Vault-13

Managers in Gaithersburg, MD

United States · 192 asset managers within 25 km (1 in Gaithersburg itself) · 210 wealth managers, banks and others

BethesdaWashingtonAlexandriaWayneBlue BellBala CynwydRestonWest ChesterFairfaxFairfax Station
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 · Mc Lean, VA 38 · Rockville, MD 28 · Alexandria, VA 26 · Chevy Chase, MD 21 · Reston, VA 13 · Vienna, VA 12 · Fairfax, VA 9 · Ellicott City, MD 9 · Columbia, MD 8

Asset managers in and around Gaithersburg

#Manager People here Assets Visa salary
101 ADELPHI VENTURES MANAGEMENT, LLC venture · Rockville 1
102 WELLS FARGO & COMPANY/MN wealth · Mc Lean, Bethesda WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn 2 offices $671.4bn
103 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Mc Lean HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
104 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
105 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
106 OSAIC HOLDINGS, INC. private equity, wealth · Vienna, Sterling, Bethesda Osaic Advisory Services, LLC · 6 related pages $85.1bn 3 offices $85.1bn
107 TORONTO DOMINION BANK wealth, bank or insurer · Vienna TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
108 Atlantic Union Bankshares Corp institutions, wealth, bank or insurer · Mc Lean, Vienna, Rockville WEST FINANCIAL SERVICES, INC. · 4 related pages $6.0bn 3 offices $6.0bn
109 HERITAGE INVESTORS MANAGEMENT CORP Bethesda $3.6bn based here $3.6bn
110 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Bethesda $2.5bn based here $2.5bn
111 SPC Financial, Inc. Rockville $1.3bn based here $1.3bn
112 TritonPoint Partners, LLC Chevy Chase $1.2bn based here $1.2bn
113 AZTLAN EQUITY MANAGEMENT, LLC hedge funds, mutual funds · Mc Lean $851.1m office $851.1m
114 Ackerman Asset Management, LLC institutions · Rockville $793.5m based here $793.5m
115 Northwest Financial Advisors Herndon $751.9m based here $751.9m
116 Bull Harbor Capital LLC Bethesda $512.8m based here $512.8m
117 CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase $455.8m based here $455.8m
118 Burt Wealth Advisors Rockville $407.3m based here $407.3m
119 Brown Miller Wealth Management, LLC Mc Lean $397.2m based here $397.2m
120 Divergent Planning, LLC Bethesda $391.5m based here $391.5m
121 Halpern Financial, Inc. Ashburn $388.7m based here $388.7m
122 CIC Wealth, LLC Rockville $387.0m based here $387.0m
123 Sage Financial Management Group, Inc. Mc Lean $364.0m based here $364.0m
124 WARNER FINANCIAL, INC Bethesda $340.1m based here $340.1m
125 PENNINGTON PARTNERS & CO., LLC Bethesda $312.1m based here $312.1m
126 DC Investments Management, LLC Mc Lean $293.3m based here $293.3m
127 Obsidian Personal Planning Solutions LLC Rockville $288.0m based here $288.0m
128 Houlihan Financial Resource Group, Ltd. Ashburn $280.6m based here $280.6m
129 Carmichael Hill & Associates, Inc. Bethesda $270.6m based here $270.6m
130 MONUMENTAL FINANCIAL GROUP INC. Rockville $269.5m based here $269.5m
131 Oak Barrel Wealth Advisory LLC Reston $226.5m based here $226.5m
132 4J Wealth Management LLC Mc Lean $203.9m based here $203.9m
133 New Potomac Partners, LLC Bethesda $194.6m based here $194.6m
134 Ategra Capital Management, LLC Vienna $188.1m based here $188.1m
135 Integrated Financial Solutions, Inc. Reston $185.1m based here $185.1m
136 BNB Wealth Management, LLC Silver Spring $182.9m based here $182.9m
137 Argo Wealth Advisory, LLC Mc Lean $181.2m based here $181.2m
138 DecisionMap Wealth Management, LLC Great Falls $178.7m based here $178.7m
139 MACROVIEW INVESTMENT MANAGEMENT LLC Bethesda $161.0m based here $161.0m
140 Ferguson Johnson Wealth Management Inc Rockville $137.2m based here $137.2m
141 Sherman Wealth Management LLC Bethesda $132.8m based here $132.8m
142 LUTS & GREENLEIGH GROUP, INC. Bethesda $132.2m based here $132.2m
143 PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV Vienna $128.7m based here $128.7m
144 GLOBAL ENVIRONMENT FUND private equity · Bethesda $116.0m office $116.0m
145 Wellington Capital Management, Inc. Bethesda $66.9m based here $66.9m
146 Diana Davis Spencer Foundation asset owner · Bethesda $55.2m based here $55.2m
147 Roumell Asset Management, LLC Chevy Chase $53.3m based here $53.3m
148 New Paradigm Capital Management, LLC Great Falls $46.8m based here $46.8m
149 Northpond Ventures, LLC venture · Bethesda $43.7m office $43.7m
150 Profit Investment Management, LLC Rockville $24.7m based here $24.7m

192 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.