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Financial Planners in Oxon Hill, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Oxon Hill: RightAway Insurance Of Alexandria Virginia, RFA Score 74/100; 4.9★ from 266 Google reviews; open Saturdays until 12 AM.

  2. 9

    Most-reviewed: Bank of America (with Drive-thru ATM), 688 Google reviews at 4.5★, the most of 396 ranked; ranked #9.

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

396 Oxon Hill financial planners are ranked here by RFA Score, from eight published factors. 108 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.9★ across 396 rated firms.

Top 10 financial planners in Oxon Hill 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 Oxon Hill at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RightAway Insurance Of Alexandria Virginia744.9★ (266)Alexandria, 6 mi awaySat · EveningsTop score
2Kathleen Finn, LLC714.9★ (123)Washington, D.C., 8 mi away——
3MANNA WEALTH MANAGEMENT715.0★ (170)McLean, 15 mi awaySat · Sun · Evenings—
4First Command Financial Advisor - Joe DeAcosta, CMFA™705.0★ (51)Camp Springs, 5 mi away——
5Shirley Luu & Associates - Financial Planner695.0★ (107)McLean, 15 mi awaySat—
6First Command Financial Advisor - Ben Lievestro, CFP®695.0★ (62)Alexandria, 9 mi away——
7Paramount Tax & Accounting DC Metro Center695.0★ (50)Washington, D.C., 7 mi awaySat · Evenings—
8Capital Financial Planners695.0★ (73)Bethesda, 12 mi away——
9Bank of America (with Drive-thru ATM)694.5★ (688)Chantilly, 25 mi awaySatMost reviews
10Bank of America Financial Center694.6★ (80)Washington, D.C., 7 mi away——

All 396 financial planners in Oxon Hill, 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.

  13. #13 Creative Planning

    Based in McLean, 16 mi away

    68/100RFA 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

  19. #19 MissionSquare

    Based in Washington, D.C., 7 mi away

    68/100RFA Score

    Ranked #19 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

  20. #20 Illumint by Kevin Mahoney, CFP®

    Based in Washington, D.C., 8 mi away

    68/100RFA Score

    Ranked #20 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®

  21. #21 VLP Financial Advisors

    Based in McLean, 15 mi away

    67/100RFA Score

    Ranked #21 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

  22. #22 Emmanuel Baah CPA

    Based in Alexandria, 9 mi away

    67/100RFA 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

  23. #23 Burke & Herbert Bank

    Based in Alexandria, 9 mi away

    67/100RFA Score

    Ranked #23 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

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

financial planners in Oxon Hill, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jones Mead & Associates674.9★ (51)12 mi
27Bank of America Financial Center674.5★ (53)6 mi
28Kang & Thomas LLC674.8★ (95)19 mi
29McAdam Financial674.9★ (60)15 mi
30Bank of America (with Drive-thru ATM)674.2★ (91)7 mi
31Pillar Wealth Partners675.0★ (22)3 mi
32Bank of America Financial Center674.3★ (84)9 mi
33United Bank674.6★ (30)3 mi
34First Command Financial Advisor - Mark Spitler675.0★ (24)5 mi
35United Bank674.5★ (54)8 mi
36Bank of America (with Drive-thru ATM)674.1★ (201)12 mi
37Fed Legacy674.7★ (30)5 mi
38MANNA WEALTH MANAGEMENT664.9★ (29)7 mi
39Bank of America Financial Center664.4★ (56)8 mi
40First Command Financial Advisor - Gary Sjurset665.0★ (30)9 mi
41Global Group664.5★ (63)11 mi
42Bank of America (with Drive-thru ATM)664.2★ (143)13 mi
43Bank of America (with Drive-thru ATM)664.0★ (111)8 mi
44Bank of America Financial Center664.5★ (38)7 mi
45Bank of America (with Drive-thru ATM)664.2★ (376)22 mi
46Silas & Ward Financial Group664.8★ (17)2 mi
47Bank of America (with Drive-thru ATM)664.2★ (149)14 mi
48Edelman Financial Engines664.9★ (18)4 mi
49Thrive Wealth Advisors665.0★ (16)3 mi
50Springer PCFG665.0★ (36)14 mi

Also serving Oxon Hill

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 Oxon Hill
BusinessGoogle ratingDistance
Alex.Brown, A Division of Raymond James4.0★ (2)7 mi
All New Beginnings, LLC4.9★ (24)In Oxon Hill
Armstrong Fleming & Moore5.0★ (2)8 mi
Caelestis Financial Services3.0★ (2)7 mi
CORE4.1★ (38)In Oxon Hill
Delphos International5.0★ (2)8 mi
Eric W Lantz - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)4 mi
Falcon Capital Advisors1.0★ (2)3 mi
Farr Miller & Washington5.0★ (2)8 mi
Her Financial Partner5.0★ (2)6 mi
Lifetime Wealth Planning & ManagementIn Oxon Hill
Merrill Lynch Financial Advisor David Jennings5.0★ (2)7 mi
Merrill Lynch Wealth Management3.0★ (2)4 mi
Nexus 360, LLCIn Oxon Hill
RBC Wealth Management Branch - Washington DC5.0★ (2)7 mi
Steward Partners3.5★ (2)7 mi
TIAA Financial Services3.0★ (2)7 mi
Wesling Financial Planning Services5.0★ (2)4 mi
William Leroy5.0★ (11)In Oxon Hill
Wilmington Trust3.0★ (2)7 mi

How we ranked Oxon Hill financial planners

We scored 396 Oxon Hill 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 Oxon Hill 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 Oxon Hill: frequently asked questions

Which financial planner has the highest RFA Score in Oxon Hill?

By RFA Score, the highest-ranked financial planner in Oxon Hill, MD is RightAway Insurance Of Alexandria Virginia with an RFA Score of 74/100. It has 4.9★ from 266 Google reviews. It is open Saturdays until 12 AM. Kathleen Finn, LLC (#2) and MANNA WEALTH MANAGEMENT (#3) follow. We ranked 396 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Oxon Hill?

RankedFinancialAdvisors ranks 396 financial planners serving Oxon Hill, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Oxon Hill work on weekends?

108 of 396 ranked financial planners post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are RightAway Insurance Of Alexandria Virginia (#1), MANNA WEALTH MANAGEMENT (#3) and Shirley Luu & Associates - Financial Planner (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oxon Hill financial planners have?

The median Google rating among 396 rated financial planners in Oxon Hill is 4.9★, with a median of 14 reviews. Bank of America (with Drive-thru ATM) has the most, 688 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 Oxon Hill count in this ranking?

Yes, if they are within 25 mi of the Oxon Hill 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 Oxon Hill 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 Oxon Hill 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 Oxon Hill

  1. November 2026: RFA Scores recalculated for 396 financial planners serving Oxon Hill.

More financial planners and Oxon Hill pages