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Top 4 financial advisor firms in Gaithersburg

4 SEC-registered financial advisor firms are headquartered in Gaithersburg, MD, with $1.21B in combined regulatory assets under management. The largest by assets are Beacon Investment Advisors ($542M), Kilner Capital Advisors ($337M) and PlanVest Financial ($176M).

4
Financial advisor firms
$1.21B
Their combined AUM
$256M
Median firm AUM
809
Clients of the top 4

The 4 largest by assets

  1. 1
    Beacon Investment Advisors

    RIA

    $542M

  2. 2
    Kilner Capital Advisors

    RIA

    $337M

  3. 3
    PlanVest Financial

    RIA

    $176M

  4. 4
    Sherman Wealth Management

    RIA

    $160M

Profiles of the top 4

No. 1 · RIA

Beacon Investment Advisors

Beacon Investment Advisors is an investment adviser based in Gaithersburg, MD, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $542 million, as filed on 27 March 2026.

Beacon Investment Advisors charges 1.00%–2.00% a year for its Fee Schedule.

Regulatory AUM
$542M
Clients
127
Advisory staff
1
Fee schedule
1.00% to 2.00% a year
Custodians
Fidelity
Headquarters
7 Brookes Avenue, Gaithersburg, MD 20877
Phone
301-670-1700
Website
beaconadvisors.net

No. 2 · RIA

Kilner Capital Advisors

Kilner Capital Advisors is an investment adviser based in Gaithersburg, MD, registered with the SEC since 2008. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $337 million, as filed on 12 March 2026.

Kilner Capital Advisors charges 0.35%–1.85% a year for its Investment Management Services.

Regulatory AUM
$337M
Clients
230
Advisory staff
2
Fee schedule
0.35% to 1.85% a year
Custodians
Charles Schwab
Headquarters
438 N. Frederick Avenue, Suite 465, Gaithersburg, MD 20877
Phone
301-840-0501
Website
kilnercapital.com

No. 3 · RIA

PlanVest Financial

PlanVest Financial is an investment adviser based in Gaithersburg, MD, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $176 million, as filed on 23 September 2026.

Regulatory AUM
$176M
Clients
309
Advisory staff
6
Custodians
Charles Schwab
Headquarters
6 Montgomery Village Avenue, Suite 320, Gaithersburg, MD 20879
Phone
301-977-7123
Website
planvestfinancial.com

No. 4 · RIA

Sherman Wealth Management

Sherman Wealth Management is an investment adviser based in Gaithersburg, MD, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $160 million, as filed on 28 September 2026.

Sherman Wealth Management charges 0.25%–1.00% a year for its Wealth Management Services.

Regulatory AUM
$160M
Clients
143
Advisory staff
3
Fee schedule
0.25% to 1.00% a year
Custodians
Charles Schwab
Headquarters
9841 Washingtonian BLVD, Suite #200, Gaithersburg, MD 20878
Phone
240-428-1622
Website
shermanwealth.com

Questions about financial advisors in Gaithersburg

How many financial advisor firms are headquartered in Gaithersburg?

4 SEC-registered financial advisor firms report their principal office in Gaithersburg, MD, managing $1.21B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Gaithersburg?

Beacon Investment Advisors, with $542M in regulatory assets under management on its latest Form ADV. The next largest are Kilner Capital Advisors ($337M) and PlanVest Financial ($176M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Gaithersburg?

The median firm manages $256M in regulatory assets. That is the midpoint of the 4 firms headquartered in Gaithersburg.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Gaithersburg charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Gaithersburg?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Gaithersburg has 4 financial advisor firms; see every adviser in the city →

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