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Financial Advisors in Green Valley, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Green Valley: Adams Insurance Agency - A Relation Company, RFA Score 76/100; 4.9★ from 306 Google reviews.

  2. 25

    Most-reviewed: Bank of America (with Drive-thru ATM), 309 Google reviews at 4.2★, the most of 234 ranked; ranked #25.

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

234 Green Valley financial advisors are ranked here by RFA Score, from eight published factors. 39 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 234 rated firms.

Top 10 financial advisors in Green Valley 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 Green Valley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Adams Insurance Agency - A Relation Company764.9★ (306)Frederick, 10 mi away—Top score
2Frederick Insurance Agency, a Division of Malhotra Insurance734.9★ (62)Green Valley——
3Monocacy CPAs and Advisors734.8★ (114)Frederick, 7 mi away——
4First Command Financial Advisor - Jing Lisanby, RICP®|PhD725.0★ (121)Rockville, 16 mi away——
5Abich Financial Services714.7★ (243)Ashburn, 19 mi away——
6Turning Point Financial714.9★ (73)Frederick, 10 mi away——
7Veridian Capital Partners715.0★ (54)Frederick, 9 mi away——
8Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]705.0★ (145)Columbia, 24 mi awaySat · Sun · Evenings—
9Marks Wealth Management705.0★ (103)Ellicott City, 20 mi away——
10First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS705.0★ (64)Rockville, 16 mi away——

All 234 financial advisors in Green Valley, 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.

  5. #5 Abich Financial Services

    Based in Ashburn, 19 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.7★ from 243 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 243 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    20135 Lakeview Center Plaza Ste 110, Ashburn, VA 20147
    View profile for Abich Financial Services(571) 577-9968

  6. #6 Turning Point Financial

    Based in Frederick, 10 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 73 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    153 W Patrick St, Frederick, MD 21701
    View profile for Turning Point Financial(301) 846-9336

  7. #7 Veridian Capital Partners

    Based in Frederick, 9 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    7101 Guilford Dr Ste 104, Frederick, MD 21704
    View profile for Veridian Capital Partners(301) 228-9300

  9. #9 Marks Wealth Management

    Based in Ellicott City, 20 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11690 Frederick Rd, Ellicott City, MD 21042
    View profile for Marks Wealth Management(410) 934-1199

  15. #15 Lincoln Tax Professionals

    Based in Frederick, 8 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon closed · Tue–Thu 9 AM–4 PM · Fri–Sun closed
    Address
    5205 Chairmans Ct Ste 204, Frederick, MD 21703
    View profile for Lincoln Tax Professionals(301) 371-5104

  22. #22 J Allen & Associates

    Based in Frederick, 10 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 32 Google reviews
    Hours
    Mon–Tue 9 AM–2 PM · Wed closed · Thu 9 AM–2 PM · Fri–Sun closed
    Address
    801 Toll House Ave Ste A2, Frederick, MD 21701
    View profile for J Allen & Associates(301) 524-6335

  23. #23 Ibello Wealth Management

    Based in Columbia, 24 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10440 Little Patuxent Pkwy Ste 300, Columbia, MD 21044
    View profile for Ibello Wealth Management(410) 415-3403

  24. #24 MAI Capital Management

    Based in Gaithersburg, 13 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    18 E Diamond Ave, Gaithersburg, MD 20877
    View profile for MAI Capital Management(301) 217-9300

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 234 ranked financial advisors here; the rest are on their profiles.

