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Investment Advisors in Waldorf, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Waldorf: G1 Investment, LLC, RFA Score 67/100; 4.8★ from 16 Google reviews.

  2. 4

    Most-reviewed: Fundrise, 570 Google reviews at 3.7★, the most of 69 ranked; ranked #4.

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

69 Waldorf investment advisors are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.9★ across 69 rated firms.

Top 10 investment advisors in Waldorf 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 Waldorf at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1G1 Investment, LLC674.8★ (16)Waldorf—Top score
2Youssef Zeroual - Weichert Realtors655.0★ (32)Burke, 21 mi awaySat · Sun · Evenings—
3Trade With the Pros of Washington D.C.654.7★ (54)Fairfax, 23 mi awaySat—
4Fundrise653.7★ (570)Washington, D.C., 21 mi away—Most reviews
5Navy Federal Credit Union623.6★ (54)Alexandria, 15 mi awaySat—
6SolidRatio Investments: Antoine Cureton615.0★ (12)Reisterstown, 20 mi away——
7Fidelity Investments613.4★ (26)Alexandria, 14 mi away——
8Simply Investing615.0★ (14)Washington, D.C., 24 mi awaySat · Sun · Evenings—
9Fidelity Investments603.6★ (17)Washington, D.C., 20 mi away——
10Sands Capital595.0★ (5)Arlington, 20 mi away——

All 69 investment advisors in Waldorf, 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 Waldorf

    #1 G1 Investment, LLC

    Based in Waldorf

    67/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    3261 Old Washington Rd Suite 2020, Waldorf, MD 20602
    View profile for G1 Investment, LLC(443) 944-6103

  4. #4 Fundrise

    Based in Washington, D.C., 21 mi away

    65/100RFA Score

    Ranked #4 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

  5. Based in Alexandria, 15 mi away

    62/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.6★ from 54 Google reviews, listed on Google as “Investment service”.

    • 3.6★ from 54 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    7873 Heneska Loop, Alexandria, VA 22315
    View profile for Navy Federal Credit Union(888) 842-6328

  7. #7 Fidelity Investments

    Based in Alexandria, 14 mi away

    61/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 3.4★ from 26 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 26 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1725 Duke St Ste GR05, Alexandria, VA 22314
    View profile for Fidelity Investments(800) 367-1059

  8. #8 Simply Investing

    Based in Washington, D.C., 24 mi away

    61/100RFA Score

    Ranked #8 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

  9. #9 Fidelity Investments

    Based in Washington, D.C., 20 mi away

    60/100RFA Score

    Ranked #9 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

  10. #10 Sands Capital

    Based in Arlington, 20 mi away

    59/100RFA Score

    Ranked #10 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

  12. #12 The OREI Group LLC

    Based in Washington, D.C., 21 mi away

    58/100RFA Score

    Ranked #12 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

  13. #13 Brown Advisory

    Based in Washington, D.C., 20 mi away

    58/100RFA Score

    Ranked #13 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

  14. #14 Cambridge Associates

    Based in Arlington, 20 mi away

    58/100RFA Score

    Ranked #14 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

  15. #15 legacy investing

    Based in Arlington, 20 mi away

    58/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 3 Google reviews
    Address
    3100 Clarendon Blvd Ste 1050, Arlington, VA 22201
    View profile for legacy investing(703) 665-9932

  17. #17 DHS Ventures & Holdings

    Based in Washington, D.C., 20 mi away

    57/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Private equity firm”.

    • 4.9★ from 60 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1500 K St NW #100, Washington, DC 20005
    View profile for DHS Ventures & Holdings(202) 719-0398

  21. #21 Interactive Brokers

    Based in Washington, D.C., 20 mi away

    56/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 1.9★ from 20 Google reviews, listed on Google as “Investment service”.

    • 1.9★ from 20 Google reviews
    Address
    2200 Pennsylvania Ave NW Ste 280E, Washington, DC 20037
    View profile for Interactive Brokers(312) 542-6901

  22. #22 TD Ameritrade

    Based in Arlington, 22 mi away

    56/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 1.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 1.0★ from 3 Google reviews
    Address
    5510 Lee Hwy, Arlington, VA 22207
    View profile for TD Ameritrade(800) 669-3900

  25. #25 All New Beginnings, LLC

    Based in Oxon Hill, 12 mi away

    55/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 24 Google reviews, listed on Google as “Business development service”.

