District of Columbia · 2 advisers
Financial Advisors in Washington D.c., District of Columbia
Looking for a financial advisor in Washington D.c., District of Columbia? Falists indexes 2 SEC-registered and state-registered investment advisers in Washington D.c. — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $302.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$302.3M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Washington D.c.
Ranked by AUM · Fees, team & specialties at a glance
CAPITAL INVESTMENT ADVISORS
Washington D.c., DC
AUM
$302.3M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
240-482-4000
More cities in District of Columbia
Common questions
- How many financial advisors are in Washington D.c., District of Columbia?
- 2 registered investment advisers are listed in our Washington D.c. directory, sourced from public SEC filings.
- What types of advisors are in Washington D.c.?
- 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 Washington D.c.?
- 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.