City
Wealth management firms in Gaithersburg, Maryland
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Gaithersburg, Maryland reported $1.3 billion in regulatory assets under management; the largest by assets was Beacon Investment Advisors LLC, with $541.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $99.1 million
- SEC-registered, of those listed
- 4 of 13 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Beacon Investment Advisors LLC | SEC | $541.9 million | 533 |
| 2 | Kilner Capital Advisors, LLC | SEC | $336.7 million | 672 |
| 3 | Planvest Financial, Inc. | SEC | $175.9 million | 553 |
| 4 | Sherman Wealth Management LLC | SEC | $160.3 million | 399 |
| 5 | Elite Financial Group | State | $40.1 million | 102 |
| 6 | Enroute Wealth Management, LLC | State | $12.8 million | 31 |
| 7 | Goldsborough Capital Management, LLC | State | $10.6 million | 19 |
| 8 | Serene Financial Solutions | State | $7.8 million | 35 |
| 9 | Regatta Financial LLC | State | $2.5 million | 4 |
| 10 | Cornerstone Financial Planning, Inc. | State | $0 | 0 |
| 11 | Daly Capital Management | State | $0 | 0 |
| 12 | Own Your Monday Wealth Management, LLC | State | $0 | 0 |
| 13 | Remnant Wealth | State | $0 | 0 |
Wealth management firms in Maryland, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.