# Financial advisors in Bethesda, MD

> AdvisorCensus lists 82 investment advisory firms with a principal office in Bethesda, Maryland (part of the Washington metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Washington metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/bethesda

## At a glance

- Investment advisory firms: 82
- Registration: SEC-registered investment adviser: 51, State-registered investment adviser: 16, Exempt reporting adviser: 15
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 25 (37%); Percentage of assets 64 (96%); Hourly charges 22 (33%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 28 (42%); Commissions 1 (1%); Performance-based fees 20 (30%); Other 6 (9%); No compensation arrangements reported 15
- Regulatory assets under management (Item 5.F): Under $25 million 5 (6%); $25 million to $100 million 10 (12%); $100 million to $500 million 17 (21%); $500 million to $1 billion 9 (11%); $1 billion to $5 billion 14 (17%); Over $5 billion 9 (11%); Not reported 18 (22%)
- Years registered: Under 5 years 28 (34%); 5 to 9 years 16 (20%); 10 to 19 years 17 (21%); 20 years or more 20 (24%); Not reported 1 (1%)

## Firms (page 1 of 2, 1 to 50 of 82, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abrams Bison Investments, L.L.C.](https://advisorcensus.com/firm/abrams-bison-investments-l-l-c-bethesda-md-137183) ([md](https://advisorcensus.com/firm/abrams-bison-investments-l-l-c-bethesda-md-137183.md)) | 137183 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Performance fee |
| [Advisorshares](https://advisorcensus.com/firm/advisorshares-bethesda-md-149782) ([md](https://advisorcensus.com/firm/advisorshares-bethesda-md-149782.md)) | 149782 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets |
| [Aegis Wealth](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429) ([md](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429.md)) | 134429 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Fixed fee |
| [Alikos Wealth Management, LLC](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985) ([md](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985.md)) | 282985 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Arlington Capital Partners](https://advisorcensus.com/firm/arlington-capital-partners-bethesda-md-160265) ([md](https://advisorcensus.com/firm/arlington-capital-partners-bethesda-md-160265.md)) | 160265 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [ASB Capital Management LLC](https://advisorcensus.com/firm/asb-capital-management-llc-bethesda-md-110995) ([md](https://advisorcensus.com/firm/asb-capital-management-llc-bethesda-md-110995.md)) | 110995 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Performance fee |
| [Bare Ventures](https://advisorcensus.com/firm/bare-ventures-bethesda-md-324976) ([md](https://advisorcensus.com/firm/bare-ventures-bethesda-md-324976.md)) | 324976 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Beckett Clark Private Wealth, LLC](https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806) ([md](https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806.md)) | 338806 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Bethesda Financial Advisors, LLC](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715) ([md](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715.md)) | 170715 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Beyond Financial Planning, LLC](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240) ([md](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240.md)) | 306240 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Billings Capital Management LLC](https://advisorcensus.com/firm/billings-capital-management-llc-bethesda-md-164338) ([md](https://advisorcensus.com/firm/billings-capital-management-llc-bethesda-md-164338.md)) | 164338 | Bethesda, MD | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Blue Marlin Holdco LLC](https://advisorcensus.com/firm/blue-marlin-holdco-llc-bethesda-md-313892) ([md](https://advisorcensus.com/firm/blue-marlin-holdco-llc-bethesda-md-313892.md)) | 313892 | Bethesda, MD | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee |
| [Blue Sparrow Funds GP LLC](https://advisorcensus.com/firm/blue-sparrow-funds-gp-llc-bethesda-md-323607) ([md](https://advisorcensus.com/firm/blue-sparrow-funds-gp-llc-bethesda-md-323607.md)) | 323607 | Bethesda, MD | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Bluestone® Financial Advisors, LLC](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946) ([md](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946.md)) | 146946 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee |
