AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / Fidelity Investments
Financial advisors in Washington, DC using Fidelity Investments
63 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 4J Wealth Management, LLC | McLean | SEC-registered investment adviser | $100 million to $500 million |
| ACTIV8 Family Office LLC | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Advisors Financial, Inc. | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Aegis Financial Corporation | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Akre Capital Management, LLC | Middleburg | SEC-registered investment adviser | Over $5 billion |
| Allegiance Financial Group | Vienna | SEC-registered investment adviser | $500 million to $1 billion |
| Armstrong, Fleming & Moore, Inc. | Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Aspect Partners, LLC | Fairfax | SEC-registered investment adviser | $100 million to $500 million |
| Atcap Partners, LLC | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Avenir Corporation | Alexandria | SEC-registered investment adviser | $500 million to $1 billion |
| Beacon Investment Advisors LLC | Gaithersburg | SEC-registered investment adviser | $500 million to $1 billion |
| Broad Run Investment Management, LLC | Arlington | SEC-registered investment adviser | $500 million to $1 billion |
| Bull Harbor Capital LLC. | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Burkholder & Associates, LLC | Washington | SEC-registered investment adviser | $100 million to $500 million |
| Centurion Wealth Management | McLean | SEC-registered investment adviser | $500 million to $1 billion |
| Cope Connelly | Arlington | SEC-registered investment adviser | $100 million to $500 million |
| Corbett Road Capital Management, LLC | McLean | SEC-registered investment adviser | $100 million to $500 million |
| D'Orazio Wealth Advisors | Vienna | SEC-registered investment adviser | $1 billion to $5 billion |
| Decisionmap Wealth Management, LLC | Great Falls | SEC-registered investment adviser | $100 million to $500 million |
| Dudley Capital Management LLC | Middleburg | SEC-registered investment adviser | $100 million to $500 million |
| Edgemoor Investment Advisors, Inc. | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Family Office Research, LLC | Bethesda | SEC-registered investment adviser | $500 million to $1 billion |
| Ferguson-Johnson Wealth Management, Inc. | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Counselors Inc. | Washington | SEC-registered investment adviser | Over $5 billion |
| First Georgetown Securities, Inc | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
| Glassy Mountain Advisors, Inc. | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Graham Capital Wealth Management, LLC | Washington | SEC-registered investment adviser | $100 million to $500 million |
| Gritstone Asset Management LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Hopwood Financial Services, Inc. | Reston | SEC-registered investment adviser | $500 million to $1 billion |
| Houlihan Financial Resource Group, Ltd. | Ashburn | SEC-registered investment adviser | $100 million to $500 million |
| Hoxton Planning & Management, LLC | Shepherdstown | SEC-registered investment adviser | $500 million to $1 billion |
| KFA Private Wealth Group, LLC | Tyson | SEC-registered investment adviser | $500 million to $1 billion |
| Lynx Investment Advisory, LLC | Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Macroview Investment Management LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Marshfield Associates | Washington | SEC-registered investment adviser | Over $5 billion |
| McLean Asset Management Corp. | Tysons | SEC-registered investment adviser | $500 million to $1 billion |
| Moore Wealth | Frederick | SEC-registered investment adviser | $100 million to $500 million |
| MV Capital Management, Inc. | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Pactolus | Vienna | SEC-registered investment adviser | $100 million to $500 million |
| Pennington Partners & Co., LLC | Bethesda | SEC-registered investment adviser | Over $5 billion |
| Pine Harbor Wealth Management LLC | Fairfax | SEC-registered investment adviser | $500 million to $1 billion |
| Portfolio Advisory Group, Inc. | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
| Potomac | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Promethium | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Quantum Financial Advisors Inc | Rockville | SEC-registered investment adviser | $500 million to $1 billion |
| Reston Wealth Management | Reston | SEC-registered investment adviser | $500 million to $1 billion |
| Rockbridge Asset Management, LLC | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
| Sandbox Financial Partners, LLC | Bethesda | SEC-registered investment adviser | $500 million to $1 billion |
| Select Investment Solutions, LLC | Washington | SEC-registered investment adviser | $25 million to $100 million |
| Sentinel Wealth Management, Inc. | Reston | SEC-registered investment adviser | $100 million to $500 million |
| Spire Wealth Management, LLC | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Templer Wealth Management, LLC | Vienna | SEC-registered investment adviser | $100 million to $500 million |
| The Hoerner Planning Group, LLC | Middleburg | SEC-registered investment adviser | $1 billion to $5 billion |
| Trio Wealth Management, LLC | Great Falls | SEC-registered investment adviser | $100 million to $500 million |
| Tritonpoint Capital, LLC | Chevy Chase | SEC-registered investment adviser | $100 million to $500 million |
| Tritonpoint Partners, LLC | Chevy Chase | SEC-registered investment adviser | $100 million to $500 million |
| Tritonpoint Wealth, LLC | Chevy Chase | SEC-registered investment adviser | $1 billion to $5 billion |
| Trumbower Financial Advisors LLC | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Variant Private Wealth LLC | Tysons | SEC-registered investment adviser | $100 million to $500 million |
| Veridian Capital Partners | Frederick | SEC-registered investment adviser | $500 million to $1 billion |
| West Financial Services, Inc. | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Widmann Financial Services | Bowie | SEC-registered investment adviser | $100 million to $500 million |
| XML Financial Group | Bethesda | SEC-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. Fidelity Investments nationwide
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