Managers in Potomac, MD
United States · 422 asset managers within 25 km (3 in Potomac itself) · 292 wealth managers, banks and others
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 Potomac
| # | Manager | People here |
|---|---|---|
| 251 | Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Fairfax TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn | office |
| 252 | Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Arlington, Fairfax Voya Financial Advisors, Inc. · 8 related pages $274.9bn | 2 offices |
| 253 | HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Mc Lean HSBC SECURITIES USA INC · 12 related pages $260.2bn | office |
| 254 | CITIGROUP INC private equity, real estate, wealth · Washington Citigroup Global Markets Inc. · 13 related pages $215.3bn | office |
| 255 | 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 |
| 256 | Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Rockville Cerity Partners LLC · 4 related pages $161.7bn | office |
| 257 | Janney Montgomery Scott LLC wealth · Washington JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn | office |
| 258 | 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 |
| 259 | OSAIC HOLDINGS, INC. private equity, wealth · Vienna, Falls Church, Sterling and 1 more Osaic Advisory Services, LLC · 6 related pages $85.1bn | 4 offices |
| 260 | TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Washington Truist Advisory Services, Inc. · 5 related pages $83.5bn | 21 offices |
| 261 | Canadian Imperial Bank of Commerce wealth, bank or insurer · Washington CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn | office |
| 262 | TORONTO DOMINION BANK wealth, bank or insurer · Vienna TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn | office |
| 263 | General Catalyst Group Management, LLC venture, wealth · Washington GC Wealth Management RIA, LLC · 2 related pages $45.5bn | office |
| 264 | OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Washington OPPENHEIMER & CO. INC. · 5 related pages $36.7bn | office |
| 265 | ALLSTATE CORP structured credit, wealth · Falls Church ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn | office |
| 266 | WIT, LLC Washington $6.3bn | based here |
| 267 | Atlantic Union Bankshares Corp institutions, wealth, bank or insurer · Mc Lean, Vienna, Rockville WEST FINANCIAL SERVICES, INC. · 4 related pages $6.0bn | 3 offices |
| 268 | StoneX Group Inc. institutions, FCA fund manager, wealth · Annandale StoneX Advisors Inc. · 6 related pages $5.7bn | office |
| 269 | HERITAGE INVESTORS MANAGEMENT CORP Bethesda $3.6bn | based here |
| 270 | FUNDRISE ADVISORS, LLC mutual funds · Washington $3.5bn | office |
| 271 | A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Washington A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn | office |
| 272 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Bethesda $2.5bn | based here |
| 273 | RAFFA WEALTH MANAGEMENT, LLC institutions · Washington $1.7bn | based here |
| 274 | SPC Financial, Inc. Rockville $1.3bn | based here |
| 275 | TritonPoint Partners, LLC Chevy Chase $1.2bn | based here |
| 276 | Graham Holdings Co Arlington $1.1bn | based here |
| 277 | AZTLAN EQUITY MANAGEMENT, LLC hedge funds, mutual funds · Mc Lean $851.1m | office |
| 278 | Ackerman Asset Management, LLC institutions · Rockville $793.5m | based here |
| 279 | Hemington Wealth Management Falls Church $769.3m | based here |
| 280 | Northwest Financial Advisors Herndon $751.9m | based here |
| 281 | Graham Holdings Co Master Retirement Trust asset owner · Arlington $734.1m | based here |
| 282 | ITHAKA GROUP LLC Arlington $550.8m | based here |
| 283 | Bull Harbor Capital LLC Bethesda $512.8m | based here |
| 284 | CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase $455.8m | based here |
| 285 | Burt Wealth Advisors Rockville $407.3m | based here |
| 286 | Brown Miller Wealth Management, LLC Mc Lean $397.2m | based here |
| 287 | Divergent Planning, LLC Bethesda $391.5m | based here |
| 288 | Halpern Financial, Inc. Ashburn $388.7m | based here |
| 289 | CIC Wealth, LLC Rockville $387.0m | based here |
| 290 | Sage Financial Management Group, Inc. Mc Lean $364.0m | based here |
| 291 | WARNER FINANCIAL, INC Bethesda $340.1m | based here |
| 292 | PENNINGTON PARTNERS & CO., LLC Bethesda $312.1m | based here |
| 293 | ER Collective Holdings, LLC Washington $308.0m | based here |
| 294 | Wolf Group Capital Advisors Fairfax $297.7m | based here |
| 295 | DC Investments Management, LLC Mc Lean $293.3m | based here |
| 296 | Obsidian Personal Planning Solutions LLC Rockville $288.0m | based here |
| 297 | Houlihan Financial Resource Group, Ltd. Ashburn $280.6m | based here |
| 298 | Carmichael Hill & Associates, Inc. Bethesda $270.6m | based here |
| 299 | MONUMENTAL FINANCIAL GROUP INC. Rockville $269.5m | based here |
| 300 | REFRAME WEALTH, LLC Fairfax $260.2m | based here |
422 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.