Falists

Maryland · 30 advisers

Financial Advisors in Rockville, Maryland

Looking for a financial advisor in Rockville, Maryland? Falists indexes 30 SEC-registered and state-registered investment advisers in Rockville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 23 firms list a website you can visit directly. Firms in this directory manage up to $4.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

30

With website

23

Largest AUM

$4.52B

Financial planning

19

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth25Planning19Trusts21Retirement9Institutional12

Top advisors in Rockville

Ranked by AUM · Fees, team & specialties at a glance

View all 30 →

RMG ADVISORS

Rockville, MD

AUM

$200.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

301-838-4111

Full profileVisit site →
View all 30 advisors in Rockville

More cities in Maryland

Bethesda (78)Baltimore (55)Annapolis (28)Chevy Chase (28)Hunt Valley (25)Towson (25)Columbia (16)Frederick (12)Timonium (11)Gaithersburg (9)Ellicott City (8)Owings Mills (8)

Common questions

How many financial advisors are in Rockville, Maryland?
30 registered investment advisers are listed in our Rockville directory, sourced from public SEC filings.
What types of advisors are in Rockville?
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 Rockville?
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.