Vault-13

Managers in Rockville, MD

United States · 416 asset managers within 25 km (28 in Rockville itself) · 276 wealth managers, banks and others

RockvilleWashingtonAlexandriaWayneBlue BellBala CynwydRestonWest ChesterFairfaxFulton
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 · Alexandria, VA 26 · Chevy Chase, MD 21 · Reston, VA 13 · Vienna, VA 12 · Fairfax, VA 9 · Ellicott City, MD 9 · Columbia, MD 8 · Leesburg, VA 7

Asset managers in and around Rockville

#Manager People here Assets Visa salary
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 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
257 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
258 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
259 Canadian Imperial Bank of Commerce wealth, bank or insurer · Washington CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
260 TORONTO DOMINION BANK wealth, bank or insurer · Vienna TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
261 General Catalyst Group Management, LLC venture, wealth · Washington GC Wealth Management RIA, LLC · 2 related pages $45.5bn office $45.5bn
262 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
263 ALLSTATE CORP structured credit, wealth · Falls Church ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
264 WIT, LLC Washington $6.3bn based here $6.3bn
265 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
266 HERITAGE INVESTORS MANAGEMENT CORP Bethesda $3.6bn based here $3.6bn
267 FUNDRISE ADVISORS, LLC mutual funds · Washington $3.5bn office $3.5bn
268 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Washington A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
269 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Bethesda $2.5bn based here $2.5bn
270 RAFFA WEALTH MANAGEMENT, LLC institutions · Washington $1.7bn based here $1.7bn
271 SPC Financial, Inc. Rockville $1.3bn based here $1.3bn
272 TritonPoint Partners, LLC Chevy Chase $1.2bn based here $1.2bn
273 Graham Holdings Co Arlington $1.1bn based here $1.1bn
274 AZTLAN EQUITY MANAGEMENT, LLC hedge funds, mutual funds · Mc Lean $851.1m office $851.1m
275 Ackerman Asset Management, LLC institutions · Rockville $793.5m based here $793.5m
276 Hemington Wealth Management Falls Church $769.3m based here $769.3m
277 Northwest Financial Advisors Herndon $751.9m based here $751.9m
278 Graham Holdings Co Master Retirement Trust asset owner · Arlington $734.1m based here $734.1m
279 ITHAKA GROUP LLC Arlington $550.8m based here $550.8m
280 Bull Harbor Capital LLC Bethesda $512.8m based here $512.8m
281 CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase $455.8m based here $455.8m
282 Burt Wealth Advisors Rockville $407.3m based here $407.3m
283 Brown Miller Wealth Management, LLC Mc Lean $397.2m based here $397.2m
284 Divergent Planning, LLC Bethesda $391.5m based here $391.5m
285 CIC Wealth, LLC Rockville $387.0m based here $387.0m
286 Sage Financial Management Group, Inc. Mc Lean $364.0m based here $364.0m
287 WARNER FINANCIAL, INC Bethesda $340.1m based here $340.1m
288 PENNINGTON PARTNERS & CO., LLC Bethesda $312.1m based here $312.1m
289 ER Collective Holdings, LLC Washington $308.0m based here $308.0m
290 DC Investments Management, LLC Mc Lean $293.3m based here $293.3m
291 Obsidian Personal Planning Solutions LLC Rockville $288.0m based here $288.0m
292 Carmichael Hill & Associates, Inc. Bethesda $270.6m based here $270.6m
293 MONUMENTAL FINANCIAL GROUP INC. Rockville $269.5m based here $269.5m
294 Georgetown University asset owner · Washington $244.0m based here $244.0m
295 International City Management Association Retirement Corp asset owner · Washington $230.0m based here $230.0m
296 Oak Barrel Wealth Advisory LLC Reston $226.5m based here $226.5m
297 4J Wealth Management LLC Mc Lean $203.9m based here $203.9m
298 New Potomac Partners, LLC Bethesda $194.6m based here $194.6m
299 Ategra Capital Management, LLC Vienna $188.1m based here $188.1m
300 Integrated Financial Solutions, Inc. Reston $185.1m based here $185.1m

416 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.