{ "path": "/advisors/dc", "url": "https://advisorcensus.com/advisors/dc/page/3", "page_type": "state", "title": "Financial advisors in District of Columbia", "filters": {}, "scope_total": 143, "faq": [ { "q": "How many financial advisory firms are there in District of Columbia?", "a": "AdvisorCensus lists 143 investment advisory firms with a principal office in District of Columbia, from Form ADV filings as of October 2026: 62 SEC-registered, 28 state-registered, and 53 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in District of Columbia?", "a": "22 of the 143 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in District of Columbia offer financial planning?", "a": "22 of the 90 firms in District of Columbia that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in District of Columbia fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 22 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 143 investment advisory firms with a principal office in District of Columbia, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in District of Columbia: 143 firms from Form ADV filings as of October 2026.", "total_firms": 143, "page": 3, "total_pages": 3, "sort": "name", "registration_types": { "sec": 62, "state": 28, "exempt": 53 }, "fee_model_mix": [ { "code": "fee-only", "count": 22 }, { "code": "percentage_of_aum", "count": 83 }, { "code": "hourly", "count": 14 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 28 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 43 }, { "code": "other", "count": 12 }, { "code": "not_reported", "count": 53 } ], "years_registered_distribution": [ { "code": "under_5", "count": 63 }, { "code": "5_to_9", "count": 31 }, { "code": "10_to_19", "count": 36 }, { "code": "20_plus", "count": 11 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 17 }, { "code": "25m_100m", "count": 9 }, { "code": "100m_500m", "count": 18 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 20 }, { "code": "over_5b", "count": 13 }, { "code": "not_reported", "count": 60 } ], "firms": [ { "crd_number": 332967, "name": "New Catalyst", "name_as_filed": "NEW CATALYST", "url": "https://advisorcensus.com/firm/new-catalyst-washington-dc-332967", "city": "Washington", "state": "DC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 155834, "name": "Oridian Capital Management, L.P.", "name_as_filed": "ORIDIAN CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/oridian-capital-management-l-p-washington-dc-155834", "city": "Washington", "state": "DC", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 122679, "name": "Paladin Capital Management, LLC", "name_as_filed": "PALADIN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/paladin-capital-management-llc-washington-dc-122679", "city": "Washington", "state": "DC", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317261, "name": "Plural Ventures Investment Management LLC", "name_as_filed": "PLURAL VENTURES INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/plural-ventures-investment-management-llc-washington-dc-317261", "city": "Washington", "state": "DC", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341822, "name": "Pravo Ventures", "name_as_filed": "PRAVO VENTURES", "url": "https://advisorcensus.com/firm/pravo-ventures-washington-dc-341822", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338178, "name": "PRP Real Assets Advisors, LLC", "name_as_filed": "PRP REAL ASSETS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prp-real-assets-advisors-llc-washington-dc-338178", "city": "Washington", "state": "DC", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 277131, "name": "Quona Capital Management LLC", "name_as_filed": "QUONA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/quona-capital-management-llc-washington-dc-277131", "city": "Washington", "state": "DC", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116815, "name": "R. Hilles Graham", "name_as_filed": "R. HILLES GRAHAM", "url": "https://advisorcensus.com/firm/r-hilles-graham-washington-dc-116815", "city": "Washington", "state": "DC", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136971, "name": "Raffa Investment Advisers", "name_as_filed": "RAFFA INVESTMENT ADVISERS", "url": "https://advisorcensus.com/firm/raffa-investment-advisers-washington-dc-136971", "city": "Washington", "state": "DC", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326806, "name": "Resiliencevc", "name_as_filed": "RESILIENCEVC", "url": "https://advisorcensus.com/firm/resiliencevc-washington-dc-326806", "city": "Washington", "state": "DC", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157715, "name": "Revolution Growth Management Company, Inc.", "name_as_filed": "REVOLUTION GROWTH MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/revolution-growth-management-company-inc-washington-dc-157715", "city": "Washington", "state": "DC", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167762, "name": "Revolution Ventures Management Company, Inc.", "name_as_filed": "REVOLUTION VENTURES MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/revolution-ventures-management-company-inc-washington-dc-167762", "city": "Washington", "state": "DC", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 125409, "name": "Rock Creek Group LLC", "name_as_filed": "ROCK CREEK GROUP LLC", "url": "https://advisorcensus.com/firm/rock-creek-group-llc-washington-dc-125409", "city": "Washington", "state": "DC", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 337512, "name": "Rockbound Capital LLC", "name_as_filed": "ROCKBOUND CAPITAL LLC", "url": "https://advisorcensus.com/firm/rockbound-capital-llc-337512", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291187, "name": "Rotr Management Company, Inc.", "name_as_filed": "ROTR MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/rotr-management-company-inc-washington-dc-291187", "city": "Washington", "state": "DC", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288220, "name": "SAX Capital LLC", "name_as_filed": "SAX CAPITAL