# Financial advisors in Washington, DC

> AdvisorCensus lists 682 investment advisory firms with a principal office in the Washington metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington

## At a glance

- Investment advisory firms: 682
- Registration: SEC-registered investment adviser: 320, State-registered investment adviser: 218, Exempt reporting adviser: 144
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 192 (36%); Percentage of assets 485 (90%); Hourly charges 230 (43%); Subscription fees (newsletter or periodical) 11 (2%); Fixed fees 282 (52%); Commissions 9 (2%); Performance-based fees 126 (23%); Other 76 (14%); No compensation arrangements reported 144
- Regulatory assets under management (Item 5.F): Under $25 million 97 (14%); $25 million to $100 million 88 (13%); $100 million to $500 million 143 (21%); $500 million to $1 billion 49 (7%); $1 billion to $5 billion 77 (11%); Over $5 billion 34 (5%); Not reported 194 (28%)
- Years registered: Under 5 years 275 (40%); 5 to 9 years 147 (22%); 10 to 19 years 154 (23%); 20 years or more 100 (15%); Not reported 6 (1%)

## Firms (page 1 of 14, 1 to 50 of 682, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [100KM Ventures LLC](https://advisorcensus.com/firm/100km-ventures-llc-arlington-va-332928) ([md](https://advisorcensus.com/firm/100km-ventures-llc-arlington-va-332928.md)) | 332928 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [3SISTERS Sustainable Management, Inc](https://advisorcensus.com/firm/3sisters-sustainable-management-inc-arlington-va-159207) ([md](https://advisorcensus.com/firm/3sisters-sustainable-management-inc-arlington-va-159207.md)) | 159207 | Arlington, VA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly |
| [3SUMMIT Investment Management, LLC](https://advisorcensus.com/firm/3summit-investment-management-llc-vienna-va-284434) ([md](https://advisorcensus.com/firm/3summit-investment-management-llc-vienna-va-284434.md)) | 284434 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [3WIRE Investment](https://advisorcensus.com/firm/3wire-investment-washington-dc-333234) ([md](https://advisorcensus.com/firm/3wire-investment-washington-dc-333234.md)) | 333234 | Washington, DC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [4J Wealth Management, LLC](https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268) ([md](https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268.md)) | 297268 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [57 Stars LLC](https://advisorcensus.com/firm/57-stars-llc-arlington-va-135202) ([md](https://advisorcensus.com/firm/57-stars-llc-arlington-va-135202.md)) | 135202 | Arlington, VA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Performance fee |
| [8th Street Investments, LLC](https://advisorcensus.com/firm/8th-street-investments-llc-alexandria-va-148727) ([md](https://advisorcensus.com/firm/8th-street-investments-llc-alexandria-va-148727.md)) | 148727 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [AAA Advisory LLC](https://advisorcensus.com/firm/aaa-advisory-llc-walkersville-md-336585) ([md](https://advisorcensus.com/firm/aaa-advisory-llc-walkersville-md-336585.md)) | 336585 | Walkersville, MD | State-registered investment adviser | Not reported | 1 | Hourly |
| [Aafmc LLC](https://advisorcensus.com/firm/aafmc-llc-mclean-va-287665) ([md](https://advisorcensus.com/firm/aafmc-llc-mclean-va-287665.md)) | 287665 | McLean, VA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [AB Financial Planning and Investments, LLC](https://advisorcensus.com/firm/ab-financial-planning-and-investments-llc-west-mclean-va-284636) ([md](https://advisorcensus.com/firm/ab-financial-planning-and-investments-llc-west-mclean-va-284636.md)) | 284636 | West McLean, VA | State-registered investment adviser | Not reported | 10 | % of assets, Hourly, Fixed fee |
| [Abich Financial Wealth Management, LLC](https://advisorcensus.com/firm/abich-financial-wealth-management-llc-ashburn-va-310633) ([md](https://advisorcensus.com/firm/abich-financial-wealth-management-llc-ashburn-va-310633.md)) | 310633 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Abrams Bison Investments, L.L.C.](https://advisorcensus.com/firm/abrams-bison-investments-l-l-c-bethesda-md-137183) ([md](https://advisorcensus.com/firm/abrams-bison-investments-l-l-c-bethesda-md-137183.md)) | 137183 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Performance fee |
| [ABS CP, Inc.](https://advisorcensus.com/firm/abs-cp-inc-washington-dc-313237) ([md](https://advisorcensus.com/firm/abs-cp-inc-washington-dc-313237.md)) | 313237 | Washington, DC | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Acadia Financial Services, LLC](https://advisorcensus.com/firm/acadia-financial-services-llc-burke-va-309270) ([md](https://advisorcensus.com/firm/acadia-financial-services-llc-burke-va-309270.md)) | 309270 | Burke, VA | State-registered investment adviser | Under $25 million | 6 | Hourly, Fixed fee |
