| Susette Gustini | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Thomas Healy | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Alejandro Vela | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Andrea McClelland | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Anuj Grover | Lake Street | Bethesda | CFP | Percentage of assets, Hourly |
| Barbara Warner | Warner Financial | Bethesda | 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 |
| Eun Kim | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Gay Truscott | Edgemoor Investment Advisors | Bethesda | CFP | Percentage of assets |
| Heath Brewer | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Jaime Quiros | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Jane O'Mara | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Jennifer Scher | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Jiyon Tuman | Wealthspring Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Kevin Jarcho | Warner Financial | Bethesda | CFP | Percentage of assets, Hourly |
| Maggi Keating | FBB Capital Partners | Bethesda | CFP | Percentage of assets, Hourly |
| Micah Patashnik | Macroview Investment Management | Bethesda | CFP | Percentage of assets, Hourly |
| Michael Hoffman | Macroview Investment Management | Bethesda | CFP | Percentage of assets, Hourly |
| Michael Mussio | FBB Capital Partners | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Michael Perhac | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Michael Treanor | Aegis Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Robert Speece | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Thomas Steeley | Steeley Advisory | Bethesda | CFP | Percentage of assets, Hourly |
| Victoria Trumbower | Trumbower Financial Advisors | Bethesda | CFP | Percentage of assets, Hourly |
| Brad Neumann | Trumbower Financial Advisors | Bethesda | CFA | Percentage of assets, Hourly |
| Bryce Sistrunk-Lewis | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Christina Bresnan | Trumbower Financial Advisors | Bethesda | 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 |
| John Petrofsky | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Mel Casey | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| Paul Meehan | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Steven Larosa | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Anabel Quintero | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Arian Vojdani | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Brian Salcetti | Sandbox Financial Partners | Bethesda | Not listed | Percentage of assets, Hourly |
| Courtney Vojdani | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Daniel Cohen | Macroview Investment Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Edward Tuvin | Tuvin & Tuvin | Bethesda | Not listed | Fixed fees, Performance-based fees |
| Jean Hoff | Aegis Wealth | Bethesda | Not listed | Percentage of assets, Fixed fees |
| John Ohly | Bontempo Ohly Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Kapil Shiohare | Thinagee Investments | Bethesda | Not listed | Percentage of assets, Hourly |
| Katrina Lamb | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Kedest Baharu | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Mark Underwood | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Masood Vojdani | MV Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Ormand Bontempo | Bontempo Ohly Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Philipp Bentley | Edgemoor Investment Advisors | Bethesda | Not listed | Percentage of assets |