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Data / Investment advisers / Maryland / Bethesda

Investment advisers in Bethesda, MD: 56 firms, $281 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

56 investment advisers have their main office in Bethesda, Maryland: 50 SEC registered and 6 exempt reporting. The registered advisers report $281 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Proshare Advisors LLC with $85.3 billion.

The request: Every investment adviser in Bethesda, Maryland with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

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SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 56Advisers
  • 50SEC registered
  • 6Exempt reporting
  • $281 billionTotal AUM
  • 48Advisers over $100 million
  • 27Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Proshare Advisors LLCBethesda$85.30 billion14598Not listed(240) 497-6400proshares.comadviserinfo.sec.gov
Chevy Chase Trust CompanyBethesda$44.93 billion5,097119Not listed(240) 497-5000adviserinfo.sec.gov
Asb Capital Management LLCBethesda$36.68 billion8462Not listed(240) 482-2900asbcm.comadviserinfo.sec.gov
Arlington Capital PartnersBethesda$18.19 billion5325(202) 337-7500arlingtoncap.comadviserinfo.sec.gov
Durable Capital Partners LPBethesda$17.59 billion5493(888) 909-0495adviserinfo.sec.gov
Ullico Investment Advisors, Inc.Bethesda$13.92 billion25929(202) 962-8951ullico-urs.comadviserinfo.sec.gov
Midcap Financial Services Capital Management, LLCBethesda$7.27 billion123605(301) 760-7600adviserinfo.sec.gov
Profund Advisors LLCBethesda$5.20 billion11898Not listed(240) 497-6400profunds.comadviserinfo.sec.gov
Pennington Partners & Co., LLCBethesda$5.09 billion1,0263610(202) 370-6435pennington.addepar.comadviserinfo.sec.gov
Impactassets Capital Partners PB LLCBethesda$4.95 billion7151(855) 920-2303impactassetscapital.comadviserinfo.sec.gov
Heritage Investors Management CorpBethesda$4.63 billion1,46522Not listed(301) 951-0440adviserinfo.sec.gov
Hull Street EnergyBethesda$4.57 billion123210(301) 347-7242hullstreetenergy.comadviserinfo.sec.gov
XML Financial GroupBethesda$3.30 billion5,98754Not listed(301) 770-5234focusfinancialpartners.comadviserinfo.sec.gov
PotomacBethesda$3.28 billion2,38536Not listed(301) 901-3466adviserinfo.sec.gov
Abrams Bison Investments, L.L.C.Bethesda$3.04 billion3112(301) 657-5925adviserinfo.sec.gov
FBB Capital PartnersBethesda$2.39 billion3,18721Not listed(301) 657-8870adviserinfo.sec.gov
Trumbower Financial Advisors LLCBethesda$1.98 billion96411Not listed(301) 215-8340trufinancial.comadviserinfo.sec.gov
AdvisorsharesBethesda$1.72 billion1811Not listed(877) 843-3831adviserinfo.sec.gov
Rotunda Capital Partners, LLCBethesda$1.61 billion123112(240) 482-0612rotundacapital.comadviserinfo.sec.gov
Edgemoor Investment Advisors, Inc.Bethesda$1.52 billion7179Not listed(301) 543-8881edgemoorinv.comadviserinfo.sec.gov
Sargent Investment GroupBethesda$1.48 billion1,381181(202) 580-6400adviserinfo.sec.gov
MV Capital Management, Inc.Bethesda$1.44 billion1,2248Not listed(301) 656-6545adviserinfo.sec.gov
Northlane Capital PartnersBethesda$1.16 billion3223(301) 272-9990northlanecapital.comadviserinfo.sec.gov
Warner Financial, IncBethesda$851.8 million7474Not listed(301) 961-9505warner-financial.comadviserinfo.sec.gov
