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Investment Advisors in Rockville, MD: 2026 rankings

196 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Rockville: Trade With the Pros of Washington D.C., RFA Score 68/100; 4.7★ from 54 Google reviews; open Saturdays until 5 PM.

  2. 3

    Most-reviewed: Fundrise, 570 Google reviews at 3.7★, the most of 196 ranked; ranked #3.

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

196 Rockville investment advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 196 rated firms.

Top 10 investment advisors in Rockville 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 investment advisors in Rockville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Trade With the Pros of Washington D.C.684.7★ (54)Fairfax, 16 mi awaySatTop score
2Triple Net Investment Group Inc685.0★ (8)Rockville——
3Fundrise673.7★ (570)Washington, D.C., 13 mi away—Most reviews
4Simply Investing665.0★ (14)Washington, D.C., 11 mi awaySat · Sun · Evenings—
5Youssef Zeroual - Weichert Realtors655.0★ (32)Burke, 22 mi awaySat · Sun · Evenings—
6Capitalist Times654.9★ (9)McLean, 10 mi away——
71RATE, Inc | Mortgage Broker in Maryland655.0★ (141)Silver Spring, 4 mi awaySat · Sun · Evenings—
8DMG Securities Inc644.1★ (9)Great Falls, 9 mi away——
9MAI Capital Management645.0★ (29)Gaithersburg, 5 mi away——
10Western & Southern Life635.0★ (6)College Park, 13 mi away——

All 196 investment advisors in Rockville, 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 Fundrise

    Based in Washington, D.C., 13 mi away

    67/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.7★ from 570 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 570 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11 Dupont Cir NW 9th floor, Washington, DC 20036
    View profile for Fundrise(202) 584-0550

  4. #4 Simply Investing

    Based in Washington, D.C., 11 mi away

    66/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    6218 Georgia Ave NW Unit 1028, Washington, DC 20011
    View profile for Simply Investing(888) 454-6349

  6. #6 Capitalist Times

    Based in McLean, 10 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 9 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6841 Elm St U, McLean, VA 22101
    View profile for Capitalist Times(877) 302-0749

  8. #8 DMG Securities Inc

    Based in Great Falls, 9 mi away

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Investment service”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    746 Walker Rd Ste 10, Great Falls, VA 22066
    View profile for DMG Securities Inc(703) 757-9900

  9. #9 MAI Capital Management

    Based in Gaithersburg, 5 mi away

    64/100RFA Score

    Ranked #9 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

  10. #10 Western & Southern Life

    Based in College Park, 13 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9658 Baltimore Ave #200, College Park, MD 20740
    View profile for Western & Southern Life(240) 695-0070

  11. #11 RLJ Co

    Based in Bethesda, 8 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Address
    3 Bethesda Metro Center #1000, Bethesda, MD 20814
    View profile for RLJ Co(301) 280-7700

  15. #15 Fidelity Investments

    Based in Washington, D.C., 14 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.6★ from 17 Google reviews, listed on Google as “Investment service”.

    • 3.6★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1900 K St NW Ste 110, Washington, DC 20006
    View profile for Fidelity Investments(800) 854-2832

  16. #16 GRID Investor

    Based in Reston, 14 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    11600 Sunrise Valley Dr #470, Reston, VA 20190
    View profile for GRID Investor

  17. #17 Sands Capital

    Based in Arlington, 14 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1000 Wilson Blvd #3000, Arlington, VA 22209
    View profile for Sands Capital(703) 562-4000

  18. #18 The OREI Group LLC

    Based in Washington, D.C., 13 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1930 18th St NW Ste B2, Washington, DC 20009
    View profile for The OREI Group LLC(800) 806-7563

  19. #19 Primerica

    Based in Wheaton, 6 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Investment service”.

