Top 10 financial advisors in Bethesda, MD
We've curated a list of the best financial advisors in Bethesda, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $32,026,434,099 Number of advisors 103 advisors | |||
| 2 | Assets under management $27,057,564,881 Number of advisors 77 advisors | |||
| 3 | Assets under management $3,117,154,268 Number of advisors 16 advisors | |||
| 4 | Assets under management $1,636,130,105 Number of advisors 21 advisors | |||
| 5 | Assets under management $1,318,335,294 Number of advisors 52 advisors | |||
| 6 | Assets under management $969,415,393 Number of advisors 10 advisors | |||
| 7 | Assets under management $844,885,480 Number of advisors 9 advisors | |||
| 8 | Assets under management $807,546,412 Number of advisors 17 advisors | |||
| 9 | Assets under management $685,948,000 Number of advisors 13 advisors | |||
| 10 | Assets under management $602,551,881 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bethesda, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Chevy Chase Trust Company
Chevy Chase Trust Company, established in 1997 and operational since 1999, is a Maryland state-chartered trust company providing investment management services to high-net-worth individuals, investment companies, pension plans, and other institutional clients. The firm offers discretionary and non-discretionary advice on equities and fixed income securities, with assets under management of $40.3 billion as of December 31, 2024. Clients can expect personalized portfolio management based on factors like risk tolerance, regulatory requirements, and investment objectives. The firm primarily charges asset-based fees, with a minimum fee of $35,000 and fee schedules based on a $3 million minimum. Investment strategies focus on thematic investing, aiming to capitalize on global trends and economic forces. Chevy Chase Trust Company does not charge performance-based fees and manages various account types with differing fee schedules. The firm's custody services are provided by Reliance Trust Company, ensuring the segregation of client assets from the firm's own assets. Clients can access account reports and transactions online or through quarterly correspondence. Chevy Chase Trust Company follows strict ethical guidelines, including a Code of Ethics, and complies with proxy voting regulations. The firm does not receive compensation for proxy voting and participates in class action claims on behalf of eligible clients. No financial issues or disciplinary information is reported for the firm.
$32,026,434,099 under management
103 advisors
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
Asb Capital Management LLC
Asb Capital Management LLC is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $27,057,564,881 of assets under management and employs about 77 people. Asb Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$27,057,564,881 under management
77 advisors
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
Heritage Investors Management Corp
**Heritage Investors Management Corporation Summary:** **Background and Expertise:** Heritage Investors Management Corporation, established in 1974, is a registered investment advisor providing personalized investment management services. The firm is owned by President Michael S. Cornfeld and his family's Trusts. Heritage manages portfolios of stocks, bonds, ETFs, and money market instruments for various clients, tailoring each portfolio to individual objectives and considering factors like risk level, tax situation, and growth needs. **Consumer-Facing Terms:** - Minimum Initial Investment: Raised from $1,000,000 to $2,000,000 - Minimum Fee: Raised from $10,000 to $15,000, negotiable in certain circumstances - Fee Structure: 1.00% on the first $1,000,000 under management, 0.50% on the balance over $1,000,000 - Fiduciary Duty: Firm operates under a special rule to act in the client's best interest - Investment Discretion: Clients grant discretionary authority for selecting securities **Advisory Business Description:**
$3,117,154,268 under management
16 advisors
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
Fbb Capital Partners
Fulton Breakefield Broenniman, LLC, operating as FBB Capital Partners, is a fee-only registered investment advisor established in November 2000. The firm offers comprehensive wealth and risk management services to help clients achieve steady capital growth and secure income streams. The firm's mission is to provide peace of mind, confidence, and trusted partnership in financial planning. As of December 31, 2024, the firm managed over $2.1 billion in discretionary accounts. Services include portfolio management tailored to client preferences, financial planning, and investment strategies such as value investing, bond portfolios, option investing, asset allocation, and more. Fees are based on an asset-based fee arrangement, with tiered rates not exceeding 1.00% for the first $1.5 million in assets. The firm does not charge performance-based fees. Clients have investment discretion, and the firm may recommend alternative investments to accredited investors or qualified purchasers. The firm's investment analysis includes fundamental, quantitative, technical, and cyclical analysis. Clients' accounts are reviewed regularly, and the firm has a Code of Ethics to ensure ethical conduct. The firm uses Schwab and Fidelity as custodians, with no compensation for client referrals. The firm votes on client securities and offers proxy voting services. The firm does not participate in class-action proceedings on behalf of clients. Financial information is not disclosed as the firm does not take custody of client funds or bill accounts in advance. No material changes have been reported, and the brochure is dated March 10, 2025.