LLC", "url": "https://advisorcensus.com/firm/sax-capital-llc-washington-dc-288220", "city": "Washington", "state": "DC", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161539, "name": "Seaf", "name_as_filed": "SEAF", "url": "https://advisorcensus.com/firm/seaf-washington-dc-161539", "city": "Washington", "state": "DC", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318820, "name": "Select Investment Solutions, LLC", "name_as_filed": "SELECT INVESTMENT SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/select-investment-solutions-llc-washington-dc-318820", "city": "Washington", "state": "DC", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170529, "name": "SHB Advisors", "name_as_filed": "SHB ADVISORS", "url": "https://advisorcensus.com/firm/shb-advisors-washington-dc-170529", "city": "Washington", "state": "DC", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 321909, "name": "Starbridge Venture Capital LLC", "name_as_filed": "STARBRIDGE VENTURE CAPITAL LLC", "url": "https://advisorcensus.com/firm/starbridge-venture-capital-llc-washington-dc-321909", "city": "Washington", "state": "DC", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124146, "name": "Sullivan Wood Capital Management, LLC", "name_as_filed": "SULLIVAN WOOD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sullivan-wood-capital-management-llc-washington-dc-124146", "city": "Washington", "state": "DC", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333501, "name": "Sweetbay Fund Management, LLC", "name_as_filed": "SWEETBAY FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sweetbay-fund-management-llc-washington-dc-333501", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325948, "name": "Tandem Consulting", "name_as_filed": "TANDEM CONSULTING", "url": "https://advisorcensus.com/firm/tandem-consulting-washington-dc-325948", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339567, "name": "Tempus Wealth Partners", "name_as_filed": "TEMPUS WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/tempus-wealth-partners-339567", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288690, "name": "Terra Alpha Investments LLC", "name_as_filed": "TERRA ALPHA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/terra-alpha-investments-llc-washington-dc-288690", "city": "Washington", "state": "DC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324247, "name": "The Brydon Group", "name_as_filed": "THE BRYDON GROUP", "url": "https://advisorcensus.com/firm/the-brydon-group-washington-d-c-dc-324247", "city": "Washington, D.c.", "state": "DC", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111128, "name": "The Carlyle Group", "name_as_filed": "THE CARLYLE GROUP", "url": "https://advisorcensus.com/firm/the-carlyle-group-washington-dc-111128", "city": "Washington", "state": "DC", "years_registered": 30, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310126, "name": "The Money Mission Limited Liability Company", "name_as_filed": "THE MONEY MISSION LIMITED LIABILITY COMPANY", "url": "https://advisorcensus.com/firm/the-money-mission-limited-liability-company-310126", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 283113, "name": "The Pursuit, Inc.", "name_as_filed": "THE PURSUIT, INC.", "url": "https://advisorcensus.com/firm/the-pursuit-inc-283113", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329829, "name": "Tofino Capital Management, LLC", "name_as_filed": "TOFINO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tofino-capital-management-llc-washington-dc-329829", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153092, "name": "Tollefson and Company Investment Management LLC", "name_as_filed": "TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tollefson-and-company-investment-management-llc-washington-dc-153092", "city": "Washington", "state": "DC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163581, "name": "Tyndale Investments, LLC", "name_as_filed": "TYNDALE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/tyndale-investments-llc-washington-dc-163581", "city": "Washington", "state": "DC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331455, "name": "Tyus Financial Group LLC", "name_as_filed": "TYUS FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/tyus-financial-group-llc-washington-dc-331455", "city": "Washington", "state": "DC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160994, "name": "Updata Partners", "name_as_filed": "UPDATA PARTNERS", "url": "https://advisorcensus.com/firm/updata-partners-washington-d-c-dc-160994", "city": "Washington, D.c.", "state": "DC", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315179, "name": "Valor Wealth Partners", "name_as_filed": "VALOR WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/valor-wealth-partners-washington-dc-315179", "city": "Washington", "state": "DC", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341481, "name": "Venari Asset Management LLC", "name_as_filed": "VENARI ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/venari-asset-management-llc-washington-dc-341481", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": 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"crd_number": 314354, "name": "Zeal Capital Management, LLC", "name_as_filed": "ZEAL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/zeal-capital-management-llc-washington-dc-dc-314354", "city": "Washington Dc", "state": "DC", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/dc/washington", "name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "state_code": "DC", "firm_count": 682 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/dc", "label": "Financial advisors in District of Columbia" }, "fee_pages": [ { "path": "/advisors/dc/fee-only", "label": "Fee-only financial advisors in District of Columbia", "firm_count": 22 }, { "path": "/advisors/dc/flat-fee", "label": "Flat-fee financial advisors in District of Columbia", "firm_count": 28 }, { "path": "/advisors/dc/hourly", "label": "Hourly financial advisors in District of Columbia", "firm_count": 14 } ] }, "csv": "https://advisorcensus.com/advisors/dc.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }