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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 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 Rockville, Maryland

Last Updated - May 11, 2024

Rockville has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in Rockville, Maryland have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Rockville, Maryland

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Diamond 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

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Young Park, CFP®
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

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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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Kevin 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

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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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Frank 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

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Eric Riddell
CFP®, APMA®
Ameriprise Financial

Qualifications
CRD# 4707769
Firm CRD# 6363
Series 7

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, Tax Advice and Services.

Compensation/Fee

Fee-Based

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Bob 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

advisor-photo

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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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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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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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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Adam 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

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Scott 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

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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

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Ashley 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

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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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SOL CAPITAL MANAGEMENT CO
111 Rockville Pike, Suite 750
Rockville, MD, 20850
$2,386,671,547108127
A Percentage of AUM
2
GROVE POINT ADVISORS, LLC
2440 Research Blvd, Ste 500
Rockville, MD, 20850
$1,926,783,6048355333
A Percentage of AUM, Hourly charges, Fixed Fees
3
ADVISORS PREFERRED LLC
1445 Research Boulevard, #530
Rockville, MD, 20850
$1,760,215,956199
A Percentage of AUM
4
INNOVATION X ADVISORS
1445 Research Blvd., Suite 530
Rockville, MD, 20850
$1,167,936,364134
A Percentage of AUM, Performance Based
5
SPC FINANCIAL INC
3202 Tower Oaks Blvd, Suite 400
Rockville, MD, 20852-4219
$1,000,154,777310526
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
6
MARYLAND FINANCIAL GROUP, INC.
2600 Tower Oaks Boulevard, Suite 220
Rockville, MD, 20852
$975,955,345366640
A Percentage of AUM, Hourly charges, Fixed Fees
7
FINANCIAL SERVICES ADVISORY
One Church Street, Suite 901
Rockville, MD, 20850
$707,792,446208713
A Percentage of AUM, Hourly charges, Fixed Fees
8
CIC WEALTH, LLC
1101 Wootton Parkway, Suite 980
Rockville, MD, 20852
$550,947,483202916
A Percentage of AUM, Hourly charges, Fixed Fees
9
KENDALL CAPITAL MANAGEMENT
2000 Tower Oaks Boulevard, Suite 240
Rockville, MD, 20852
$419,058,07612208
A Percentage of AUM, Fixed Fees
10
MONTGOMERY INVESTMENT MANAGEMENT INC
6229 Executive Blvd,
Rockville, MD, 20852
$340,480,2281213
A Percentage of AUM
11
RESEARCH FINANCIAL STRATEGIES
2273 Research Blvd, Suite 101
Rockville, MD, 20850-3264
$258,771,596161812
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ANNUAL INCOME OR NET WORTH)
12
FVLCRUM PARTNERS, LLC
2600 Tower Oaks Blvd, Suite 230
Rockville, MD, 20852
$241,098,046311
A Percentage of AUM, Performance Based
13
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
51 Monroe St., Suite Pe 25
Rockville, MD, 20850
$221,062,8031773
A Percentage of AUM, Hourly charges
14
EAGLESTONE WEALTH ADVISORS, INC.
1101 Wootton Parkway, Suite 400
Rockville, MD, 20852
$197,519,7674527
A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES)
15
BACHRACH ASSET MANAGEMENT INC
20 Courthouse Square, Suite 208,
Rockville, MD, 20850
$197,102,785184
A Percentage of AUM

Information on Top Retirement Planning firms in Rockville, Maryland

QualificationsFirm CRD# 110226

Assets Under Management $2,386,671,547

No. Of Clients1081

Clients Per Financial Advisor40

SOL CAPITAL MANAGEMENT CO 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 1081 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
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QualificationsFirm CRD# 313171

Assets Under Management $1,926,783,604

No. Of Clients8355

Clients Per Financial Advisor25

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 8355 clients. The team consists of 333 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
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 157980

Assets Under Management $1,760,215,956

No. Of Clients19

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 19 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

QualificationsFirm CRD# 322292

Assets Under Management $1,167,936,364

No. Of Clients13

Clients Per Financial Advisor3

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 13 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
View Full Profile

QualificationsFirm CRD# 104618

Assets Under Management $1,000,154,777

No. Of Clients3105

Clients Per Financial Advisor119

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 3105 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 122320

Assets Under Management $975,955,345

No. Of Clients3666

Clients Per Financial Advisor92

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 3666 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 104513

Assets Under Management $707,792,446

No. Of Clients2087

Clients Per Financial Advisor161

FINANCIAL SERVICES ADVISORY is a financial advisory firm situated in Rockville, Maryland. With a nearly $708M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2087 clients. The team consists of 13 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# 290198

Assets Under Management $550,947,483

No. Of Clients2029

Clients Per Financial Advisor127

CIC WEALTH, LLC is a financial advisory firm situated in Rockville, Maryland. With a nearly $551M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2029 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 134740

Assets Under Management $419,058,076

No. Of Clients1220

Clients Per Financial Advisor153

KENDALL CAPITAL MANAGEMENT is a financial advisory firm situated in Rockville, Maryland. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1220 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 105417

Assets Under Management $340,480,228

No. Of Clients121

Clients Per Financial Advisor40

MONTGOMERY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Rockville, Maryland. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 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
View Full Profile

QualificationsFirm CRD# 153247

Assets Under Management $258,771,596

No. Of Clients1618

Clients Per Financial Advisor135

RESEARCH FINANCIAL STRATEGIES is a financial advisory firm situated in Rockville, Maryland. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1618 clients. The team consists of 12 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 310971

Assets Under Management $241,098,046

No. Of Clients3

Clients Per Financial Advisor0

FVLCRUM PARTNERS, LLC is a financial advisory firm situated in Rockville, Maryland. With a nearly $241M 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# 109232

Assets Under Management $221,062,803

No. Of Clients177

Clients Per Financial Advisor59

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Rockville, Maryland. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 177 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 141014

Assets Under Management $197,519,767

No. Of Clients452

Clients Per Financial Advisor65

EAGLESTONE WEALTH ADVISORS, INC. is a financial advisory firm situated in Rockville, Maryland. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 452 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 (CONSULTING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 161894

Assets Under Management $197,102,785

No. Of Clients18

Clients Per Financial Advisor5

BACHRACH ASSET MANAGEMENT INC is a financial advisory firm situated in Rockville, Maryland. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 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

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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