Same Day · Silver Spring
Same-Day Financial Advisors in Silver Spring, MD
Can't wait a week? These financial advisors in Silver Spring offer same-day or next-day appointments. Call now to check availability.
As of June 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Silver Spring, MD is home to a variety of financial advisor firms that offer investment management, retirement planning, and other personal finance services. Consumers should research advisors' credentials, fees, and approach to find the right fit for their financial needs.
- ✓Diverse range of financial advisor firms in Silver Spring, MD
- ✓Services include investment management, retirement planning, and personal finance
- ✓Consumers should research advisor credentials, fees, and approach
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.
How to Choose a Financial Advisor in Silver Spring
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Silver Spring, MD area
- • Fee-only compensation structure rather than commission-based
- • Specialization in services relevant to your financial goals (e.g. retirement planning, estate planning, etc.)
Questions to ask
- • What is your investment philosophy and approach to managing client portfolios?
- • How do you determine the appropriate financial products and strategies for my situation?
- • Can you provide references from other Silver Spring, MD clients?
Red flags
- ⚠ Overly aggressive sales tactics or pressure to make quick decisions
- ⚠ Lack of transparency around fees and compensation
- ⚠ Unwillingness to provide details about their credentials and experience
Financial advisors in Maryland must be registered with the state's Securities Division and hold appropriate insurance licenses. Verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
9
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
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 June 2026
All Financial Advisors in Silver Spring
8403 Colesville Rd # 845, Silver Spring, MD 20910, USA
10008 Colesville Rd Ste B, Silver Spring, MD 20901, USA
8737 Colesville Rd #705, Silver Spring, MD 20910, USA
8607 Cedar St, Silver Spring, MD 20910, USA
10539 Metropolitan Ave, Kensington, MD 20895, USA
1738 Elton Rd Suite 312, Silver Spring, MD 20903, USA
8730 Georgia Ave # 500, Silver Spring, MD 20910, USA
8601 Georgia Ave Ste 910, Silver Spring, MD 20910, USA
10401 Connecticut Ave #105, Kensington, MD 20895, USA
Get Free Quotes
We'll connect you with the top financial advisors in Silver Spring, MD.
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 | Bailey Wealth Advisors | 3/100 | — | 0 |
| 5 | Cetera Advisors, LLC | 62/100 | 5.0 ★ | 1 |
| 6 | Ruda Financial | 66/100 | 5.0 ★ | 3 |
| 7 | Peake Financial Group | 62/100 | 5.0 ★ | 1 |
| 8 | Rock Creek Wealth Planners & Advisors | 3/100 | — | 0 |
| 9 | Toler Financial Group | 53/100 | 4.0 ★ | 7 |
| 10 | Delta Financial Advisors, Inc. | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Silver Spring to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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 9, 2026.
More Home Services in Silver Spring
Related Searches
More ways to find financial advisors in Silver Spring