Torray Investment Partners LLCBethesda$750.1 million55110Not listed(301) 493-4600adviserinfo.sec.gov
Aegis WealthBethesda$744.1 million5166Not listed(301) 664-2313aegiswealth.comadviserinfo.sec.gov
Sandbox Financial Partners, LLCBethesda$681.7 million1,59011Not listed(301) 214-4190adviserinfo.sec.gov
Truffle Hound Capital, LLCBethesda$680 million171(301) 789-2498trufflehound.comadviserinfo.sec.gov
Family Office Research, LLCBethesda$648.2 million1365Not listed(301) 684-1765familyofficeresearch.comadviserinfo.sec.gov
Soapstone Management L.P.Bethesda$610.1 million141(212) 319-1438soapstonecapital.comadviserinfo.sec.gov
LGG FinancialBethesda$563.9 million8963Not listed(301) 312-6660lggfinancial.comadviserinfo.sec.gov
Broadoak Asset Management, LLCBethesda$519 million91010(301) 358-2692broadoak.comadviserinfo.sec.gov
Bontempo Ohly Capital Management, LLCBethesda$405.7 million6926Not listed(240) 497-1300adviserinfo.sec.gov
Macroview Investment Management LLCBethesda$387.1 million8305Not listed(301) 907-6794macroviewim.comadviserinfo.sec.gov
Glassy Mountain Advisors, Inc.Bethesda$369.8 million3297Not listed(301) 541-8900glassymountainadvisors.comadviserinfo.sec.gov
Bull Harbor Capital LLC.Bethesda$354.8 million42443Not listed(804) 965-5408bullharborcapital.comadviserinfo.sec.gov
Fvlcrum Partners, LLCBethesda$328.8 million3163(202) 960-1170adviserinfo.sec.gov
Councilor Wealth LLCBethesda$316.9 million39513Not listed(301) 986-0600cbmcpa.comadviserinfo.sec.gov
Thinagee Investments Inc.Bethesda$265.4 million1881Not listed(240) 235-1846thinagee.comadviserinfo.sec.gov
PromethiumBethesda$235.3 million2874Not listed(202) 978-2519promethiumadvisors.comadviserinfo.sec.gov
Bluestone® Financial Advisors, LLCBethesda$207.3 million1373Not listed(301) 841-0203bfa-llc.comadviserinfo.sec.gov
Calvert Impact Advisory Services, LLCBethesda$197.8 million19Not listed(800) 248-0337calvertimpactcapital.orgadviserinfo.sec.gov
Hillman Capital Management IncBethesda$195.9 million1857Not listed(240) 744-4500hillmancapital.comadviserinfo.sec.gov
Global Environment FundBethesda$116 million733(571) 331-0374globalenvironmentfund.comadviserinfo.sec.gov
Gritstone Asset Management LLCBethesda$114.9 million3841(240) 470-7001gritstoneam.comadviserinfo.sec.gov
RLJ Equity Partners, LLCBethesda$109.1 million232(240) 744-7856rljequitypartners.comadviserinfo.sec.gov
Standard Partners LLCBethesda$108.3 million15121(301) 656-5051adviserinfo.sec.gov
Kalamata Asset Management LLCBethesda$106.8 million232(800) 200-4071adviserinfo.sec.gov
Blue Marlin HOLDCO LLCBethesda$52.7 million11326(202) 213-7885adviserinfo.sec.gov
Singh Capital PartnersBethesdaNot listedNot listedNot listed110(240) 418-2649singhcap.comadviserinfo.sec.gov
Imb Partners LLCBethesdaNot listedNot listedNot listed7(240) 534-3945adviserinfo.sec.gov
Northpond Ventures, LLCBethesdaNot listedNot listedNot listed5(240) 800-1200adviserinfo.sec.gov
Epidarex Capital Management LLCBethesdaNot listedNot listedNot listed3(301) 298-5455epidarex.comadviserinfo.sec.gov
Billings Capital Management LLCBethesdaNot listedNot listedNot listed1(410) 801-6820billingscap.comadviserinfo.sec.gov
Blue Sparrow Funds GP LLCBethesdaNot listedNot listedNot listed1(202) 844-6442adviserinfo.sec.gov
Suissa Private WealthBethesdaNot listed03Not listed(202) 490-0318suissaprivatewealth.comadviserinfo.sec.gov

