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Find The Best Financial Advisors in Bethesda, Maryland
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Bethesda, Maryland
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Bethesda, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 139 non-vetted financial advisors in Bethesda, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bethesda, Maryland have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Bethesda, Maryland
Scott Butera
Butera Wealth Management by LPL Financial
6701 Democracy Blvd Suite 300, Offices 362 & 365
240-855-0424
Top Financial Advisor Firms in Bethesda, Maryland (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | 134155 | $66,960,000,000 | 127 | A percentage of AUM |
| CHEVY CHASE TRUST COMPANY 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814 | 110742 | $39,184,723,679 | 4529 | A percentage of AUM, Fixed fees |
| ASB CAPITAL MANAGEMENT LLC 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814 | 110995 | $32,464,614,170 | 82 | A percentage of AUM, Performance Based |
| DURABLE CAPITAL PARTNERS LP 4747 Bethesda Ave, #1002 Bethesda, MD, 20814 | 305221 | $18,002,930,437 | 5 | A percentage of AUM, Performance Based |
| MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC 7255 Woodmont Avenue,, Suite 300 Bethesda, MD, 20814 | 285820 | $5,807,911,613 | 10 | A percentage of AUM |
| PROFUND ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | 109585 | $4,678,000,000 | 117 | A percentage of AUM |
| HERITAGE INVESTORS MANAGEMENT CORP 7101 Wisconsin Avenue, Suite 950 Bethesda, MD, 20814-4878 | 110420 | $3,615,921,442 | 1342 | A percentage of AUM, Hourly charges, Fixed fees |
| ABRAMS BISON INVESTMENTS, L.L.C. 3 Bethesda Metro Center, Suite 1250 Bethesda, MD, 20814 | 137183 | $2,819,563,000 | 3 | A percentage of AUM, Performance Based |
| ADVISORSHARES 4800 Montgomery Lane, Suite 150 Bethesda, MD, 20814 | 149782 | $2,390,034,440 | 24 | A percentage of AUM |
| FBB CAPITAL PARTNERS 4520 East-West Highway, Suite 450 Bethesda, MD, 20814 | 108967 | $1,806,000,000 | 2784 | A percentage of AUM, Hourly charges, Fixed fees |
| PENNINGTON PARTNERS & CO., LLC 7920 Norfolk Avenue, Suite 1150 Bethesda, MD, 20814 | 282688 | $1,735,978,052 | 443 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| TRUMBOWER FINANCIAL ADVISORS LLC 3 Bethesda Metro Center, Ste 340 Bethesda, MD, 20814-5330 | 107495 | $1,647,185,643 | 862 | A percentage of AUM, Hourly charges, Fixed fees |
| HULL STREET ENERGY 4747 Bethesda Ave, Suite 1220 Bethesda, MD, 20814 | 291881 | $1,618,955,598 | 7 | A percentage of AUM, Performance Based |
| CNI NSHC ADVISORS, LLC 4350 East West Highway, Suite 1050 Bethesda, MD, 20814 | 292301 | $1,412,873,000 | 1 | A percentage of AUM, Performance Based |
| SARGENT INVESTMENT GROUP 7250 Woodmont Avenue, Suite 260 Bethesda, MD, 20814 | 297499 | $1,202,666,892 | 1055 | A percentage of AUM, Fixed fees |
Additional Financial Advisors in Bethesda, Maryland
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Bobby Harris Inquire with Bobby | 6400 Goldsboro Rd, Ste 525 Bethesda, MD 20817 | 301-263-8505 |
| Andrew Gibson Inquire with Andrew | 6400 Goldsboro Rd, Ste 550 Bethesda, MD 20817 | 301-263-8502 |
| Alex Morales Inquire with Alex | 7500 Old Georgetown Rd, 10th Fl Bethesda, MD 20814 | 301-657-6337 |
| Brian Thoms Inquire with Brian | 6400 Goldsboro Rd, Ste 550 Bethesda, MD 20817 | 301-320-1191 |
| Adam Goddard Inquire with Adam | 7500 Old Georgetown Rd, Ste 1200 Bethesda, MD 20814 | 301-634-5550 |
| Bill McNulty Inquire with Bill | 7500 Old Georgetown Rd 10th, Fl Bethesda, MD 20814 | 301-664-6861 |
| Brian M. Neeley Inquire with Brian | 7500 Old Georgetown Rd, 10th Fl Bethesda, MD 20814 | 301-664-6560 |
| Andrew Rothenberg Inquire with Andrew | 7500 Old Georgetown Rd, 10th Fl Bethesda, MD 20814 | 301-961-1849 |
| Chris Valle Inquire with Chris | 6400 Goldsboro Rd, Ste 550 Bethesda, MD 20817 | 301-320-0500 |
| Pierce Hardman Inquire with Pierce | 7500 Old Georgetown Rd, Ste 1200 Bethesda, MD 20814 | 301-634-5561 |
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