RIAs in Gaithersburg, Maryland
Explore 4 RIAs headquartered in Gaithersburg, with $1.2B in combined reported AUM.
RIAs4Headquartered here
Total AUM$1.2BReported regulatory AUM
Total Employees18Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Gaithersburg
4 RIAsShowing 1–4 of 4 RIAs
Beacon Investment Advisors LLC
GAITHERSBURG, MDReported AUM$541.9M
Employees2
44.6% of city AUMView RIA ↗
Kilner Capital Advisors, LLC
GAITHERSBURG, MDReported AUM$336.7M
Employees3
27.7% of city AUMView RIA ↗
Planvest Financial, Inc.
GAITHERSBURG, MDReported AUM$175.9M
Employees8
14.5% of city AUMView RIA ↗
Sherman Wealth Management LLC
GAITHERSBURG, MDReported AUM$160.3M
Employees5
13.2% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.