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AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / The Bank of New York Mellon

Financial advisors in Washington, DC using The Bank of New York Mellon

8 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name The Bank of New York Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

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FirmCityRegistrationAssets band
ASB Capital Management LLCBethesdaSEC-registered investment adviserOver $5 billion
Fiduciary Counselors Inc.WashingtonSEC-registered investment adviserOver $5 billion
Gritstone Asset Management LLCBethesdaSEC-registered investment adviser$100 million to $500 million
New Century Advisors, LLCChevy ChaseSEC-registered investment adviser$1 billion to $5 billion
Sands Capital Alternatives, LLCArlingtonSEC-registered investment adviserOver $5 billion
Sands Capital Horizons, LLCArlingtonSEC-registered investment adviser$100 million to $500 million
Sands Capital Management, LLCArlingtonSEC-registered investment adviserOver $5 billion
The Edgar Lomax CompanyAlexandriaSEC-registered investment adviser$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. The Bank of New York Mellon nationwide

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