Top financial advisors in Gaithersburg, MD
We’ve curated a list of the best financial advisors in Gaithersburg, take a look at it below
Find an advisor in Gaithersburg| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $251,130,325 | 3 advisors | ||
| 2 | $236,219,331 | 6 advisors | ||
| 3 | $78,177,504 | 6 advisors | ||
| 4 | $52,530,498 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Gaithersburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gaithersburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Kilner Capital Advisors, LLC
Kilner Capital Advisors, LLC is a financial advisory firm based in Gaithersburg, Maryland. It currently has approximately $251,130,325 of assets under management and employs about 3 people. Kilner Capital Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$251,130,325
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-69347
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consulting
The Connemara Group, LLC
The Connemara Group, LLC is a financial advisory firm based in Gaithersburg, Maryland. It currently has approximately $236,219,331 of assets under management and employs about 6 people. The Connemara Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$236,219,331
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-127120
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Planvest Financial, Inc.
Planvest Financial, Inc. is a financial advisory firm based in Gaithersburg, Maryland. It currently has approximately $78,177,504 of assets under management and employs about 6 people. Planvest Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$78,177,504
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112210
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Chesapeake Asset Management Co Inc
Chesapeake Asset Management Co Inc is a financial advisory firm based in Gaithersburg, Maryland. It currently has approximately $52,530,498 of assets under management and employs about 4 people. Chesapeake Asset Management Co Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$52,530,498
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-48543
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.