AdvisorGrade

Financial advisers in Washington, DC

57 registered investment adviser firms in Washington managing $547.9B in assets, based on public SEC Form ADV filings.

The Carlyle Group

Washington, DC · Est. 1996

NationalInternational
Fee-based
AUM
$283.8B
Per adviser
$895M
Advisers
317

Missionsquare Investments

Washington, DC · Est. 1999

National
Fee-only
AUM
$52.9B
Per adviser
$1.1B
Advisers
47

No reported disclosures

Calvert Research And Management

Washington, DC · Est. 2016

RegionalInternational
Fee-only
AUM
$40.3B
Per adviser
$706M
Advisers
57

No reported disclosures

Eig Management Company, LLC

Washington, DC · Est. 2010

RegionalInternational
Fee-only
AUM
$22.2B
Per adviser
$404M
Advisers
55

No reported disclosures

Fiduciary Counselors INC.

Washington, DC · Est. 1999

Regional
Fee-based
AUM
$20.3B
Per adviser
$3.4B
Advisers
6

No reported disclosures

Rock Creek Group LLC

Washington, DC · Est. 2003

RegionalInternational
Fee-based
AUM
$18.4B
Per adviser
$707M
Advisers
26

No reported disclosures

F/M Investments LLC

Washington, DC · Est. 2019

RegionalInternational
Fee-based
AUM
$17.7B
Per adviser
$386M
Advisers
46

No reported disclosures

Meridiam Infrastructure North America Corporation

Washington, DC · Est. 2012

Regional
Fee-only
AUM
$10.2B
Per adviser
$409M
Advisers
25

No reported disclosures

Accolade Partners

Washington, DC · Est. 2012

RegionalInternational
Fee-only
AUM
$9.3B
Per adviser
$849M
Advisers
11

No reported disclosures

Marshfield Associates

Washington, DC · Est. 2009

RegionalInternational
Fee-only
AUM
$8.1B
Per adviser
$625M
Advisers
13

No reported disclosures

Grain Management, LLC

Washington, DC · Est. 2018

RegionalInternational
Fee-only
AUM
$8.1B
Per adviser
$224M
Advisers
36

No reported disclosures

Invictus Capital Partners

Washington, DC · Est. 2018

RegionalInternational
Fee-only
AUM
$7.3B
Per adviser
$259M
Advisers
28

No reported disclosures

Missionsquare Retirement

Washington, DC · Est. 1983

RegionalInternational
Fee-only
AUM
$6.3B
Per adviser
$36M
Advisers
174

No reported disclosures

Acon Equity Management L.L.C.

Washington, DC · Est. 2012

Regional
Fee-only
AUM
$4.2B
Per adviser
$320M
Advisers
13

No reported disclosures

Liberty Strategic Capital

Washington, DC · Est. 2021

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$322M
Advisers
11

No reported disclosures

Fundrise Advisors, LLC

Washington, DC · Est. 2014

Regional
Fee-only
AUM
$3.5B
Per adviser
Advisers

Prp Real Assets Advisors, LLC

Washington, DC · Est. 2025

Regional
Fee-only
AUM
$3.0B
Per adviser
$304M
Advisers
10

No reported disclosures

Cloud Capital Advisors LLC

Washington, DC · Est. 2022

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$352M
Advisers
8

No reported disclosures

Black Chamber Partners, LLC

Washington, DC · Est. 2019

Regional
Fee-only
AUM
$2.7B
Per adviser
$210M
Advisers
13

No reported disclosures

Martis Capital Management, LLC

Washington, DC · Est. 2018

Regional
Fee-only
AUM
$2.5B
Per adviser
$164M
Advisers
15

No reported disclosures

Capitol Meridian Partners LP

Washington, DC · Est. 2022

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$152M
Advisers
11

No reported disclosures

Iron Point Partners, LLC

Washington, DC · Est. 2012

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$141M
Advisers
10

No reported disclosures

Paladin Capital Management, LLC

Washington, DC · Est. 2002

RegionalInternational
Fee-only
AUM
$1.3B
Per adviser
$76M
Advisers
17

No reported disclosures

Armstrong, Fleming & Moore, INC.

Washington, DC · Est. 1991

Local
Fee-based
AUM
$1.3B
Per adviser
$75M
Advisers
17

No reported disclosures

Acon Latam Management, L.L.C.

Washington, DC · Est. 2012

RegionalInternational
Fee-only
AUM
$1.2B
Per adviser
$88M
Advisers
14

No reported disclosures

Folger Nolan Fleming Douglas Capital Management, INC.

Washington, DC · Est. 1977

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$173M
Advisers
7

Oridian Capital Management, L.P.

Washington, DC · Est. 2011

Local
Fee-only
AUM
$1.2B
Per adviser
$75M
Advisers
16

No reported disclosures

Juggernaut Management, LLC

Washington, DC · Est. 2012

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$80M
Advisers
15

No reported disclosures

Lynx Investment Advisory, LLC

Washington, DC · Est. 1997

Local
Fee-based
AUM
$1.1B
Per adviser
$111M
Advisers
10

No reported disclosures

Godspeed Capital Management LP

Washington, DC · Est. 2024

Local
Fee-only
AUM
$1.1B
Per adviser
$124M
Advisers
9

No reported disclosures

Quona Capital Management LLC

Washington, DC · Est. 2015

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$75M
Advisers
14

No reported disclosures

Emerging Capital Partners

Washington, DC · Est. 2025

LocalInternational
Fee-only
AUM
$837M
Per adviser
$209M
Advisers
4

No reported disclosures

Folger Nolan Fleming Douglas Incorporated

Washington, DC · Est. 2007

Local
Fee-only
AUM
$797M
Per adviser
$36M
Advisers
22

Big League Advantage

Washington, DC · Est. 2022

LocalInternational
Fee-only
AUM
$548M
Per adviser
$548M
Advisers
1

No reported disclosures

Euphrates Advisors

Washington, DC · Est. 2022

LocalInternational
Fee-only
AUM
$539M
Per adviser
$180M
Advisers
3

No reported disclosures

Blue Like An Orange Sustainable Capital

Washington, DC · Est. 2019

LocalInternational
Fee-based
AUM
$427M
Per adviser
$85M
Advisers
5

No reported disclosures

Astra Capital Management LLC

Washington, DC · Est. 2018

LocalInternational
Fee-only
AUM
$342M
Per adviser
$34M
Advisers
10

No reported disclosures

New Catalyst

Washington, DC · Est. 2024

Local
Fee-only
AUM
$337M
Per adviser
$48M
Advisers
7

No reported disclosures

Bryspen, Incorporated

Washington, DC · Est. 2000

Local
Fee-based
AUM
$329M
Per adviser
$165M
Advisers
2

No reported disclosures

Ig4 Capital Advisors US LLC

Washington, DC · Est. 2022

LocalInternational
Fee-only
AUM
$321M
Per adviser
$107M
Advisers
3

No reported disclosures

Burkholder & Associates, LLC

Washington, DC · Est. 2021

LocalInternational
Fee-based
AUM
$287M
Per adviser
$144M
Advisers
2

No reported disclosures

Accion Impact Management LLC

Washington, DC · Est. 2022

LocalInternational
Fee-only
AUM
$262M
Per adviser
$22M
Advisers
12

No reported disclosures

Cwci LLC

Washington, DC · Est. 2008

LocalInternational
Fee-only
AUM
$256M
Per adviser
$128M
Advisers
2

No reported disclosures

Graham Capital Wealth Management, LLC

Washington, DC · Est. 2019

Local
Fee-only
AUM
$251M
Per adviser
$36M
Advisers
7

No reported disclosures

Washington Growth Strategies LLC

Washington, DC · Est. 2014

LocalInternational
Fee-only
AUM
$247M
Per adviser
$247M
Advisers
1

No reported disclosures

Apis & Heritage Capital Partners, LLC

Washington, DC · Est. 2025

Local
Fee-only
AUM
$231M
Per adviser
$33M
Advisers
7

No reported disclosures

Terra Alpha Investments LLC

Washington, DC · Est. 2021

Local
Fee-only
AUM
$193M
Per adviser
$32M
Advisers
6

No reported disclosures

Acon Investments Management, LLC

Washington, DC · Est. 2012

LocalInternational
Fee-only
AUM
$193M
Per adviser
$48M
Advisers
4

No reported disclosures

Seaf

Washington, DC · Est. 2012

RegionalInternational
Fee-only
AUM
$187M
Per adviser
$5M
Advisers
40

No reported disclosures

Darby Overseas Partners, L.P.

Washington, DC · Est. 2012

LocalInternational
Fee-only
AUM
$154M
Per adviser
$154M
Advisers
1

No reported disclosures

Microvest Capital Management

Washington, DC · Est. 2010

LocalInternational
Fee-based
AUM
$140M
Per adviser
$47M
Advisers
3

No reported disclosures

Select Investment Solutions, LLC

Washington, DC · Est. 2022

Local
Fee-only
AUM
$37M
Per adviser
$12M
Advisers
3

No reported disclosures

Oakhurst Capital Advisors, LLC

Washington, DC · Est. 2020

Local
Fee-only
AUM
$6M
Per adviser
$2M
Advisers
3

No reported disclosures

Missionsquare Wealth Management

Washington, DC · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
26

National Real Estate Advisors

Washington, DC · Est. 2009

Local
Fee-only
AUM
Per adviser
Advisers
22

No reported disclosures

Hinduja-Lynx Investment Advisory, LLC

Washington, DC · Est. 2018

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Azoria Capital, INC.

Washington, DC · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
3

No reported disclosures