Vault-13

Managers in Fulton, MD

United States · 151 asset managers within 25 km (5 in Fulton itself) · 131 wealth managers, banks and others

FultonWashingtonRockvilleAlexandriaWayneBlue BellBala CynwydRestonWest ChesterFairfax
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Washington, DC 168 · Bethesda, MD 70 · Arlington, VA 51 · Baltimore, MD 49 · Mc Lean, VA 38 · Rockville, MD 28 · Alexandria, VA 26 · Chevy Chase, MD 21 · Towson, MD 13 · Reston, VA 13 · Vienna, VA 12 · Ellicott City, MD 9

Asset managers in and around Fulton

#Manager People here Assets Visa salary
51 MONTICELLO ASSOCIATES, LLC Bethesda 3
52 Gallagher Fiduciary Advisors, LLC institutions, futures · Rockville $194.8bn 2 $194.8bn
53 SageView Advisory Group, LLC institutions · Fulton $37.5bn 2 $37.5bn
54 BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP real estate, institutions, futures · Bethesda BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP · 3 related pages $24.1bn 2 $24.1bn
55 CBIZ Investment Advisory Services, LLC institutions · Columbia $12.8bn 2 $12.8bn
56 DFW CAPITAL PARTNERS private equity · Chevy Chase $2.9bn 2 $2.9bn
57 HUSSMAN STRATEGIC ADVISORS, INC. mutual funds · Ellicott City $617.4m about 2main office $617.4m
58 TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC real estate · Bethesda $567.8m 2 $567.8m
59 CORTEN REAL ESTATE MANAGEMENT LLC real estate · Chevy Chase $457.4m 2 $457.4m
60 CALVERT IMPACT ADVISORY SERVICES, LLC Bethesda $197.8m about 2main office $197.8m
61 Hillman Capital Management, Inc. mutual funds · Bethesda $195.9m about 2main office $195.9m
62 CAPITAL FINANCIAL, LLC Olney $159.4m about 2main office $159.4m
63 KALAMATA ASSET MANAGEMENT LLC Bethesda $106.8m about 2main office $106.8m
64 SUISSA PRIVATE WEALTH Bethesda about 2main office
65 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Bethesda $39.4bn 1 $39.4bn
66 M&T Bank Corp private equity, real estate, mutual funds, futures and 2 more · Rockville WILMINGTON TRUST INVESTMENT ADVISORS, INC., WILMINGTON TRUST ASSET MANAGEMENT, LLC, WILMINGTON TRUST INVESTMENT MANAGEMENT · 8 related pages $34.1bn 1 $34.1bn
67 Procyon Advisors, LLC hedge funds, private equity, institutions · Fulton $9.2bn 1 $9.2bn
68 HARBOR INVESTMENT ADVISORY, LLC institutions · Rockville $6.9bn 1 $6.9bn
69 INNOVATION X ADVISORS private equity, venture, real estate · Rockville $4.5bn about 1main office $4.5bn
70 STELLUS CAPITAL MANAGEMENT, LLC private equity, mutual funds, futures · Bethesda STELLUS CAPITAL MANAGEMENT, LLC, STELLUS PRIVATE BDC ADVISOR, LLC $3.5bn 1 $3.5bn
71 ELION PARTNERS, LLC real estate · Rockville $1.4bn 1 $1.4bn
72 SAGEWIND CAPITAL LLC private equity · Chevy Chase $1.3bn 1 $1.3bn
73 Concord Asset Management, LLC/VA Rockville $639.4m 1 $639.4m
74 QP CONSULTING institutions · Takoma Park $559.6m about 1main office $559.6m
75 RUBENSTEIN PARTNERS real estate · Rockville $378.9m 1 $378.9m
76 RLJ EQUITY PARTNERS, LLC private equity · Bethesda $109.1m about 1main office $109.1m
77 STANDARD PARTNERS LLC hedge funds · Bethesda $108.3m about 1main office $108.3m
78 GENERATIONAL FINANCIAL PARTNERS, LLC Rockville 1
79 PROSHARE INVESTMENT MANAGEMENT LLC Bethesda about 1main office
80 ADELPHI VENTURES MANAGEMENT, LLC venture · Rockville 1
81 STERLING FUND MANAGEMENT, LLC private equity · Columbia $461.6m office $461.6m
82 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Columbia EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
83 WELLS FARGO & COMPANY/MN wealth · Bethesda WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
84 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Bethesda COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
85 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Rockville Cerity Partners LLC · 4 related pages $161.7bn office $161.7bn
86 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Linthicum Heights VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
87 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · College Park W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
88 OSAIC HOLDINGS, INC. private equity, wealth · Columbia, Bethesda CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
89 Atlantic Union Bankshares Corp institutions, wealth, bank or insurer · Rockville WEST FINANCIAL SERVICES, INC. · 4 related pages $6.0bn office $6.0bn
90 HERITAGE INVESTORS MANAGEMENT CORP Bethesda $3.6bn based here $3.6bn
91 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Bethesda $2.5bn based here $2.5bn
92 SPC Financial, Inc. Rockville $1.3bn based here $1.3bn
93 TritonPoint Partners, LLC Chevy Chase $1.2bn based here $1.2bn
94 Ackerman Asset Management, LLC institutions · Rockville $793.5m based here $793.5m
95 Bull Harbor Capital LLC Bethesda $512.8m based here $512.8m
96 CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase $455.8m based here $455.8m
97 Prostatis Group LLC Elkridge $429.4m based here $429.4m
98 Burt Wealth Advisors Rockville $407.3m based here $407.3m
99 Divergent Planning, LLC Bethesda $391.5m based here $391.5m
100 CIC Wealth, LLC Rockville $387.0m based here $387.0m

151 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.