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Financial Planners in Clarksburg, MD: 2026 rankings

265 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Clarksburg: Adams Insurance Agency - A Relation Company, RFA Score 73/100; 4.9★ from 306 Google reviews.

  2. 10

    Most-reviewed: Bank of America (with Drive-thru ATM), 688 Google reviews at 4.5★, the most of 265 ranked; ranked #10.

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

265 Clarksburg financial planners are ranked here by RFA Score, from eight published factors. 53 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 265 rated firms.

Top 10 financial planners in Clarksburg 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 planners in Clarksburg at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Adams Insurance Agency - A Relation Company734.9★ (306)Frederick, 14 mi away—Top score
2First Command Financial Advisor - Jing Lisanby, RICP®|PhD725.0★ (121)Rockville, 11 mi away——
3Abich Financial Services714.7★ (243)Ashburn, 16 mi away——
4Monocacy CPAs and Advisors704.8★ (114)Frederick, 12 mi away——
5Debem Tax Services705.0★ (34)ClarksburgSat · Evenings—
6MANNA WEALTH MANAGEMENT705.0★ (170)McLean, 22 mi awaySat · Sun · Evenings—
7First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS695.0★ (64)Rockville, 11 mi away——
8Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]695.0★ (145)Columbia, 22 mi awaySat · Sun · Evenings—
9Granger Financial695.0★ (141)Sterling, 22 mi away——
10Bank of America (with Drive-thru ATM)694.5★ (688)Chantilly, 25 mi awaySatMost reviews

All 265 financial planners in Clarksburg, 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.

  3. #3 Abich Financial Services

    Based in Ashburn, 16 mi away

    71/100RFA Score

    Ranked #3 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

  5. #5 Debem Tax Services

    Based in Clarksburg

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri 8 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    View profile for Debem Tax Services(240) 760-8851

  9. #9 Granger Financial

    Based in Sterling, 22 mi away

    69/100RFA Score

    Ranked #9 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

  12. #12 Marks Wealth Management

    Based in Ellicott City, 20 mi away

    69/100RFA Score

    Ranked #12 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

  13. #13 Turning Point Financial

    Based in Frederick, 14 mi away

    69/100RFA Score

    Ranked #13 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

  15. #15 Veridian Capital Partners

    Based in Frederick, 13 mi away

    68/100RFA Score

    Ranked #15 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

  21. #21 MAI Capital Management

    Based in Gaithersburg, 8 mi away

    67/100RFA Score

    Ranked #21 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

  23. #23 Legacy Capital Planners

    Based in Germantown, 4 mi away

    67/100RFA Score

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

    • 4.8★ from 23 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    20251 Century Blvd #425, Germantown, MD 20874
    View profile for Legacy Capital Planners(240) 395-1060

  24. #24 Creative Planning

    Based in McLean, 22 mi away

    67/100RFA Score

    Ranked #24 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

Financial planners 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 265 ranked financial planners here; the rest are on their profiles.

financial planners in Clarksburg, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Corbett Road Wealth Management674.9★ (87)22 mi
27Norberg Wealth Management675.0★ (39)14 mi
28Precision Wealth Planners675.0★ (43)16 mi
29Bank of America (with Drive-thru ATM)674.2★ (309)20 mi
30Unifirst Financial674.9★ (65)20 mi
31VLP Financial Advisors665.0★ (62)22 mi
32Ibello Wealth Management665.0★ (64)23 mi
33EP Wealth Advisors665.0★ (41)17 mi
34Clark & Associates, Inc. Financial Solutions664.9★ (58)20 mi
35Sophos Financial / LPL Financial665.0★ (46)19 mi
36North Bethesda CPA: Certified Public Accountant and Financial Services664.8★ (46)17 mi
37Bethesda Wealth Planning Group [BWPG]664.9★ (35)16 mi
38McAdam Financial664.9★ (60)23 mi
39Lincoln Tax Professionals665.0★ (24)12 mi
40Glass Jacobson Wealth Advisors664.7★ (26)10 mi
41Vintage Financial Partners665.0★ (29)15 mi
42Allworth Financial655.0★ (31)17 mi
43XML Financial Group654.8★ (33)16 mi
44J Allen & Associates654.7★ (32)15 mi
45Arca655.0★ (26)16 mi
46Bank of America (with Drive-thru ATM)653.8★ (48)7 mi
47ACE Rehoboth Consortium (ARC) (Financial Services Div)655.0★ (7)3 mi
48Kevin Hamel - Edelman Financial Engines654.9★ (27)17 mi
49Lawrence Raigrodski CPA Tax & Financial Services655.0★ (20)14 mi
50Bankers Life653.9★ (28)7 mi

Also serving Clarksburg

20 more financial planners 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 planners serving Clarksburg
BusinessGoogle ratingDistance
Bastola Accounting & Financial Services5.0★ (2)7 mi
Financial Foundations, Inc.5.0★ (2)12 mi
Joshua Halpern, CFP , ChFC, CLU, CRPC3.0★ (2)10 mi
Kilner Capital Advisors5.0★ (2)7 mi
Kramer Wealth Managers5.0★ (2)12 mi
Medallion Financial Group5.0★ (2)9 mi
Mosaic Wealth Partners5.0★ (2)11 mi
Neva FinancialIn Clarksburg
Remnant Financial PartnersIn Clarksburg
Remnant Wealth: Tax & Wealth OptimizationIn Clarksburg
Research Financial Strategies3.0★ (2)11 mi
Right Assure Solutions LLCIn Clarksburg
Roper & Roper, PC5.0★ (2)4 mi
SAK Associates, Inc.5.0★ (2)10 mi
Tamara Haskins, Financial Services Professional - New York LifeIn Clarksburg
TETI & CARSWELL CPA's5.0★ (2)12 mi
Wealth DiversifiedIn Clarksburg
WesBanco Bank4.0★ (9)In Clarksburg
World Financial Group Inc5.0★ (2)11 mi
Yu-Huang Lee - Transamerica Financial Advisors5.0★ (2)10 mi

How we ranked Clarksburg financial planners

We scored 265 Clarksburg financial planners 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 Clarksburg 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Clarksburg: frequently asked questions

Which financial planner has the highest RFA Score in Clarksburg?

By RFA Score, the highest-ranked financial planner in Clarksburg, MD is Adams Insurance Agency - A Relation Company with an RFA Score of 73/100. It has 4.9★ from 306 Google reviews. First Command Financial Advisor - Jing Lisanby, RICP®|PhD (#2) and Abich Financial Services (#3) follow. We ranked 265 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Clarksburg?

RankedFinancialAdvisors ranks 265 financial planners serving Clarksburg, MD. 2 of them are based in Clarksburg; 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 planners in Clarksburg work on weekends?

53 of 265 ranked financial planners post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Debem Tax Services (#5), MANNA WEALTH MANAGEMENT (#6) and Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Clarksburg financial planners have?

The median Google rating among 265 rated financial planners in Clarksburg is 5.0★, with a median of 13 reviews. Bank of America (with Drive-thru ATM) has the most, 688 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 planners?

Each financial planner 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 planners outside Clarksburg count in this ranking?

Yes, if they are within 25 mi of the Clarksburg city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Clarksburg ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Clarksburg 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 planners 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 Clarksburg

  1. November 2026: RFA Scores recalculated for 265 financial planners serving Clarksburg.

More financial planners and Clarksburg pages