XML Financial Group

Financial ServicesMaryland, United States11-50 Employees

XML Financial Group is an independent wealth and investment management firm with an affiliated broker-dealer, XML Securities. Based in Bethesda, Maryland, the firm provides a range of wealth and investment services to high-net-worth individuals, families, and businesses across the United States, aiming to align clients’ financial goals with disciplined planning and oversight. The organization supports a diversified client base by combining advisory and brokerage offerings through its affiliated entity, and it operates within the financial services industry, prioritizing service and fiduciary standards established by its regulatory affiliations. In addition to its core wealth management work, XML has pursued growth and visibility through recognitions and strategic initiatives, including leadership appointments and expansions that reflect its role in the independent advisor space. Recent developments include inclusion on Forbes’ Best-in-State Wealth Advisors list for 2026 and a notable recognition in the Forbes/SHOOK America's Top RIA Firms list for 2025, underscoring its standing within the independent-register investment advisory community. The firm’s footprint includes offices in multiple states and a focus on delivering client-first guidance through a team of professionals serving assets managed across the country.

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