| [Acansa Investment Management Group, LLC](https://advisorcensus.com/firm/acansa-investment-management-group-llc-tysons-corner-va-313457) ([md](https://advisorcensus.com/firm/acansa-investment-management-group-llc-tysons-corner-va-313457.md)) | 313457 | Tysons Corner, VA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Acceleprise VC Fund I, LP](https://advisorcensus.com/firm/acceleprise-vc-fund-i-lp-washington-dc-283071) ([md](https://advisorcensus.com/firm/acceleprise-vc-fund-i-lp-washington-dc-283071.md)) | 283071 | Washington, DC | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Accion Impact Management LLC](https://advisorcensus.com/firm/accion-impact-management-llc-washington-dc-319191) ([md](https://advisorcensus.com/firm/accion-impact-management-llc-washington-dc-319191.md)) | 319191 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Other |
| [Accolade Partners](https://advisorcensus.com/firm/accolade-partners-washington-dc-160802) ([md](https://advisorcensus.com/firm/accolade-partners-washington-dc-160802.md)) | 160802 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [Acon Equity Management L.L.C.](https://advisorcensus.com/firm/acon-equity-management-l-l-c-washington-dc-159517) ([md](https://advisorcensus.com/firm/acon-equity-management-l-l-c-washington-dc-159517.md)) | 159517 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Acon Investments Management, LLC](https://advisorcensus.com/firm/acon-investments-management-llc-washington-dc-162033) ([md](https://advisorcensus.com/firm/acon-investments-management-llc-washington-dc-162033.md)) | 162033 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Acon Latam Management, L.L.C.](https://advisorcensus.com/firm/acon-latam-management-l-l-c-washington-dc-161535) ([md](https://advisorcensus.com/firm/acon-latam-management-l-l-c-washington-dc-161535.md)) | 161535 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Acorn Financial Advisory Services, Inc.](https://advisorcensus.com/firm/acorn-financial-advisory-services-inc-reston-va-116763) ([md](https://advisorcensus.com/firm/acorn-financial-advisory-services-inc-reston-va-116763.md)) | 116763 | Reston, VA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee, Other |
| [ACTIV8 Family Office LLC](https://advisorcensus.com/firm/activ8-family-office-llc-mclean-va-337753) ([md](https://advisorcensus.com/firm/activ8-family-office-llc-mclean-va-337753.md)) | 337753 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Hourly, Fixed fee |
| [Acts Financial Advisors](https://advisorcensus.com/firm/acts-financial-advisors-mclean-va-325930) ([md](https://advisorcensus.com/firm/acts-financial-advisors-mclean-va-325930.md)) | 325930 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [AD Deum Funds, LLC](https://advisorcensus.com/firm/ad-deum-funds-llc-south-riding-va-293323) ([md](https://advisorcensus.com/firm/ad-deum-funds-llc-south-riding-va-293323.md)) | 293323 | South Riding, VA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee, Performance fee, Other |
| [Addax Bridge Financial](https://advisorcensus.com/firm/addax-bridge-financial-potomac-md-335247) ([md](https://advisorcensus.com/firm/addax-bridge-financial-potomac-md-335247.md)) | 335247 | Potomac, MD | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Adelphi Capital Advisory, LLC](https://advisorcensus.com/firm/adelphi-capital-advisory-llc-washington-dc-298903) ([md](https://advisorcensus.com/firm/adelphi-capital-advisory-llc-washington-dc-298903.md)) | 298903 | Washington, DC | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Adnate Capital Management LLC](https://advisorcensus.com/firm/adnate-capital-management-llc-fairfax-va-335564) ([md](https://advisorcensus.com/firm/adnate-capital-management-llc-fairfax-va-335564.md)) | 335564 | Fairfax, VA | State-registered investment adviser | Not reported | 0 | % of assets |
| [Advisor Alliance LLC](https://advisorcensus.com/firm/advisor-alliance-llc-shepherdstown-wv-289813) ([md](https://advisorcensus.com/firm/advisor-alliance-llc-shepherdstown-wv-289813.md)) | 289813 | Shepherdstown, WV | State-registered investment adviser | Not reported | 8 | Other |
| [Advisors Financial, Inc.](https://advisorcensus.com/firm/advisors-financial-inc-mclean-va-144837) ([md](https://advisorcensus.com/firm/advisors-financial-inc-mclean-va-144837.md)) | 144837 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Advisors Preferred LLC](https://advisorcensus.com/firm/advisors-preferred-llc-rockville-md-157980) ([md](https://advisorcensus.com/firm/advisors-preferred-llc-rockville-md-157980.md)) | 157980 | Rockville, MD | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Advisorshares](https://advisorcensus.com/firm/advisorshares-bethesda-md-149782) ([md](https://advisorcensus.com/firm/advisorshares-bethesda-md-149782.md)) | 149782 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets |
