Top 10 advisors in Bethesda
We’ve curated a list of the best financial advisors in Bethesda, take a look at it below
Find an advisor in Bethesda| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $53,251,436,325 | 98 advisors | ||
| 2 | $32,026,434,099 | 103 advisors | ||
| 3 | $27,057,564,881 | 77 advisors | ||
| 4 | $13,662,036,190 | 46 advisors | ||
| 5 | $7,296,670,131 | 23 advisors | ||
| 6 | $6,364,006,602 | 278 advisors | ||
| 7 | $3,117,154,268 | 16 advisors | ||
| 8 | $2,765,532,834 | 98 advisors | ||
| 9 | $2,145,028,000 | 11 advisors | ||
| 10 | $1,748,057,000 | 14 advisors |
How we came up with this list
To generate our top financial advisors list in Bethesda, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bethesda. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Proshare Advisors LLC
Assets under management
$53,251,436,325
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Commodity Pool Operator
2. Chevy Chase Trust Company
Assets under management
$32,026,434,099
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Trustee And Investment Manager For Collective Funds
3. Asb Capital Management LLC
Assets under management
$27,057,564,881
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
4. Durable Capital Partners Lp
Assets under management
$13,662,036,190
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Arlington Capital Partners
Assets under management
$7,296,670,131
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Midcap Financial Services Capital Management, LLC
Assets under management
$6,364,006,602
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Heritage Investors Management Corp
Assets under management
$3,117,154,268
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
8. Profund Advisors LLC
Assets under management
$2,765,532,834
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Commodity Trading Adviser, Commodity Pool Operator
9. Abrams Bison Investments, L.l.c.
Assets under management
$2,145,028,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Hull Street Energy
Assets under management
$1,748,057,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.