Adviser Record

Investment advisers in Bethesda, MD

50 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MD

FirmAssetsEmployeesDisclosures
Proshare Advisors LLC$85.30 billion980
Chevy Chase Trust Company$44.93 billion1190
Asb Capital Management LLC$36.68 billion620
Arlington Capital Partners$18.19 billion320
Durable Capital Partners LP$17.59 billion490
Ullico Investment Advisors, Inc.$13.92 billion920
Midcap Financial Services Capital Management, LLC$7.27 billion3600
Profund Advisors LLC$5.20 billion980
Pennington Partners & Co., LLC$5.09 billion360
Impactassets Capital Partners Pb LLC$4.95 billion150
Heritage Investors Management Corp$4.63 billion220
Hull Street Energy$4.57 billion320
Xml Financial Group$3.30 billion540
Potomac$3.28 billion360
Abrams Bison Investments, L.L.C.$3.04 billion110
Fbb Capital Partners$2.39 billion210
Trumbower Financial Advisors LLC$1.98 billion110
Advisorshares$1.72 billion110
Rotunda Capital Partners, LLC$1.61 billion310
Edgemoor Investment Advisors, Inc.$1.52 billion90
Sargent Investment Group$1.48 billion180
Mv Capital Management, Inc.$1.44 billion80
Northlane Capital Partners$1.16 billion220
Warner Financial, Inc$851.8 million40
Torray Investment Partners LLC$750.1 million100
Aegis Wealth$744.1 million60
Sandbox Financial Partners, LLC$681.7 million110
Truffle Hound Capital, LLC$680.0 million70
Family Office Research, LLC$648.2 million50
Soapstone Management L.P.$610.1 million40
Lgg Financial$563.9 million30
Broadoak Asset Management, LLC$519.0 million100
Bontempo Ohly Capital Management, LLC$405.7 million60
Macroview Investment Management LLC$387.1 million50
Glassy Mountain Advisors, Inc.$369.8 million70
Bull Harbor Capital LLC.$354.8 million430
Fvlcrum Partners, LLC$328.8 million160
Councilor Wealth LLC$316.9 million130
Promethium$235.3 million40
Bluestone® Financial Advisors, LLC$207.3 million30
Calvert Impact Advisory Services, LLC$197.8 million90
Hillman Capital Management Inc$195.9 million70
Global Environment Fund$116.0 million30
Gritstone Asset Management LLC$114.9 million40
Rlj Equity Partners, LLC$109.1 million32
Standard Partners LLC$108.3 million20
Kalamata Asset Management LLC$106.8 million30
Blue Marlin Holdco LLC$52.7 million130
Proshare Investment Management LLC$050
Suissa Private Wealth$030