Advisers in Bethesda that manage private funds

27 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Singh Capital PartnersBethesdaMD110Not listedNot listed110Not listed$262 millionNot listedadviserinfo.sec.gov
Blue Marlin HOLDCO LLCBethesdaMD26Not listed1Not listedNot listed$566.5 million$52.7 millionadviserinfo.sec.gov
Rotunda Capital Partners, LLCBethesdaMD12Not listed12Not listedNot listed$1.61 billion$1.61 billionadviserinfo.sec.gov
Pennington Partners & Co., LLCBethesdaMD1023Not listed3$486.6 million$5.09 billionadviserinfo.sec.gov
Hull Street EnergyBethesdaMD10Not listed10Not listedNot listed$4.57 billion$4.57 billionadviserinfo.sec.gov
Broadoak Asset Management, LLCBethesdaMD10Not listed91Not listed$357.9 million$519 millionadviserinfo.sec.gov
Ullico Investment Advisors, Inc.BethesdaMD9Not listed2Not listed1$8.86 billion$13.92 billionadviserinfo.sec.gov
Imb Partners LLCBethesdaMD7Not listed7Not listedNot listed$246.5 millionNot listedadviserinfo.sec.gov
Arlington Capital PartnersBethesdaMD5Not listed5Not listedNot listed$18.19 billion$18.19 billionadviserinfo.sec.gov
Midcap Financial Services Capital Management, LLCBethesdaMD5Not listedNot listedNot listedNot listed$2.49 billion$7.27 billionadviserinfo.sec.gov
Northpond Ventures, LLCBethesdaMD5Not listedNot listed5Not listed$1.71 billionNot listedadviserinfo.sec.gov
Durable Capital Partners LPBethesdaMD33Not listedNot listedNot listed$18.36 billion$17.59 billionadviserinfo.sec.gov
Northlane Capital PartnersBethesdaMD3Not listed3Not listedNot listed$1.16 billion$1.16 billionadviserinfo.sec.gov
Fvlcrum Partners, LLCBethesdaMD3Not listed3Not listedNot listed$249.8 million$328.8 millionadviserinfo.sec.gov
Global Environment FundBethesdaMD3Not listed3Not listedNot listed$116 million$116 millionadviserinfo.sec.gov
Epidarex Capital Management LLCBethesdaMD3Not listedNot listed3Not listed$16.9 millionNot listedadviserinfo.sec.gov
Abrams Bison Investments, L.L.C.BethesdaMD22Not listedNot listedNot listed$3.04 billion$3.04 billionadviserinfo.sec.gov
RLJ Equity Partners, LLCBethesdaMD2Not listed2Not listedNot listed$98.3 million$109.1 millionadviserinfo.sec.gov
Kalamata Asset Management LLCBethesdaMD2Not listedNot listedNot listedNot listed$106.5 million$106.8 millionadviserinfo.sec.gov
Impactassets Capital Partners PB LLCBethesdaMD1Not listed1Not listedNot listed$60.3 million$4.95 billionadviserinfo.sec.gov
Sargent Investment GroupBethesdaMD1Not listed1Not listedNot listed$9.8 million$1.48 billionadviserinfo.sec.gov
Truffle Hound Capital, LLCBethesdaMD11Not listedNot listedNot listed$680 million$680 millionadviserinfo.sec.gov
Soapstone Management L.P.BethesdaMD11Not listedNot listedNot listed$610.1 million$610.1 millionadviserinfo.sec.gov
Gritstone Asset Management LLCBethesdaMD11Not listedNot listedNot listed$16.3 million$114.9 millionadviserinfo.sec.gov
Standard Partners LLCBethesdaMD11Not listedNot listedNot listed$96.1 million$108.3 millionadviserinfo.sec.gov
Billings Capital Management LLCBethesdaMD11Not listedNot listedNot listed$83.3 millionNot listedadviserinfo.sec.gov
Blue Sparrow Funds GP LLCBethesdaMD1Not listedNot listed1Not listed$61.9 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Bethesda

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Suissa Private WealthBethesdaMDAugust 19, 2026Not listedsuissaprivatewealth.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.