# Financial advisors in Bethesda, MD > Find financial advisors in Bethesda, MD. AdvisorCensus lists 82 investment advisory firms with a principal office in Bethesda, Maryland (part of the Washington metro area) 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. Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/bethesda/page/2 ## 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 2 of 2, 51 to 82 of 82, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Northpond Ventures, LLC](https://advisorcensus.com/firm/northpond-ventures-llc-bethesda-md-297265) ([md](https://advisorcensus.com/firm/northpond-ventures-llc-bethesda-md-297265.md)) | 297265 | Bethesda, MD | Exempt reporting adviser | Not reported | 8 | Not reported | | [Pennington Partners & Co., LLC](https://advisorcensus.com/firm/pennington-partners-and-co-llc-bethesda-md-282688) ([md](https://advisorcensus.com/firm/pennington-partners-and-co-llc-bethesda-md-282688.md)) | 282688 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Hourly, Fixed fee, Performance fee | | [Pinion Financial Services, LLC](https://advisorcensus.com/firm/pinion-financial-services-llc-bethesda-md-118707) ([md](https://advisorcensus.com/firm/pinion-financial-services-llc-bethesda-md-118707.md)) | 118707 | Bethesda, MD | State-registered investment adviser | Not reported | 26 | Other | | [Poder Wealth Advisors](https://advisorcensus.com/firm/poder-wealth-advisors-bethesda-md-332301) ([md](https://advisorcensus.com/firm/poder-wealth-advisors-bethesda-md-332301.md)) | 332301 | Bethesda, MD | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Commissions | | [Potomac](https://advisorcensus.com/firm/potomac-bethesda-md-105413) ([md](https://advisorcensus.com/firm/potomac-bethesda-md-105413.md)) | 105413 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets | | [Preserve Private Wealth, LLC](https://advisorcensus.com/firm/preserve-private-wealth-llc-bethesda-md-324362) ([md](https://advisorcensus.com/firm/preserve-private-wealth-llc-bethesda-md-324362.md)) | 324362 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee | | [Profund Advisors LLC](https://advisorcensus.com/firm/profund-advisors-llc-bethesda-md-109585) ([md](https://advisorcensus.com/firm/profund-advisors-llc-bethesda-md-109585.md)) | 109585 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 29 | % of assets | | [Promethium](https://advisorcensus.com/firm/promethium-bethesda-md-329565) ([md](https://advisorcensus.com/firm/promethium-bethesda-md-329565.md)) | 329565 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Proshare Advisors LLC](https://advisorcensus.com/firm/proshare-advisors-llc-bethesda-md-134155) ([md](https://advisorcensus.com/firm/proshare-advisors-llc-bethesda-md-134155.md)) | 134155 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 21 | % of assets | | [Proshare Investment Management LLC](https://advisorcensus.com/firm/proshare-investment-management-llc-bethesda-md-342578) ([md](https://advisorcensus.com/firm/proshare-investment-management-llc-bethesda-md-342578.md)) | 342578 | Bethesda, MD | SEC-registered investment adviser | Under $25 million | 0 | % of assets | | [R & M Wealth Management, LLC](https://advisorcensus.com/firm/r-and-m-wealth-management-llc-bethesda-md-170106) ([md](https://advisorcensus.com/firm/r-and-m-wealth-management-llc-bethesda-md-170106.md)) | 170106 | Bethesda, MD | State-registered investment adviser | Not reported | 12 | Other | | [RLJ Equity Partners, LLC](https://advisorcensus.com/firm/rlj-equity-partners-llc-bethesda-md-162006) ([md](https://advisorcensus.com/firm/rlj-equity-partners-llc-bethesda-md-162006.md)) | 162006 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee | | [Rotunda Capital Partners, LLC](https://advisorcensus.com/firm/rotunda-capital-partners-llc-bethesda-md-290282) ([md](https://advisorcensus.com/firm/rotunda-capital-partners-llc-bethesda-md-290282.md)) | 290282 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee, Other | | [Sandbox Financial Partners, LLC](https://advisorcensus.com/firm/sandbox-financial-partners-llc-bethesda-md-297858) ([md](https://advisorcensus.com/firm/sandbox-financial-partners-llc-bethesda-md-297858.md)) | 297858 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee | | [Sargent Investment Group](https://advisorcensus.com/firm/sargent-investment-group-bethesda-md-297499) ([md](https://advisorcensus.com/firm/sargent-investment-group-bethesda-md-297499.md)) | 297499 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee | | [Singh Capital Partners](https://advisorcensus.com/firm/singh-capital-partners-bethesda-md-329088) ([md](https://advisorcensus.com/firm/singh-capital-partners-bethesda-md-329088.md)) | 