Dakota
Dakota
Book a Demo
Talk to an Expert

XML Financial Group

EST. AUM
$3,298,062,805

CONTACTS
4

CLIENT ACCOUNTS
5,987

Firm Details

Metro area Washington, DC
CRD Number 284987
Website xmlfg.com
Client types

Overview

XML is an independent wealth management firm that seeks to place its clients' interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group, XML now has offices in Maryland, Virginia, Pennsylvania and Colorado, and became an SEC registered investment advisor in 2016. XML Financial is also a partner firm of Focus Financial.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy