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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 23 vetted financial advisors and 50 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
202-503-4015
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 | $65,095,381,946 | 126 | A percentage of AUM |
| CHEVY CHASE TRUST COMPANY 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814 | 110742 | $36,006,471,975 | 4811 | A percentage of AUM, Fixed fees |
| ASB CAPITAL MANAGEMENT LLC 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814 | 110995 | $29,726,275,256 | 81 | A percentage of AUM, Performance Based |
| DURABLE CAPITAL PARTNERS LP 4747 Bethesda Ave, #1002 Bethesda, MD, 20814 | 305221 | $16,939,969,975 | 5 | A percentage of AUM, Performance Based |
| ARLINGTON CAPITAL PARTNERS 4747 Bethesda Avenue, Suite 500 Bethesda, MD, 20814 | 160265 | $9,109,444,155 | 6 | A percentage of AUM, Performance Based |
| MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC 7255 Woodmont Avenue,, Suite 300 Bethesda, MD, 20814 | 285820 | $8,218,827,035 | 14 | A percentage of AUM |
| HERITAGE INVESTORS MANAGEMENT CORP 7101 Wisconsin Avenue, Suite 950 Bethesda, MD, 20814-4878 | 110420 | $3,663,856,037 | 1391 | A percentage of AUM, Hourly charges, Fixed fees |
| PROFUND ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | 109585 | $3,646,800,000 | 117 | A percentage of AUM |
| PENNINGTON PARTNERS & CO., LLC 7500 Old Georgetown Road, Suite 705 Bethesda, MD, 20814 | 282688 | $2,973,527,798 | 437 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| XML FINANCIAL GROUP 6901 Rockledge Drive, Suite 730 Bethesda, MD, 20817 | 284987 | $2,753,502,220 | 5960 | A percentage of AUM, Hourly charges, Fixed fees |
| ABRAMS BISON INVESTMENTS, L.L.C. 3 Bethesda Metro Center, Suite 1250 Bethesda, MD, 20814 | 137183 | $2,503,658,000 | 3 | A percentage of AUM, Performance Based |
| HULL STREET ENERGY 4747 Bethesda Avenue, Suite 1220 Bethesda, MD, 20814 | 291881 | $1,913,180,000 | 9 | A percentage of AUM, Performance Based |
| FBB CAPITAL PARTNERS 4520 East-West Highway, Suite 450 Bethesda, MD, 20814 | 108967 | $1,867,509,000 | 2917 | A percentage of AUM, Hourly charges, Fixed fees |
| TRUMBOWER FINANCIAL ADVISORS LLC 3 Bethesda Metro Center, Ste 340 Bethesda, MD, 20814-5330 | 107495 | $1,657,808,618 | 906 | A percentage of AUM, Hourly charges, Fixed fees |
| IMPACTASSETS CAPITAL PARTNERS PBLLC 4340 East West Highway, Suite 210 Bethesda, MD, 20814 | 317840 | $1,575,196,506 | 4 | A percentage of AUM, Subscription fees, Fixed fees |
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