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 Record
Rockville, MarylandCRD #157980
Typical Fee--
AUM$1.7B
Minimum--
Clients22

ALBION RIVER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #322098
Typical Fee--
AUM$2.1B
Minimum--
Clients2

ATCAP PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #158214
Typical Fee--
AUM$63M
Minimum--
Clients220

BIREME CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #283224
Typical Fee--
AUM$168M
Minimum--
Clients75

CAPITAL SQUARED FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #326861
Typical Fee--
AUM$199M
Minimum--
Clients279

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #109232
Typical Fee--
AUM$271M
Minimum--
Clients522

FSA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #104513
Typical Fee--
AUM$770M
Minimum--
Clients1,964

IMPACT CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #297413
Typical Fee--
AUM$240M
Minimum--
Clients491

INNOVATION X ADVISORS

Clean RecordAlso Compensated via Brokerage
Rockville, MarylandCRD #322292
Typical Fee--
AUM$1.8B
Minimum--
Clients19

INSTITUTIONAL SHAREHOLDER SERVICES INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #111940
Typical Fee--
AUM--
Minimum--
Clients--

IVY LEAGUE FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #119145
Typical Fee--
AUM$151M
Minimum--
Clients331

KENDALL CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #134740
Typical Fee--
AUM$604M
Minimum--
Clients1,415

MONTGOMERY INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #105417
Typical Fee--
AUM$490M
Minimum--
Clients108

QUANTUM FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #113563
Typical Fee--
AUM$507M
Minimum--
Clients362

RESEARCH FINANCIAL STRATEGIES

Clean RecordAlso Compensated via Brokerage
Rockville, MarylandCRD #153247
Typical Fee--
AUM$254M
Minimum--
Clients1,365

RMG ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #122366
Typical Fee--
AUM$137M
Minimum--
Clients369

SCHAEFFER FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #133697
Typical Fee--
AUM$223M
Minimum--
Clients435

SOL CAPITAL MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #110226
Typical Fee--
AUM$3.0B
Minimum--
Clients1,105
Fiduciary Advisors in Rockville, Maryland | FiduciaryListings