SEC-registered financial advisors in Bethesda, MD

Showing 24 of 27

• Aegis Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
• Asb Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
• Bluestone® Financial Advisors, LLC$100M to $500MSEC recordFixed or flat fee
• Bontempo Ohly Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
• Bull Harbor Capital LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
• Chevy Chase Trust Company$1B or moreSEC recordPercentage of assetsFixed or flat fee
• Councilor Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
• Edgemoor Investment Advisors, Inc.$1B or moreSEC recordPercentage of assets
• Family Office Research, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
• FBB Capital Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
• Glassy Mountain Advisors, Inc.$100M to $500MSEC recordPercentage of assets
• Heritage Investors Management Corp$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
• Hillman Capital Management Inc$100M to $500MSEC recordPercentage of assets
• Impactassets Capital Partners PB LLC$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
• LGG Financial$500M to $1BSEC recordPercentage of assets
• Macroview Investment Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
• MV Capital Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
• Pennington Partners & Co., LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
• Potomac$1B or moreSEC recordPercentage of assets
• Promethium$100M to $500MSEC recordPercentage of assets
• Sandbox Financial Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
• Sargent Investment Group$1B or moreSEC recordPercentage of assetsFixed or flat fee
• Standard Partners LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
• Torray Investment Partners LLC$500M to $1BSEC recordPercentage of assets