Vault-13

Managers in Washington, DC

United States · 417 asset managers within 25 km (168 in Washington itself) · 253 wealth managers, banks and others

WashingtonRockvilleAlexandriaRestonWest ChesterFairfaxFultonOlneyCherry HillBaltimore
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: 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 · Annapolis, MD 8

Asset managers in and around Washington

#Manager People here Assets Visa salary
251 ARA GC PARTNERS, LLC private equity · Washington $935.9m office $935.9m
252 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Washington J.P. Morgan Private Investments Inc. · 21 related pages $3.5tn · visa salary $141,800 office $3.5tn $141,8005 filings
253 WELLS FARGO & COMPANY/MN wealth · Mc Lean, Bethesda WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn 2 offices $671.4bn
254 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Arlington Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
255 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
256 CITIGROUP INC private equity, real estate, wealth · Washington Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
257 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
258 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
259 Janney Montgomery Scott LLC wealth · Washington JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
260 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
261 OSAIC HOLDINGS, INC. private equity, wealth · Vienna, Falls Church, Bethesda Osaic Advisory Services, LLC · 6 related pages $85.1bn 3 offices $85.1bn
262 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
263 Canadian Imperial Bank of Commerce wealth, bank or insurer · Washington CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
264 TORONTO DOMINION BANK wealth, bank or insurer · Vienna TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
265 General Catalyst Group Management, LLC venture, wealth · Washington GC Wealth Management RIA, LLC · 2 related pages $45.5bn office $45.5bn
266 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
267 ALLSTATE CORP structured credit, wealth · Falls Church ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
268 WIT, LLC Washington $6.3bn based here $6.3bn
269 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
270 StoneX Group Inc. institutions, FCA fund manager, wealth · Annandale StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
271 HERITAGE INVESTORS MANAGEMENT CORP Bethesda $3.6bn based here $3.6bn
272 FUNDRISE ADVISORS, LLC mutual funds · Washington $3.5bn office $3.5bn
273 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Washington A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
274 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Bethesda $2.5bn based here $2.5bn
275 Hilltop Holdings Inc. wealth, bank or insurer · Alexandria MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
276 RAFFA WEALTH MANAGEMENT, LLC institutions · Washington $1.7bn based here $1.7bn
277 SPC Financial, Inc. Rockville $1.3bn based here $1.3bn
278 TritonPoint Partners, LLC Chevy Chase $1.2bn based here $1.2bn
279 Campbell Wealth Management Alexandria $1.1bn based here $1.1bn
280 Graham Holdings Co Arlington $1.1bn based here $1.1bn
281 AZTLAN EQUITY MANAGEMENT, LLC hedge funds, mutual funds · Mc Lean $851.1m office $851.1m
282 Ackerman Asset Management, LLC institutions · Rockville $793.5m based here $793.5m
283 Hemington Wealth Management Falls Church $769.3m based here $769.3m
284 Graham Holdings Co Master Retirement Trust asset owner · Arlington $734.1m based here $734.1m
285 ITHAKA GROUP LLC Arlington $550.8m based here $550.8m
286 Bull Harbor Capital LLC Bethesda $512.8m based here $512.8m
287 CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase $455.8m based here $455.8m
288 Burt Wealth Advisors Rockville $407.3m based here $407.3m
289 Brown Miller Wealth Management, LLC Mc Lean $397.2m based here $397.2m
290 Divergent Planning, LLC Bethesda $391.5m based here $391.5m
291 CIC Wealth, LLC Rockville $387.0m based here $387.0m
292 Sage Financial Management Group, Inc. Mc Lean $364.0m based here $364.0m
293 WARNER FINANCIAL, INC Bethesda $340.1m based here $340.1m
294 PENNINGTON PARTNERS & CO., LLC Bethesda $312.1m based here $312.1m
295 ER Collective Holdings, LLC Washington $308.0m based here $308.0m
296 DC Investments Management, LLC Mc Lean $293.3m based here $293.3m
297 Obsidian Personal Planning Solutions LLC Rockville $288.0m based here $288.0m
298 Carmichael Hill & Associates, Inc. Bethesda $270.6m based here $270.6m
299 MONUMENTAL FINANCIAL GROUP INC. Rockville $269.5m based here $269.5m
300 Georgetown University asset owner · Washington $244.0m based here $244.0m

417 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.