AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / Pershing LLC
Financial advisors in Washington, DC using Pershing LLC
11 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Bull Harbor Capital LLC. | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Cassaday & Company, Inc. | McLean | SEC-registered investment adviser | Over $5 billion |
| CJM Wealth Advisers, Ltd. | Falls Church | SEC-registered investment adviser | $1 billion to $5 billion |
| Folger Nolan Fleming Douglas Capital Management, Inc. | Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Folger Nolan Fleming Douglas Incorporated | Washington | SEC-registered investment adviser | $500 million to $1 billion |
| Gritstone Asset Management LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Harbour Capital Advisors, LLC | Tysons Corner | SEC-registered investment adviser | $500 million to $1 billion |
| Integrated Financial Solutions, Inc. | Reston | SEC-registered investment adviser | $100 million to $500 million |
| McLaughlin Ryder Investments, Inc. | Alexandria | SEC-registered investment adviser | $500 million to $1 billion |
| Navy Federal Investment Services, LLC | Vienna | SEC-registered investment adviser | $1 billion to $5 billion |
| The Scott S. James Company | Falls Church | SEC-registered investment adviser | $100 million to $500 million |
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. Pershing LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in Washington, DC using Pershing LLC. https://advisorcensus.com/advisors/dc/washington/custodians/pershing https://advisorcensus.com/advisors/dc/washington/custodians/pershing