How many financial advisors are in Gaithersburg, Maryland?

Falists lists 9 registered investment advisers with a principal office or filing address in Gaithersburg, Maryland, based on public SEC IAPD data.

How do financial advisors in Gaithersburg charge fees?

Fee structures vary by firm. In Gaithersburg, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Gaithersburg?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Maryland · 9 advisers

Financial Advisors in Gaithersburg, Maryland

Looking for a financial advisor in Gaithersburg, Maryland? Falists indexes 9 SEC-registered and state-registered investment advisers in Gaithersburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $541.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$541.9M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning5 Trusts7 Retirement3 Institutional4

Top advisors in Gaithersburg

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

Gaithersburg, MD

AUM

—

Team

19 advisors

Clients

—

Fees

Fixed fees; SEE SCHEDULE D MISCELLANEOUS

301-251-9600

Full profile Visit site →

PAX MOMENTUM

Gaithersburg, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

301-906-4555

Full profile Visit site →

GOLDSBOROUGH CAPITAL MANAGEMENT, LLC

Gaithersburg, MD

AUM

$10.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

410-905-8854

Full profileNo website

More cities in Maryland

Bethesda (78)Baltimore (55)Rockville (30)Annapolis (28)Chevy Chase (28)Hunt Valley (25)Towson (25)Columbia (16)Frederick (12)Timonium (11)Ellicott City (8)Owings Mills (8)

Common questions

How many financial advisors are in Gaithersburg, Maryland?: 9 registered investment advisers are listed in our Gaithersburg directory, sourced from public SEC filings.
What types of advisors are in Gaithersburg?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Gaithersburg?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.