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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 - February 19, 2024

Bethesda has 12 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 22 years of experience.

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List of Qualified Retirement Planning Advisors in Bethesda, Maryland

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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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Young Park
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

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Erich Imphong
CFP®
Plotkin Financial Advisors, LLC

Qualifications
CRD# 5083311
Firm CRD# 127635
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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Michael 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

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Mark Standard
Ubs

Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66

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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

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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Savant Wealth Management

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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Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning

Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66

Minimum Assets Required
Not Specified

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

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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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Scarborough Capital Management

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$53,251,436,32512198
A Percentage of AUM
2
CHEVY CHASE TRUST COMPANY
7501 Wisconsin Avenue, 15th Floor
Bethesda, MD, 20814
$32,026,434,0994695103
A Percentage of AUM, Fixed Fees
3
ASB CAPITAL MANAGEMENT LLC
7501 Wisconsin Avenue, West Tower, 13th Floor
Bethesda, MD, 20814
$27,057,564,8818777
A Percentage of AUM, Performance Based
4
DURABLE CAPITAL PARTNERS LP
4747 Bethesda Ave, #1002
Bethesda, MD, 20814
$13,662,036,190546
A Percentage of AUM, Performance Based
5
ARLINGTON CAPITAL PARTNERS
7272 Wisconsin Avenue, Suite 1500
Bethesda, MD, 20814-5011
$7,296,670,131623
A Percentage of AUM, Performance Based
6
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC
7255 Woodmont Avenue,, Suite 300
Bethesda, MD, 20814
$6,814,943,08211278
A Percentage of AUM
7
HERITAGE INVESTORS MANAGEMENT CORP
7101 Wisconsin Avenue, Suite 950
Bethesda, MD, 20814-4878
$3,126,801,088138916
A Percentage of AUM, Hourly charges, Fixed Fees
8
PROFUND ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$2,765,532,83411898
A Percentage of AUM
9
XML FINANCIAL GROUP
6901 Rockledge Drive, Suite 730
Bethesda, MD, 20817
$2,323,032,504580052
A Percentage of AUM, Hourly charges, Fixed Fees
10
ABRAMS BISON INVESTMENTS, L.L.C.
3 Bethesda Metro Center, Suite 1250
Bethesda, MD, 20814
$2,145,028,000311
A Percentage of AUM, Performance Based
11
HULL STREET ENERGY
4747 Bethesda Avenue, Suite 1220
Bethesda, MD, 20814
$1,748,057,000714
A Percentage of AUM, Performance Based
12
PENNINGTON PARTNERS & CO., LLC
7920 Norfolk Avenue, Suite 1150
Bethesda, MD, 20814
$1,703,940,72543716
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
13
FBB CAPITAL PARTNERS
4520 East-West Highway, Suite 450
Bethesda, MD, 20814
$1,636,130,105289921
A Percentage of AUM, Hourly charges, Fixed Fees
14
TRUMBOWER FINANCIAL ADVISORS LLC
3 Bethesda Metro Center, Ste 340
Bethesda, MD, 20814-5330
$1,479,931,18690411
A Percentage of AUM, Hourly charges, Fixed Fees
15
ADVISORSHARES
4800 Montgomery Lane, Suite 150
Bethesda, MD, 20814
$1,244,839,852269
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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