| Phillip Dyer | Dyer Financial Advisory | Towson | CFP | Percentage of assets, Hourly |
| Raymond Heidel | Five Rivers Financial Advisors | North East | CFP | Percentage of assets, Hourly |
| Raymond Hobson | HF Advisory Group | Annapolis | CFP | Percentage of assets, Hourly |
| Richard Clonch | Planvest Financial | Gaithersburg | CFP | Percentage of assets, Hourly |
| Richard Fletcher | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Richard Schoenfeld | Intervest | Chevy Chase | CFP | Percentage of assets, Hourly |
| Robert Speece | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Roger Bair | Financial Consulate | Hunt Valley | CFP | Percentage of assets, Hourly |
| Ryan Donahue | Curio Wealth | Annapolis | CFP | Percentage of assets, Hourly |
| Samuel Erdman | Anchor Wealth Advisors | Cockeysville | CFP | Percentage of assets, Hourly |
| Sandeep Saini | Planvest Financial | Gaithersburg | CFP | Percentage of assets, Hourly |
| Scott Shively | Foundation Wealth & Tax Advisors | Annapolis | CFP | Percentage of assets, Hourly |
| Sean Flynn | Planvest Financial | Gaithersburg | CFP, CFA | Percentage of assets, Hourly |
| Sergio Abarca Fuente | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Stephen Olah | Towson Financial Advisors | Abingdon | CFP, PFS | Percentage of assets, Hourly |
| Steven Gessner | Wealth Planning Group | Baltimore | CFP | Percentage of assets, Hourly |
| Thomas Cusick | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Thomas Steeley | Steeley Advisory | Bethesda | CFP | Percentage of assets, Hourly |
| Thomas Tavenner | Booster | Baltimore | CFP | Percentage of assets, Fixed fees |
| Thomas Webbert | Blue Curve Advisory | Towson | CFP | Percentage of assets, Fixed fees |
| Timothy Stolz | Bestgate Wealth Advisors | Frederick | CFP | Percentage of assets, Fixed fees |
| Todd Paradise | Wealth Planning Group | Baltimore | CFP | Percentage of assets, Hourly |
| Tyler Miles | Wedmont Private Capital | West Friendship | CFP | Fixed fees |
| Victoria Trumbower | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| William Gaines | Widmann Financial Services | Bowie | CFP | Percentage of assets, Hourly |
| Youfeng Jiang | Beyond Profit and Wealth Consulting | Laurel | CFP | Percentage of assets, Hourly |
| Zachary Payne | Planvest Financial | Gaithersburg | CFP | Percentage of assets, Hourly |
| Zaneilia Harris | Harris and Harris Wealth Management Group | Upper Marlboro | CFP | Percentage of assets, Hourly |
| Asitha De Silva | Capital Squared Financial | Rockville | CFA | Percentage of assets, Fixed fees |
| Brad Neumann | Trumbower Financial Advisors | Bethesda | CFA | Percentage of assets, Hourly |
| Christina Bresnan | Trumbower Financial Advisors | Bethesda | CFA | Percentage of assets, Hourly |
| Damian Gallina | Buttonwood Financial Advisors | Baltimore | CFA | Percentage of assets, Fixed fees |
| Daniel Kane | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Danish Jawaid | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| David Warner | Warner Financial | Bethesda | CFA | Percentage of assets, Hourly |
| Derek Elphick | Castfirm Advisors | Kensington | CFA | Percentage of assets, Fixed fees |
| Graeme Woods | G.S. Woods Wealth Management | Forest Hilll | ChFC | Hourly, Fixed fees |
| James Mersereau | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| 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 |
| Mel Casey | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Paul Svendsen | Black Diamond Financial | Lutherville | PFS | Percentage of assets, Hourly |
| 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 |