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Financial Planners in Potomac, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Potomac: MANNA WEALTH MANAGEMENT, RFA Score 73/100; 5.0★ from 170 Google reviews; open 7 days a week.

  2. 4

    Most-reviewed: Bank of America (with Drive-thru ATM), 688 Google reviews at 4.5★, the most of 449 ranked; ranked #4.

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

449 Potomac financial planners are ranked here by RFA Score, from eight published factors. 117 open Saturdays and 19 open Sundays, based on posted hours. The median Google rating is 4.9★ across 449 rated firms.

Top 10 financial planners in Potomac 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 Potomac at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1MANNA WEALTH MANAGEMENT735.0★ (170)McLean, 7 mi awaySat · Sun · EveningsTop score
2First Command Financial Advisor - Jing Lisanby, RICP®|PhD725.0★ (121)Rockville, 7 mi away——
3Shirley Luu & Associates - Financial Planner725.0★ (107)McLean, 7 mi awaySat—
4Bank of America (with Drive-thru ATM)714.5★ (688)Chantilly, 15 mi awaySatMost reviews
5Creative Planning714.9★ (88)McLean, 7 mi away——
6Abich Financial Services714.7★ (243)Ashburn, 14 mi away——
7Corbett Road Wealth Management714.9★ (87)McLean, 6 mi away——
8Granger Financial705.0★ (141)Sterling, 15 mi away——
9RightAway Insurance Of Alexandria Virginia704.9★ (266)Alexandria, 21 mi awaySat · Evenings—
10Capital Financial Planners705.0★ (73)Bethesda, 8 mi away——

All 449 financial planners in Potomac, 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.

  1. Ranked #1 in Potomac

    #1 MANNA WEALTH MANAGEMENT

    Based in McLean, 7 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 170 Google reviews
    Hours
    Mon–Sun 6 AM–12 AM
    Address
    1775 Tysons Blvd 5th floor, McLean, VA 22102
    View profile for MANNA WEALTH MANAGEMENT(703) 533-0030

  5. #5 Creative Planning

    Based in McLean, 7 mi away

    71/100RFA Score

    Ranked #5 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

  6. #6 Abich Financial Services

    Based in Ashburn, 14 mi away

    71/100RFA Score

    Ranked #6 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

  8. #8 Granger Financial

    Based in Sterling, 15 mi away

    70/100RFA Score

    Ranked #8 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

  13. #13 VLP Financial Advisors

    Based in McLean, 7 mi away

    70/100RFA Score

    Ranked #13 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

  14. #14 EP Wealth Advisors

    Based in Bethesda, 4 mi away

    69/100RFA Score

    Ranked #14 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

  15. #15 McAdam Financial

    Based in Vienna, 7 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 60 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8000 Towers Crescent Dr #1300, Vienna, VA 22182
    View profile for McAdam Financial(703) 677-9300

  18. #18 Kang & Thomas LLC

    Based in Fairfax, 13 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 95 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 95 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11130 Fairfax Blvd Service Rd Ste 310, Fairfax, VA 22030
    View profile for Kang & Thomas LLC(703) 256-2580

  20. #20 Unifirst Financial

    Based in Herndon, 11 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    205 Van Buren St Ste 120, Herndon, VA 20170
    View profile for Unifirst Financial(888) 581-3320

  24. #24 Allworth Financial

    Based in Bethesda, 4 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

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

financial planners in Potomac, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jones Mead & Associates684.9★ (51)10 mi
27Bethesda Wealth Planning Group [BWPG]684.9★ (35)6 mi
28First Command Financial Advisor - Ben Lievestro, CFP®685.0★ (62)15 mi
29XML Financial Group684.8★ (33)4 mi
30Capital Fiduciary Advisors, LLC685.0★ (54)13 mi
31Arca675.0★ (26)4 mi
32Paramount Tax & Accounting DC Metro Center675.0★ (50)13 mi
33Vintage Financial Partners675.0★ (29)5 mi
34Bank of America Financial Center674.6★ (80)12 mi
35Kevin Hamel - Edelman Financial Engines674.9★ (27)4 mi
36Bank of America (with Drive-thru ATM)674.2★ (309)16 mi
37First Command Financial Advisor - Raul Torres, MBA675.0★ (47)14 mi
38Global Group674.5★ (63)10 mi
39Acorn Financial Services, Inc.674.7★ (43)9 mi
40Florin Group675.0★ (27)7 mi
41Marks Wealth Management675.0★ (103)25 mi
42First Command Financial Advisor - Steve Brown675.0★ (48)15 mi
43Reston Wealth Management675.0★ (30)8 mi
44Springer PCFG675.0★ (36)11 mi
45Potomac Advisory Group674.7★ (41)9 mi
46MAI Capital Management675.0★ (29)9 mi
47Lawrence Raigrodski CPA Tax & Financial Services665.0★ (20)4 mi
48Bank of America (with Drive-thru ATM)664.1★ (201)13 mi
49Diamond Wealth Advisors665.0★ (31)10 mi
50Illumint by Kevin Mahoney, CFP®665.0★ (37)12 mi

Also serving Potomac

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 Potomac
BusinessGoogle ratingDistance
BlueWater Financial PartnersIn Potomac
Charles Schwab3.7★ (14)In Potomac
Convergent Wealth AdvisorsIn Potomac
Danny Embrey - Morgan StanleyIn Potomac
Edward Jones - Financial Advisor: Adriana Colback, ChFC®5.0★ (1)In Potomac
Financial Brokerage ServicesIn Potomac
Graystone Consulting - Metropolitan Washington D.C. - Morgan StanleyIn Potomac
John Lasheski - Morgan StanleyIn Potomac
Kenneth Hecht - Morgan StanleyIn Potomac
Leonard M. Cohen - Morgan StanleyIn Potomac
Lighthouse Financial Planning, LLC5.0★ (1)In Potomac
Morgan Stanley Financial Advisors1.0★ (1)In Potomac
PathstoneIn Potomac
Riverwood AdvisorsIn Potomac
Russell Rothstein - M&T BankIn Potomac
The Mergner Group - Morgan StanleyIn Potomac
Victoria Underhill - Morgan StanleyIn Potomac
Wealthspire5.0★ (8)In Potomac
Wells Fargo Advisors1.0★ (1)In Potomac
William Malone Barrett - Morgan StanleyIn Potomac

How we ranked Potomac financial planners

We scored 449 Potomac 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 Potomac 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 Potomac: frequently asked questions

Which financial planner has the highest RFA Score in Potomac?

By RFA Score, the highest-ranked financial planner in Potomac, MD is MANNA WEALTH MANAGEMENT with an RFA Score of 73/100. It has 5.0★ from 170 Google reviews. It is open 7 days a week. First Command Financial Advisor - Jing Lisanby, RICP®|PhD (#2) and Shirley Luu & Associates - Financial Planner (#3) follow. We ranked 449 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Potomac?

RankedFinancialAdvisors ranks 449 financial planners serving Potomac, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Potomac work on weekends?

117 of 449 ranked financial planners post Saturday hours and 19 post Sunday hours. The highest-ranked open Saturdays are MANNA WEALTH MANAGEMENT (#1), Shirley Luu & Associates - Financial Planner (#3) and Bank of America (with Drive-thru ATM) (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Potomac financial planners have?

The median Google rating among 449 rated financial planners in Potomac is 4.9★, with a median of 14 reviews. Bank of America (with Drive-thru ATM) has the most, 688 reviews, and ranks #4. 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 Potomac count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 449 financial planners serving Potomac.

More financial planners and Potomac pages