{ "path": "/advisors/dc/washington/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/dc/washington/for-high-net-worth-individuals/page/2", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Washington, DC", "filters": {}, "scope_total": 341, "faq": [ { "q": "Which financial advisors in Washington, DC work with high-net-worth individuals?", "a": "341 investment advisory firms with a principal office in the Washington metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Washington, DC?", "a": "AdvisorCensus lists 682 investment advisory firms with a principal office in the Washington metro area, from Form ADV filings as of October 2026: 320 SEC-registered, 218 state-registered, and 144 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Washington, DC?", "a": "192 of the 682 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Washington, DC offer financial planning?", "a": "320 of the 538 firms in Washington, DC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Washington, DC fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 192 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Washington, DC who work with high-net-worth individuals. AdvisorCensus lists 341 investment advisory firms with a principal office in the Washington metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "about_market": "Washington has 682 investment advisory firms with a principal office in the metro area as of October 2026: 320 SEC-registered, 218 state-registered, and 144 exempt reporting advisers. 192 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 185 report under $100 million in regulatory assets under management. The metro area has 2,373,022 households, 673,453 of them with income of $200,000 or more, or 987 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Washington, DC: 341 firms from Form ADV filings as of October 2026.", "total_firms": 341, "page": 2, "total_pages": 7, "sort": "name", "registration_types": { "sec": 199, "state": 142, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 154 }, { "code": "percentage_of_aum", "count": 321 }, { "code": "hourly", "count": 179 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 221 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 32 }, { "code": "other", "count": 31 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 104 }, { "code": "5_to_9", "count": 80 }, { "code": "10_to_19", "count": 89 }, { "code": "20_plus", "count": 68 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 47 }, { "code": "25m_100m", "count": 83 }, { "code": "100m_500m", "count": 112 }, { "code": "500m_1b", "count": 37 }, { "code": "1b_5b", "count": 38 }, { "code": "over_5b", "count": 14 }, { "code": "not_reported", "count": 10 } ], "firms": [ { "crd_number": 118623, "name": "Birks Financial Corp.", "name_as_filed": "BIRKS FINANCIAL CORP.", "url": "https://advisorcensus.com/firm/birks-financial-corp-herndon-va-118623", "city": "Herndon", "state": "VA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331774, "name": "Blackfield Capital Management LLC", "name_as_filed": "BLACKFIELD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/blackfield-capital-management-llc-rockville-md-331774", "city": "Rockville", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291948, "name": "Blue Like an Orange Sustainable Capital", "name_as_filed": "BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL", "url": "https://advisorcensus.com/firm/blue-like-an-orange-sustainable-capital-washington-dc-291948", "city": "Washington", "state": "DC", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304568, "name": "Bluelist Partners, LLC", "name_as_filed": "BLUELIST PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568", "city": "Occoquan", "state": "VA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146946, "name": "Bluestone® Financial Advisors, LLC", "name_as_filed": "BLUESTONE® FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946", "city": "Bethesda", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107702, "name": "BNB Wealth Mangagement, LLC", "name_as_filed": "BNB WEALTH MANGAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702", "city": "Silver Spring", "state": "MD", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283886, "name": "Bogart Wealth, LLC", "name_as_filed": "BOGART WEALTH, LLC", "url": "https://advisorcensus.com/firm/bogart-wealth-llc-mclean-va-283886", "city": "McLean", "state": "VA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132804, "name": "Bontempo Ohly Capital Management, LLC", "name_as_filed": "BONTEMPO OHLY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804", "city": "Bethesda", "state": "MD", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300619, "name": "Brighter Financial Capital Management, LLC", "name_as_filed": "BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brighter-financial-capital-management-llc-reston-va-300619", "city": "Reston", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165067, "name": "Broad Run Investment Management, LLC", "name_as_filed": "BROAD RUN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067", "city": "Arlington", "state": "VA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305742, "name": "Brown | Miller Wealth Management, LLC", "name_as_filed": "BROWN | MILLER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742", "city": "McLean", "state": "VA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109004, "name": "Bryspen, Incorporated", "name_as_filed": "BRYSPEN, INCORPORATED", "url": "https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004", "city": "Washington", "state": "DC", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316629, "name": "Buchanan Wealth Management", "name_as_filed": "BUCHANAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/buchanan-wealth-management-reston-va-316629", "city": "Reston", "state": "VA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 174038, "name": "Bull Bear Investment Management LLC", "name_as_filed": "BULL BEAR INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bull-bear-investment-management-llc-reston-va-174038", "city": "Reston", "state": "VA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324995, "name": "Bull Harbor Capital LLC.", "name_as_filed": "BULL HARBOR CAPITAL LLC.", "url": "https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995", "city": "Bethesda", "state": "MD", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306763, "name": "Bull Run Investment Management LLC", "name_as_filed": "BULL RUN INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bull-run-investment-management-llc-mclean-va-306763", "city": "McLean", "state": "VA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313338, "name": "Burkholder & Associates, LLC", "name_as_filed": "BURKHOLDER & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/burkholder-and-associates-llc-washington-dc-313338", "city": "Washington", "state": "DC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152582, "name": "C.L. Sheldon & Company, LLC", "name_as_filed": "C.L. SHELDON & COMPANY, LLC", "url": "https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582", "city": "Alexandria", "state": "VA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319663, "name": "Cadence Planning, LLC", "name_as_filed": "CADENCE PLANNING, LLC", "url": "https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663", "city": "Frederick", "state": "MD", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285127, "name": "Calvert Research and Management", "name_as_filed": "CALVERT RESEARCH AND MANAGEMENT", "url": "https://advisorcensus.com/firm/calvert-research-and-management-washington-dc-285127", "city": "Washington", "state": "DC", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134002, "name": "Campion Asset Management, LLC", "name_as_filed": "CAMPION ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/campion-asset-management-llc-fairfax-va-134002", "city": "Fairfax", "state": "VA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333056, "name": "Capital Area Planning Group", "name_as_filed": "CAPITAL AREA PLANNING GROUP", "url": "https://advisorcensus.com/firm/capital-area-planning-group-washington-dc-333056", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312704, "name": "Capital Fiduciary Advisors", "name_as_filed": "CAPITAL FIDUCIARY ADVISORS", "url": "https://advisorcensus.com/firm/capital-fiduciary-advisors-ashburn-va-312704", "city": "Ashburn", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122844, "name": "Capital Financial, LLC", "name_as_filed": "CAPITAL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/capital-financial-llc-olney-md-122844", "city": "Olney", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118269, "name": "Capital Investment Advisors", "name_as_filed": "CAPITAL INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/capital-investment-advisors-washington-d-c-dc-118269", "city": "Washington D.c.", "state": "DC", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326861, "name": "Capital Squared Financial LLC", "name_as_filed": "CAPITAL SQUARED FINANCIAL LLC", "url": "https://advisorcensus.com/firm/capital-squared-financial-llc-rockville-md-326861", "city": "Rockville", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109800, "name": "Capitol Financial Consultants, Inc.", "name_as_filed": "CAPITOL FINANCIAL CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/capitol-financial-consultants-inc-mclean-va-109800", "city": "McLean", "state": "VA", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 283257, "name": "Capitol Private Wealth Group LLC", "name_as_filed": "CAPITOL PRIVATE WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/capitol-private-wealth-group-llc-vienna-va-283257", "city": "Vienna", "state": "VA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114994, "name": "Capitol Wealth Management, Inc.", "name_as_filed": "CAPITOL WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/capitol-wealth-management-inc-mclean-va-114994", "city": "McLean", "state": "VA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104570, "name": "Carderock Capital Management, Inc.", "name_as_filed": "CARDEROCK CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570", "city": "Chevy Chase", "state": "MD", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317672, "name": "Cassaday & Company, Inc.", "name_as_filed": "CASSADAY & COMPANY, INC.", "url": "https://advisorcensus.com/firm/cassaday-and-company-inc-mclean-va-317672", "city": "McLean", "state": "VA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 333113, "name": "Catoctin Ridge Wealth Partner", "name_as_filed": "CATOCTIN RIDGE WEALTH PARTNER", "url": "https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113", "city": "Thurmont", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317929, "name": "Centurion Wealth Management", "name_as_filed": "CENTURION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/centurion-wealth-management-mclean-va-317929", "city": "McLean", "state": "VA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 339881, "name": "CHC Financial Solutions, LLC", "name_as_filed": "CHC FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881", "city": "Rockville", "state": "MD", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 119010, "name": "Chesapeake Investment Management LLC", "name_as_filed": "CHESAPEAKE INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/chesapeake-investment-management-llc-mclean-va-119010", "city": "McLean", "state": "VA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110742, "name": "Chevy Chase Trust Company", "name_as_filed": "CHEVY CHASE TRUST COMPANY", "url": "https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742", "city": "Bethesda", "state": "MD", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142372, "name": "Churchill Research Inc.", "name_as_filed": "CHURCHILL RESEARCH INC.", "url": "https://advisorcensus.com/firm/churchill-research-inc-falls-church-va-142372", "city": "Falls Church", "state": "VA", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 325288, "name": "CJC Wealth Management", "name_as_filed": "CJC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288", "city": "Olney", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107750, "name": "CJM Wealth Advisers, Ltd.", "name_as_filed": "CJM WEALTH ADVISERS, LTD.", "url": "https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750", "city": "Falls Church", "state": "VA", "years_registered": 47, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 334243, "name": "Clarion Wealth Management Partners", "name_as_filed": "CLARION WEALTH MANAGEMENT PARTNERS", "url": "https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243", "city": "Fairfax", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 158514, "name": "Commonwealth Asset Management Group LLC", "name_as_filed": "COMMONWEALTH ASSET MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/commonwealth-asset-management-group-llc-fairfax-va-158514", "city": "Fairfax", "state": "VA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155893, "name": "Connor Capital Management, LLC", "name_as_filed": "CONNOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/connor-capital-management-llc-vienna-va-155893", "city": "Vienna", "state": "VA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154958, "name": "Contrary Investment Advisors", "name_as_filed": "CONTRARY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958", "city": "Arlington", "state": "VA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311665, "name": "Cope Connelly", "name_as_filed": "COPE CONNELLY", "url": "https://advisorcensus.com/firm/cope-connelly-arlington-va-311665", "city": "Arlington", "state": "VA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291343, "name": "Coretegic Capital, LLC", "name_as_filed": "CORETEGIC CAPITAL, LLC", "url": "https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343", "city": "Arlington", "state": "VA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170858, "name": "Councilor Wealth LLC", "name_as_filed": "COUNCILOR WEALTH LLC", "url": "https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858", "city": "Bethesda", "state": "MD", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311626, "name": "Craftwork Capital LLC", "name_as_filed": "CRAFTWORK CAPITAL LLC", "url": "https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626", "city": "Alexandria", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": 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