Firms by city
Registered investment advisers in Bethesda, MD
6 SEC-registered advisers headquartered in Bethesda, listed by regulatory assets under management as reported on Form ADV.
6 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Proshare AdvisorsCRD 134155 | Bethesda, MD | $85.30B | 35 | 145 |
| Chevy Chase TrustCRD 110742 | Bethesda, MD | $44.93B | 42 | 1,245 |
| Asb Capital ManagementCRD 110995 | Bethesda, MD | $36.68B | 33 | 83 |
| Arlington Management EmployeesCRD 160265 | Bethesda, MD | $18.19B | 31 | 5 |
| Durable Capital PartnersCRD 305221 | Bethesda, MD | $17.59B | 14 | 5 |
| Ullico Investment AdvisorsCRD 106628 | Bethesda, MD | $13.92B | 58 | 25 |
Proshare AdvisorsCRD 134155$85.30B
- Headquarters
- Bethesda, MD
- Advisory staff
- 35
- Clients
- 145
Chevy Chase TrustCRD 110742$44.93B
- Headquarters
- Bethesda, MD
- Advisory staff
- 42
- Clients
- 1,245
Asb Capital ManagementCRD 110995$36.68B
- Headquarters
- Bethesda, MD
- Advisory staff
- 33
- Clients
- 83
Arlington Management EmployeesCRD 160265$18.19B
- Headquarters
- Bethesda, MD
- Advisory staff
- 31
- Clients
- 5
Durable Capital PartnersCRD 305221$17.59B
- Headquarters
- Bethesda, MD
- Advisory staff
- 14
- Clients
- 5
Ullico Investment AdvisorsCRD 106628$13.92B
- Headquarters
- Bethesda, MD
- Advisory staff
- 58
- Clients
- 25
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bethesda on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Maryland.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.