CHEVY CHASE TRUST COMPANY
Bethesda, MD
AUM
$44.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
240-497-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD, BETHESDA
39 advisers found
ASB CAPITAL MANAGEMENT LLC
Bethesda, MD
AUM
$36.68B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
33 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
240-482-2900
PENNINGTON PARTNERS & CO., LLC
Bethesda, MD
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
202-370-6435
HERITAGE INVESTORS MANAGEMENT CORP
Bethesda, MD
AUM
$4.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-951-0440
XML FINANCIAL GROUP
Bethesda, MD
AUM
$3.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(301) 770-5234
POTOMAC
Bethesda, MD
AUM
$3.28B
Wealth MgmtTrusts & Estates
Team
27 advisors
Clients
—
Fees
Percentage of AUM
(301) 901-3466
FBB CAPITAL PARTNERS
Bethesda, MD
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
301-657-8870
TRUMBOWER FINANCIAL ADVISORS LLC
Bethesda, MD
AUM
$1.98B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-215-8340
EDGEMOOR INVESTMENT ADVISORS, INC.
Bethesda, MD
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
301-543-8881
SARGENT INVESTMENT GROUP
Bethesda, MD
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(202) 580-6400
MV CAPITAL MANAGEMENT, INC.
Bethesda, MD
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-656-6545
WARNER FINANCIAL, INC
Bethesda, MD
AUM
$851.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
301-961-9505
TORRAY INVESTMENT PARTNERS LLC
Bethesda, MD
AUM
$750.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
301-493-4600
AEGIS WEALTH
Bethesda, MD
AUM
$744.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
301-664-2313
SANDBOX FINANCIAL PARTNERS, LLC
Bethesda, MD
AUM
$681.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(301) 214-4190
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
LGG FINANCIAL
Bethesda, MD
AUM
$563.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
301-312-6660
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
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
HILLMAN CAPITAL MANAGEMENT INC
Bethesda, MD
AUM
$195.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
240-744-4500
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