Falists

Maryland · 78 advisers

Financial Advisors in Bethesda, Maryland

Looking for a financial advisor in Bethesda, Maryland? Falists indexes 78 SEC-registered and state-registered investment advisers in Bethesda — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 65 firms list a website you can visit directly. Firms in this directory manage up to $85.30B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

78

With website

65

Largest AUM

$85.30B

Financial planning

34

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth61Planning34Trusts39Retirement19Institutional31

Top advisors in Bethesda

Ranked by AUM · Fees, team & specialties at a glance

View all 78 →

AEGIS WEALTH

Bethesda, MD

AUM

$744.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

6 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

301-664-2313

Full profileVisit site →
View all 78 advisors in Bethesda

More cities in Maryland

Baltimore (55)Rockville (30)Annapolis (28)Chevy Chase (28)Hunt Valley (25)Towson (25)Columbia (16)Frederick (12)Timonium (11)Gaithersburg (9)Ellicott City (8)Owings Mills (8)

Common questions

How many financial advisors are in Bethesda, Maryland?
78 registered investment advisers are listed in our Bethesda directory, sourced from public SEC filings.
What types of advisors are in Bethesda?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bethesda?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.