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AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / State Street Bank and Trust Company

Financial advisors in Washington, DC using State Street Bank and Trust Company

7 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name State Street Bank and Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Washington, DC ยท How this list is built

FirmCityRegistrationAssets band
EIG Management Company, LLCWashingtonSEC-registered investment adviserOver $5 billion
FCPChevy ChaseSEC-registered investment adviser$1 billion to $5 billion
Homestead Advisers Corp.ArlingtonSEC-registered investment adviserOver $5 billion
Marshfield AssociatesWashingtonSEC-registered investment adviserOver $5 billion
New Century Advisors, LLCChevy ChaseSEC-registered investment adviser$1 billion to $5 billion
Ravenswood Partners LPMcLeanSEC-registered investment adviser$100 million to $500 million
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. State Street Bank and Trust Company nationwide

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