329088 | Bethesda, MD | Exempt reporting adviser | Not reported | 2 | Not reported | | [Soapstone Management L.P.](https://advisorcensus.com/firm/soapstone-management-l-p-bethesda-md-162936) ([md](https://advisorcensus.com/firm/soapstone-management-l-p-bethesda-md-162936.md)) | 162936 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee | | [Standard Partners LLC](https://advisorcensus.com/firm/standard-partners-llc-bethesda-md-167956) ([md](https://advisorcensus.com/firm/standard-partners-llc-bethesda-md-167956.md)) | 167956 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee | | [Steeley Advisory, LLC](https://advisorcensus.com/firm/steeley-advisory-llc-bethesda-md-304870) ([md](https://advisorcensus.com/firm/steeley-advisory-llc-bethesda-md-304870.md)) | 304870 | Bethesda, MD | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee | | [Suissa Private Wealth](https://advisorcensus.com/firm/suissa-private-wealth-bethesda-md-342601) ([md](https://advisorcensus.com/firm/suissa-private-wealth-bethesda-md-342601.md)) | 342601 | Bethesda, MD | SEC-registered investment adviser | Under $25 million | 0 | % of assets | | [Symbiome Equity Management, LLC](https://advisorcensus.com/firm/symbiome-equity-management-llc-bethesda-md-338157) ([md](https://advisorcensus.com/firm/symbiome-equity-management-llc-bethesda-md-338157.md)) | 338157 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported | | [Telperion Manager LLC](https://advisorcensus.com/firm/telperion-manager-llc-bethesda-md-333012) ([md](https://advisorcensus.com/firm/telperion-manager-llc-bethesda-md-333012.md)) | 333012 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported | | [Thinagee Investments Inc.](https://advisorcensus.com/firm/thinagee-investments-inc-bethesda-md-165054) ([md](https://advisorcensus.com/firm/thinagee-investments-inc-bethesda-md-165054.md)) | 165054 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly | | [Torray Investment Partners LLC](https://advisorcensus.com/firm/torray-investment-partners-llc-bethesda-md-105818) ([md](https://advisorcensus.com/firm/torray-investment-partners-llc-bethesda-md-105818.md)) | 105818 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 54 | % of assets | | [Total Impact Capital](https://advisorcensus.com/firm/total-impact-capital-bethesda-md-299283) ([md](https://advisorcensus.com/firm/total-impact-capital-bethesda-md-299283.md)) | 299283 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported | | [Truffle Hound Capital, LLC](https://advisorcensus.com/firm/truffle-hound-capital-llc-bethesda-md-137616) ([md](https://advisorcensus.com/firm/truffle-hound-capital-llc-bethesda-md-137616.md)) | 137616 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee | | [Trumbower Financial Advisors LLC](https://advisorcensus.com/firm/trumbower-financial-advisors-llc-bethesda-md-107495) ([md](https://advisorcensus.com/firm/trumbower-financial-advisors-llc-bethesda-md-107495.md)) | 107495 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Fixed fee | | [Ullico Investment Advisors, Inc.](https://advisorcensus.com/firm/ullico-investment-advisors-inc-bethesda-md-106628) ([md](https://advisorcensus.com/firm/ullico-investment-advisors-inc-bethesda-md-106628.md)) | 106628 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 36 | % of assets | | [Warner Financial, Inc](https://advisorcensus.com/firm/warner-financial-inc-bethesda-md-135303) ([md](https://advisorcensus.com/firm/warner-financial-inc-bethesda-md-135303.md)) | 135303 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee | | [Wellington Capital Management, Inc](https://advisorcensus.com/firm/wellington-capital-management-inc-bethesda-md-130131) ([md](https://advisorcensus.com/firm/wellington-capital-management-inc-bethesda-md-130131.md)) | 130131 | Bethesda, MD | State-registered investment adviser | $100 million to $500 million | 14 | % of assets | | [Willpower Venture Capital LLC](https://advisorcensus.com/firm/willpower-venture-capital-llc-bethesda-md-336788) ([md](https://advisorcensus.com/firm/willpower-venture-capital-llc-bethesda-md-336788.md)) | 336788 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported | | [XML Financial Group](https://advisorcensus.com/firm/xml-financial-group-bethesda-md-284987) ([md](https://advisorcensus.com/firm/xml-financial-group-bethesda-md-284987.md)) | 284987 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee | - Previous page: https://advisorcensus.com/advisors/dc/washington/bethesda.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. 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Financial advisors in Bethesda, MD: 82 firms from Form ADV filings as of October 2026.