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Investment Advisors in Wheaton, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wheaton: Fundrise, RFA Score 68/100; 3.7★ from 570 Google reviews.

  2. 39

    Most-reviewed: Abich Financial Services, 243 Google reviews at 4.7★, the most of 195 ranked after Fundrise; ranked #39.

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

195 Wheaton investment advisors are ranked here by RFA Score, from eight published factors. 21 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 195 rated firms.

Top 10 investment advisors in Wheaton 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 Wheaton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Fundrise683.7★ (570)Washington, D.C., 9 mi away—Top score
2Trade With the Pros of Washington D.C.674.7★ (54)Fairfax, 15 mi awaySat—
3Simply Investing675.0★ (14)Washington, D.C., 5 mi awaySat · Sun · Evenings—
4Triple Net Investment Group Inc665.0★ (8)Rockville, 3 mi away——
51RATE, Inc | Mortgage Broker in Maryland655.0★ (141)Silver Spring, 2 mi awaySat · Sun · Evenings—
6Youssef Zeroual - Weichert Realtors655.0★ (32)Burke, 22 mi awaySat · Sun · Evenings—
7Capitalist Times654.9★ (9)McLean, 10 mi away——
8Western & Southern Life655.0★ (6)College Park, 7 mi away——
9Fidelity Investments643.6★ (17)Washington, D.C., 10 mi away——
10Primerica642.3★ (3)Wheaton——

All 195 investment advisors in Wheaton, 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 Wheaton

    #1 Fundrise

    Based in Washington, D.C., 9 mi away

    68/100RFA Score

    Ranked #1 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

  3. #3 Simply Investing

    Based in Washington, D.C., 5 mi away

    67/100RFA Score

    Ranked #3 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

  7. #7 Capitalist Times

    Based in McLean, 10 mi away

    65/100RFA Score

    Ranked #7 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 Western & Southern Life

    Based in College Park, 7 mi away

    65/100RFA Score

    Ranked #8 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

  9. #9 Fidelity Investments

    Based in Washington, D.C., 10 mi away

    64/100RFA 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 Primerica

    Based in Wheaton

    64/100RFA Score

    Ranked #10 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

  11. #11 RLJ Co

    Based in Bethesda, 4 mi away

    64/100RFA 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

  13. #13 Sands Capital

    Based in Arlington, 10 mi away

    63/100RFA Score

    Ranked #13 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

  14. #14 The OREI Group LLC

    Based in Washington, D.C., 9 mi away

    63/100RFA Score

    Ranked #14 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

  17. #17 DMG Securities Inc

    Based in Great Falls, 13 mi away

    63/100RFA Score

    Ranked #17 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

  18. #18 Brown Advisory

    Based in Washington, D.C., 10 mi away

    62/100RFA Score

    Ranked #18 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

  21. #21 Cambridge Associates

    Based in Arlington, 11 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 MAI Capital Management

    Based in Gaithersburg, 10 mi away

    62/100RFA Score

    Ranked #22 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

  24. #24 Fidelity Investments

    Based in Alexandria, 16 mi away

    62/100RFA Score

    Ranked #24 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

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

investment advisors in Wheaton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26legacy investing623.7★ (3)11 mi
27GRID Investor615.0★ (5)17 mi
28Navy Federal Credit Union613.6★ (54)21 mi
29Precision Wealth Planners615.0★ (43)3 mi
30Bull Run Investment Management615.0★ (20)10 mi
31North Bethesda CPA: Certified Public Accountant and Financial Services614.8★ (46)3 mi
32EP Wealth Advisors615.0★ (41)5 mi
33Creative Planning614.9★ (88)13 mi
34Williams Asset Management605.0★ (33)19 mi
35TD Ameritrade601.0★ (3)11 mi
36DHS Ventures & Holdings604.9★ (60)10 mi
37Wells Fargo Advisors603.7★ (3)16 mi
38Interactive Brokers601.9★ (20)10 mi
39Abich Financial Services604.7★ (243)21 mi
40Allworth Financial605.0★ (31)5 mi
41Cassaday & Company605.0★ (57)12 mi
42McAdam Financial594.9★ (60)12 mi
43XML Financial Group594.8★ (33)5 mi
44Ibello Wealth Management595.0★ (64)16 mi
45Arca595.0★ (26)5 mi
46Kevin Hamel - Edelman Financial Engines594.9★ (27)4 mi
47Wells Fargo Advisors591.0★ (4)16 mi
48New Level Investment Management, LLC595.0★ (5)5 mi
49Chesapeake Capital Partners582.3★ (3)20 mi
50Sophos Financial / LPL Financial585.0★ (46)15 mi

Also serving Wheaton

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 Wheaton
BusinessGoogle ratingDistance
AdvisorShares Investments1.0★ (2)5 mi
Aftab Ahmad - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
Bank of America (with Drive-thru ATM)3.6★ (112)In Wheaton
capital investment llc3.0★ (2)5 mi
Capital Investors Direct3.5★ (2)6 mi
CHEVY CHASE TRUST3.0★ (2)4 mi
Edward Jones - Financial Advisor: Carmen M Peluso, CFP®|AAMS®5.0★ (2)5 mi
Equity Planning Inc.5.0★ (2)4 mi
Gallers Financial Group3.0★ (2)5 mi
HindSight Asset ManagementIn Wheaton
KBS CFO5.0★ (5)In Wheaton
Merrill Lynch Wealth Management3.0★ (2)4 mi
PASSIVE INCOME FROM TOP PERFORMING ASSET CLASSESIn Wheaton
Research Financial Strategies3.0★ (2)8 mi
TETI & CARSWELL CPA's5.0★ (2)6 mi
Timothy P. Stocker - RBC Wealth Management Financial Advisor5.0★ (2)6 mi
Wells Fargo Advisors3.0★ (2)3 mi
Wells Fargo Advisors3.0★ (2)5 mi
Wells Fargo Advisors5.0★ (2)6 mi
WesBanco Bank5.0★ (2)8 mi

How we ranked Wheaton investment advisors

We scored 195 Wheaton 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 Wheaton 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 Wheaton: frequently asked questions

Which investment advisor has the highest RFA Score in Wheaton?

By RFA Score, the highest-ranked investment advisor in Wheaton, MD is Fundrise with an RFA Score of 68/100. It has 3.7★ from 570 Google reviews. Trade With the Pros of Washington D.C. (#2) and Simply Investing (#3) follow. We ranked 195 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Wheaton?

RankedFinancialAdvisors ranks 195 investment advisors serving Wheaton, MD. 1 of them is based in Wheaton; 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 Wheaton work on weekends?

21 of 195 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. (#2), Simply Investing (#3) and 1RATE, Inc | Mortgage Broker in Maryland (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wheaton investment advisors have?

The median Google rating among 195 rated investment advisors in Wheaton is 5.0★, with a median of 9 reviews. Fundrise has the most, 570 reviews, and ranks #1. 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 Wheaton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 195 investment advisors serving Wheaton.

More investment advisors and Wheaton pages