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Top RIA Firms in Bethesda, Maryland
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bethesda, Maryland. This hub covers 51 matching firms with $265.1B in total reported AUM and median AUM of $681.7M.
Firms
51
Matching current profiles
Total AUM
$265.1B
Reported regulatory AUM
Median AUM
$681.7M
Across firms with AUM
Largest firm
$85.3B
Proshare Advisors LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Proshare Advisors LLC CRD 134155 · Limited Liability Company | BETHESDA, MD | $85.3B Mar 2026 | +$11.3B+15.3% | +$18.3B+27.4% | +$52.1B+156.8% | +$63.8B+297.6% | -5 employees-4.9% over 3Y | +18 accounts+14.2% over 3Y |
| 2. Chevy Chase Trust Company CRD 110742 · Corporation | BETHESDA, MD | $44.9B Mar 2026 | +$4.6B+11.5% | +$12.9B+40.3% | +$9.1B+25.3% | +$34.6B+333.4% | +16 employees+15.5% over 3Y | +402 accounts+8.6% over 3Y |
| 3. Asb Capital Management LLC CRD 110995 · Limited Liability Company | BETHESDA, MD | $36.7B Apr 2026 | +$3.8B+11.6% | +$9.6B+35.6% | +$6.2B+20.2% | +$27.7B+307.1% | -15 employees-19.5% over 3Y | -3 accounts-3.4% over 3Y |
| 4. Arlington Capital Partners CRD 160265 · Limited Liability Company | BETHESDA, MD | $18.2B Mar 2026 | +$8.5B+87.1% | +$10.9B+149.4% | +$14.9B+444.0% | +$17.1B+1583.0% | +9 employees+39.1% over 3Y | -1 accounts-16.7% over 3Y |
| 5. Durable Capital Partners LP CRD 305221 · Limited Partnership | BETHESDA, MD | $17.6B Apr 2026 | -$568.4M-3.1% | +$3.9B+28.8% | +$3.8B+27.2% | — | +3 employees+6.5% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Midcap Financial Services Capital Management, LLC CRD 285820 · Limited Liability Company | BETHESDA, MD | $7.3B May 2026 | +$224.2M+3.2% | +$455.7M+6.7% | +$2.2B+44.5% | +$7.0B+2195.4% | +82 employees+29.5% over 3Y | +1 accounts+9.1% over 3Y |
| 7. Profund Advisors LLC CRD 109585 · Limited Liability Company | BETHESDA, MD | $5.2B Mar 2026 | +$1.9B+57.6% | +$522.0M+11.2% | +$1.3B+33.2% | +$1.7B+49.7% | -5 employees-4.9% over 3Y | +1 accounts+0.9% over 3Y |
| 8. Pennington Partners & CO., LLC CRD 282688 · Limited Liability Company | BETHESDA, MD | $5.1B Apr 2026 | +$1.1B+28.7% | +$3.4B+198.9% | +$4.0B+358.3% | — | +23 employees+176.9% over 3Y | +589 accounts+134.8% over 3Y |
| 9. Heritage Investors Management Corp CRD 110420 · Corporation | BETHESDA, MD | $4.6B Mar 2026 | +$451.7M+10.8% | +$1.5B+48.2% | +$1.5B+50.3% | +$3.4B+270.6% | +6 employees+37.5% over 3Y | +76 accounts+5.5% over 3Y |
| 10. Hull Street Energy CRD 291881 · Limited Liability Company | BETHESDA, MD | $4.6B Mar 2026 | +$1.2B+36.9% | +$2.8B+161.7% | +$4.1B+825.2% | +$4.2B+1264.0% | +18 employees+128.6% over 3Y | +5 accounts+71.4% over 3Y |
| 11. XML Financial Group CRD 284987 · Limited Liability Company | BETHESDA, MD | $3.3B Mar 2026 | +$544.6M+19.8% | +$1.0B+46.1% | +$2.2B+202.1% | — | +13 employees+31.7% over 3Y | +971 accounts+19.4% over 3Y |
| 12. Potomac CRD 105413 · Corporation | BETHESDA, MD | $3.3B May 2026 | +$1.4B+76.4% | +$2.7B+446.6% | +$3.0B+1322.9% | +$3.1B+1584.1% | +20 employees+125.0% over 3Y | +155 accounts+7.0% over 3Y |
