| David Seamans | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Elizabeth Plot | Primas Financial Planning | Columbia | AFC, CFP, ChFC, EA | Hourly, Fixed fees |
| Greg Will | Bestgate Wealth Advisors | Frederick | CFP, CIMA, CPA, MST | Percentage of assets, Fixed fees |
| Jaron Beach | Pointer Financial Advisors | Columbia | CFP | Percentage of assets |
| Karly Holland | Divergent Planning | Bethesda | CFP | Not listed |
| Marianne Mattran | Foundry Wealth Advisors | Baltimore | CFP | Percentage of assets, Hourly |
| Matthew Costa | Foundation Wealth & Tax Advisors, LLC | Annapolis | CFP, CPA | Percentage of assets, Hourly |
| Peter Halbrook | TritonPoint Wealth | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Robert Lindstrom | Provision Financial Planning | Towson | CFP, EA | Percentage of assets, Hourly |
| Sean Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shabri Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Steven Stern | Abel Financial | Eldersburg | CFP | Percentage of assets, Fixed fees |
| Tom Arasz | Bmore Financially Fit | Baltimore | CFP, MBA | Not listed |
| Zachary Hubbard | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Adam Platt | Kendall Capital Management | Rockville | CFP | Percentage of assets, Fixed fees |
| Alec Sunners | Financial Consulate | Hunt Valley | CFP | Percentage of assets, Hourly |
| Alejandro Vela | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Alexander Roesner | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Alexandra Stewart | Buttonwood Financial Advisors | Baltimore | CFP | Percentage of assets, Fixed fees |
| Allison Brown | Brightpath Wealth Advisors | Crofton | CFP | Percentage of assets, Hourly |
| Andrea McClelland | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Andrew Thompson | Meta Wealth Advisory | Timonium | CFP | Percentage of assets, Hourly |
| Andrew Tignanelli | Financial Consulate | Hunt Valley | CFP | Percentage of assets, Hourly |
| Anuj Grover | Lake Street | Bethesda | CFP | Percentage of assets, Hourly |
| Barbara Warner | Warner Financial | Bethesda | CFP | Percentage of assets, Hourly |
| Benjamin Huber | Five Rivers Financial Advisors | North East | CFP | Percentage of assets, Hourly |
| Brandon Croxton | BRC Financial Planning | Owings Mills | CFP | Percentage of assets, Hourly |
| Brandon Keehr | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| Brigitte Strobl | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Bryan Kelly | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Carol Petrov | Kendall Capital Management | Rockville | CFP | Percentage of assets, Fixed fees |
| Carolyn Nunez | Ithaka Financial Planning | Chevy Chase | CFP | Percentage of assets, Hourly |
| Carrie Beren | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Catherine Jackson | Marks Wealth Management | Ellicott City | CFP | Percentage of assets |
| Charles Bender | Financial Consulate | Hunt Valley | CFP | Percentage of assets, Hourly |
| Charles Wolpoff | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Christina Walters | D.F. Dent and Company | Baltimore | CFP | Percentage of assets |
| Christopher Brown | Ivy League Financial Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Christopher O'Shea | Financial Consulate | Hunt Valley | CFP | Percentage of assets, Hourly |
| Christopher Pesota | Cornerstone Advisory | Hunt Valley | CFP | Percentage of assets, Hourly |
| Christopher Schaefer | MV Capital Management | Bethesda | CFP | Percentage of assets, Hourly |
| Christopher Thomas | Macroview Investment Management | Bethesda | CFP | Percentage of assets, Hourly |
| Christopher Warner | Warner Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Christopher Williams | Foundation Wealth & Tax Advisors | Annapolis | CFP | Percentage of assets, Hourly |
| Claire Dwyer | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| David Ballard | Champion Financial Planning Group | Annapolis | CFP | Percentage of assets, Fixed fees |
| David McKee | Accordant Advisory Group | Annapolis | CFP | Percentage of assets, Hourly |
| David Zinreich | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Eliot Bares | Mcglone Suttner Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| Elizabeth Gillette | Curio Wealth | Edgewater | CFP | Percentage of assets, Hourly |