Firms by city
Registered investment advisers in Gaithersburg, MD
4 SEC-registered advisers headquartered in Gaithersburg, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Beacon Investment Advisors | Gaithersburg, MD | $542M |
| Kilner Capital Advisors | Gaithersburg, MD | $337M |
| PlanVest Financial | Gaithersburg, MD | $176M |
| Sherman Wealth Management | Gaithersburg, MD | $160M |
- Headquarters
- Gaithersburg, MD
- Regulatory AUM
- $542M
- Headquarters
- Gaithersburg, MD
- Regulatory AUM
- $337M
- Headquarters
- Gaithersburg, MD
- Regulatory AUM
- $176M
- Headquarters
- Gaithersburg, MD
- Regulatory AUM
- $160M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Gaithersburg on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Maryland.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.