| 13. Impactassets Capital Partners Pb LLC CRD 317840 · Limited Liability Company | BETHESDA, MD | $2.9B Mar 2026 | +$1.1B+60.4% | +$2.4B+434.2% | — | +$2.4B+447.9% | +6 employees+66.7% over 3Y | +4 accounts+200.0% over 3Y |
| 14. Abrams Bison Investments, L.l.c. CRD 137183 · Limited Liability Company | BETHESDA, MD | $2.5B Mar 2025 | +$3.8M+0.2% | -$312.1M-11.1% | +$254.2M+11.3% | +$1.5B+160.3% | -1 employees-10.0% over 3Y | 0 accounts+0.0% over 3Y |
| 15. Fbb Capital Partners CRD 108967 · Limited Liability Company | BETHESDA, MD | $2.4B Mar 2026 | +$527.3M+28.2% | +$588.8M+32.6% | +$1.1B+90.4% | +$1.8B+321.8% | +2 employees+10.5% over 3Y | +403 accounts+14.5% over 3Y |
| 16. Trumbower Financial Advisors LLC CRD 107495 · Limited Liability Company | BETHESDA, MD | $2.0B Mar 2026 | +$326.9M+19.7% | +$504.8M+34.1% | +$705.0M+55.1% | +$1.3B+193.6% | 0 employees+0.0% over 3Y | +60 accounts+6.6% over 3Y |
| 17. Advisorshares CRD 149782 · Limited Liability Company | BETHESDA, MD | $1.7B Mar 2026 | +$530.7M+44.5% | -$668.1M-28.0% | +$666.6M+63.2% | +$1.3B+327.3% | +2 employees+22.2% over 3Y | -6 accounts-25.0% over 3Y |
| 18. Rotunda Capital Partners, LLC CRD 290282 · Limited Liability Company | BETHESDA, MD | $1.6B Mar 2026 | +$794.5M+97.8% | +$907.5M+129.7% | +$1.3B+417.3% | +$1.3B+516.9% | +16 employees+106.7% over 3Y | -4 accounts-25.0% over 3Y |
| 19. Edgemoor Investment Advisors, INC. CRD 109104 · Corporation | BETHESDA, MD | $1.5B Mar 2026 | +$335.3M+28.4% | +$545.7M+56.3% | +$448.2M+42.0% | +$1.0B+199.2% | -1 employees-10.0% over 3Y | -18 accounts-2.4% over 3Y |
| 20. Sargent Investment Group CRD 297499 · Limited Liability Company | BETHESDA, MD | $1.5B May 2026 | +$193.8M+15.1% | +$463.1M+45.7% | +$380.7M+34.8% | +$619.8M+72.4% | +5 employees+38.5% over 3Y | +242 accounts+21.2% over 3Y |
| 21. MV Capital Management, INC. CRD 139034 · Corporation | BETHESDA, MD | $1.4B Mar 2026 | +$170.5M+13.4% | +$593.7M+70.2% | +$706.0M+96.2% | +$1.1B+321.6% | -1 employees-11.1% over 3Y | +199 accounts+19.4% over 3Y |
| 22. Northlane Capital Partners CRD 285990 · Limited Liability Company | BETHESDA, MD | $1.2B May 2026 | +$52.5M+4.8% | +$220.6M+23.6% | +$316.9M+37.8% | +$473.4M+69.3% | +3 employees+15.8% over 3Y | +1 accounts+50.0% over 3Y |
| 23. Warner Financial, INC CRD 135303 · Corporation | BETHESDA, MD | $851.8M Feb 2026 | +$224.3M+35.7% | +$249.0M+41.3% | +$399.4M+88.3% | +$734.9M+628.3% | 0 employees+0.0% over 3Y | +86 accounts+13.0% over 3Y |
| 24. Torray Investment Partners LLC CRD 105818 · Limited Liability Company | BETHESDA, MD | $750.1M Mar 2026 | +$24.3M+3.3% | +$169.1M+29.1% | +$91.1M+13.8% | +$269.5M+56.1% | -1 employees-9.1% over 3Y | +158 accounts+40.2% over 3Y |
| 25. Aegis Wealth CRD 134429 · Limited Liability Company | BETHESDA, MD | $744.1M Mar 2026 | +$36.1M+5.1% | +$141.6M+23.5% | +$106.4M+16.7% | +$318.9M+75.0% | 0 employees+0.0% over 3Y | +36 accounts+7.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.