Ranked #1 because of its Google rating and specialty focus: 5.0★ from 170 Google reviews, listed on Google as “Financial planner”.
Financial Planners in Silver Spring, MD: 2026 rankings
452 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Silver Spring: MANNA WEALTH MANAGEMENT, RFA Score 72/100; 5.0★ from 170 Google reviews; open 7 days a week.
- 9
Most-reviewed: Bank of America (with Drive-thru ATM), 688 Google reviews at 4.5★, the most of 452 ranked; ranked #9.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
452 Silver Spring financial planners are ranked here by RFA Score, from eight published factors. 113 open Saturdays and 20 open Sundays, based on posted hours. The median Google rating is 4.9★ across 452 rated firms.
Top 10 financial planners in Silver Spring 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | MANNA WEALTH MANAGEMENT | 72 | 5.0★ (170) | McLean, 11 mi away | Sat · Sun · Evenings | Top score |
| 2 | Kathleen Finn, LLC | 72 | 4.9★ (123) | Washington, D.C., 6 mi away | — | — |
| 3 | First Command Financial Advisor - Jing Lisanby, RICP®|PhD | 71 | 5.0★ (121) | Rockville, 11 mi away | — | — |
| 4 | Capital Financial Planners | 71 | 5.0★ (73) | Bethesda, 4 mi away | — | — |
| 5 | RightAway Insurance Of Alexandria Virginia | 71 | 4.9★ (266) | Alexandria, 17 mi away | Sat · Evenings | — |
| 6 | Shirley Luu & Associates - Financial Planner | 70 | 5.0★ (107) | McLean, 12 mi away | Sat | — |
| 7 | Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] | 70 | 5.0★ (145) | Columbia, 18 mi away | Sat · Sun · Evenings | — |
| 8 | Corbett Road Wealth Management | 69 | 4.9★ (87) | McLean, 11 mi away | — | — |
| 9 | Bank of America (with Drive-thru ATM) | 69 | 4.5★ (688) | Chantilly, 23 mi away | Sat | Most reviews |
| 10 | Paramount Tax & Accounting DC Metro Center | 69 | 5.0★ (50) | Washington, D.C., 6 mi away | Sat · Evenings | — |
All 452 financial planners in Silver Spring, 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.
- 72/100RFA Score
Based in Washington, D.C., 6 mi away
72/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 4.9★ from 123 Google reviews, listed on Google as “Financial planner”.
Based in Rockville, 11 mi away
71/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 121 Google reviews, listed on Google as “Financial planner”.
Based in Bethesda, 4 mi away
71/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 73 Google reviews, listed on Google as “Financial planner”.
Based in Alexandria, 17 mi away
71/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 4.9★ from 266 Google reviews, listed on Google as “Financial planner”.
Based in McLean, 12 mi away
70/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.
Based in Columbia, 18 mi away
70/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.
Based in McLean, 11 mi away
69/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 4.9★ from 87 Google reviews, listed on Google as “Financial planner”.
Based in Chantilly, 23 mi away
69/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.5★ from 688 Google reviews, listed on Google as “Financial planner”.
Based in Washington, D.C., 6 mi away
69/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.
Based in McLean, 12 mi away
69/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.9★ from 88 Google reviews, listed on Google as “Financial planner”.
Based in Rockville, 11 mi away
69/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.
Based in Washington, D.C., 6 mi away
69/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 4.6★ from 80 Google reviews, listed on Google as “Financial planner”.
Based in Hyattsville, 9 mi away
69/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.
Based in North Bethesda, 6 mi away
68/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.
Based in Bethesda, 6 mi away
68/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.
Based in McLean, 12 mi away
68/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.
Based in Washington, D.C., 5 mi away
68/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.
Based in North Bethesda, 6 mi away
68/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 4.8★ from 46 Google reviews, listed on Google as “Financial planner”.
Based in Ashburn, 23 mi away
68/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.7★ from 243 Google reviews, listed on Google as “Financial planner”.
#21 McAdam Financial
Based in Vienna, 12 mi away
68/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial planner”.
Based in Silver Spring
68/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial planner”.
Based in Sterling, 25 mi away
68/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 5.0★ from 141 Google reviews, listed on Google as “Financial planner”.
#24 MissionSquare
Based in Washington, D.C., 6 mi away
68/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 3.9★ from 334 Google reviews, listed on Google as “Financial planner”.
Based in Alexandria, 15 mi away
68/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.
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 452 ranked financial planners here; the rest are on their profiles.
Also serving Silver Spring
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.
How we ranked Silver Spring financial planners
We scored 452 Silver Spring 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.
| Factor | Weight | Computed from | In Silver Spring data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial planner
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Silver Spring: frequently asked questions
Which financial planner has the highest RFA Score in Silver Spring?
How many financial planners are there in Silver Spring?
Which financial planners in Silver Spring work on weekends?
What Google rating do Silver Spring financial planners have?
How does RankedFinancialAdvisors rank financial planners?
Do financial planners outside Silver Spring count in this ranking?
Can financial planners pay to rank higher on RankedFinancialAdvisors?
What does a financial planner do?
How are financial planners in Silver Spring ranked?
How do I check a financial planner’s registration and record?
Is every financial planner in Silver Spring a fiduciary?
How much do financial planners charge?
Update log for Silver Spring
- November 2026: RFA Scores recalculated for 452 financial planners serving Silver Spring.
- November 2026: 1 duplicate listing merged.
More financial planners and Silver Spring pages
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