Research Financial Strategies

Research Financial Strategies (CRD# 153247) is a financial advisory firm headquartered in Rockville, MD. They manage $381,287,152 in 3,029 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    3,029
    ACCOUNTS
  • Average Account Value
    $125,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, GA, IL, LA, MD, NC, NY, OH, PA, TN, TX, UT, VA, WA

Financial Advisors at Research Financial Strategies
Showing 1 - 10 of 16 top financial advisors.
1
Neal B. Bobys
CRD#: 24446
9600 Blackwell Road, Suite 101, Rockville, MD 20850
93
Wealthminder
score

Neal Bobys (CRD# 24446) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 35 years of experience in the finance industry.

2
David M. Goar
CRD#: 5280219
5929 S. Fashion Point Drive, Suite 203, South Ogden, UT 84403
93
Wealthminder
score

David Goar (CRD# 5280219) is an Investment Advisor Representative working at Research Financial Strategies in South Ogden, UT and has over 10 years of experience in the finance industry.

3
Daniel K. Harbison
CRD#: 5351175
9600 Blackwell Road, Suite 101, Rockville, MD 20850
93
Wealthminder
score

Daniel Harbison (CRD# 5351175) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 10 years of experience in the finance industry.

4
James C. Musgrave
CRD#: 2997304
Silver Spring, MD
93
Wealthminder
score

James Musgrave (CRD# 2997304) is an Investment Advisor Representative working at Research Financial Strategies in Silver Spring, MD and has over 19 years of experience in the finance industry.

5
Richard K. Scott
CRD#: 1989224
6674 Pearl Road, Parma Heights, OH 44130
93
Wealthminder
score

Richard Scott (CRD# 1989224) is an Investment Advisor Representative working at Research Financial Strategies in Parma Heights, OH and has over 27 years of experience in the finance industry.

6
David B. Stein
CRD#: 1798544
Akron, OH
93
Wealthminder
score

David Stein (CRD# 1798544) is an Investment Advisor Representative working at Research Financial Strategies in Akron, OH and has over 29 years of experience in the finance industry.

7
Lance R. Yurich
CRD#: 2159848
6674 Pearl Road, Parma Heights, OH 44130
93
Wealthminder
score

Lance Yurich (CRD# 2159848) is an Investment Advisor Representative working at Research Financial Strategies in Parma Heights, OH and has over 26 years of experience in the finance industry.

8
Nathan C. Lewis
CRD#: 5005338
1717 South Philo Road, Suite 29, Urbana, IL 61802
90
Wealthminder
score

Nathan Lewis (CRD# 5005338) is an Investment Advisor Representative working at Research Financial Strategies in Urbana, IL and has over 4 years of experience in the finance industry.

9
Radon N. Stancil
CRD#: 5305441
4101 Lake Boone Trail, Suite 122, Raleigh, NC 27607
90
Wealthminder
score

Radon Stancil (CRD# 5305441) is an Investment Advisor Representative working at Research Financial Strategies in Raleigh, NC and has 1 year of experience in the finance industry. Radon Stancil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Mursaleen M. Tariq
CRD#: 6285352
4101 Lake Boone Trail, Suite 122, Raleigh, NC 27607
89
Wealthminder
score

Mursaleen Tariq (CRD# 6285352) is an Investment Advisor Representative working at Research Financial Strategies in Raleigh, NC and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.