Managers in Frederick, MD
United States · 11 asset managers within 25 km (3 in Frederick itself) · 32 wealth managers, banks and others
Nearby: Bethesda, MD 70 · Mc Lean, VA 38 · Rockville, MD 28 · Chevy Chase, MD 21 · Reston, VA 13 · Vienna, VA 12 · Columbia, MD 8 · Leesburg, VA 7 · Fulton, MD 5 · Ashburn, VA 4 · Great Falls, VA 4 · Potomac, MD 3
Asset managers in and around Frederick
| # | Manager | People here |
|---|---|---|
| 1 | THE BALDWIN GROUP WEALTH ADVISORS, LLC institutions · Leesburg $27.3bn | 2 |
| 2 | MARCUS PARTNERS, LLC real estate · Leesburg $2.7bn | 2 |
| 3 | POTOMAC ASSET MANAGEMENT CO INC private equity · Frederick $114.3m | about 2main office |
| 4 | DUNCAN FINANCIAL PLANNING ADVISORS Leesburg | 2 |
| 5 | Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Leesburg CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn | 1 |
| 6 | CAPSTONE INVESTMENT ADVISORS, LLC hedge funds, futures · Middletown CAPSTONE INVESTMENT ADVISORS, LLC · 2 related pages $91.5bn | 1 |
| 7 | AGIS MANAGEMENT LLC Leesburg $220.2m | 1 |
| 8 | SAX CAPITAL LLC private equity · Frederick | 1 |
| 9 | PNC Financial Services Group, Inc. private equity, institutions, wealth · Frederick PNC Wealth Management LLC · 6 related pages $201.8bn | office |
| 10 | SWaN & Legend Advisors, LLC venture · Leesburg $840.9k | office |
| 11 | MCAS venture, real estate · Leesburg | office |
11 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.