District of Columbia · 132 advisers
Financial Advisors in District of Columbia
Falists is the most comprehensive public directory of financial advisors in District of Columbia — 132 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
132
With website
115
Largest AUM
$283.81B
Financial planning
18
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in District of Columbia
Ranked by AUM and profile completeness · Data from SEC IAPD
THE CARLYLE GROUP
Washington, DC
AUM
$283.81B
Team
317 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
202-729-5626
MISSIONSQUARE INVESTMENTS
Washington, DC
AUM
$52.93B
Team
47 advisors
Clients
—
Fees
Percentage of AUM
202-962-4600
CALVERT RESEARCH AND MANAGEMENT
Washington, DC
AUM
$40.26B
Team
57 advisors
Clients
0
Fees
Percentage of AUM
800-368-2745
EIG MANAGEMENT COMPANY, LLC
Washington, DC
AUM
$22.22B
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
202-600-3300
FIDUCIARY COUNSELORS INC.
Washington, DC
AUM
$20.35B
Team
6 advisors
Clients
—
Fees
Hourly charges; Fixed fees
202-558-5130
ROCK CREEK GROUP LLC
Washington, DC
AUM
$18.38B
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
202-331-3400
F/M INVESTMENTS LLC
Washington, DC
AUM
$17.74B
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-839-4910
MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION
Washington, DC
AUM
$10.22B
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
1 202-866-2300
ACCOLADE PARTNERS
Washington, DC
AUM
$9.34B
Team
11 advisors
Clients
0
Fees
Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER
202-775-5595
MARSHFIELD ASSOCIATES
Washington, DC
AUM
$8.12B
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
202-828-6200
GRAIN MANAGEMENT, LLC
Washington, DC
AUM
$8.07B
Team
36 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-779-9055
INVICTUS CAPITAL PARTNERS
Washington, DC
AUM
$7.25B
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-534-1815
MISSIONSQUARE RETIREMENT
Washington, DC
AUM
$6.31B
Team
174 advisors
Clients
—
Fees
Percentage of AUM
202-962-4600
ACON EQUITY MANAGEMENT L.L.C.
Washington, DC
AUM
$4.17B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-454-1100
LIBERTY STRATEGIC CAPITAL
Washington, DC
AUM
$3.55B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-984-7070
FUNDRISE ADVISORS, LLC
Washington, DC
AUM
$3.46B
Team
0 total employees
Clients
0
Fees
Percentage of AUM; REIMBURSEMENTS, CARRIED INTEREST
202-584-0550
PRP REAL ASSETS ADVISORS, LLC
Washington, DC
AUM
$3.04B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-741-8417
CLOUD CAPITAL ADVISORS LLC
Washington, DC
AUM
$2.82B
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(202) 607 2300
BLACK CHAMBER PARTNERS, LLC
Washington, DC
AUM
$2.74B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202 274 4768
MARTIS CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$2.46B
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
202-975-1281
CAPITOL MERIDIAN PARTNERS LP
Washington, DC
AUM
$1.67B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-742-9920
IRON POINT PARTNERS, LLC
Washington, DC
AUM
$1.41B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-452-8400
PALADIN CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$1.30B
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-293-5590
ARMSTRONG, FLEMING & MOORE, INC.
Washington, DC
AUM
$1.27B
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
202-887-8135
Cities in District of Columbia
Browse financial advisors by city across District of Columbia
The District of Columbia advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.