Top financial advisors in Gaithersburg, MD
We’ve curated a list of the best financial advisors in Gaithersburg, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$251,130,325
Number of advisors
3 advisors
| $251,130,325 | 3 advisors | |
| 2 |
Assets under management
$236,219,331
Number of advisors
6 advisors
| $236,219,331 | 6 advisors | |
| 3 |
Assets under management
$78,177,504
Number of advisors
6 advisors
| $78,177,504 | 6 advisors | |
| 4 |
Assets under management
$52,530,498
Number of advisors
4 advisors
| $52,530,498 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gaithersburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gaithersburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Kilner Capital Advisors, LLC
Kilner Capital Advisors, LLC (KCA) is a registered investment adviser based in Gaithersburg, MD, established in 2006. KCA specializes in managing investment portfolios for individuals, retirement plans, trusts, and businesses. The firm primarily recommends portfolios of passively managed mutual funds from Dimensional Fund Advisors and AQR Capital Management. KCA's investment strategy is rooted in Modern Portfolio Theory, focusing on asset allocation decisions rather than market timing. Clients have discretion over their investments, with KCA continuously monitoring and reviewing portfolios. The firm also offers consulting services in areas such as tax planning, retirement planning, and estate planning. For investment management services, KCA charges an annual fee based on a tiered percentage of assets under management, with a minimum account size typically starting at $1,000,000. Employee benefit plan services are charged as a percentage of plan assets. Consulting services are billed hourly at $300. KCA does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not vote on client securities proxies but may provide guidance. KCA does not have custody of client assets but may deduct fees with client authorization. The firm does not engage in principal or agency cross transactions and does not aggregate client trades. KCA has no disciplinary history and maintains a strong financial condition. Clients receive quarterly performance reports and account reviews.
$251,130,325 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesConsultingThe Connemara Group, LLC
The Connemara Group is a registered investment adviser based in Gaithersburg, Maryland, established in 2015 by Thomas Conway and David Quinn. The firm offers portfolio management services through a wrap-fee program, providing asset management and brokerage services for one all-inclusive fee. Clients grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Assets are held at Charles Schwab & Co. Inc or Fidelity Financial Services. The wrap fee is based on a tiered annual schedule, ranging from 0.30% to 0.60% depending on assets under management. The firm's investment strategies include fundamental analysis, modern portfolio theory, long-term purchases, efficient market hypothesis, and liability-driven investing. Clients must have a minimum of $2,000,000 to open an account, which may be waived based on potential asset growth. The firm discloses potential conflicts of interest, such as affiliated entities and IRA rollover recommendations. The firm's code of ethics emphasizes acting in clients' best interests and avoiding conflicts. Clients are encouraged to consult with a tax professional regarding investments. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on clients' behalf. Clients are advised on the considerations of rolling over retirement assets to an IRA managed by the firm.
$236,219,331 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersPlanvest Financial, Inc.
PlanVest Financial, Inc. is a registered investment advisor established in 2017, based in Gaithersburg, MD. The firm specializes in providing personalized financial planning and investment advice tailored to individual client needs. They operate as a fiduciary, acting in the best interests of clients. Services offered include wealth planning, retirement planning, education planning, insurance analysis, and estate planning. Investment strategies involve fundamental, technical, and cyclical analysis, among others. Clients have the option to engage in discretionary, limited discretionary, or non-discretionary investment management. The firm does not charge performance-based fees and does not participate in side-by-side management. PlanVest Financial recommends establishing brokerage accounts with Schwab for custody and trading services. Clients receive regular account statements and transaction confirmations. The firm does not vote client proxies but may assist with proxy voting inquiries. PlanVest Financial does not require prepayment of fees or have financial conditions impairing its commitments. The firm's principal owner, Richard Clonch, holds various professional designations and has a background in law and the energy industry. Additional information about the firm's investment advisor representatives can be found in their individual disclosure brochures.
$78,177,504 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersChesapeake Asset Management Co Inc
Chesapeake Asset Management Company, Inc. is an independent investment advisory firm founded in 1995, based in Gaithersburg, MD. The firm specializes in providing highly individualized investment counsel to individuals, nonprofit organizations, private foundations, and trusts along the East Coast and Texas. Chesapeake primarily invests in individual securities, including various types of bonds, stocks, real estate investment trusts, and energy trusts. The firm is a member of the Social Investment Forum and does not have affiliations with brokerage firms or financial industry organizations, ensuring unbiased recommendations. Chesapeake offers discretionary asset management services, hourly planning engagements, and investment advice on various financial matters. The minimum annual fee for new clients is $10,000, with management fees based on a percentage of the account's market value. The firm's investment management fees are negotiable, with a focus on long-term investment horizons and balanced portfolio management across asset classes. Chesapeake has 35 client relationships, managing approximately $58 million as of December 31, 2022, with a mix of discretionary and non-discretionary accounts. Clients of Chesapeake typically have investment assets ranging from $1-10 million, with the firm having the discretion to waive minimum fees based on certain criteria. Chesapeake's investment strategies involve security analysis based on economic, political, and fundamental factors, aiming for solid growth and income potential while considering various risks like interest rate, market, inflation, and business risks. The firm's investment approach is opportunity-driven, focusing on client objectives and economic conditions. Clients receive quarterly performance reports and have the option for annual or semi-annual meetings to review their portfolios and financial situations.
$52,530,498 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gaithersburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gaithersburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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