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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 25, 2025

Bethesda 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

advisor
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David 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

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advisor
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Erich 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

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advisor
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Chris 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

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Michael 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

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Bryan 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

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Bob 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

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Skip 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

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advisor

Qualifications
Firm CRD# 107271

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, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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MY 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

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Doug 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Tom 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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Geoffrey 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

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advisor
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Chris 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

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Top 15 Retirement Planning firms in Bethesda, Maryland (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$65,095,381,946126101
A percentage of AUM
2

7501 Wisconsin Avenue, 15th Floor
Bethesda, MD, 20814
$36,006,471,9754811108
A percentage of AUM, Fixed fees
3

7501 Wisconsin Avenue, West Tower, 13th Floor
Bethesda, MD, 20814
$29,726,275,2568180
A percentage of AUM, Performance Based
4

4747 Bethesda Ave, #1002
Bethesda, MD, 20814
$16,939,969,975548
A percentage of AUM, Performance Based
5

4747 Bethesda Avenue, Suite 500
Bethesda, MD, 20814
$9,109,444,155627
A percentage of AUM, Performance Based
6

7255 Woodmont Avenue,, Suite 300
Bethesda, MD, 20814
$8,218,827,03514320
A percentage of AUM
7

7101 Wisconsin Avenue, Suite 950
Bethesda, MD, 20814-4878
$3,663,856,037139120
A percentage of AUM, Hourly charges, Fixed fees
8

7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$3,646,800,000117101
A percentage of AUM
9

7500 Old Georgetown Road, Suite 705
Bethesda, MD, 20814
$2,973,527,79843719
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
10

6901 Rockledge Drive, Suite 730
Bethesda, MD, 20817
$2,753,502,220596052
A percentage of AUM, Hourly charges, Fixed fees
11

3 Bethesda Metro Center, Suite 1250
Bethesda, MD, 20814
$2,503,658,000311
A percentage of AUM, Performance Based
12

4747 Bethesda Avenue, Suite 1220
Bethesda, MD, 20814
$1,913,180,000916
A percentage of AUM, Performance Based
13

4520 East-West Highway, Suite 450
Bethesda, MD, 20814
$1,867,509,000291721
A percentage of AUM, Hourly charges, Fixed fees
14

3 Bethesda Metro Center, Ste 340
Bethesda, MD, 20814-5330
$1,657,808,61890611
A percentage of AUM, Hourly charges, Fixed fees
15

4340 East West Highway, Suite 210
Bethesda, MD, 20814
$1,575,196,506411
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)
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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)
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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
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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
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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
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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
View Full Profile

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
View Full Profile

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)
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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