TRUFFLE HOUND CAPITAL, LLC
Bethesda, MD
AUM
$680.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
301-789-2498
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
78 advisers found
FAMILY OFFICE RESEARCH, LLC
Bethesda, MD
AUM
$648.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-684-1765
SOAPSTONE MANAGEMENT L.P.
Bethesda, MD
AUM
$610.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-319-1438
LGG FINANCIAL
Bethesda, MD
AUM
$563.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
301-312-6660
BROADOAK ASSET MANAGEMENT, LLC
Bethesda, MD
AUM
$519.0M
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
301-358-2692
MACROVIEW INVESTMENT MANAGEMENT LLC
Bethesda, MD
AUM
$387.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
301-907-6794
GLASSY MOUNTAIN ADVISORS, INC.
Bethesda, MD
AUM
$369.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
(301) 541-8900
BULL HARBOR CAPITAL LLC.
Bethesda, MD
AUM
$354.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
804-965-5408
FVLCRUM PARTNERS, LLC
Bethesda, MD
AUM
$328.8M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-960-1170
COUNCILOR WEALTH LLC
Bethesda, MD
AUM
$316.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 986-0600
PROMETHIUM
Bethesda, MD
AUM
$235.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
202-978-2519
BLUESTONE® FINANCIAL ADVISORS, LLC
Bethesda, MD
AUM
$207.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Fixed fees
(301) 841-0203
CALVERT IMPACT ADVISORY SERVICES, LLC
Bethesda, MD
AUM
$197.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-800-248-0337
HILLMAN CAPITAL MANAGEMENT INC
Bethesda, MD
AUM
$195.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
240-744-4500
ARTHUR STEIN FINANCIAL, LLC
Bethesda, MD
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-377-9407
GLOBAL ENVIRONMENT FUND
Bethesda, MD
AUM
$116.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
571-331-0374
GRITSTONE ASSET MANAGEMENT LLC
Bethesda, MD
AUM
$114.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-470-7001
RLJ EQUITY PARTNERS, LLC
Bethesda, MD
AUM
$109.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-744-7856
ALIKOS WEALTH MANAGEMENT, LLC
Bethesda, MD
AUM
$92.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
240-880-1938
PRESERVE PRIVATE WEALTH, LLC
Bethesda, MD
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
240-941-3677
BETHESDA FINANCIAL ADVISORS, LLC
Bethesda, MD
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-656-5600
HOUSTOUN CAPITAL MANAGEMENT, INC.
Bethesda, MD
AUM
$84.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
240-235-0993
BLUE MARLIN HOLDCO LLC
Bethesda, MD
AUM
$52.7M
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-213-7885
BEYOND FINANCIAL PLANNING, LLC
Bethesda, MD
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
240) 760-1100