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Financial Advisors in Wheaton, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wheaton: First Command Financial Advisor - Jing Lisanby, RICP®|PhD, RFA Score 72/100; 5.0★ from 121 Google reviews.

  2. 38

    Most-reviewed: American Consumer Credit Counseling, Inc, 1,359 Google reviews at 5.0★, the most of 670 ranked; ranked #38.

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

670 Wheaton financial advisors are ranked here by RFA Score, from eight published factors. 158 open Saturdays and 37 open Sundays, based on posted hours. The median Google rating is 4.9★ across 670 rated firms.

Top 10 financial advisors in Wheaton 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 Wheaton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1First Command Financial Advisor - Jing Lisanby, RICP®|PhD725.0★ (121)Rockville, 7 mi away—Top score
2MANNA WEALTH MANAGEMENT725.0★ (170)McLean, 12 mi awaySat · Sun · Evenings—
3Kathleen Finn, LLC714.9★ (123)Washington, D.C., 9 mi away——
4Capital Financial Planners715.0★ (73)Bethesda, 6 mi away——
5Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]705.0★ (145)Columbia, 16 mi awaySat · Sun · Evenings—
6Shirley Luu & Associates - Financial Planner705.0★ (107)McLean, 12 mi awaySat—
7RightAway Insurance Of Alexandria Virginia704.9★ (266)Alexandria, 21 mi awaySat · Evenings—
8First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS705.0★ (64)Rockville, 7 mi away——
9Precision Wealth Planners695.0★ (43)North Bethesda, 3 mi away——
10Corbett Road Wealth Management694.9★ (87)McLean, 12 mi away——

All 670 financial advisors in Wheaton, 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.

  12. #12 EP Wealth Advisors

    Based in Bethesda, 5 mi away

    69/100RFA Score

    Ranked #12 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

  13. #13 Creative Planning

    Based in McLean, 13 mi away

    69/100RFA Score

    Ranked #13 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

  14. #14 The Motley Fool

    Based in Alexandria, 16 mi away

    69/100RFA Score

    Ranked #14 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

  19. #19 VLP Financial Advisors

    Based in McLean, 12 mi away

    68/100RFA Score

    Ranked #19 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

  21. #21 Marks Wealth Management

    Based in Ellicott City, 19 mi away

    68/100RFA Score

    Ranked #21 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

  22. #22 Abich Financial Services

    Based in Ashburn, 21 mi away

    68/100RFA Score

    Ranked #22 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

  24. #24 Allworth Financial

    Based in Bethesda, 5 mi away

    68/100RFA Score

    Ranked #24 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

  25. #25 Cassaday & Company

    Based in McLean, 12 mi away

    68/100RFA Score

    Ranked #25 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

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

financial advisors in Wheaton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26New Perspective Financial Solutions684.9★ (65)12 mi
27Blueprint Wealth Management685.0★ (91)18 mi
28Bank of America Financial Center684.6★ (80)10 mi
29Granger Financial685.0★ (141)24 mi
30McAdam Financial684.9★ (60)12 mi
31XML Financial Group674.8★ (33)5 mi
32Harmon Financial Coaching675.0★ (38)9 mi
33Ibello Wealth Management675.0★ (64)16 mi
34Arca675.0★ (26)5 mi
35Illumint by Kevin Mahoney, CFP®675.0★ (37)9 mi
36Kevin Hamel - Edelman Financial Engines674.9★ (27)4 mi
37FedWise Advisors675.0★ (40)11 mi
38American Consumer Credit Counseling, Inc675.0★ (1,359)10 mi
39First Command Financial Advisor - Ben Lievestro, CFP®675.0★ (62)17 mi
40Arrow Bookkeeping674.8★ (25)3 mi
41Reserve Advisors674.9★ (43)11 mi
42Jones Mead & Associates674.9★ (51)14 mi
43Kang & Thomas LLC674.8★ (95)20 mi
44Sophos Financial / LPL Financial665.0★ (46)15 mi
45Clark & Associates, Inc. Financial Solutions664.9★ (58)16 mi
46Samir Qureshi: Primerica - Financial Services664.9★ (43)13 mi
47Lawrence Raigrodski CPA Tax & Financial Services665.0★ (20)5 mi
48Laser Wealth Management665.0★ (14)1 mi
49MissionSquare663.9★ (334)10 mi
50Bank of America (with Drive-thru ATM)663.7★ (257)4 mi

Also serving Wheaton

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 Wheaton
BusinessGoogle ratingDistance
AdvisorShares Investments1.0★ (2)5 mi
Aftab Ahmad - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
capital investment llc3.0★ (2)5 mi
CHEVY CHASE TRUST3.0★ (2)4 mi
COGC, CPAs5.0★ (2)3 mi
Edward Jones - Financial Advisor: Carmen M Peluso, CFP®|AAMS®5.0★ (2)5 mi
Equity Planning Inc.5.0★ (2)4 mi
Financial institutionIn Wheaton
Freedom Financial Advisors3.0★ (2)4 mi
Gallers Financial Group3.0★ (2)5 mi
HindSight Asset ManagementIn Wheaton
May Barnhard Investments (MBI)5.0★ (2)4 mi
Merrill Lynch Wealth Management3.0★ (2)4 mi
Ortman Financial Planning5.0★ (2)3 mi
PASSIVE INCOME FROM TOP PERFORMING ASSET CLASSESIn Wheaton
Pinion Financial Services LLC3.0★ (2)4 mi
SPC Financial, Inc.5.0★ (2)5 mi
Strategic Financial Associates3.0★ (2)5 mi
Wells Fargo Advisors3.0★ (2)3 mi
Wells Fargo Advisors3.0★ (2)5 mi

How we ranked Wheaton financial advisors

We scored 670 Wheaton 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 Wheaton 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 Wheaton: frequently asked questions

Which financial advisor has the highest RFA Score in Wheaton?

By RFA Score, the highest-ranked financial advisor in Wheaton, MD is First Command Financial Advisor - Jing Lisanby, RICP®|PhD with an RFA Score of 72/100. It has 5.0★ from 121 Google reviews. MANNA WEALTH MANAGEMENT (#2) and Kathleen Finn, LLC (#3) follow. We ranked 670 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Wheaton?

RankedFinancialAdvisors ranks 670 financial advisors serving Wheaton, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Wheaton work on weekends?

158 of 670 ranked financial advisors post Saturday hours and 37 post Sunday hours. The highest-ranked open Saturdays are MANNA WEALTH MANAGEMENT (#2), Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#5) and Shirley Luu & Associates - Financial Planner (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wheaton financial advisors have?

The median Google rating among 670 rated financial advisors in Wheaton is 4.9★, with a median of 12 reviews. American Consumer Credit Counseling, Inc has the most, 1,359 reviews, and ranks #38. 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 Wheaton count in this ranking?

Yes, if they are within 25 mi of the Wheaton 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 Wheaton 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 Wheaton 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 Wheaton

  1. November 2026: RFA Scores recalculated for 670 financial advisors serving Wheaton.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Wheaton pages