Ranked #1 in Greater Upper Marlboro
Based in Alexandria, 18 mi away
70/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 4.9★ from 266 Google reviews, listed on Google as “Financial planner”.
Financial Advisors in Greater Upper Marlboro, MD: 2026 rankings
405 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Greater Upper Marlboro: RightAway Insurance Of Alexandria Virginia, RFA Score 70/100; 4.9★ from 266 Google reviews; open Saturdays until 12 AM.
- 10
Most-reviewed: American Consumer Credit Counseling, Inc, 1,359 Google reviews at 5.0★, the most of 405 ranked; ranked #10.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
405 Greater Upper Marlboro financial advisors are ranked here by RFA Score, from eight published factors. 107 open Saturdays and 23 open Sundays, based on posted hours. The median Google rating is 4.8★ across 405 rated firms.
Top 10 financial advisors in Greater Upper Marlboro 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | RightAway Insurance Of Alexandria Virginia | 70 | 4.9★ (266) | Alexandria, 18 mi away | Sat · Evenings | Top score |
| 2 | MDRN Capital | 70 | 4.9★ (162) | Annapolis, 16 mi away | Evenings | — |
| 3 | Kathleen Finn, LLC | 69 | 4.9★ (123) | Washington, D.C., 16 mi away | — | — |
| 4 | The Motley Fool | 68 | 4.2★ (1,000) | Alexandria, 17 mi away | — | — |
| 5 | First Command Financial Advisor - Joe DeAcosta, CMFA™ | 68 | 5.0★ (51) | Camp Springs, 8 mi away | — | — |
| 6 | New Perspective Financial Solutions | 68 | 4.9★ (65) | Hyattsville, 10 mi away | — | — |
| 7 | Built For Life Financial Agency | 67 | 5.0★ (62) | Annapolis, 15 mi away | — | — |
| 8 | Capital Financial Planners | 66 | 5.0★ (73) | Bethesda, 20 mi away | — | — |
| 9 | Paramount Tax & Accounting DC Metro Center | 66 | 5.0★ (50) | Washington, D.C., 16 mi away | Sat · Evenings | — |
| 10 | American Consumer Credit Counseling, Inc | 66 | 5.0★ (1,359) | Washington, D.C., 15 mi away | Sat · Evenings | Most reviews |
All 405 financial advisors in Greater Upper Marlboro, 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.
#2 MDRN Capital
Based in Annapolis, 16 mi away
70/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 4.9★ from 162 Google reviews, listed on Google as “Financial consultant”.
Based in Washington, D.C., 16 mi away
69/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.9★ from 123 Google reviews, listed on Google as “Financial planner”.
Based in Alexandria, 17 mi away
68/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.2★ from 1,000 Google reviews, listed on Google as “Financial consultant”.
Based in Camp Springs, 8 mi away
68/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.
Based in Hyattsville, 10 mi away
68/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.
Based in Annapolis, 15 mi away
67/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.
Based in Bethesda, 20 mi away
66/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 73 Google reviews, listed on Google as “Financial planner”.
Based in Washington, D.C., 16 mi away
66/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.
Based in Washington, D.C., 15 mi away
66/100RFA ScoreRanked #10 because of its Google rating and review volume: 5.0★ from 1,359 Google reviews, the most in Greater Upper Marlboro.
Based in Greater Upper Marlboro
66/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial consultant”.
Based in Largo, 7 mi away
66/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 4.9★ from 26 Google reviews, listed on Google as “Financial consultant”.
Based in Washington, D.C., 17 mi away
66/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 4.6★ from 80 Google reviews, listed on Google as “Financial planner”.
Based in Camp Springs, 8 mi away
65/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.
Based in Forestville, 1 mi away
65/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.
Based in Alexandria, 23 mi away
65/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.
Based in Washington, D.C., 16 mi away
65/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.
#18 MissionSquare
Based in Washington, D.C., 15 mi away
65/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 3.9★ from 334 Google reviews, listed on Google as “Financial planner”.
Based in Greater Upper Marlboro
65/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial consultant”.
Based in Alexandria, 16 mi away
65/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial planner”.
Based in Odenton, 19 mi away
64/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.
Based in Greater Upper Marlboro
64/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial consultant”.
Based in Lanham, 11 mi away
64/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 4.9★ from 23 Google reviews, listed on Google as “Financial planner”.
Based in Alexandria, 23 mi away
64/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.
Based in Alexandria, 17 mi away
64/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.
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 405 ranked financial advisors here; the rest are on their profiles.
Also serving Greater Upper Marlboro
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.
How we ranked Greater Upper Marlboro financial advisors
We scored 405 Greater Upper Marlboro 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.
| Factor | Weight | Computed from | In Greater Upper Marlboro data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial advisor
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Greater Upper Marlboro: frequently asked questions
Which financial advisor has the highest RFA Score in Greater Upper Marlboro?
By RFA Score, the highest-ranked financial advisor in Greater Upper Marlboro, MD is RightAway Insurance Of Alexandria Virginia with an RFA Score of 70/100. It has 4.9★ from 266 Google reviews. It is open Saturdays until 12 AM. MDRN Capital (#2) and Kathleen Finn, LLC (#3) follow. We ranked 405 financial advisors on eight factors, last updated November 9, 2026.
How many financial advisors are there in Greater Upper Marlboro?
RankedFinancialAdvisors ranks 405 financial advisors serving Greater Upper Marlboro, MD. 3 of them are based in Greater Upper Marlboro; 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 Greater Upper Marlboro work on weekends?
107 of 405 ranked financial advisors post Saturday hours and 23 post Sunday hours. The highest-ranked open Saturdays are RightAway Insurance Of Alexandria Virginia (#1), Paramount Tax & Accounting DC Metro Center (#9) and American Consumer Credit Counseling, Inc (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Greater Upper Marlboro financial advisors have?
The median Google rating among 405 rated financial advisors in Greater Upper Marlboro is 4.8★, with a median of 11 reviews. American Consumer Credit Counseling, Inc has the most, 1,359 reviews, and ranks #10. 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 Greater Upper Marlboro count in this ranking?
Yes, if they are within 25 mi of the Greater Upper Marlboro 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 Greater Upper Marlboro 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 Greater Upper Marlboro 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 Greater Upper Marlboro
- November 2026: RFA Scores recalculated for 405 financial advisors serving Greater Upper Marlboro.
- November 2026: 2 duplicate listings merged.
More financial advisors and Greater Upper Marlboro pages
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