Vault-13

Managers in Leesburg, VA

United States · 16 asset managers within 25 km (7 in Leesburg itself) · 38 wealth managers, banks and others

LeesburgWashingtonRockvilleAlexandriaWayneBlue BellRestonWest 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: Bethesda, MD 70 · Mc Lean, VA 38 · Rockville, MD 28 · Chevy Chase, MD 21 · Reston, VA 13 · Vienna, VA 12 · Fairfax, VA 9 · Falls Church, VA 5 · Ashburn, VA 4 · Great Falls, VA 4 · Frederick, MD 3 · Potomac, MD 3

Asset managers in and around Leesburg

#Manager People here Assets Visa salary
1 MOSAIC CAPITAL PARTNERS LLC private equity · Sterling 5
2 THE BALDWIN GROUP WEALTH ADVISORS, LLC institutions · Leesburg $27.3bn 2 $27.3bn
3 MARCUS PARTNERS, LLC real estate · Leesburg $2.7bn 2 $2.7bn
4 POTOMAC ASSET MANAGEMENT CO INC private equity · Frederick $114.3m about 2main office $114.3m
5 DUNCAN FINANCIAL PLANNING ADVISORS Leesburg 2
6 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 $161.7bn
7 AGIS MANAGEMENT LLC Leesburg $220.2m 1 $220.2m
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 $201.8bn
10 OSAIC HOLDINGS, INC. private equity, wealth · Sterling Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
11 Halpern Financial, Inc. Ashburn $388.7m based here $388.7m
12 Houlihan Financial Resource Group, Ltd. Ashburn $280.6m based here $280.6m
13 SWaN & Legend Advisors, LLC venture · Leesburg $840.9k office $840.9k
14 MCAS venture, real estate · Leesburg office
15 MOORING FINANCIAL CORPORATION hedge funds, futures · Ashburn office
16 THREEFIFTY CAPITAL, LLC hedge funds · Ashburn office

16 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.