XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC. Our professionals service approximately $4 billion in client assets*. Headquartered in Bethesda, Maryland, XML offers a suite of wealth and investment management services to high-net-worth individuals, businesses and families located across the country with a mission of putting our clients and their financial goals first. For more information about XML, please visit www.xmlfg.com. *Approximate assets serviced by employees as of 12/31/2024 includes both investment advisory and brokerage assets. View social media disclosure at https://www.xmlfg.com/socialmediadisclosures
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XML Financial Group Questions
The XML Financial Group annual revenue was $6.3 million in 2026.
Brett Bernstein is the CEO and Co-founder of XML Financial Group.
29 people are employed at XML Financial Group.
XML Financial Group is based in Bethesda, Maryland.
The NAICS codes for XML Financial Group are [52393, 523, 52, 5239].
The SIC codes for XML Financial Group are [62, 628].
Top XML Financial Group Employees
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Brett Bernstein
CEO and Co-founder at XML Financial Group
Bethesda, MD, US33 -
Todd Kullen
Chief Operating Officer at XML Financial Group
Denver, CO, US35+ -
25+ -
Rob Kantor
CIO and Co-Founder at XML Financial Group
Rockville, MD, US24 -
J Wightman
Partner at XML Financial Group
Leesburg, VA, US21 -
22
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Stephen Clagett
Director Of Branch Operations at XML Financial Group
Washington, DC, US55+ -
Mark Samson
Senior Partner at XML Financial Group
Philadelphia, PA, US23 -
Blake Kantor
Associate at XML Financial Group
Tampa, FL, US21 -
Jason Klopman
Senior Wealth Advisor, Partner at XML Financial Group
Rockville, MD, US25
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