Vault-13

Managers in Bethesda, MD

United States · 440 asset managers within 25 km (70 in Bethesda itself) · 297 wealth managers, banks and others

WashingtonRockvilleAlexandriaWayneBala CynwydRestonWest ChesterFairfaxFultonCherry Hill
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 · 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 Bethesda

#Manager People here Assets Visa salary
301 CIC Wealth, LLC Rockville $387.0m based here $387.0m
302 Sage Financial Management Group, Inc. Mc Lean $364.0m based here $364.0m
303 WARNER FINANCIAL, INC Bethesda $340.1m based here $340.1m
304 PENNINGTON PARTNERS & CO., LLC Bethesda $312.1m based here $312.1m
305 ER Collective Holdings, LLC Washington $308.0m based here $308.0m
306 DC Investments Management, LLC Mc Lean $293.3m based here $293.3m
307 Obsidian Personal Planning Solutions LLC Rockville $288.0m based here $288.0m
308 Carmichael Hill & Associates, Inc. Bethesda $270.6m based here $270.6m
309 MONUMENTAL FINANCIAL GROUP INC. Rockville $269.5m based here $269.5m
310 Georgetown University asset owner · Washington $244.0m based here $244.0m
311 International City Management Association Retirement Corp asset owner · Washington $230.0m based here $230.0m
312 Oak Barrel Wealth Advisory LLC Reston $226.5m based here $226.5m
313 4J Wealth Management LLC Mc Lean $203.9m based here $203.9m
314 New Potomac Partners, LLC Bethesda $194.6m based here $194.6m
315 Ategra Capital Management, LLC Vienna $188.1m based here $188.1m
316 Integrated Financial Solutions, Inc. Reston $185.1m based here $185.1m
317 BNB Wealth Management, LLC Silver Spring $182.9m based here $182.9m
318 Argo Wealth Advisory, LLC Mc Lean $181.2m based here $181.2m
319 WASHINGTON GROWTH STRATEGIES LLC Washington $180.1m based here $180.1m
320 DecisionMap Wealth Management, LLC Great Falls $178.7m based here $178.7m
321 MACROVIEW INVESTMENT MANAGEMENT LLC Bethesda $161.0m based here $161.0m
322 Opulen Financial Group LLC Arlington $159.0m based here $159.0m
323 DARBY OVERSEAS PARTNERS, L.P. private equity · Washington DARBY OVERSEAS PARTNERS, L.P. · 2 related pages $154.5m office $154.5m
324 Ferguson Johnson Wealth Management Inc Rockville $137.2m based here $137.2m
325 Sherman Wealth Management LLC Bethesda $132.8m based here $132.8m
326 LUTS & GREENLEIGH GROUP, INC. Bethesda $132.2m based here $132.2m
327 PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV Vienna $128.7m based here $128.7m
328 GLOBAL ENVIRONMENT FUND private equity · Bethesda $116.0m office $116.0m
329 MWG Management Ltd. Washington $81.3m based here $81.3m
330 Sullivan Wood Capital Management LLC Washington $73.0m based here $73.0m
331 Wellington Capital Management, Inc. Bethesda $66.9m based here $66.9m
332 University of Maryland Foundation, Inc. asset owner · Hyattsville $56.1m based here $56.1m
333 Diana Davis Spencer Foundation asset owner · Bethesda $55.2m based here $55.2m
334 Roumell Asset Management, LLC Chevy Chase $53.3m based here $53.3m
335 New Paradigm Capital Management, LLC Great Falls $46.8m based here $46.8m
336 Northpond Ventures, LLC venture · Bethesda $43.7m office $43.7m
337 Profit Investment Management, LLC Rockville $24.7m based here $24.7m
338 Cartica Management, LLC Washington $20.9m based here $20.9m
339 Motley Fool Wealth Management, LLC Alexandria $6.6m based here $6.6m
340 DC Funds, LP Mc Lean $1.3m based here $1.3m
341 AFS Financial Group, LLC Bethesda $1.2m based here $1.2m
342 1623 Capital LLC Alexandria based here
343 Alpha Omega Group, Inc. Reston based here
344 EIG Asset Management, LLC Washington based here
345 REVOLUTION GROWTH MANAGEMENT COMPANY, INC. venture · Washington office
346 SOL Capital Management CO Rockville based here
347 100KM VENTURES LLC venture · Arlington office
348 AAFMC LLC venture · Mc Lean office
349 ABRAMS BISON PARTNERS, LP Bethesda based here
350 ABS CP, INC. venture · Washington office

440 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.