Fiduciary advisors in Rockville, MD
18 registered advisers
Rockville is a Bethesda-adjacent city in the biotech corridor, where NIH-connected research wealth and federal employee benefits drive advisory demand, and 18 SEC-registered fiduciary firms serve local investors. Among them, 16 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.
ADVISORS PREFERRED LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.7B
Minimum--
Clients22
ALBION RIVER
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients2
ATCAP PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$63M
Minimum--
Clients220
BIREME CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$168M
Minimum--
Clients75
CAPITAL SQUARED FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$199M
Minimum--
Clients279
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$271M
Minimum--
Clients522
FSA WEALTH PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$770M
Minimum--
Clients1,964
IMPACT CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$240M
Minimum--
Clients491
INNOVATION X ADVISORS
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$1.8B
Minimum--
Clients19
INSTITUTIONAL SHAREHOLDER SERVICES INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
IVY LEAGUE FINANCIAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$151M
Minimum--
Clients331
KENDALL CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$604M
Minimum--
Clients1,415
MONTGOMERY INVESTMENT MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$490M
Minimum--
Clients108
QUANTUM FINANCIAL ADVISORS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$507M
Minimum--
Clients362
RESEARCH FINANCIAL STRATEGIES
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$254M
Minimum--
Clients1,365
RMG ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$137M
Minimum--
Clients369
SCHAEFFER FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$223M
Minimum--
Clients435
SOL CAPITAL MANAGEMENT CO
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.0B
Minimum--
Clients1,105