Highest Rated · Bethesda
Top-Rated Financial Advisors in Bethesda, MD
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 15 financial advisors in Bethesda, MD by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is MANNA WEALTH MANAGEMENT with a 5.0-star rating from 158 Google reviews and an RNM Score of 86/100. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Seventy2 Capital Wealth Management
Seventy2 Capital Wealth Management stands out as the top-ranked advisor in Bethesda due to its strong reputation for personalized wealth management and comprehensive financial planning.
Most Reviewed
Seventy2 Capital Wealth Management
A high number of reviews indicates broad client experience and trust, helping consumers gauge service consistency and satisfaction.
When choosing a financial advisor in Bethesda, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
Local Market Snapshot
15
Businesses listed
4.8★
Avg rating
24
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
5.0★ from 158 reviews for trusted financial guidance in Bethesda.
1775 Tysons Blvd 5th floor, McLean, VA 22102, USARated 5.0 stars from 68 reviews, this Bethesda financial advisor is highly trusted.
4445 Willard Ave Ste 600, Chevy Chase, MD 20815, USATop-rated Bethesda financial advisor with a perfect 5.0-star rating from 41 reviews.
6701 Democracy Blvd #300, Bethesda, MD 20817, USAFinancial 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 | Arthur Stein Financial, LLC6701 Democracy Blvd #300, Bethesda, MD 20817, USA | 5.0★ | 30 |
| #6 | Golden Wealth Strategies7200 Wisconsin Ave #500, Bethesda, MD 20814, USA | 5.0★ | 16 |
| #7 | Seventy2 Capital Wealth Management7200 Wisconsin Ave Suite 903, Bethesda, MD 20814, USA | 4.5★ | 8 |
| #8 | MV Financial Group3 Bethesda Metro Center Suite 650, Bethesda, MD 20814, USA | 5.0★ | 4 |
| #9 | Edelman Financial Engines6550 Rock Spring Dr Suite 510, Bethesda, MD 20817, USA | 4.0★ | 4 |
| #10 | Equity Planning Inc.7910 Woodmont Ave #900, Bethesda, MD 20814, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bethesda
A top-rated Bethesda financial advisor with a perfect 5.0 stars from 27 client reviews.
6903 Rockledge Dr #300, Bethesda, MD 20817, USA
Praised by clients with a perfect 5.0-star rating from 30 reviews.
6701 Democracy Blvd #300, Bethesda, MD 20817, USA
5.0 stars from 16 Google reviews, reflecting exceptional client satisfaction.
7200 Wisconsin Ave #500, Bethesda, MD 20814, USA
Rated 4.5 stars from eight Google reviews, this Bethesda financial advisor is well-regarded.
7200 Wisconsin Ave Suite 903, Bethesda, MD 20814, USA
Consistently rated 5.0 stars from 4 Google reviews for trusted financial guidance.
3 Bethesda Metro Center Suite 650, Bethesda, MD 20814, USA
Trusted Bethesda financial advisor with a solid 4.0-star rating from 4 reviews.
6550 Rock Spring Dr Suite 510, Bethesda, MD 20817, USA
Exceptional 5.0-star rating from recent Google reviews in Bethesda.
7910 Woodmont Ave #900, Bethesda, MD 20814, USA
Consistently rated 5.0 stars by a handful of Google reviewers.
7500 Old Georgetown Rd 10th Fl, Bethesda, MD 20814, USA
Exceptional 5.0-star rating based on a limited number of Google reviews.
4520 East-West Hwy #450, Bethesda, MD 20814, USA
Trusted Bethesda financial advisor with a perfect 5.0 rating from early clients.
4800 Montgomery Ln Ste 250, Bethesda, MD 20814, USA
Exceptional 5.0-star rating from a handful of Google reviews.
6903 Rockledge Dr Suite 770, Bethesda, MD 20817, USA
4.0 stars from 4 reviews, indicating solid local client satisfaction.
7101 Wisconsin Ave #1200, Bethesda, MD 20814, USA
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Financial Advisors in Bethesda, MD — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | MANNA WEALTH MANAGEMENT | 86/100 | 5.0 ★ | 158 |
| 2 | Capital Financial Planners | 81/100 | 5.0 ★ | 68 |
| 3 | EP Wealth Advisors | 79/100 | 5.0 ★ | 41 |
| 4 | Sandbox Financial Partners | 76/100 | 5.0 ★ | 27 |
| 5 | Arthur Stein Financial, LLC | 77/100 | 5.0 ★ | 30 |
| 6 | Golden Wealth Strategies | 74/100 | 5.0 ★ | 16 |
| 7 | Seventy2 Capital Wealth Management | 62/100 | 4.5 ★ | 8 |
| 8 | MV Financial Group | 67/100 | 5.0 ★ | 4 |
| 9 | Edelman Financial Engines | 50/100 | 4.0 ★ | 4 |
| 10 | Equity Planning Inc. | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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