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Advisers in Bethesda, MD

37 advisers in Bethesda — 37 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (29)Hourly fees (19)Flat / fixed fees (25)% of assets managed (36)Retirement plan consulting (13)

All advisers

Aegis Wealth6903 Rockledge Drive, Ste. 530 · Bethesda, MD 20817 · (301) 664-2313 · Financial planningCRD 134429 · % of assets, Fixed fees · $744.1 million AUMSEC registeredNo commissions reportedAlikos Wealth Management, LLCThree Bethesda Metro Center, Suite 320 · Bethesda, MD 20814 · (240) 880-1938 · Financial planningCRD 282985 · % of assets, Hourly charges, Fixed fees · $92.6 million AUMState registeredNo commissions reportedAsb Capital Management LLC7501 Wisconsin Avenue, West Tower, 13th Floor · Bethesda, MD 20814 · (240) 482-2900 · % of assets managedCRD 110995 · % of assets, Performance-based fees · $36.7 billion AUMSEC registeredNo commissions reportedBeckett Clark Private Wealth, LLC4500 East West Highway, Suite 150 · Bethesda, MD 20814 · (301) 708-8911 · Hourly feesCRD 338806 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedBethesda Financial Advisors, LLC8120 Woodmont Avenue Suite 830 · Bethesda, MD 20814 · (301) 656-5600 · Financial planningCRD 170715 · % of assets, Hourly charges, Fixed fees · $84.3 million AUMState registeredNo commissions reportedBeyond Financial Planning, LLC7910 Woodmont Ave, Suite 1330 · Bethesda, MD 20814 · (240) 760-1100 · Financial planningCRD 306240 · % of assets, Fixed fees · $59.3 million AUMState registeredNo commissions reportedBluestone® Financial Advisors, LLC7910 Woodmont Avenue, Suite 1350 · Bethesda, MD 20814 · (301) 841-0203 · Financial planningCRD 146946 · Fixed fees · $207.3 million AUMSEC registeredNo commissions reportedBontempo Ohly Capital Management, LLC7501 Wisconsin Ave, Suite 1340e · Bethesda, MD 20814 · (240) 497-1300 · Financial planningCRD 132804 · % of assets, Hourly charges, Fixed fees · $405.7 million AUMSEC registeredNo commissions reportedBull Harbor Capital LLC.7101 Wisconsin Avenue, Suite 1202 · Bethesda, MD 20814 · (804) 965-5408 · Financial planningCRD 324995 · % of assets, Hourly charges, Fixed fees · $354.8 million AUMSEC registeredNo commissions reportedChevy Chase Trust Company7501 Wisconsin Avenue, 15th Floor · Bethesda, MD 20814 · (240) 497-5000 · Financial planningCRD 110742 · % of assets, Fixed fees · $44.9 billion AUMSEC registeredNo commissions reported
Councilor Wealth LLC7910 Woodmont Ave, Suite 500 · Bethesda, MD 20814 · (301) 986-0600 · Financial planningCRD 170858 · % of assets, Hourly charges, Fixed fees · $316.9 million AUMSEC registeredNo commissions reportedEdgemoor Investment Advisors, INC.7250 Woodmont Avenue, Suite 315 · Bethesda, MD 20814 · (301) 543-8881 · Financial planningCRD 109104 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedFamily Office Research, LLC7910 Woodmont Ave, Suite 1120 · Bethesda, MD 20814 · (301) 684-1765 · Financial planningCRD 144136 · % of assets, Hourly charges, Fixed fees · $648.2 million AUMSEC registeredNo commissions reportedFbb Capital Partners4520 East-West Highway, Suite 450 · Bethesda, MD 20814 · (301) 657-8870 · Financial planningCRD 108967 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedGlassy Mountain Advisors, INC.7200 Wisconsin Avenue, Suite 500 · Bethesda, MD 20814 · (301) 541-8900 · Financial planningCRD 314937 · % of assets · $369.8 million AUMSEC registeredNo commissions reportedHeritage Investors Management Corp7101 Wisconsin Avenue, Suite 950 · Bethesda, MD 20814 · (301) 951-0440 · Financial planningCRD 110420 · % of assets, Hourly charges, Fixed fees · $4.6 billion AUMSEC registeredNo commissions reportedHillman Capital Management INC7255 Woodmont Avenue, Suite 260 · Bethesda, MD 20814 · (240) 744-4500 · % of assets managedCRD 110096 · % of assets · $195.9 million AUMSEC registeredNo commissions reportedHoustoun Capital Management, INC.4800 Hampden Lane, Suite 200 · Bethesda, MD 20814 · (240) 235-0993 · % of assets managedCRD 