    • 2.3★ from 3 Google reviews
    Address
    11002 Veirs Mill Rd Ste 302, Wheaton, MD 20902
    View profile for Primerica(301) 933-0660

  21. #21 Cambridge Associates

    Based in Arlington, 14 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    950 N Glebe Rd Ste 200, Arlington, VA 22203
    View profile for Cambridge Associates(703) 526-8500

  22. #22 Brown Advisory

    Based in Washington, D.C., 14 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Investment company”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1801 Pennsylvania Ave NW Ste 1300, Washington, DC 20006
    View profile for Brown Advisory(240) 200-3300

Investment advisors 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 196 ranked investment advisors here; the rest are on their profiles.

investment advisors in Rockville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26District Capital Management: Fee-Only Financial Planners615.0★ (19)10 mi
27Abich Financial Services614.7★ (243)16 mi
28legacy investing613.7★ (3)14 mi
29EP Wealth Advisors615.0★ (41)4 mi
30Fidelity Investments613.4★ (26)20 mi
31Navy Federal Credit Union613.6★ (54)24 mi
32Creative Planning614.9★ (88)12 mi
33North Bethesda CPA: Certified Public Accountant and Financial Services614.8★ (46)4 mi
34Hendricks Investment Holdings LLC611.0★ (9)9 mi
35Allworth Financial605.0★ (31)4 mi
36TD Ameritrade601.0★ (3)13 mi
37Cassaday & Company605.0★ (57)12 mi
38Williams Asset Management605.0★ (33)21 mi
39XML Financial Group604.8★ (33)4 mi
40Arca605.0★ (26)4 mi
41McAdam Financial604.9★ (60)12 mi
42Kevin Hamel - Edelman Financial Engines604.9★ (27)4 mi
43Toth Financial Advisory Corporation605.0★ (3)22 mi
44Wells Fargo Advisors603.7★ (3)20 mi
45Clark & Associates, Inc. Financial Solutions594.9★ (58)14 mi
46DHS Ventures & Holdings594.9★ (60)14 mi
47Interactive Brokers591.9★ (20)14 mi
48Birks Financial Corp. Retirement and Investment Advisor595.0★ (13)15 mi
49Wells Fargo Advisors591.0★ (4)18 mi
50Capital Fiduciary Advisors, LLC595.0★ (54)16 mi

Also serving Rockville

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Rockville
BusinessGoogle ratingDistance
Apollon Bridgemark4.1★ (18)In Rockville
Butera Wealth Management5.0★ (9)In Rockville
Claudia Melendez: Primerica - Financial Services5.0★ (5)In Rockville
Financial Advantage Associates, Inc.4.0★ (4)In Rockville
Finley Alexander Wealth Management4.2★ (10)In Rockville
First Command5.0★ (4)In Rockville
First Command Financial Advisor - Billy Ramsey5.0★ (39)In Rockville
First Command Financial Advisor - Jing Lisanby, RICP®|PhD5.0★ (121)In Rockville
First Command Financial Advisor - Teresa De Long5.0★ (15)In Rockville
First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS5.0★ (64)In Rockville
FSA Wealth Partners5.0★ (5)In Rockville
Glass Jacobson Wealth Advisors4.7★ (26)In Rockville
HY Financial5.0★ (4)In Rockville
Planning Needs Financial Group5.0★ (12)In Rockville
Potomac Wealth Advisors3.7★ (3)In Rockville
Quantum Financial Advisors5.0★ (41)In Rockville
Schaeffer Financial5.0★ (3)In Rockville
Timothy P. Stocker - RBC Wealth Management Financial Advisor5.0★ (2)In Rockville
Truist2.7★ (19)In Rockville
Vintage Financial Partners5.0★ (29)In Rockville

How we ranked Rockville investment advisors

We scored 196 Rockville investment advisors 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 Rockville 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Rockville: frequently asked questions

Which investment advisor has the highest RFA Score in Rockville?

By RFA Score, the highest-ranked investment advisor in Rockville, MD is Trade With the Pros of Washington D.C. with an RFA Score of 68/100. It has 4.7★ from 54 Google reviews. It is open Saturdays until 5 PM. Triple Net Investment Group Inc (#2) and Fundrise (#3) follow. We ranked 196 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Rockville?

RankedFinancialAdvisors ranks 196 investment advisors serving Rockville, MD. 1 of them is based in Rockville; 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 investment advisors in Rockville work on weekends?

20 of 196 ranked investment advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Trade With the Pros of Washington D.C. (#1), Simply Investing (#4) and Youssef Zeroual - Weichert Realtors (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rockville investment advisors have?

The median Google rating among 196 rated investment advisors in Rockville is 5.0★, with a median of 9 reviews. Fundrise has the most, 570 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Rockville count in this ranking?

Yes, if they are within 25 mi of the Rockville city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Rockville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’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 investment advisor in Rockville 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 investment advisors 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 Rockville

  1. November 2026: RFA Scores recalculated for 196 investment advisors serving Rockville.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Rockville pages