Investment advisers in Gaithersburg, MD
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Beacon Investment Advisors LLC | $541.9 million | 2 | 0 |
| Kilner Capital Advisors, LLC | $336.7 million | 3 | 0 |
| Planvest Financial, Inc. | $175.9 million | 8 | 0 |
| Sherman Wealth Management LLC | $160.3 million | 5 | 0 |
| Nea Member Benefits | $0 | 86 | 0 |