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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 you 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 registrations check. 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 - October 2, 2024Bethesda has 21 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 51 non-vetted advisors in your local area. These retirement advisors in Bethesda, Maryland have an average of 16 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
VERIFIEDYoung Park
CFP®
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDKevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
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
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
VERIFIEDFrank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDBob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAdam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDScott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDAnnette Quigley
CFP®, CRC®
Prudential
Qualifications
CRD# 3128633
Firm CRD# 5685
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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 | PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | $53,251,436,325 | 121 | 98 | A Percentage of AUM |
| 2 | CHEVY CHASE TRUST COMPANY 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814 | $32,026,434,099 | 4695 | 103 | A Percentage of AUM, Fixed Fees |
| 3 | ASB CAPITAL MANAGEMENT LLC 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814 | $27,057,564,881 | 87 | 77 | A Percentage of AUM, Performance Based |
| 4 | DURABLE CAPITAL PARTNERS LP 4747 Bethesda Ave, #1002 Bethesda, MD, 20814 | $13,662,036,190 | 5 | 46 | A Percentage of AUM, Performance Based |
| 5 | ARLINGTON CAPITAL PARTNERS 7272 Wisconsin Avenue, Suite 1500 Bethesda, MD, 20814-5011 | $7,296,670,131 | 6 | 23 | A Percentage of AUM, Performance Based |
| 6 | MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC 7255 Woodmont Avenue,, Suite 300 Bethesda, MD, 20814 | $6,814,943,082 | 11 | 278 | A Percentage of AUM |
| 7 | HERITAGE INVESTORS MANAGEMENT CORP 7101 Wisconsin Avenue, Suite 950 Bethesda, MD, 20814-4878 | $3,126,801,088 | 1389 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | PROFUND ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | $2,765,532,834 | 118 | 98 | A Percentage of AUM |
| 9 | XML FINANCIAL GROUP 6901 Rockledge Drive, Suite 730 Bethesda, MD, 20817 | $2,323,032,504 | 5800 | 52 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | ABRAMS BISON INVESTMENTS, L.L.C. 3 Bethesda Metro Center, Suite 1250 Bethesda, MD, 20814 | $2,145,028,000 | 3 | 11 | A Percentage of AUM, Performance Based |
| 11 | HULL STREET ENERGY 4747 Bethesda Avenue, Suite 1220 Bethesda, MD, 20814 | $1,748,057,000 | 7 | 14 | A Percentage of AUM, Performance Based |
| 12 | PENNINGTON PARTNERS & CO., LLC 7920 Norfolk Avenue, Suite 1150 Bethesda, MD, 20814 | $1,703,940,725 | 437 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 13 | FBB CAPITAL PARTNERS 4520 East-West Highway, Suite 450 Bethesda, MD, 20814 | $1,636,130,105 | 2899 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | TRUMBOWER FINANCIAL ADVISORS LLC 3 Bethesda Metro Center, Ste 340 Bethesda, MD, 20814-5330 | $1,479,931,186 | 904 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | ADVISORSHARES 4800 Montgomery Lane, Suite 150 Bethesda, MD, 20814 | $1,244,839,852 | 26 | 9 | A Percentage of AUM |
Information on Top Retirement Planning firms in Bethesda, Maryland
QualificationsFirm CRD# 134155
Assets Under Management $53,251,436,325
No. Of Clients121
Clients Per Financial Advisor1
PROSHARE ADVISORS LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 98 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
QualificationsFirm CRD# 110742
Assets Under Management $32,026,434,099
No. Of Clients4695
Clients Per Financial Advisor46
CHEVY CHASE TRUST COMPANY is a financial advisory firm situated in Bethesda, Maryland. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4695 clients. The team consists of 103 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110995
Assets Under Management $27,057,564,881
No. Of Clients87
Clients Per Financial Advisor1
ASB CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 77 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 305221
Assets Under Management $13,662,036,190
No. Of Clients5
Clients Per Financial Advisor0
DURABLE CAPITAL PARTNERS LP is a financial advisory firm situated in Bethesda, Maryland. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 46 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
QualificationsFirm CRD# 160265
Assets Under Management $7,296,670,131
No. Of Clients6
Clients Per Financial Advisor0
ARLINGTON CAPITAL PARTNERS is a financial advisory firm situated in Bethesda, Maryland. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 23 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
QualificationsFirm CRD# 285820
Assets Under Management $6,814,943,082
No. Of Clients11
Clients Per Financial Advisor0
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 278 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
QualificationsFirm CRD# 110420
Assets Under Management $3,126,801,088
No. Of Clients1389
Clients Per Financial Advisor87
HERITAGE INVESTORS MANAGEMENT CORP 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 1389 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 109585
Assets Under Management $2,765,532,834
No. Of Clients118
Clients Per Financial Advisor1
PROFUND ADVISORS 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 118 clients. The team consists of 98 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
QualificationsFirm CRD# 284987
Assets Under Management $2,323,032,504
No. Of Clients5800
Clients Per Financial Advisor112
XML FINANCIAL GROUP 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 5800 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 137183
Assets Under Management $2,145,028,000
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 $2B 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
QualificationsFirm CRD# 291881
Assets Under Management $1,748,057,000
No. Of Clients7
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 7 clients. The team consists of 14 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
QualificationsFirm CRD# 282688
Assets Under Management $1,703,940,725
No. Of Clients437
Clients Per Financial Advisor27
PENNINGTON PARTNERS & CO., 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 437 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
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 108967
Assets Under Management $1,636,130,105
No. Of Clients2899
Clients Per Financial Advisor138
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 2899 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 107495
Assets Under Management $1,479,931,186
No. Of Clients904
Clients Per Financial Advisor82
TRUMBOWER FINANCIAL ADVISORS LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 904 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 149782
Assets Under Management $1,244,839,852
No. Of Clients26
Clients Per Financial Advisor3
ADVISORSHARES is a financial advisory firm situated in Bethesda, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 9 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
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