Fiduciary advisors in Bethesda, MD

50 registered advisers

50 SEC-registered fiduciary advisory firms operate in Bethesda, Maryland. The fee-only share stands at 98%, with 49 firms declining all forms of commission-based compensation. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

ABRAMS BISON INVESTMENTS, L.L.C.

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #137183
Typical Fee--
AUM$2.5B
Minimum--
Clients3

ADVISORSHARES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #149782
Typical Fee--
AUM$1.2B
Minimum--
Clients17

AEGIS WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #134429
Typical Fee--
AUM$708M
Minimum--
Clients525

ARLINGTON CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #160265
Typical Fee--
AUM$9.7B
Minimum--
Clients5

ARTHUR STEIN FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #160627
Typical Fee--
AUM$116M
Minimum--
Clients271

ASB CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #110995
Typical Fee--
AUM$32.9B
Minimum--
Clients83

BLUE MARLIN HOLDCO LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #313892
Typical Fee--
AUM$51M
Minimum--
Clients1

BLUESTONE� FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #146946
Typical Fee--
AUM$207M
Minimum--
Clients137

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #132804
Typical Fee--
AUM$368M
Minimum--
Clients652

BROADOAK ASSET MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Bethesda, MarylandCRD #148901
Typical Fee--
AUM$595M
Minimum--
Clients12

BULL HARBOR CAPITAL LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #324995
Typical Fee--
AUM$344M
Minimum--
Clients1,759

CALVERT IMPACT ADVISORY SERVICES, LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #326022
Typical Fee--
AUM$175M
Minimum--
Clients1

CHEVY CHASE TRUST COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #110742
Typical Fee--
AUM$40.3B
Minimum--
Clients5,016

CRITERION AFRICA PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #291386
Typical Fee--
AUM$95M
Minimum--
Clients1

DIVERGENT PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #285688
Typical Fee--
AUM$423M
Minimum--
Clients960

DURABLE CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #305221
Typical Fee--
AUM$18.2B
Minimum--
Clients5

EDGEMOOR INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #109104
Typical Fee--
AUM$1.3B
Minimum--
Clients702

FAMILY OFFICE RESEARCH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #144136
Typical Fee--
AUM$581M
Minimum--
Clients118

FBB CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #108967
Typical Fee--
AUM$2.2B
Minimum--
Clients2,990

FVLCRUM PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #310971
Typical Fee--
AUM$298M
Minimum--
Clients3

GLASSY MOUNTAIN ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #314937
Typical Fee--
AUM$335M
Minimum--
Clients324

GLOBAL ENVIRONMENT FUND

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #107208
Typical Fee--
AUM$238M
Minimum--
Clients16

GRITSTONE ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #298500
Typical Fee--
AUM$106M
Minimum--
Clients38

HERITAGE INVESTORS MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #110420
Typical Fee--
AUM$4.2B
Minimum--
Clients1,426

HILLMAN CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #110096
Typical Fee--
AUM$308M
Minimum--
Clients170

HULL STREET ENERGY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #291881
Typical Fee--
AUM$3.3B
Minimum--
Clients12

IMPACTASSETS CAPITAL PARTNERS PB LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #317840
Typical Fee--
AUM$1.8B
Minimum--
Clients4

KALAMATA ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #284328
Typical Fee--
AUM$113M
Minimum--
Clients2

LGG FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #305002
Typical Fee--
AUM$564M
Minimum--
Clients896

MACROVIEW INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #149621
Typical Fee0.50%
AUM$387M
Minimum--
Clients830

MBI LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #170858
Typical Fee--
AUM$317M
Minimum--
Clients395

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #285820
Typical Fee--
AUM$7.0B
Minimum--
Clients12

MV CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #139034
Typical Fee--
AUM$1.3B
Minimum--
Clients1,169

NORTHLANE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #285990
Typical Fee--
AUM$1.1B
Minimum--
Clients3

PENNINGTON PARTNERS & CO., LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #282688
Typical Fee--
AUM$4.0B
Minimum--
Clients1,026

POTOMAC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #105413
Typical Fee--
AUM$2.4B
Minimum--
Clients2,573

PROFUND ADVISORS LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #109585
Typical Fee--
AUM$3.3B
Minimum--
Clients118

PROMETHIUM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #329565
Typical Fee--
AUM$212M
Minimum--
Clients274

PROSHARE ADVISORS LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #134155
Typical Fee--
AUM$74.0B
Minimum--
Clients131

RLJ EQUITY PARTNERS, LLC

Fee-Only, No Conflicts
Bethesda, MarylandCRD #162006
Typical Fee--
AUM$155M
Minimum--
Clients2

ROTUNDA CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #290282
Typical Fee--
AUM$813M
Minimum--
Clients9

SANDBOX FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #297858
Typical Fee--
AUM$575M
Minimum--
Clients1,444

SARGENT INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #297499
Typical Fee--
AUM$1.5B
Minimum--
Clients1,381

SOAPSTONE MANAGEMENT L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #162936
Typical Fee--
AUM$581M
Minimum--
Clients1

STANDARD PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #167956
Typical Fee--
AUM$113M
Minimum--
Clients172

TORRAY INVESTMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #105818
Typical Fee--
AUM$726M
Minimum--
Clients486

TRUFFLE HOUND CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #137616
Typical Fee--
AUM$541M
Minimum--
Clients1

TRUMBOWER FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #107495
Typical Fee--
AUM$1.8B
Minimum--
Clients951

WARNER FINANCIAL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #135303
Typical Fee--
AUM$852M
Minimum--
Clients747

XML FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #284987
Typical Fee--
AUM$3.0B
Minimum--
Clients6,044
Fiduciary Advisors in Bethesda, Maryland | FiduciaryListings