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Emergencies don't keep business hours. These financial advisors in Bethesda are available 24 hours a day, 7 days a week — including holidays.
As of June 2026, RatingsNearMe ranks 15 financial advisors in Bethesda, MD by verified customer ratings and review volume. The highest-rated is MANNA WEALTH MANAGEMENT with a 5.0-star rating from 158 verified reviews. Also in the top tier: Capital Financial Planners and EP Wealth Advisors. The average rating across all listed financial advisors in Bethesda is 4.8 stars from 24 reviews per business on average.
Financial advisors in Bethesda typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
15
Businesses listed
4.8★
Avg rating
24
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
MANNA WEALTH MANAGEMENT
1775 Tysons Blvd 5th floor, McLean, VA 22102, USA
Capital Financial Planners
4445 Willard Ave Ste 600, Chevy Chase, MD 20815, USA
EP Wealth Advisors
6701 Democracy Blvd #300, Bethesda, MD 20817, USA
Financial Advisors Rankings in Bethesda, MD
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | MANNA WEALTH MANAGEMENT1775 Tysons Blvd 5th floor, McLean, VA 22102, USA | 5.0★ | 158 |
| #2 | Capital Financial Planners4445 Willard Ave Ste 600, Chevy Chase, MD 20815, USA | 5.0★ | 68 |
| #3 | EP Wealth Advisors6701 Democracy Blvd #300, Bethesda, MD 20817, USA | 5.0★ | 41 |
| #4 | Sandbox Financial Partners6903 Rockledge Dr #300, Bethesda, MD 20817, USA | 5.0★ | 27 |
| #5 | FBB Capital Partners (Bethesda, MD)4520 East-West Hwy #450, Bethesda, MD 20814, USA | 5.0★ | 1 |
| #6 | Golden Wealth Strategies7200 Wisconsin Ave #500, Bethesda, MD 20814, USA | 5.0★ | 16 |
| #7 | Arthur Stein Financial, LLC6701 Democracy Blvd #300, Bethesda, MD 20817, USA | 5.0★ | 30 |
| #8 | Equity Planning Inc.7910 Woodmont Ave #900, Bethesda, MD 20814, USA | 5.0★ | 2 |
| #9 | Richard Zsakany - Financial Advisor, Ameriprise Financial Services, LLC4800 Montgomery Ln Ste 250, Bethesda, MD 20814, USA | 5.0★ | 1 |
| #10 | The Bethesda Wealth Management Group - Morgan Stanley7500 Old Georgetown Rd 10th Fl, Bethesda, MD 20814, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bethesda
Sandbox Financial Partners
6903 Rockledge Dr #300, Bethesda, MD 20817, USA
FBB Capital Partners (Bethesda, MD)
4520 East-West Hwy #450, Bethesda, MD 20814, USA
Golden Wealth Strategies
7200 Wisconsin Ave #500, Bethesda, MD 20814, USA
Arthur Stein Financial, LLC
6701 Democracy Blvd #300, Bethesda, MD 20817, USA
Equity Planning Inc.
7910 Woodmont Ave #900, Bethesda, MD 20814, USA
Richard Zsakany - Financial Advisor, Ameriprise Financial Services, LLC
4800 Montgomery Ln Ste 250, Bethesda, MD 20814, USA
The Bethesda Wealth Management Group - Morgan Stanley
7500 Old Georgetown Rd 10th Fl, Bethesda, MD 20814, USA
Seventy2 Capital Wealth Management
7200 Wisconsin Ave Suite 903, Bethesda, MD 20814, USA
Edelman Financial Engines
6550 Rock Spring Dr Suite 510, Bethesda, MD 20817, USA
MV Financial Group
3 Bethesda Metro Center Suite 650, Bethesda, MD 20814, USA
Edward Jones - Financial Advisor: Shay S Thomson, CFP®
6903 Rockledge Dr Suite 770, Bethesda, MD 20817, USA
First Financial Group
7101 Wisconsin Ave #1200, Bethesda, MD 20814, USA
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Frequently Asked Questions — Financial Advisors in Bethesda
What is a fiduciary financial advisor and why does it matter in Bethesda?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bethesda, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bethesda?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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