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Financial Planners in Greater Upper Marlboro, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Greater Upper Marlboro: RightAway Insurance Of Alexandria Virginia, RFA Score 71/100; 4.9★ from 266 Google reviews; open Saturdays until 12 AM.

  2. 9

    Most-reviewed: MissionSquare, 334 Google reviews at 3.9★, the most of 262 ranked; ranked #9.

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

262 Greater Upper Marlboro financial planners are ranked here by RFA Score, from eight published factors. 75 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.8★ across 262 rated firms.

Top 10 financial planners 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.

Top 10 financial planners in Greater Upper Marlboro at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RightAway Insurance Of Alexandria Virginia714.9★ (266)Alexandria, 18 mi awaySat · EveningsTop score
2Kathleen Finn, LLC694.9★ (123)Washington, D.C., 16 mi away——
3New Perspective Financial Solutions684.9★ (65)Hyattsville, 10 mi away——
4First Command Financial Advisor - Joe DeAcosta, CMFA™685.0★ (51)Camp Springs, 8 mi away——
5Built For Life Financial Agency675.0★ (62)Annapolis, 15 mi away——
6Capital Financial Planners665.0★ (73)Bethesda, 20 mi away——
7Paramount Tax & Accounting DC Metro Center665.0★ (50)Washington, D.C., 16 mi awaySat · Evenings—
8Bank of America Financial Center654.6★ (80)Washington, D.C., 17 mi away——
9MissionSquare653.9★ (334)Washington, D.C., 15 mi away—Most reviews
10First Command Financial Advisor - Ben Lievestro, CFP®655.0★ (62)Alexandria, 23 mi away——

All 262 financial planners 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.

  9. #9 MissionSquare

    Based in Washington, D.C., 15 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.9★ from 334 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 334 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    777 North Capitol St NE Ste 600, Washington, DC 20002
    View profile for MissionSquare(800) 669-7400

  12. #12 Davis & Davis Advisors

    Based in Forestville, 1 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–5 PM · Sun 1 PM–5 PM
    Address
    3151 Presidential Golf Dr, Upper Marlboro, MD 20774
    View profile for Davis & Davis Advisors(202) 340-6115

  13. #13 Illumint by Kevin Mahoney, CFP®

    Based in Washington, D.C., 16 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Tue 9:30 AM–4:30 PM · Wed closed · Thu 9:30 AM–4:30 PM · Fri 9:30 AM–3:30 PM · Sat–Sun closed
    Address
    Wonder Bread Factory, 641 S St NW, Washington, DC 20001
    View profile for Illumint by Kevin Mahoney, CFP®

  19. #19 Burke & Herbert Bank

    Based in Alexandria, 22 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.5★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8738 Cooper Rd, Alexandria, VA 22309
    View profile for Burke & Herbert Bank(703) 684-1653

  22. #22 Emmanuel Baah CPA

    Based in Alexandria, 21 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8639 Engleside Office Park A, Alexandria, VA 22309
    View profile for Emmanuel Baah CPA(703) 373-7141

  24. #24 Jones Mead & Associates

    Based in Falls Church, 24 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon 9 AM–7 PM · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7389 Lee Hwy Service Rd #103, Falls Church, VA 22042
    View profile for Jones Mead & Associates(703) 534-4005

