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Quantum Financial Advisors
- Resume
- Returns
- Financial Services
“I left the seminar with insights into alternative assets and private equity, from industry-leading professionals, that could only be communicated in this setting.”
Best Financial Advisors in Rockville, MD
24 firms listed · 23 in Rockville · 1 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Jacques Financial
- Questions
“I switched to Jacques Financial when the (very expensive) top 10 accounting firm I had used for 10 years fired me because they moved to a minimum annual charge that was way higher than what I normally paid.”
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Eric L Bach & Associates CPA
“Very professional service”
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Woodard & Associates
“Every year our taxes are complex in new and interesting ways (international work, filing with multiple states, investments), but Sheila and her team have always been a tremendous help in producing accurate and timely returns.”
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Eaglestone Tax & Wealth Advisors
“Eagle Stone Tax & Wealth management staff were not only able to help me get current, but they were also very helpful with all my questions, and made the whole process simple and stress free.”
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Finley Alexander Wealth Management
- Information
- Savings
- Retirement
“We feel fortunate to have developed not only a professional but also a personal relationship with Kyle and we would recommend him to anyone looking to unlock the complicated and sometimes scary world of financial services.”
The 24 firms listed for Rockville, MD provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Rockville, MD
Of the 24 firms we list here, 23 are in Rockville itself and 1 comes from North Bethesda (4 mi). 23 of the firms on this page have a rating, from 4.2 to 5.0 across 146 reviews; 22 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (4), investment management (2), risk management (2) and tax planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 20 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 22 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Rockville offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Vintage Financial Partners
- Service
- Expert
“The level of real-world professionalism from Brian, and the trust I have in him and the team at Vintage is, in my experience, unmatched in the financial services advisory business.”
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Ferguson Johnson Wealth Management
“I recommend them to any business or individual that is looking to either start or manage their retirement accounts.”
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Gallant Financial Planning
- Team
- Advice
“Debbie's advice was worth every penny and then some-we made up the cost of her services within about six months based on her advice, and her wise counsel allow us to rethink our priorities.”
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Impact Capital
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Kendall Capital Management
“I have had the pleasure of working with this amazing wealth management firm for several years now.”
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SPC Financial
“We have been clients since 1998, and are very glad that Jeff Sella is handling our retirement accounts.”
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Williams Associates
“I have been pleased with Williams Associates over the many years I have employed them for my income tax work.”
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Infinity Financial Services
“Always great to work with”
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Schaeffer Financial
“They really know the federal retirement system and had specific, actionable advice that took into account both our financial and non-financial goals.”
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Financial Balance Group
- Questions
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Akinde Financial Group
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Financial Services Advisory
“During the Great Recession his clients lost somewhere between 2 and 3% compared to the over 40% for the rest of the market!”
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HY Financial
“Because of their experience in working with small businesses, they were also able to assist with our business financial statements, which is a great help for us as a self-employed borrower.”
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Mosaic Wealth Partners
“Took me a long time but I finally found the perfect money manager in Mosaic Wealth Partners..”
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IFE Group
“Rockville town center”
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Teti & Carswell Cpa's
“Always a pleasure seeing gary.”
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Brightline Financial
“Will for sure work for them for years to come!!!!”
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The Fed Corner
Retirement Planning and Investment Management Services in Rockville, MD Cost Estimates
Minimum cost
$1100
Maximum cost
$9349
National Average
$3300
Avg Per Hour Rates
$330
$2200
$6050
Fair price range is based on 251 cost profiles
Why these companies made our list
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