Sargent Investment Group helps create peace of mind around the complexities of wealth.
We help our clients create a clear purpose of their wealth through organization, responsible planning and a corresponding tailored investment allocation. SIG’s multigenerational relationships speak to the depth, trust and confidence our families place in our partnership.
Sargent Investment Group named to America's Top 250 RIA firms for a third year in a row
Read more about this accomplishmentBrian McGregor named as a Best-in-State Advisor, by Forbes
Read more about this accomplishmentForbes again names Sargent Investment Group to America's Top 250 RIA Firms in 2024
Read more about this accomplishment
The “Forbes America’s Top RIA Firms” rankings was compiled by SHOOK Research, published in October 2025 using data as of 3/31/2025. Firms provide a self-completed survey with firm data and participate in due diligence meetings with SHOOK. Information is analyzed and ranked by SHOOK utilizing a ranking algorithm that includes client impact, industry experience, credentials, compliance records, AUM, revenue, etc. SIG did not pay any compensation to participate in this survey or ranking and the ranking is not related to the quality of investment advice or investment performance.
The Sargent Investment Group Approach
SIG delivers a comprehensive approach to investing through our Wealth Overview & Action Plan. Gain financial clarity through three key areas of focus.
Contact Us
info@sargentinvestmentgroup.com
202.580.6400
Sargent Investment Group
4920 Elm Street, Suite 305
Bethesda, MD 20814