financial advisors in Green Valley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Legacy Capital Planners674.8★ (23)9 mi
27Paul Babafemi Adenikinju: Primerica - Financial Services675.0★ (45)20 mi
28Sophos Financial / LPL Financial675.0★ (46)21 mi
29Precision Wealth Planners675.0★ (43)20 mi
30Unifirst Financial674.9★ (65)25 mi
31EP Wealth Advisors665.0★ (41)22 mi
32Clark & Associates, Inc. Financial Solutions664.9★ (58)25 mi
33McCaskill Financial665.0★ (17)10 mi
34Lydian Payments665.0★ (50)24 mi
35North Bethesda CPA: Certified Public Accountant and Financial Services664.8★ (46)21 mi
36Miguel Leonardo Lopez-barahona: Primerica - Financial Services664.7★ (21)12 mi
37Frederick Financial Planners, Inc.665.0★ (13)9 mi
38Bethesda Wealth Planning Group [BWPG]664.9★ (35)20 mi
39Ace Acevedo: Primerica - Financial Services664.9★ (21)14 mi
40Glass Jacobson Wealth Advisors664.7★ (26)15 mi
41Vintage Financial Partners655.0★ (29)20 mi
42Harmon Financial Coaching655.0★ (38)24 mi
43Allworth Financial655.0★ (31)22 mi
44Monocacy Wealth Management655.0★ (9)7 mi
45XML Financial Group654.8★ (33)21 mi
46First Command Financial Advisor - Tami Trocha, MBA655.0★ (10)10 mi
47Arca655.0★ (26)21 mi
48DecisionMap Wealth Management655.0★ (26)22 mi
49Andrew Hakiza: Primerica - Financial Services654.8★ (13)11 mi
50Kevin Hamel - Edelman Financial Engines654.9★ (27)21 mi

Also serving Green Valley

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 Green Valley
BusinessGoogle ratingDistance
Brian Misterek - ThriventIn Green Valley
Cooley & Associates, PC3.0★ (2)9 mi
David M. Plasse - Wilmington Advisors @ M&TIn Green Valley
Edward Jones - Financial Advisor: Paul A Buck, CFP®In Green Valley
Edward Jones - Financial Advisor: Rebecca Cathcart5.0★ (2)10 mi
Family Heritage Trust Co3.0★ (2)10 mi
Financial Foundations, Inc.5.0★ (2)In Green Valley
James Eaton - Prudential FinancialIn Green Valley
Kramer Wealth Managers5.0★ (2)7 mi
Lafayette Private Wealth - Mount Airy, MDIn Green Valley
Legacy Financial Associates5.0★ (2)10 mi
Moore Wealth5.0★ (2)9 mi
Morgan Stanley Financial Advisors5.0★ (2)10 mi
Pam Willison - ThriventIn Green Valley
Peak Investment Advisors, Inc.3.0★ (2)9 mi
Roper & Roper, PC5.0★ (2)9 mi
Stifel5.0★ (2)9 mi
Taylor Gina L5.0★ (2)9 mi
Thrivent FinancialIn Green Valley
Visam FinancialsIn Green Valley

How we ranked Green Valley financial advisors

We scored 234 Green Valley 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 Green Valley 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 Green Valley: frequently asked questions

Which financial advisor has the highest RFA Score in Green Valley?

By RFA Score, the highest-ranked financial advisor in Green Valley, MD is Adams Insurance Agency - A Relation Company with an RFA Score of 76/100. It has 4.9★ from 306 Google reviews. Frederick Insurance Agency, a Division of Malhotra Insurance (#2) and Monocacy CPAs and Advisors (#3) follow. We ranked 234 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Green Valley?

RankedFinancialAdvisors ranks 234 financial advisors serving Green Valley, MD. 2 of them are based in Green Valley; 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 Green Valley work on weekends?

39 of 234 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#8) and Capital Fiduciary Advisors, LLC (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Green Valley financial advisors have?

The median Google rating among 234 rated financial advisors in Green Valley is 5.0★, with a median of 11 reviews. Bank of America (with Drive-thru ATM) has the most, 309 reviews, and ranks #25. 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 Green Valley count in this ranking?

Yes, if they are within 25 mi of the Green Valley 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 Green Valley 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 Green Valley 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 Green Valley

  1. November 2026: RFA Scores recalculated for 234 financial advisors serving Green Valley.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Green Valley pages