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Best Financial Advisors near Potomac, Maryland


To help Americans find the best financial advisors in Potomac, Maryland, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Potomac, Maryland.


1. Halpern Financial
   (240) 268-1000
11 N. Washington Street Suite 720, Rockville, Maryland

Halpern Financial, registered in 2000, manages $554.6 million for 247 clients.

2. The Family Firm
   (301) 656-3999
8120 Woodmont Avenue, Suite 630. Bethesda, MD

The Family Firm, registered in 1983, manages $601.6 million for 201 clients.

3. Savant Capital Management
   (703) 288-0500
1430 Spring Hill Rd Suite 400, Mclean, Virginia

Savant Capital Management, registered in 1993, manages $6.8 billion for 6,348 clients.

4. Ferguson-johnson Wealth Management
   (301) 670-0994
51 Monroe ST., Suite PE 25. Rockville, MD

Ferguson-johnson Wealth Management, registered in 1999, manages $184.8 million for 171 clients.

5. Independence Wealth Advisors
   (703) 752-6000
6723 Whittier Ave., Suite 200. Mclean, VA

Independence Wealth Advisors, registered in 2006, manages $166.4 million for 124 clients.

6. Glassman Wealth Services
   (703) 534-4444
Multiple Locations

Glassman Wealth Services, registered in 2009, manages $1.5 billion for 275 clients.

7. Bernhardt Wealth Management
   (703) 356-4380
7601 Lewinsville Road, Suite 210. Mclean, VA

Bernhardt Wealth Management, registered in 2000, manages $490.2 million for 290 clients.

8. Dixon Hughes Goodman Wealth Advisors
   (336) 687-0046
Multiple Locations

Dixon Hughes Goodman Wealth Advisors, registered in 2000, manages $1.6 billion for 4,814 clients.

9. Experiential Wealth
   (703) 847-4380
8460 Tyco Road, Suite E. Vienna, VA

Experiential Wealth, registered in 2010, manages $143.4 million for 18 clients.

10. Sagevest Wealth Management
   (703) 992-7650
1320 Old Chain Bridge Road, Suite 250. Mclean, VA

Sagevest Wealth Management, registered in 2007, manages $229.5 million for 105 clients.

11. SOL Capital Management Co.
   (301) 881-3727
111 Rockville Pike, Suite 750. Rockville, MD

SOL Capital Management Co., registered in 1987, manages $2.2 billion for 358 clients.

12. Keystone Asset Management
   (703) 734-3400
1430 Spring Hill RD, Ste 425. Mclean, VA

Keystone Asset Management, registered in 2004, manages $214.0 million for 133 clients.

13. Old Dominion Capital Management
   (434) 977-1550
1497 Chain Bridge Road Suite 200, Mclean, Virginia

Old Dominion Capital Management, registered in 1989, manages $778.1 million for 551 clients.

14. Wealthspire Advisors
   (888) 303-2357
Multiple Locations

Wealthspire Advisors, registered in 2013, manages $4.6 billion for 2,366 clients.

15. OFS
   (703) 905-3300
7950 Jones Branch Drive, Suite 700n. Mclean, VA

OFS, registered in 1983, manages $801.6 million for 283 clients.

16. IVY League Financial Advisors
   (301) 258-1300
11 North Washington Street, Suite 250. Rockville, MD

IVY League Financial Advisors, registered in 2006, manages $113.0 million for 96 clients.

17. Raffa Wealth Management
   (202) 955-6734
1445 Research Blvd. #300, Rockville, Maryland

Raffa Wealth Management, registered in 2007, manages $910.0 million for 152 clients.

18. Law & Associates
   (301) 229-8500
6111 Tulane Ave Glen Echo, MD

Law & Associates, registered in 1982, manages $175.0 million for 302 clients.

19. Financial Services Advisory
   (301) 949-7300
One Church Street, Suite 901. Rockville, MD

Financial Services Advisory, registered in 1983, manages $646.0 million for 722 clients.

20. Financial Services Advisory
   (301) 949-7300
Multiple Locations

Financial Services Advisory, registered in 1983, manages $646.0 million for 722 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Precipio Wealth Management
   (703) 773-2474

Precipio Wealth Management, registered in 2009, manages $219.5 million for 107 clients.

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Top Cities for Maryland


Bethesda, Maryland Cabin John, Maryland Chevy Chase, Maryland Garrett Park, Maryland Glen Echo, Maryland Kensington, Maryland Mount Rainier, Maryland Potomac, Maryland Silver Spring, Maryland Takoma Park, Maryland

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