City
Wealth management firms in Bethesda, Maryland
As of October 2, 2026, 41 wealth management firms, including broker-dealer firms, with their main office in Bethesda, Maryland reported $28.6 billion in regulatory assets under management; the largest by assets was Pennington Partners & Co., LLC, with $5.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 41
- Regulatory assets under management
- $28.6 billion
- Average per firm
- $698.2 million
- SEC-registered, of those listed
- 22 of 41 (53.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pennington Partners & Co., LLC | SEC | $5.1 billion | 1,026 |
| 2 | Heritage Investors Management Corp | SEC | $4.6 billion | 1,465 |
| 3 | XML Financial Group | SEC | $3.3 billion | 5,987 |
| 4 | FBB Capital Partners | SEC | $2.4 billion | 3,187 |
| 5 | Trumbower Financial Advisors LLC | SEC | $2.0 billion | 964 |
| 6 | Edgemoor Investment Advisors, Inc. | SEC | $1.5 billion | 717 |
| 7 | Sargent Investment Group | SEC | $1.5 billion | 1,381 |
| 8 | MV Capital Management, Inc. | SEC | $1.4 billion | 1,224 |
| 9 | Warner Financial, Inc | SEC | $851.8 million | 747 |
| 10 | Aegis Wealth | SEC | $744.1 million | 516 |
| 11 | Sandbox Financial Partners, LLC | SEC | $681.7 million | 1,590 |
| 12 | Family Office Research, LLC | SEC | $648.2 million | 136 |
| 13 | LGG Financial | SEC | $563.9 million | 896 |
| 14 | Bontempo Ohly Capital Management, LLC | SEC | $405.7 million | 692 |
| 15 | Macroview Investment Management LLC | SEC | $387.1 million | 830 |
| 16 | Glassy Mountain Advisors, Inc. | SEC | $369.8 million | 329 |
| 17 | Bull Harbor Capital LLC. | SEC | $354.8 million | 424 |
| 18 | Councilor Wealth LLC | SEC | $316.9 million | 395 |
| 19 | Thinagee Investments Inc. | SEC | $265.4 million | 188 |
| 20 | Promethium | SEC | $235.3 million | 287 |
| 21 | Bluestone® Financial Advisors, LLC | SEC | $207.3 million | 137 |
| 22 | Ejl Asset Management, LLC | State | $94.7 million | 49 |
| 23 | Alikos Wealth Management, LLC | State | $92.6 million | 135 |
| 24 | Preserve Private Wealth, LLC | State | $88.0 million | 161 |
| 25 | Bethesda Financial Advisors, LLC | State | $84.3 million | 211 |
| 26 | Houstoun Capital Management, Inc. | State | $84.1 million | 43 |
| 27 | Miller Capital Management, Inc. | State | $64.1 million | 35 |
| 28 | Beyond Financial Planning, LLC | State | $59.3 million | 284 |
| 29 | Katalgar Capital Management, LLC | State | $47.6 million | 4 |
| 30 | FORTY4 Financial | State | $33.2 million | 150 |
| 31 | Beckett Clark Private Wealth, LLC | State | $28.6 million | 67 |
| 32 | Middleton Advisory | State | $26.8 million | 51 |
| 33 | Steeley Advisory, LLC | State | $23.2 million | 95 |
| 34 | Wealthspring Financial Advisors, LLC | State | $23.2 million | 109 |
| 35 | Poder Wealth Advisors | State | $12.3 million | 101 |
| 36 | Simplexity Investment Management, LLC | State | $3.2 million | 5 |
| 37 | Tuvin & Tuvin, Ltd. | State | $65,000 | 1 |
| 38 | Arch Financial Advisors LLC | State | $0 | 0 |
| 39 | EM Leaders, LLC | State | $0 | 0 |
| 40 | Pinion Financial Services, LLC | State | $0 | 0 |
| 41 | Suissa Private Wealth | SEC | $0 | 0 |
Wealth management firms in Maryland, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.