$1,636,130,105 under management
21 advisors
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)
Xml Financial Group
Xml Financial Group is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $1,318,335,294 of assets under management and employs about 52 people. Xml Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,318,335,294 under management
52 advisors
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors, Inc. is an independent investment advisory firm established in 1999 by Thomas P. Meehan, located in Bethesda, Maryland. The firm specializes in long-term capital appreciation, capital preservation, and income generation through disciplined management of value-oriented equity and income-generating portfolios. Edgemoor offers personalized investment advisory services tailored to each client's financial position and objectives, managing accounts on a discretionary basis. The firm also provides financial planning services at no additional charge. As of December 31, 2024, Edgemoor managed $1,329,105,623 on a discretionary basis with a minimum account requirement of $1,000,000, which may be negotiable. Fees are based on a percentage of assets under management, with a tiered fee structure. Edgemoor does not charge performance-based fees and serves various client types, including high-net-worth individuals, retirement plans, corporations, trusts, and non-profit organizations. The firm's investment strategies include equity and income portfolios, with a focus on fundamental analysis and value-oriented security selection. Edgemoor does not have any disciplinary history and acts as a fiduciary in the best interests of its clients.
$969,415,393 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Mv Capital Management, Inc.
MV Capital Management, Inc. is a Maryland corporation founded by Masood Vojdani with over 30 years of financial industry experience. The firm's mission is to provide tailored investment management strategies focusing on client-specific needs. MVCM offers discretionary or non-discretionary investment advisory services on a non-wrap fee basis, with annual fees based on a percentage of assets managed. Clients can also opt for financial planning and consulting services separately. MVCM's investment strategy includes asset allocation, security selection, and ongoing monitoring. The firm primarily invests in mutual funds, ETFs, individual equities, and fixed income securities. Clients are encouraged to review financial planning issues annually. MVCM does not participate in soft-dollar arrangements and does not compensate for client referrals. The firm recommends Fidelity, Schwab, or TD Ameritrade as broker-dealers/custodians. MVCM does not vote client proxies and maintains strict privacy policies to protect clients' nonpublic personal information. Clients have the option to engage MVCM on a discretionary basis, allowing the firm to make investment decisions on their behalf. For any inquiries, clients can contact Mark E. Underwood, Chief Compliance Officer.
$844,885,480 under management
9 advisors
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)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
The Capital Group Investment Advisory Services, LLC
The Capital Group Investment Advisory Services, LLC is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $807,546,412 of assets under management and employs about 17 people. The Capital Group Investment Advisory Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$807,546,412 under management
17 advisors
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Sargent Investment Group
Sargent Investment Group, LLC, established in April 2018, is a registered investment advisor specializing in investment management and financial planning. The firm offers services to individuals, trusts, estates, non-profit organizations, corporations, and other entities on a discretionary or non-discretionary basis. SIG employs a consultative approach to tailor investment strategies based on clients' financial objectives, risk profiles, and investment goals. The firm requires a minimum balance of $500,000 for clients, subject to exceptions. SIG does not sponsor wrap fee programs but may recommend independent managers for certain investments. The firm provides financial planning and consulting services, retirement account advisory, and may offer specialized sector portfolios for an additional fee. SIG charges advisory fees based on a tiered fee schedule, with a maximum of 1.75% per annum and a minimum fee of $500 per year per household. The firm does not charge performance-based fees and acts as a fiduciary, obligated to act in clients' best interests. SIG does not have any disciplinary history and does not currently receive compensation for client referrals. The firm does not maintain custody of client assets, except for specific circumstances related to fee deduction and money movement authorization. Clients are responsible for voting proxies and handling class action lawsuits related to securities in their portfolios.
$685,948,000 under management
13 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Aegis Wealth
Aegis Wealth Management, LLC is a financial advisory firm established in February 2005, located in Bethesda, MD. The firm specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Aegis Wealth Management collects client information to construct personalized investment plans, including investment strategy, asset allocation, and risk tolerance assessment. The firm may request discretionary authority from clients to make investment decisions in line with fiduciary duties. AWM may direct clients to third-party investment advisers and conducts due diligence before recommending them. The firm charges asset-based fees ranging from 0.30% to 1.00% based on total assets under management. Clients may impose restrictions on investments based on personal values. AWM's investment strategies include long-term trading, short-term trading, and dividend return strategies. The firm uses fundamental analysis, modern portfolio theory, and quantitative analysis in its methods of analysis. Clients receive quarterly account reports and annual statements. AWM does not accept compensation for the sale of investment products and operates under a fiduciary duty to act in clients' best interests. The firm does not require clients to prepay fees exceeding $1,200 or have a balance sheet due to not soliciting prepayment beyond this amount. AWM has not been subject to bankruptcy in the last ten years.
$602,551,881 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
% OF ASSETS UNDER CONSULTATION
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
Portfolio Monitoring & Consulting
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bethesda, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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