    Based in McLean, 8 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 88 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8444 Westpark Dr #610, McLean, VA 22102
    View profile for Creative Planning(703) 734-9300

  10. #10 The Motley Fool

    Based in Alexandria, 12 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.2★ from 1,000 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 1,000 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2000 Duke Street Underpass, Alexandria, VA 22314
    View profile for The Motley Fool(703) 838-3665

  12. #12 VLP Financial Advisors

    Based in McLean, 8 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1751 Pinnacle Dr #425, McLean, VA 22102
    View profile for VLP Financial Advisors(703) 356-4360

  14. #14 Allworth Financial

    Based in Bethesda

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6701 Democracy Blvd #300, Bethesda, MD 20817
    View profile for Allworth Financial(301) 377-9407

  15. #15 Cassaday & Company

    Based in McLean, 8 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8180 Greensboro Dr #1180, McLean, VA 22102
    View profile for Cassaday & Company(703) 506-8200

  20. #20 McAdam Financial

    Based in Vienna, 8 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 60 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8000 Towers Crescent Dr #1300, Vienna, VA 22182
    View profile for McAdam Financial(703) 677-9300

  23. #23 XML Financial Group

    Based in Bethesda

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6901 Rockledge Dr #730, Bethesda, MD 20817
    View profile for XML Financial Group(301) 770-5234

  24. #24 Arca

    Based in Bethesda

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6903 Rockledge Dr #300, Bethesda, MD 20817
    View profile for Arca(301) 214-4190

  25. #25 Granger Financial

    Based in Sterling, 21 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 141 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 141 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    23430 Rock Haven Way Ste 220, Sterling, VA 20166
    View profile for Granger Financial(866) 973-1128

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 664 ranked financial advisors here; the rest are on their profiles.

financial advisors in Bethesda, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Abich Financial Services694.7★ (243)20 mi
27Kevin Hamel - Edelman Financial Engines684.9★ (27)In Bethesda
28FedWise Advisors685.0★ (40)6 mi
29First Command Financial Advisor - Ben Lievestro, CFP®685.0★ (62)12 mi
30Illumint by Kevin Mahoney, CFP®685.0★ (37)6 mi
31Reserve Advisors684.9★ (43)7 mi
32Jones Mead & Associates684.9★ (51)9 mi
33Quantum Financial Advisors685.0★ (41)8 mi
34Bethesda Wealth Planning Group [BWPG]684.9★ (35)5 mi
35Kang & Thomas LLC684.8★ (95)15 mi
36American Consumer Credit Counseling, Inc685.0★ (1,359)8 mi
37New Perspective Financial Solutions684.9★ (65)13 mi
38Samir Qureshi: Primerica - Financial Services684.9★ (43)8 mi
39Vintage Financial Partners685.0★ (29)5 mi
40First Command Financial Advisor - Billy Ramsey675.0★ (39)9 mi
41Global Group674.5★ (63)8 mi
42Clark & Associates, Inc. Financial Solutions674.9★ (58)13 mi
43First Command Financial Advisor - Steve Brown675.0★ (48)12 mi
44Bank of America Financial Center674.3★ (84)7 mi
45United Bank674.5★ (54)6 mi
46Golden Wealth Strategies675.0★ (16)In Bethesda
47Lydian Payments675.0★ (50)14 mi
48MissionSquare673.9★ (334)7 mi
49Bank of America Financial Center674.4★ (56)6 mi
50Unifirst Financial674.9★ (65)16 mi

Also serving Bethesda

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Bethesda
BusinessGoogle ratingDistance
AdvisorShares Investments1.0★ (2)In Bethesda
Aftab Ahmad - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Bethesda
CHEVY CHASE TRUST3.0★ (2)In Bethesda
David Hurwitz - Ameriprise Financial Services, Inc.5.0★ (1)In Bethesda
Edward Jones - Financial Advisor: Carmen M Peluso, CFP®|AAMS®5.0★ (2)In Bethesda
Equity Planning Inc.5.0★ (2)In Bethesda
Freedom Financial Advisors3.0★ (2)In Bethesda
MacroView Investment Management, LLC5.0★ (1)In Bethesda
Mark Sheinkopf - Prudential Financial1.0★ (1)In Bethesda
May Barnhard Investments (MBI)5.0★ (2)In Bethesda
Merrill Lynch Wealth Management3.0★ (2)In Bethesda
Mitchell Greg Berlin - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Bethesda
Pinion Financial Services LLC3.0★ (2)In Bethesda
Richard Zsakany - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Bethesda
Shore to Summit Wealth Management5.0★ (1)In Bethesda
Strategic Financial Associates3.0★ (2)In Bethesda
The Bethesda Wealth Management Group - Morgan Stanley5.0★ (1)In Bethesda
The Boyle Anderson Group - UBS Financial Services Inc.5.0★ (1)In Bethesda
The Food Partners5.0★ (1)In Bethesda
Wells Fargo Advisors3.0★ (2)In Bethesda

How we ranked Bethesda financial advisors

We scored 664 Bethesda financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bethesda data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Bethesda: frequently asked questions

Which financial advisor has the highest RFA Score in Bethesda?

By RFA Score, the highest-ranked financial advisor in Bethesda, MD is MANNA WEALTH MANAGEMENT with an RFA Score of 73/100. It has 5.0★ from 170 Google reviews. It is open 7 days a week. Capital Financial Planners (#2) and Kathleen Finn, LLC (#3) follow. We ranked 664 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Bethesda?

RankedFinancialAdvisors ranks 664 financial advisors serving Bethesda, MD. 8 of them are based in Bethesda; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Bethesda work on weekends?

161 of 664 ranked financial advisors post Saturday hours and 36 post Sunday hours. The highest-ranked open Saturdays are MANNA WEALTH MANAGEMENT (#1), Shirley Luu & Associates - Financial Planner (#4) and RightAway Insurance Of Alexandria Virginia (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bethesda financial advisors have?

The median Google rating among 664 rated financial advisors in Bethesda is 4.9★, with a median of 12 reviews. American Consumer Credit Counseling, Inc has the most, 1,359 reviews, and ranks #36. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Bethesda count in this ranking?

Yes, if they are within 25 mi of the Bethesda city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Bethesda ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Bethesda a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bethesda

  1. November 2026: RFA Scores recalculated for 664 financial advisors serving Bethesda.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Bethesda pages