| [Advocate Wealth, LLC](https://advisorcensus.com/firm/advocate-wealth-llc-washington-dc-330165) ([md](https://advisorcensus.com/firm/advocate-wealth-llc-washington-dc-330165.md)) | 330165 | Washington, DC | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [AEB Capital](https://advisorcensus.com/firm/aeb-capital-washington-dc-159488) ([md](https://advisorcensus.com/firm/aeb-capital-washington-dc-159488.md)) | 159488 | Washington, DC | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Aegis Financial Corporation](https://advisorcensus.com/firm/aegis-financial-corporation-mclean-va-111587) ([md](https://advisorcensus.com/firm/aegis-financial-corporation-mclean-va-111587.md)) | 111587 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Aegis Wealth](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429) ([md](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429.md)) | 134429 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Fixed fee |
| [AFF Funds, LLC](https://advisorcensus.com/firm/aff-funds-llc-arlington-va-336074) ([md](https://advisorcensus.com/firm/aff-funds-llc-arlington-va-336074.md)) | 336074 | Arlington, VA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Akre Capital Management, LLC](https://advisorcensus.com/firm/akre-capital-management-llc-middleburg-va-109242) ([md](https://advisorcensus.com/firm/akre-capital-management-llc-middleburg-va-109242.md)) | 109242 | Middleburg, VA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Performance fee |
| [Albion River](https://advisorcensus.com/firm/albion-river-rockville-md-322098) ([md](https://advisorcensus.com/firm/albion-river-rockville-md-322098.md)) | 322098 | Rockville, MD | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Albright Capital Management LP](https://advisorcensus.com/firm/albright-capital-management-lp-arlington-va-133613) ([md](https://advisorcensus.com/firm/albright-capital-management-lp-arlington-va-133613.md)) | 133613 | Arlington, VA | SEC-registered investment adviser | $25 million to $100 million | 20 | % of assets, Performance fee |
| [Aldrich Capital Partners LLC](https://advisorcensus.com/firm/aldrich-capital-partners-llc-mclean-va-283127) ([md](https://advisorcensus.com/firm/aldrich-capital-partners-llc-mclean-va-283127.md)) | 283127 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Alexander Randolph Advisory Inc](https://advisorcensus.com/firm/alexander-randolph-advisory-inc-mclean-va-106024) ([md](https://advisorcensus.com/firm/alexander-randolph-advisory-inc-mclean-va-106024.md)) | 106024 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Algominds Capital, LLC](https://advisorcensus.com/firm/algominds-capital-llc-centreville-va-341209) ([md](https://advisorcensus.com/firm/algominds-capital-llc-centreville-va-341209.md)) | 341209 | Centreville, VA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Alikos Wealth Management, LLC](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985) ([md](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985.md)) | 282985 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Allegiance Financial Group](https://advisorcensus.com/firm/allegiance-financial-group-vienna-va-313110) ([md](https://advisorcensus.com/firm/allegiance-financial-group-vienna-va-313110.md)) | 313110 | Vienna, VA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Allen Investment Management](https://advisorcensus.com/firm/allen-investment-management-ashburn-va-174891) ([md](https://advisorcensus.com/firm/allen-investment-management-ashburn-va-174891.md)) | 174891 | Ashburn, VA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Alliance Partners LLC](https://advisorcensus.com/firm/alliance-partners-llc-chevy-chase-md-157700) ([md](https://advisorcensus.com/firm/alliance-partners-llc-chevy-chase-md-157700.md)) | 157700 | Chevy Chase, MD | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Other |
| [Allridge Wealth Management, Inc](https://advisorcensus.com/firm/allridge-wealth-management-inc-ashburn-va-117249) ([md](https://advisorcensus.com/firm/allridge-wealth-management-inc-ashburn-va-117249.md)) | 117249 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Alna Wealth Management](https://advisorcensus.com/firm/alna-wealth-management-fredericksburg-va-340941) ([md](https://advisorcensus.com/firm/alna-wealth-management-fredericksburg-va-340941.md)) | 340941 | Fredericksburg, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Alpha Capital Wealth Advisors, LLC](https://advisorcensus.com/firm/alpha-capital-wealth-advisors-llc-mclean-va-328727) ([md](https://advisorcensus.com/firm/alpha-capital-wealth-advisors-llc-mclean-va-328727.md)) | 328727 | McLean, VA | State-registered investment adviser | Under $25 million | 2 | % of assets |

