Investment advisers in Rockville, MD
17 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Innovation X Advisors | $4.52 billion | 4 | 0 |
| Albion River | $2.06 billion | 4 | 0 |
| Advisors Preferred LLC | $1.69 billion | 9 | 0 |
| Fsa Wealth Partners | $819.7 million | 16 | 0 |
| Kendall Capital Management | $743.9 million | 12 | 0 |
| Quantum Financial Advisors Inc | $557.5 million | 10 | 0 |
| Montgomery Investment Management Inc | $490.0 million | 3 | 0 |
| Ferguson-johnson Wealth Management, Inc. | $316.4 million | 4 | 0 |
| Schaeffer Financial LLC | $257.7 million | 7 | 0 |
| Impact Capital, LLC | $253.4 million | 4 | 0 |
| Research Financial Strategies | $251.6 million | 10 | 0 |
| Rmg Advisors | $200.5 million | 6 | 0 |
| Capital Squared Financial LLC | $198.7 million | 3 | 0 |
| Bireme Capital, LLC | $196.9 million | 2 | 0 |
| Atcap Partners, LLC | $195.5 million | 26 | 0 |
| Ivy League Financial Advisors LLC | $188.7 million | 4 | 0 |
| Institutional Shareholder Services Inc. | $0 | 3,350 | 1 |