Real Reviews · Silver Spring
Top-Reviewed Financial Advisors in Silver Spring, MD
What are customers actually saying? Read verified reviews for financial advisors in Silver Spring — every rating is from a real customer.
As of July 2026, RatingsNearMe ranks 15 financial advisors in Silver Spring, MD by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Precision Wealth Planners with a 5.0-star rating from 38 Google reviews and an RNM Score of 78/100. Also in the top tier: Bethesda Wealth Planning Group [BWPG] and District Financial Planning. The average rating across all listed financial advisors in Silver Spring is 4.9 stars from 9 reviews per business on average.
Financial advisors in Silver Spring typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Paul C Sexton, AAMS®
Paul C Sexton holds the AAMS® designation and is part of a nationally recognized firm, offering comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Paul C Sexton, AAMS®
A higher number of reviews often indicates a larger client base and greater community trust.
When choosing a financial advisor in Silver Spring, consider their credentials, fee structure, and whether they offer the personalized services you need. It's wise to interview multiple advisors to find the best fit for your financial goals.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
9
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 38 reviews, reflecting exceptional client satisfaction in Silver Spring.
909 Rose Ave #650, North Bethesda, MD 20852, USA4.9-star rating from 28 Google reviews highlights exceptional client satisfaction.
909 Rose Ave Suite 400, North Bethesda, MD 20852, USAExceptional 5.0-star rating based on 6 Google reviews in Silver Spring.
8403 Colesville Rd #1100, Silver Spring, MD 20910, USAFinancial Advisors Rankings in Silver Spring, MD
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Precision Wealth Planners909 Rose Ave #650, North Bethesda, MD 20852, USA | 5.0★ | 38 |
| #2 | Bethesda Wealth Planning Group [BWPG]909 Rose Ave Suite 400, North Bethesda, MD 20852, USA | 4.9★ | 28 |
| #3 | District Financial Planning8403 Colesville Rd #1100, Silver Spring, MD 20910, USA | 5.0★ | 6 |
| #4 | Wealth Syndicate8403 Colesville Rd #1100, Silver Spring, MD 20910, USA | 5.0★ | 1 |
| #5 | Ruda Financial7917 Takoma Ave, Silver Spring, MD 20910, USA | 5.0★ | 3 |
| #6 | Cetera Advisors, LLC10008 Colesville Rd Ste B, Silver Spring, MD 20901, USA | 5.0★ | 1 |
| #7 | Peake Financial Group8737 Colesville Rd #705, Silver Spring, MD 20910, USA | 5.0★ | 1 |
| #8 | Rock Creek Wealth Planners & Advisors8607 Cedar St, Silver Spring, MD 20910, USA | — | — |
| #9 | Bailey Wealth Advisors8403 Colesville Rd # 845, Silver Spring, MD 20910, USA | — | — |
| #10 | Toler Financial Group1100 Wayne Ave #670, Silver Spring, MD 20910, USA | 4.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Silver Spring
5.0★ from reviews, trusted financial advisor in Silver Spring, MD.
8403 Colesville Rd #1100, Silver Spring, MD 20910, USA
Rated 5.0 stars from three Google reviews, this local advisor is highly regarded.
7917 Takoma Ave, Silver Spring, MD 20910, USA
Exceptional 5.0-star rating based on early client reviews in Silver Spring.
10008 Colesville Rd Ste B, Silver Spring, MD 20901, USA
Exceptional 5.0-star rating from one Google review.
8737 Colesville Rd #705, Silver Spring, MD 20910, USA
A new financial advisor in Silver Spring with no client reviews yet to reference.
8607 Cedar St, Silver Spring, MD 20910, USA
This financial advisor in Silver Spring has no online reviews yet.
8403 Colesville Rd # 845, Silver Spring, MD 20910, USA
4.0-star rated financial advisor with 7 reviews in Silver Spring.
1100 Wayne Ave #670, Silver Spring, MD 20910, USA
Earns a perfect 5.0-star rating from a small number of local reviews.
10539 Metropolitan Ave, Kensington, MD 20895, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction.
10401 Connecticut Ave #105, Kensington, MD 20895, USA
New to Google, this Silver Spring financial advisor has no customer reviews yet.
1738 Elton Rd Suite 312, Silver Spring, MD 20903, USA
No reviews yet for this Silver Spring financial advisor.
8601 Georgia Ave Ste 910, Silver Spring, MD 20910, USA
No rating yet, as this advisor has no Google reviews to reference.
8730 Georgia Ave # 500, Silver Spring, MD 20910, USA
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Financial Advisors in Silver Spring, MD — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Precision Wealth Planners | 78/100 | 5.0 ★ | 38 |
| 2 | Bethesda Wealth Planning Group [BWPG] | 75/100 | 4.9 ★ | 28 |
| 3 | District Financial Planning | 69/100 | 5.0 ★ | 6 |
| 4 | Wealth Syndicate | 62/100 | 5.0 ★ | 1 |
| 5 | Ruda Financial | 66/100 | 5.0 ★ | 3 |
| 6 | Cetera Advisors, LLC | 62/100 | 5.0 ★ | 1 |
| 7 | Peake Financial Group | 62/100 | 5.0 ★ | 1 |
| 8 | Rock Creek Wealth Planners & Advisors | 3/100 | — | 0 |
| 9 | Bailey Wealth Advisors | 3/100 | — | 0 |
| 10 | Toler Financial Group | 53/100 | 4.0 ★ | 7 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Silver Spring
What is a fiduciary financial advisor and why does it matter in Silver Spring?
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 Silver Spring, 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 Silver Spring?
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: July 4, 2026.
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