| Jonathan Rosner | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Katelyn Kantruss | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Kyle Fishler | Foundry Wealth Advisors | Baltimore | Not listed | Percentage of assets, Hourly |
| Laura Hodgson | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Matthew Elmore | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Pierre De La Croix-Vaubois | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Ricardo Rosenberg | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Samuel Beach | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Sara Mongno | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Susette Gustini | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Thomas Healy | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| William Bancroft | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| William Sterling | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| 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 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 |
| Charles Bender | Financial Consulate | Hunt Valley | CFP | Percentage of assets, Hourly |
| Charles Wolpoff | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| 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 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 |
| Elliot Pepper | Northbrook Financial | Baltimore | CFP | Percentage of assets, Fixed fees |
| Emmett Stewart | Wedmont Private Capital | New Market | CFP | Fixed fees |
| Erin Weber | Black Diamond Financial | Lutherville | CFP | Percentage of assets, Hourly |
| Eun Kim | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Glen Frost | Foundation Wealth & Tax Advisors | Annapolis | CFP | Percentage of assets, Hourly |