| [Bontempo Ohly Capital Management, LLC](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804) ([md](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804.md)) | 132804 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Boxwood Capital Management, LLC](https://advisorcensus.com/firm/boxwood-capital-management-llc-bethesda-md-173934) ([md](https://advisorcensus.com/firm/boxwood-capital-management-llc-bethesda-md-173934.md)) | 173934 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Broadoak Asset Management, LLC](https://advisorcensus.com/firm/broadoak-asset-management-llc-bethesda-md-148901) ([md](https://advisorcensus.com/firm/broadoak-asset-management-llc-bethesda-md-148901.md)) | 148901 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Bull Harbor Capital LLC.](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995) ([md](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995.md)) | 324995 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Calvert Impact Advisory Services, LLC](https://advisorcensus.com/firm/calvert-impact-advisory-services-llc-bethesda-md-326022) ([md](https://advisorcensus.com/firm/calvert-impact-advisory-services-llc-bethesda-md-326022.md)) | 326022 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Chevy Chase Trust Company](https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742) ([md](https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742.md)) | 110742 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Fixed fee |
| [Coram Partners, LP](https://advisorcensus.com/firm/coram-partners-lp-bethesda-md-338705) ([md](https://advisorcensus.com/firm/coram-partners-lp-bethesda-md-338705.md)) | 338705 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Councilor Wealth LLC](https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858) ([md](https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858.md)) | 170858 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Criterion Africa Partners](https://advisorcensus.com/firm/criterion-africa-partners-bethesda-md-291386) ([md](https://advisorcensus.com/firm/criterion-africa-partners-bethesda-md-291386.md)) | 291386 | Bethesda, MD | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [DBA LTS Capital Advisors](https://advisorcensus.com/firm/dba-lts-capital-advisors-bethesda-md-318794) ([md](https://advisorcensus.com/firm/dba-lts-capital-advisors-bethesda-md-318794.md)) | 318794 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Durable Capital Partners LP](https://advisorcensus.com/firm/durable-capital-partners-lp-bethesda-md-305221) ([md](https://advisorcensus.com/firm/durable-capital-partners-lp-bethesda-md-305221.md)) | 305221 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Performance fee |
| [Edgemoor Investment Advisors, Inc.](https://advisorcensus.com/firm/edgemoor-investment-advisors-inc-bethesda-md-109104) ([md](https://advisorcensus.com/firm/edgemoor-investment-advisors-inc-bethesda-md-109104.md)) | 109104 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [EM Leaders, LLC](https://advisorcensus.com/firm/em-leaders-llc-bethesda-md-166230) ([md](https://advisorcensus.com/firm/em-leaders-llc-bethesda-md-166230.md)) | 166230 | Bethesda, MD | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Performance fee |
| [Epidarex Capital Management LLC](https://advisorcensus.com/firm/epidarex-capital-management-llc-bethesda-md-307874) ([md](https://advisorcensus.com/firm/epidarex-capital-management-llc-bethesda-md-307874.md)) | 307874 | Bethesda, MD | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Family Office Research, LLC](https://advisorcensus.com/firm/family-office-research-llc-bethesda-md-144136) ([md](https://advisorcensus.com/firm/family-office-research-llc-bethesda-md-144136.md)) | 144136 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [FBB Capital Partners](https://advisorcensus.com/firm/fbb-capital-partners-bethesda-md-108967) ([md](https://advisorcensus.com/firm/fbb-capital-partners-bethesda-md-108967.md)) | 108967 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Fvlcrum Partners, LLC](https://advisorcensus.com/firm/fvlcrum-partners-llc-bethesda-md-310971) ([md](https://advisorcensus.com/firm/fvlcrum-partners-llc-bethesda-md-310971.md)) | 310971 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Glassy Mountain Advisors, Inc.](https://advisorcensus.com/firm/glassy-mountain-advisors-inc-bethesda-md-314937) ([md](https://advisorcensus.com/firm/glassy-mountain-advisors-inc-bethesda-md-314937.md)) | 314937 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Global Environment Fund](https://advisorcensus.com/firm/global-environment-fund-bethesda-md-107208) ([md](https://advisorcensus.com/firm/global-environment-fund-bethesda-md-107208.md)) | 107208 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Performance fee |
| [Gritstone Asset Management LLC](https://advisorcensus.com/firm/gritstone-asset-management-llc-bethesda-md-298500) ([md](https://advisorcensus.com/firm/gritstone-asset-management-llc-bethesda-md-298500.md)) | 298500 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Heritage Investors Management Corp](https://advisorcensus.com/firm/heritage-investors-management-corp-bethesda-md-110420) ([md](https://advisorcensus.com/firm/heritage-investors-management-corp-bethesda-md-110420.md)) | 110420 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 51 | % of assets, Hourly, Fixed fee |