    • 4.9★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6710 Oxon Hill Rd Ste 210, Oxon Hill, MD 20745
    View profile for All New Beginnings, LLC(301) 456-6311

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

investment advisors in Waldorf, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26WesBanco Bank554.0★ (9)In Waldorf
27Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS®|CRPS™555.0★ (22)15 mi
28WesBanco Bank544.5★ (13)7 mi
29Edelman Financial Engines544.9★ (18)14 mi
30Thrive Wealth Advisors545.0★ (16)13 mi
31MANNA WEALTH MANAGEMENT544.9★ (29)20 mi
32WesBanco Bank543.8★ (6)In Waldorf
33Sean Connolly544.9★ (16)14 mi
34Azzad Asset Management Inc535.0★ (7)22 mi
35Values Added Financial525.0★ (19)22 mi
36Good News Financial & Investment Advisors LLC525.0★ (3)20 mi
37New Level Investment Management, LLC525.0★ (5)24 mi
38Republic Finance525.0★ (12)20 mi
39Isabel Barrow525.0★ (7)14 mi
40Focus Partners525.0★ (17)23 mi
41Mountain View Wealth Management LLC525.0★ (9)17 mi
42Charles Schwab514.0★ (11)14 mi
43Edward Jones - Financial Advisor: Stephen Coffey515.0★ (8)16 mi
44Bluebird Asset Management512.3★ (3)20 mi
45WesBanco Bank514.0★ (5)11 mi
46G.B. Bose - Private Wealth Advisor, Ameriprise Financial Services, LLC514.6★ (5)14 mi
47MANNA WEALTH MANAGEMENT505.0★ (7)20 mi
48CGK Business Sales | Business Brokers Washington DC505.0★ (7)20 mi
49Edward Jones - Financial Advisor: Darren N Aversa505.0★ (4)16 mi
50Stock Plan Advisory Group LLC505.0★ (3)14 mi

Also serving Waldorf

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 Waldorf
BusinessGoogle ratingDistance
Athena Financial Services LLC5.0★ (7)In Waldorf
Bay Financial Services5.0★ (1)In Waldorf
D M V Tristate Financial Services LLC3.6★ (5)In Waldorf
Denice Warfield - Prudential FinancialIn Waldorf
Edward JonesIn Waldorf
Edward Jones - Financial Advisor: Keven W Kling5.0★ (2)In Waldorf
Edward Jones - Financial Advisor: Linda Sims, CEPA®In Waldorf
FlyTradersIn Waldorf
Hayes & Associates Financial Services5.0★ (4)In Waldorf
John A. Feeley - Wilmington Advisors @ M&TIn Waldorf
Judy L Marshall: Primerica - Financial Services5.0★ (1)In Waldorf
La Plata Office5.0★ (1)In Waldorf
Pesante Close LLC5.0★ (31)In Waldorf
Prudential | Denice Warfield | Life Insurance & AnnuitiesIn Waldorf
Pryor Financial ServicesIn Waldorf
Tawana Marshawn Wells Harris: Primerica - Financial ServicesIn Waldorf
The Rosenfield Group - Morgan Stanley5.0★ (1)In Waldorf
Truist4.0★ (21)In Waldorf
Wealth Management Partners, LLC5.0★ (2)In Waldorf
Wye Financial PartnersIn Waldorf

How we ranked Waldorf investment advisors

We scored 69 Waldorf 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 Waldorf 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 Waldorf: frequently asked questions

Which investment advisor has the highest RFA Score in Waldorf?

By RFA Score, the highest-ranked investment advisor in Waldorf, MD is G1 Investment, LLC with an RFA Score of 67/100. It has 4.8★ from 16 Google reviews. Youssef Zeroual - Weichert Realtors (#2) and Trade With the Pros of Washington D.C. (#3) follow. We ranked 69 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Waldorf?

RankedFinancialAdvisors ranks 69 investment advisors serving Waldorf, MD. 3 of them are based in Waldorf; 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 Waldorf work on weekends?

14 of 69 ranked investment advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Youssef Zeroual - Weichert Realtors (#2), Trade With the Pros of Washington D.C. (#3) and Navy Federal Credit Union (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Waldorf investment advisors have?

The median Google rating among 69 rated investment advisors in Waldorf is 4.9★, with a median of 7 reviews. Fundrise has the most, 570 reviews, and ranks #4. 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 Waldorf count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 69 investment advisors serving Waldorf.

More investment advisors and Waldorf pages