Top 10 advisors in Rockville
We’ve curated a list of the best financial advisors in Rockville, take a look at it below
Find an advisor in Rockville1. Sol Capital Management Co
Assets under management
$2,386,671,547
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Advisors Preferred LLC
Assets under management
$1,760,215,956
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
3. Innovation X Advisors
Assets under management
$1,167,936,364
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Spc Financial Inc
Assets under management
$995,461,488
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
5. Maryland Financial Group, Inc.
Assets under management
$958,387,495
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Financial Services Advisory
Assets under management
$707,792,446
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Cic Wealth, LLC
Assets under management
$543,901,184
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
8. Kendall Capital Management
Assets under management
$419,058,076
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
9. Grove Point Advisors, LLC
Assets under management
$398,487,158
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Research Financial Strategies
Assets under management
$258,771,596
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF ANNUAL INCOME OR NET WORTH
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
How we came up with this list
To generate our top financial advisors list in Rockville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rockville. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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