117496 · % of assets · $84.1 million AUMState registeredNo commissions reportedImpactassets Capital Partners Pb LLC4340 East West Highway, Suite 210 · Bethesda, MD 20814 · (855) 920-2303 · Flat / fixed feesCRD 317840 · % of assets, Subscription fees, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedLgg Financial7200 Wisconsin Avenue, Suite 300 · Bethesda, MD 20814 · (301) 312-6660 · Financial planningCRD 305002 · % of assets · $563.9 million AUMSEC registeredNo commissions reportedMacroview Investment Management LLC4800 Hampden Lane, Suite 200 · Bethesda, MD 20814 · (301) 907-6794 · Financial planningCRD 149621 · % of assets, Hourly charges, Fixed fees · $387.1 million AUMSEC registeredNo commissions reportedMiddleton Advisory3 Bethesda Metro Center, Suite 700 · Bethesda, MD 20814 · (202) 503-4015 · Financial planningCRD 155334 · % of assets · $26.8 million AUMState registeredNo commissions reportedMiller Capital Management, INC.4905 Del Ray Avenue, Suite 308 · Bethesda, MD 20814 · (301) 986-9442 · Financial planningCRD 115475 · % of assets, Hourly charges · $64.1 million AUMState registeredNo commissions reportedMv Capital Management, INC.3 Bethesda Metro Center, Suite 650 · Bethesda, MD 20814 · (301) 656-6545 · Financial planningCRD 139034 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNoordzee Capital LLC7200 Wisconsin Ave, Ste 500 · Bethesda, MD 20814 · (212) 812-7238 · Financial planningCRD 332664 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedPennington Partners & CO., LLC7500 Old Georgetown Road, Suite 705 · Bethesda, MD 20814 · (202) 370-6435 · Financial planningCRD 282688 · % of assets, Hourly charges, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedPotomac7373 Wisconsin Ave., Suite #750 · Bethesda, MD 20814 · (301) 901-3466 · % of assets managedCRD 105413 · % of assets · $3.3 billion AUMSEC registeredNo commissions reportedPreserve Private Wealth, LLC4500 East West Highway Suite 150 · Bethesda, MD 20814 · (240) 941-3677 · Financial planningCRD 324362 · % of assets, Fixed fees · $88.0 million AUMState registeredNo commissions reportedPromethium7272 Wisconsin Ave, 10-105 · Bethesda, MD 20814 · (202) 978-2519 · Financial planningCRD 329565 · % of assets · $235.3 million AUMSEC registeredNo commissions reportedSandbox Financial Partners, LLC6903 Rockledge Drive, Suite 300 · Bethesda, MD 20817 · (301) 214-4190 · Financial planningCRD 297858 · % of assets, Hourly charges, Fixed fees · $681.7 million AUMSEC registeredNo commissions reportedSargent Investment Group4920 Elm Street, Suite 305 · Bethesda, MD 20814 · (202) 580-6400 · Financial planningCRD 297499 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedStandard Partners LLC7272 Wisconsin Avenue, 9th Floor · Bethesda, MD 20814 · (301) 656-5051 · % of assets managedCRD 167956 · % of assets, Performance-based fees · $108.3 million AUMSEC registeredNo commissions reportedSteeley Advisory, LLC7272 Wisconsin Avenue, Ninth Floor · Bethesda, MD 20814 · (301) 263-8519 · Financial planningCRD 304870 · % of assets, Hourly charges, Fixed fees · $23.2 million AUMState registeredNo commissions reportedTorray Investment Partners LLC7501 Wisconsin Avenue, Suite 750w · Bethesda, MD 20814 · (301) 493-4600 · % of assets managedCRD 105818 · % of assets · $750.1 million AUMSEC registeredNo commissions reportedTrumbower Financial Advisors LLC3 Bethesda Metro Center, Ste 340 · Bethesda, MD 20814 · (301) 215-8340 · Financial planningCRD 107495 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedWarner Financial, INC4550 Montgomery Ave, Suite 352 North · Bethesda, MD 20814 · (301) 961-9505 · Financial planningCRD 135303 · % of assets, Hourly charges, Fixed fees · $851.8 million AUMSEC registeredNo commissions reportedXml Financial Group6901 Rockledge Drive, Suite 730 · Bethesda, MD 20817 · (301) 770-5234 · Financial planningCRD 284987 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reported
Talking to advisers in Bethesda? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.