PROSHARE ADVISORS LLC
Bethesda, MD
AUM
$85.30B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM
240-497-6400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD, BETHESDA
61 advisers found
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
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
ARLINGTON CAPITAL PARTNERS
Bethesda, MD
AUM
$18.19B
Wealth Mgmt
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-337-7500
DURABLE CAPITAL PARTNERS LP
Bethesda, MD
AUM
$17.59B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
888-909-0495
PROFUND ADVISORS LLC
Bethesda, MD
AUM
$5.20B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM
(240) 497-6400
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
HULL STREET ENERGY
Bethesda, MD
AUM
$4.57B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-685-7950
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
IMPACTASSETS CAPITAL PARTNERS PB LLC
Bethesda, MD
AUM
$2.89B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
855-920-2303
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
ADVISORSHARES
Bethesda, MD
AUM
$1.72B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
877-843-3831
ROTUNDA CAPITAL PARTNERS, LLC
Bethesda, MD
AUM
$1.61B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
240-482-0612
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
NORTHLANE CAPITAL PARTNERS
Bethesda, MD
AUM
$1.16B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
301-272-9990
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
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