Falists

Maryland · 5 advisers

Financial Advisors in Silver Spring, Maryland

Looking for a financial advisor in Silver Spring, Maryland? Falists indexes 5 SEC-registered and state-registered investment advisers in Silver Spring — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $13.92B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

5

Largest AUM

$13.92B

Financial planning

4

Filter by specialty

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

AllWealth5Planning4Trusts4Retirement2Institutional2

Top advisors in Silver Spring

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

View all 5 →

MONEY PLANS

Silver Spring, MD

AUM

$108.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

301-589-4250

Full profileVisit site →

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)Gaithersburg (9)Ellicott City (8)

Common questions

How many financial advisors are in Silver Spring, Maryland?
5 registered investment advisers are listed in our Silver Spring directory, sourced from public SEC filings.
What types of advisors are in Silver Spring?
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 Silver Spring?
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.