| Jason Tkach | Kendall Capital Management | Rockville | CFA | Percentage of assets, Fixed fees |
| Jeanne Goedecke | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Jeffrey Malcom | Buttonwood Financial Advisors | Baltimore | CFA | Percentage of assets, Fixed fees |
| John Petrofsky | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Jordan Fisher | Black Diamond Financial | Lutherville | CFA | Percentage of assets, Hourly |
| Jose Sobrado | MG Capital Partners | Chevy Chase | CFA | Percentage of assets, Fixed fees |
| Marc Hertzberg | WBH Advisory | Baltimore | CFA | Percentage of assets, Hourly |
| Matthew Dent | D.F. Dent and Company | Baltimore | CFA | Percentage of assets |
| Mel Casey | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Noelle Savage | D.F. Dent and Company | Baltimore | CFA | Percentage of assets |
| Paul Meehan | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Robert Willen | WBH Advisory | Baltimore | CFA | Percentage of assets, Hourly |
| Samuel Brownell | Stratus Capital Management | Kensington | CFA | Percentage of assets, Fixed fees |
| Stephen Knapp | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Steven Larosa | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Thomas O'Neil | D.F. Dent and Company | Baltimore | CFA | Percentage of assets |
| Yongxiang Li | Quantum Financial Advisors | Rockville | CFA | Percentage of assets, Hourly |