AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / JPMorgan Chase
Financial advisors in Washington, DC using JPMorgan Chase
8 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Aztlan Equity Management, LLC | McLean | SEC-registered investment adviser | $500 million to $1 billion |
| Calvert Research and Management | Washington | SEC-registered investment adviser | Over $5 billion |
| FCP | Chevy Chase | SEC-registered investment adviser | $1 billion to $5 billion |
| Fiduciary Counselors Inc. | Washington | SEC-registered investment adviser | Over $5 billion |
| Missionsquare Investments | Washington | SEC-registered investment adviser | Over $5 billion |
| New Century Advisors, LLC | Chevy Chase | SEC-registered investment adviser | $1 billion to $5 billion |
| Sands Capital Management, LLC | Arlington | SEC-registered investment adviser | Over $5 billion |
| Torray Investment Partners LLC | Bethesda | SEC-registered investment adviser | $500 million to $1 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. JPMorgan Chase nationwide
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