District of Columbia · 72 firms
Wealth Managers in District of Columbia
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 72 advisers in District of Columbia matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in District of Columbia
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
132 total advisers in District of Columbia. Browse all District of Columbia advisors