Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Rockville, 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 Rockville, Maryland
Last Updated - May 11, 2025Rockville has 26 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Rockville, Maryland have an average of 19 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Rockville, Maryland
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 65
Minimum Assets Required
$250,000
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-Based, Based on Assets
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
Address
- 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
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
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
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
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
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
VERIFIEDMichael Balakirsky
MBA, 76784
LPL Financial
Qualifications
CRD# 4812251
Firm CRD# 6413
Series 7, 24, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
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
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
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
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
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 Rockville, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 111 Rockville Pike, Suite 750 Rockville, MD, 20850 | $2,662,612,008 | 1103 | 28 | A percentage of AUM |
| 2 | 2440 Research Blvd, Ste 500 Rockville, MD, 20850 | $2,359,870,084 | 9920 | 420 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1445 Research Boulevard, #530 Rockville, MD, 20850 | $1,642,952,735 | 20 | 9 | A percentage of AUM |
| 4 | 1445 Research Blvd., Suite 530 Rockville, MD, 20850 | $1,356,136,246 | 15 | 4 | A percentage of AUM, Performance Based |
| 5 | 3202 Tower Oaks Blvd, Suite 400 Rockville, MD, 20852-4219 | $1,159,278,363 | 3292 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 2600 Tower Oaks Boulevard, Suite 220 Rockville, MD, 20852 | $1,112,399,451 | 3859 | 40 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | One Church Street, Suite 901 Rockville, MD, 20850 | $693,702,744 | 1981 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 2000 Tower Oaks Boulevard, Suite 240 Rockville, MD, 20852 | $519,787,468 | 1440 | 9 | A percentage of AUM, Fixed fees |
| 9 | 6229 Executive Blvd, Rockville, MD, 20852 | $451,205,884 | 115 | 3 | A percentage of AUM |
| 10 | 2099 Gaither Road, Suite 110 Rockville, MD, 20850 | $312,821,881 | 864 | 8 | A percentage of AUM, Fixed fees |
| 11 | 2600 Tower Oaks Blvd, Suite 230 Rockville, MD, 20852 | $298,170,771 | 3 | 11 | A percentage of AUM, Performance Based |
| 12 | 2273 Research Blvd, Suite 101 Rockville, MD, 20850-3264 | $273,008,020 | 1490 | 11 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH) |
| 13 | 51 Monroe St., Suite Pe 25 Rockville, MD, 20850 | $270,874,727 | 522 | 3 | A percentage of AUM, Hourly charges |
| 14 | 4612 Great Oak Road, Rockville, MD, 20853 | $223,248,023 | 435 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT) |
| 15 | 1101 Wootton Parkway, Suite 400 Rockville, MD, 20852 | $193,836,714 | 474 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
Information on Top Retirement Planning firms in Rockville, Maryland
QualificationsFirm CRD# 110226
Assets Under Management $2,662,612,008
No. Of Clients1103
Clients Per Financial Advisor39
SOL CAPITAL MANAGEMENT CO is a financial advisory firm situated in Rockville, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1103 clients. The team consists of 28 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 individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 313171
Assets Under Management $2,359,870,084
No. Of Clients9920
Clients Per Financial Advisor24
GROVE POINT ADVISORS, LLC is a financial advisory firm situated in Rockville, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9920 clients. The team consists of 420 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# 157980
Assets Under Management $1,642,952,735
No. Of Clients20
Clients Per Financial Advisor2
ADVISORS PREFERRED LLC is a financial advisory firm situated in Rockville, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 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 companies
QualificationsFirm CRD# 322292
Assets Under Management $1,356,136,246
No. Of Clients15
Clients Per Financial Advisor4
INNOVATION X ADVISORS is a financial advisory firm situated in Rockville, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 4 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# 104618
Assets Under Management $1,159,278,363
No. Of Clients3292
Clients Per Financial Advisor122
SPC FINANCIAL INC is a financial advisory firm situated in Rockville, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3292 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
- 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
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 122320
Assets Under Management $1,112,399,451
No. Of Clients3859
Clients Per Financial Advisor96
MARYLAND FINANCIAL GROUP, INC. is a financial advisory firm situated in Rockville, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3859 clients. The team consists of 40 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# 104513
Assets Under Management $693,702,744
No. Of Clients1981
Clients Per Financial Advisor124
FINANCIAL SERVICES ADVISORY is a financial advisory firm situated in Rockville, Maryland. With a nearly $694M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1981 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 134740
Assets Under Management $519,787,468
No. Of Clients1440
Clients Per Financial Advisor160
KENDALL CAPITAL MANAGEMENT is a financial advisory firm situated in Rockville, Maryland. With a nearly $520M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1440 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
- 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
QualificationsFirm CRD# 105417
Assets Under Management $451,205,884
No. Of Clients115
Clients Per Financial Advisor38
MONTGOMERY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Rockville, Maryland. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 3 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 individuals and/or small businesses
QualificationsFirm CRD# 168342
Assets Under Management $312,821,881
No. Of Clients864
Clients Per Financial Advisor108
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC is a financial advisory firm situated in Rockville, Maryland. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 864 clients. The team consists of 8 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
- Selection for other advisors
QualificationsFirm CRD# 310971
Assets Under Management $298,170,771
No. Of Clients3
Clients Per Financial Advisor0
FVLCRUM PARTNERS, LLC is a financial advisory firm situated in Rockville, Maryland. With a nearly $298M 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# 153247
Assets Under Management $273,008,020
No. Of Clients1490
Clients Per Financial Advisor135
RESEARCH FINANCIAL STRATEGIES is a financial advisory firm situated in Rockville, Maryland. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1490 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
- Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH)
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
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 109232
Assets Under Management $270,874,727
No. Of Clients522
Clients Per Financial Advisor174
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Rockville, Maryland. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 133697
Assets Under Management $223,248,023
No. Of Clients435
Clients Per Financial Advisor62
SCHAEFFER FINANCIAL LLC is a financial advisory firm situated in Rockville, Maryland. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 435 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 141014
Assets Under Management $193,836,714
No. Of Clients474
Clients Per Financial Advisor79
EAGLESTONE WEALTH ADVISORS, INC. is a financial advisory firm situated in Rockville, Maryland. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 474 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (CONSULTING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- 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:
- Retirement Planners in Annapolis, Maryland
- Retirement Planners in Baltimore, Maryland
- Retirement Planners in Bethesda, Maryland
- Retirement Planners in Charlotte Hall, Maryland
- Retirement Planners in Chevy Chase, Maryland
- Retirement Planners in Clarksville, Maryland
- Retirement Planners in Cockeysville, Maryland
- Retirement Planners in Crownsville, Maryland
- Retirement Planners in Ellicott City, Maryland
- Retirement Planners in Gaithersburg, Maryland
- Retirement Planners in Germantown, Maryland
- Retirement Planners in Lutherville Timonium, Maryland
- Retirement Planners in Silver Spring, Maryland
- Retirement Planners in Towson, Maryland
Looking for more choices? Use our free match service to compare retirement planners serving your area.