Maryland · 2 advisers
Financial Advisors in Germantown, Maryland
Looking for a financial advisor in Germantown, Maryland? Falists indexes 2 SEC-registered and state-registered investment advisers in Germantown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $156.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$156.2M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Germantown
Ranked by AUM · Fees, team & specialties at a glance
MY WEALTH MANAGEMENT, INC
Germantown, MD
AUM
$156.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-330-7900
PEAK INVESTMENT ADVISORS, INC.
Germantown, MD
AUM
$102.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS
240-361-2700
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Common questions
- How many financial advisors are in Germantown, Maryland?
- 2 registered investment advisers are listed in our Germantown directory, sourced from public SEC filings.
- What types of advisors are in Germantown?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Germantown?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.