Managers in Great Falls, VA

United States · 419 asset managers within 25 km (4 in Great Falls itself) · 290 wealth managers, banks and others

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 · Columbia, MD 8 · Leesburg, VA 7

Asset managers in and around Great Falls

#	Manager	People here	Assets
251	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
252	CITIGROUP INC private equity, real estate, wealth · Washington Citigroup Global Markets Inc. · 13 related pages $215.3bn	office	$215.3bn
253	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
254	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
255	Janney Montgomery Scott LLC wealth · Washington JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn	office	$110.1bn
256	OSAIC HOLDINGS, INC. private equity, wealth · Vienna, Falls Church, Sterling and 1 more Osaic Advisory Services, LLC · 6 related pages $85.1bn	4 offices	$85.1bn
257	TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Washington Truist Advisory Services, Inc. · 5 related pages $83.5bn	21 offices	$83.5bn
258	Canadian Imperial Bank of Commerce wealth, bank or insurer · Washington CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn	office	$80.8bn
259	TORONTO DOMINION BANK wealth, bank or insurer · Vienna TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn	office	$60.1bn
260	General Catalyst Group Management, LLC venture, wealth · Washington GC Wealth Management RIA, LLC · 2 related pages $45.5bn	office	$45.5bn
261	OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Washington OPPENHEIMER & CO. INC. · 5 related pages $36.7bn	office	$36.7bn
262	CNO Financial Group, Inc. structured credit, institutions, wealth · Chantilly BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn	office	$30.5bn
263	AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Centreville Ameritas Advisory Services, LLC · 3 related pages $29.0bn	office	$29.0bn
264	ALLSTATE CORP structured credit, wealth · Falls Church ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
265	WIT, LLC Washington $6.3bn	based here	$6.3bn
266	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
267	StoneX Group Inc. institutions, FCA fund manager, wealth · Annandale StoneX Advisors Inc. · 6 related pages $5.7bn	office	$5.7bn
268	HERITAGE INVESTORS MANAGEMENT CORP Bethesda $3.6bn	based here	$3.6bn
269	FUNDRISE ADVISORS, LLC mutual funds · Washington $3.5bn	office	$3.5bn
270	A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Washington A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn	office	$2.9bn
271	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Bethesda $2.5bn	based here	$2.5bn
272	RAFFA WEALTH MANAGEMENT, LLC institutions · Washington $1.7bn	based here	$1.7bn
273	SPC Financial, Inc. Rockville $1.3bn	based here	$1.3bn
274	TritonPoint Partners, LLC Chevy Chase $1.2bn	based here	$1.2bn
275	Graham Holdings Co Arlington $1.1bn	based here	$1.1bn
276	AZTLAN EQUITY MANAGEMENT, LLC hedge funds, mutual funds · Mc Lean $851.1m	office	$851.1m
277	Ackerman Asset Management, LLC institutions · Rockville $793.5m	based here	$793.5m
278	Hemington Wealth Management Falls Church $769.3m	based here	$769.3m
279	Northwest Financial Advisors Herndon $751.9m	based here	$751.9m
280	Graham Holdings Co Master Retirement Trust asset owner · Arlington $734.1m	based here	$734.1m
281	ITHAKA GROUP LLC Arlington $550.8m	based here	$550.8m
282	Bull Harbor Capital LLC Bethesda $512.8m	based here	$512.8m
283	CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase $455.8m	based here	$455.8m
284	Burt Wealth Advisors Rockville $407.3m	based here	$407.3m
285	Brown Miller Wealth Management, LLC Mc Lean $397.2m	based here	$397.2m
286	Divergent Planning, LLC Bethesda $391.5m	based here	$391.5m
287	Halpern Financial, Inc. Ashburn $388.7m	based here	$388.7m
288	CIC Wealth, LLC Rockville $387.0m	based here	$387.0m
289	Sage Financial Management Group, Inc. Mc Lean $364.0m	based here	$364.0m
290	WARNER FINANCIAL, INC Bethesda $340.1m	based here	$340.1m
291	PENNINGTON PARTNERS & CO., LLC Bethesda $312.1m	based here	$312.1m
292	ER Collective Holdings, LLC Washington $308.0m	based here	$308.0m
293	Wolf Group Capital Advisors Fairfax $297.7m	based here	$297.7m
294	DC Investments Management, LLC Mc Lean $293.3m	based here	$293.3m
295	Obsidian Personal Planning Solutions LLC Rockville $288.0m	based here	$288.0m
296	Houlihan Financial Resource Group, Ltd. Ashburn $280.6m	based here	$280.6m
297	Carmichael Hill & Associates, Inc. Bethesda $270.6m	based here	$270.6m
298	MONUMENTAL FINANCIAL GROUP INC. Rockville $269.5m	based here	$269.5m
299	REFRAME WEALTH, LLC Fairfax $260.2m	based here	$260.2m
300	Georgetown University asset owner · Washington $244.0m	based here	$244.0m

419 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.