- Next page: https://advisorcensus.com/advisors/dc/washington/page/2.md

## Questions people ask

**How many financial advisory firms are there in Washington, DC?**
AdvisorCensus lists 682 investment advisory firms with a principal office in the Washington metro area, from Form ADV filings as of October 2026: 320 SEC-registered, 218 state-registered, and 144 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Washington, DC?**
192 of the 682 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.

**How many financial advisors in Washington, DC offer financial planning?**
320 of the 538 firms in Washington, DC 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.

**Are the financial advisors in Washington, DC fiduciaries?**
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 192 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in McLean, VA](https://advisorcensus.com/advisors/dc/washington/mclean) (https://advisorcensus.com/advisors/dc/washington/mclean.md)
- [Financial advisors in Alexandria, VA](https://advisorcensus.com/advisors/dc/washington/alexandria) (https://advisorcensus.com/advisors/dc/washington/alexandria.md)
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- [Financial advisors in Vienna, VA](https://advisorcensus.com/advisors/dc/washington/vienna) (https://advisorcensus.com/advisors/dc/washington/vienna.md)
- [Financial advisors in Fairfax, VA](https://advisorcensus.com/advisors/dc/washington/fairfax) (https://advisorcensus.com/advisors/dc/washington/fairfax.md)
- [Financial advisors in Ashburn, VA](https://advisorcensus.com/advisors/dc/washington/ashburn) (https://advisorcensus.com/advisors/dc/washington/ashburn.md)
- [Financial advisors in Frederick, MD](https://advisorcensus.com/advisors/dc/washington/frederick) (https://advisorcensus.com/advisors/dc/washington/frederick.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/dc/washington.csv

Cite as: AdvisorCensus. Financial advisors in Washington, DC: 682 firms from Form ADV filings as of October 2026.