4.5+ Stars · Silver Spring
Highly Rated Financial Advisors in Silver Spring, MD
Only the best make this list. These financial advisors in Silver Spring have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 15 financial advisors in Silver Spring, MD by verified customer ratings and review volume. The highest-rated is Precision Wealth Planners with a 5.0-star rating from 38 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Precision Wealth Planners
909 Rose Ave #650, North Bethesda, MD 20852, USA
Bethesda Wealth Planning Group [BWPG]
909 Rose Ave Suite 400, North Bethesda, MD 20852, USA
District Financial Planning
8403 Colesville Rd #1100, Silver Spring, MD 20910, USA
Financial 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 | Bailey Wealth Advisors8403 Colesville Rd # 845, Silver Spring, MD 20910, USA | — | — |
| #5 | Cetera Advisors, LLC10008 Colesville Rd Ste B, Silver Spring, MD 20901, USA | 5.0★ | 1 |
| #6 | Ruda Financial7917 Takoma Ave, Silver Spring, MD 20910, USA | 5.0★ | 3 |
| #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 | Toler Financial Group1100 Wayne Ave #670, Silver Spring, MD 20910, USA | 4.0★ | 7 |
| #10 | Delta Financial Advisors, Inc.10539 Metropolitan Ave, Kensington, MD 20895, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Silver Spring
Bailey Wealth Advisors
8403 Colesville Rd # 845, Silver Spring, MD 20910, USA
Cetera Advisors, LLC
10008 Colesville Rd Ste B, Silver Spring, MD 20901, USA
Ruda Financial
7917 Takoma Ave, Silver Spring, MD 20910, USA
Peake Financial Group
8737 Colesville Rd #705, Silver Spring, MD 20910, USA
Rock Creek Wealth Planners & Advisors
8607 Cedar St, Silver Spring, MD 20910, USA
Toler Financial Group
1100 Wayne Ave #670, Silver Spring, MD 20910, USA
Delta Financial Advisors, Inc.
10539 Metropolitan Ave, Kensington, MD 20895, USA
M&M Wealth Advisory LLC
1738 Elton Rd Suite 312, Silver Spring, MD 20903, USA
BNB Wealth Management, LLC
8730 Georgia Ave # 500, Silver Spring, MD 20910, USA
Joe Martin - Financial Advisor, Ameriprise Financial Services, LLC
8601 Georgia Ave Ste 910, Silver Spring, MD 20910, USA
Wealth Syndicate
8403 Colesville Rd #1100, Silver Spring, MD 20910, USA
Edward Jones - Financial Advisor: Paul C Sexton, AAMS®
10401 Connecticut Ave #105, Kensington, MD 20895, USA
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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: May 17, 2026.
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