Top financial advisors in Takoma Park, MD
We've curated a list of the best financial advisors in Takoma Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $66,404,450 Number of advisors 2 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.
Get matched with an advisorMethodology
To find the top financial advisors in Takoma Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Qp Consulting
QP Consulting, LLC is a registered investment adviser based in Takoma Park, Maryland, established in 2002 and reorganized as a limited liability company in 2014. The firm offers personalized investment advisory services, specializing in Pension Consulting Services and Portfolio Management Services. For pension consulting, QP Consulting assists with retirement plan specifications, marketplace searches, vendor recommendations, plan management, investment policy statements, implementation, plan reviews, ongoing consulting, communication & education, and asset allocation modeling. Portfolio management services include discretionary and non-discretionary options, with a focus on tailored investment strategies based on client objectives. The firm primarily advises on mutual funds, exchange traded funds, collective investment trusts, and sub-accounts of group annuities. QP Consulting acts as a fiduciary, committed to acting in clients' best interests. The firm manages $76,328,502 in client assets on a discretionary basis and $421,583,552 on a non-discretionary basis. Fees for pension consulting services range from $5,000 to $150,000, while portfolio management fees are based on a percentage of assets under management, with a minimum annual fee of $1,500. QP Consulting does not accept performance-based fees, provides investment discretion, and does not vote client securities. The firm emphasizes client privacy and trade error resolution. For more information, visit http://qp-consulting.com.
$66,404,450 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Takoma Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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