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

financial planners in Greater Upper Marlboro, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26United Bank634.5★ (54)19 mi
27Fed Legacy634.7★ (30)14 mi
28MANNA WEALTH MANAGEMENT634.9★ (29)16 mi
29First Command Financial Advisor - Mike Hohenstein, RICP®|CFP®635.0★ (27)16 mi
30Bank of America (with Drive-thru ATM)633.7★ (63)8 mi
31Bank of America Financial Center634.5★ (53)19 mi
32Bank of America (with Drive-thru ATM)634.1★ (201)24 mi
33Monument Wealth Management634.9★ (29)17 mi
34First Command Financial Advisor - Christopher Morris, CMFA™635.0★ (26)17 mi
35Bank of America Financial Center634.5★ (38)16 mi
36Precision Wealth Planners635.0★ (43)25 mi
37EP Wealth Advisors635.0★ (41)25 mi
38Global Group634.5★ (63)23 mi
39Wadsworth Financial Consulting, LLC634.8★ (25)15 mi
40Washington & Co Inc.634.6★ (17)9 mi
41Prostatis Financial Advisors Group624.7★ (46)22 mi
42North Bethesda CPA: Certified Public Accountant and Financial Services624.8★ (46)24 mi
43Stuart Financial Group624.8★ (22)15 mi
44United Bank624.6★ (30)16 mi
45Pillar Wealth Partners625.0★ (22)16 mi
46Ryan-Madello Tax & Bookkeeping624.3★ (17)9 mi
47Bank of America (with Drive-thru ATM)623.7★ (257)20 mi
48Bank of America (with Drive-thru ATM)624.0★ (111)21 mi
49First Command Financial Advisor - Gary Sjurset625.0★ (30)23 mi
50Buckmon's Tax Service624.9★ (14)12 mi

Also serving Greater Upper Marlboro

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 Greater Upper Marlboro
BusinessGoogle ratingDistance
Brown & Co CPA's LLCIn Greater Upper Marlboro
Business All Over,LLC.5.0★ (2)In Greater Upper Marlboro
Calvert Wealth Management, Inc.In Greater Upper Marlboro
Compass Wealth Strategies, LLCIn Greater Upper Marlboro
Copeland Financial Group Inc.In Greater Upper Marlboro
Edward Jones - Financial Advisor: Stephen Coffey5.0★ (8)In Greater Upper Marlboro
Endeavor Financial Advisors, LLCIn Greater Upper Marlboro
Faith to FinancesIn Greater Upper Marlboro
Harris & Harris Wealth Management Group LLCIn Greater Upper Marlboro
Invest2wealthIn Greater Upper Marlboro
Kaula Keanna Jacks: Primerica - Financial Services5.0★ (1)In Greater Upper Marlboro
Kekah Financial Coaching5.0★ (9)In Greater Upper Marlboro
Legacy Builder Group, LLC5.0★ (1)In Greater Upper Marlboro
Long Legacy Collective, LLC5.0★ (2)In Greater Upper Marlboro
Professional Group Inc3.0★ (2)In Greater Upper Marlboro
RCG Richardson Consulting GroupIn Greater Upper Marlboro
The Urban Finance Suite5.0★ (14)In Greater Upper Marlboro
VentureForce GlobalIn Greater Upper Marlboro
Widmann Financial Services5.0★ (2)8 mi
World Financial Group IncIn Greater Upper Marlboro

How we ranked Greater Upper Marlboro financial planners

We scored 262 Greater Upper Marlboro 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 Greater Upper Marlboro 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 Greater Upper Marlboro: frequently asked questions

Which financial planner has the highest RFA Score in Greater Upper Marlboro?

By RFA Score, the highest-ranked financial planner in Greater Upper Marlboro, MD is RightAway Insurance Of Alexandria Virginia with an RFA Score of 71/100. It has 4.9★ from 266 Google reviews. It is open Saturdays until 12 AM. Kathleen Finn, LLC (#2) and New Perspective Financial Solutions (#3) follow. We ranked 262 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Greater Upper Marlboro?

RankedFinancialAdvisors ranks 262 financial planners serving Greater Upper Marlboro, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Greater Upper Marlboro work on weekends?

75 of 262 ranked financial planners post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are RightAway Insurance Of Alexandria Virginia (#1), Paramount Tax & Accounting DC Metro Center (#7) and Davis & Davis Advisors (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greater Upper Marlboro financial planners have?

The median Google rating among 262 rated financial planners in Greater Upper Marlboro is 4.8★, with a median of 16 reviews. MissionSquare has the most, 334 reviews, and ranks #9. 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 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 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 Greater Upper Marlboro 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 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 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 Greater Upper Marlboro

  1. November 2026: RFA Scores recalculated for 262 financial planners serving Greater Upper Marlboro.

More financial planners and Greater Upper Marlboro pages