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Find Retirement Advisors for Retirement Planning in Bethesda, Maryland
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Bethesda, Maryland
Last Updated - April 11, 2025Bethesda has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 50 non-vetted advisors in your local area. These retirement advisors in Bethesda, Maryland have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Bethesda, Maryland
VERIFIEDDavid Middleton
CFP®, AIF®
Middleton Advisory
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDErich Imphong
CFP®
Plotkin Financial Advisors, LLC
Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDChris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDBryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDBob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDSkip Thompson
Prudential
Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDDoug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDGeoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Bethesda, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | $65,095,381,946 | 126 | 101 | A percentage of AUM |
| 2 | 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814 | $36,006,471,975 | 4811 | 108 | A percentage of AUM, Fixed fees |
| 3 | 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814 | $29,726,275,256 | 81 | 80 | A percentage of AUM, Performance Based |
| 4 | 4747 Bethesda Ave, #1002 Bethesda, MD, 20814 | $16,939,969,975 | 5 | 48 | A percentage of AUM, Performance Based |
| 5 | 4747 Bethesda Avenue, Suite 500 Bethesda, MD, 20814 | $9,109,444,155 | 6 | 27 | A percentage of AUM, Performance Based |
| 6 | 7255 Woodmont Avenue,, Suite 300 Bethesda, MD, 20814 | $8,218,827,035 | 14 | 320 | A percentage of AUM |
| 7 | 7101 Wisconsin Avenue, Suite 950 Bethesda, MD, 20814-4878 | $3,663,856,037 | 1391 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | $3,646,800,000 | 117 | 101 | A percentage of AUM |
| 9 | 7500 Old Georgetown Road, Suite 705 Bethesda, MD, 20814 | $2,973,527,798 | 437 | 19 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 10 | 6901 Rockledge Drive, Suite 730 Bethesda, MD, 20817 | $2,753,502,220 | 5960 | 52 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 3 Bethesda Metro Center, Suite 1250 Bethesda, MD, 20814 | $2,503,658,000 | 3 | 11 | A percentage of AUM, Performance Based |
| 12 | 4747 Bethesda Avenue, Suite 1220 Bethesda, MD, 20814 | $1,913,180,000 | 9 | 16 | A percentage of AUM, Performance Based |
| 13 | 4520 East-West Highway, Suite 450 Bethesda, MD, 20814 | $1,867,509,000 | 2917 | 21 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 3 Bethesda Metro Center, Ste 340 Bethesda, MD, 20814-5330 | $1,657,808,618 | 906 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 4340 East West Highway, Suite 210 Bethesda, MD, 20814 | $1,575,196,506 | 4 | 11 | A percentage of AUM, Subscription fees, Fixed fees |
Information on Top Retirement Planning firms in Bethesda, Maryland
QualificationsFirm CRD# 134155
Assets Under Management $65,095,381,946
No. Of Clients126
Clients Per Financial Advisor1
PROSHARE ADVISORS LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 126 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Other (COMMODITY POOL OPERATOR)
QualificationsFirm CRD# 110742
Assets Under Management $36,006,471,975
No. Of Clients4811
Clients Per Financial Advisor45
CHEVY CHASE TRUST COMPANY is a financial advisory firm situated in Bethesda, Maryland. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4811 clients. The team consists of 108 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS)
QualificationsFirm CRD# 110995
Assets Under Management $29,726,275,256
No. Of Clients81
Clients Per Financial Advisor1
ASB CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 305221
Assets Under Management $16,939,969,975
No. Of Clients5
Clients Per Financial Advisor0
DURABLE CAPITAL PARTNERS LP is a financial advisory firm situated in Bethesda, Maryland. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 160265
Assets Under Management $9,109,444,155
No. Of Clients6
Clients Per Financial Advisor0
ARLINGTON CAPITAL PARTNERS is a financial advisory firm situated in Bethesda, Maryland. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 285820
Assets Under Management $8,218,827,035
No. Of Clients14
Clients Per Financial Advisor0
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 320 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 110420
Assets Under Management $3,663,856,037
No. Of Clients1391
Clients Per Financial Advisor70
HERITAGE INVESTORS MANAGEMENT CORP is a financial advisory firm situated in Bethesda, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1391 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109585
Assets Under Management $3,646,800,000
No. Of Clients117
Clients Per Financial Advisor1
PROFUND ADVISORS LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Other (COMMODITY TRADING ADVISER, COMMODITY POOL OPERATOR)
QualificationsFirm CRD# 282688
Assets Under Management $2,973,527,798
No. Of Clients437
Clients Per Financial Advisor23
PENNINGTON PARTNERS & CO., LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 437 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 284987
Assets Under Management $2,753,502,220
No. Of Clients5960
Clients Per Financial Advisor115
XML FINANCIAL GROUP is a financial advisory firm situated in Bethesda, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5960 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 137183
Assets Under Management $2,503,658,000
No. Of Clients3
Clients Per Financial Advisor0
ABRAMS BISON INVESTMENTS, L.L.C. is a financial advisory firm situated in Bethesda, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 291881
Assets Under Management $1,913,180,000
No. Of Clients9
Clients Per Financial Advisor1
HULL STREET ENERGY is a financial advisory firm situated in Bethesda, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 108967
Assets Under Management $1,867,509,000
No. Of Clients2917
Clients Per Financial Advisor139
FBB CAPITAL PARTNERS is a financial advisory firm situated in Bethesda, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2917 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107495
Assets Under Management $1,657,808,618
No. Of Clients906
Clients Per Financial Advisor82
TRUMBOWER FINANCIAL ADVISORS LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 906 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 317840
Assets Under Management $1,575,196,506
No. Of Clients4
Clients Per Financial Advisor0
IMPACTASSETS CAPITAL PARTNERS PBLLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.