| [Hillman Capital Management Inc](https://advisorcensus.com/firm/hillman-capital-management-inc-bethesda-md-110096) ([md](https://advisorcensus.com/firm/hillman-capital-management-inc-bethesda-md-110096.md)) | 110096 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Houstoun Capital Management, Inc.](https://advisorcensus.com/firm/houstoun-capital-management-inc-bethesda-md-117496) ([md](https://advisorcensus.com/firm/houstoun-capital-management-inc-bethesda-md-117496.md)) | 117496 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Hull Street Energy](https://advisorcensus.com/firm/hull-street-energy-bethesda-md-291881) ([md](https://advisorcensus.com/firm/hull-street-energy-bethesda-md-291881.md)) | 291881 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [IMB Partners LLC](https://advisorcensus.com/firm/imb-partners-llc-bethesda-md-316685) ([md](https://advisorcensus.com/firm/imb-partners-llc-bethesda-md-316685.md)) | 316685 | Bethesda, MD | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Impactassets Capital Partners PB LLC](https://advisorcensus.com/firm/impactassets-capital-partners-pb-llc-bethesda-md-317840) ([md](https://advisorcensus.com/firm/impactassets-capital-partners-pb-llc-bethesda-md-317840.md)) | 317840 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Subscription, Fixed fee |
| [Inaltis Capital Management, LLC](https://advisorcensus.com/firm/inaltis-capital-management-llc-bethesda-md-159923) ([md](https://advisorcensus.com/firm/inaltis-capital-management-llc-bethesda-md-159923.md)) | 159923 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Kalamata Asset Management LLC](https://advisorcensus.com/firm/kalamata-asset-management-llc-bethesda-md-284328) ([md](https://advisorcensus.com/firm/kalamata-asset-management-llc-bethesda-md-284328.md)) | 284328 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee, Other |
| [LGG Financial](https://advisorcensus.com/firm/lgg-financial-bethesda-md-305002) ([md](https://advisorcensus.com/firm/lgg-financial-bethesda-md-305002.md)) | 305002 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Macroview Investment Management LLC](https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621) ([md](https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621.md)) | 149621 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [Midcap Financial Services Capital Management, LLC](https://advisorcensus.com/firm/midcap-financial-services-capital-management-llc-bethesda-md-285820) ([md](https://advisorcensus.com/firm/midcap-financial-services-capital-management-llc-bethesda-md-285820.md)) | 285820 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 9 | % of assets |
| [Middleton Advisory](https://advisorcensus.com/firm/middleton-advisory-bethesda-md-155334) ([md](https://advisorcensus.com/firm/middleton-advisory-bethesda-md-155334.md)) | 155334 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Miller Capital Management, Inc.](https://advisorcensus.com/firm/miller-capital-management-inc-bethesda-md-115475) ([md](https://advisorcensus.com/firm/miller-capital-management-inc-bethesda-md-115475.md)) | 115475 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [MV Capital Management, Inc.](https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034) ([md](https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034.md)) | 139034 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Noordzee Capital LLC](https://advisorcensus.com/firm/noordzee-capital-llc-bethesda-md-332664) ([md](https://advisorcensus.com/firm/noordzee-capital-llc-bethesda-md-332664.md)) | 332664 | Bethesda, MD | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee, Other |
| [Northlane Capital Partners](https://advisorcensus.com/firm/northlane-capital-partners-bethesda-md-285990) ([md](https://advisorcensus.com/firm/northlane-capital-partners-bethesda-md-285990.md)) | 285990 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/dc/washington/bethesda/page/2.md

## Questions people ask

**How many financial advisory firms are there in Bethesda, MD?**
AdvisorCensus lists 82 investment advisory firms with a principal office in Bethesda, Maryland (part of the Washington metro area), from Form ADV filings as of October 2026: 51 SEC-registered, 16 state-registered, and 15 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Bethesda, MD?**
25 of the 82 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Bethesda, MD offer financial planning?**
36 of the 67 firms in Bethesda, MD that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Bethesda, MD fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 25 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Bethesda, MD: 82 firms from Form ADV filings as of October 2026.
