{ "path": "/advisors/dc/washington/for-retirement-plans", "url": "https://advisorcensus.com/advisors/dc/washington/for-retirement-plans", "page_type": "metro_answer", "title": "Financial advisors for retirement plans in Washington, DC", "filters": {}, "scope_total": 132, "faq": [ { "q": "Which financial advisors in Washington, DC work with retirement plans?", "a": "132 investment advisory firms with a principal office in the Washington metro area report retirement plans 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": "AdvisorCensus lists 132 investment advisory firms with a principal office in the Washington metro area that report retirement plans among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "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 retirement plans in Washington, DC: 132 firms from Form ADV filings as of October 2026.", "total_firms": 132, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 102, "state": 30, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 47 }, { "code": "percentage_of_aum", "count": 125 }, { "code": "hourly", "count": 72 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 87 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 17 }, { "code": "other", "count": 18 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 30 }, { "code": "5_to_9", "count": 26 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 39 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 10 }, { "code": "25m_100m", "count": 14 }, { "code": "100m_500m", "count": 43 }, { "code": "500m_1b", "count": 22 }, { "code": "1b_5b", "count": 19 }, { "code": "over_5b", "count": 17 }, { "code": "not_reported", "count": 7 } ], "firms": [ { "crd_number": 284434, "name": "3SUMMIT Investment Management, LLC", "name_as_filed": "3SUMMIT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/3summit-investment-management-llc-vienna-va-284434", "city": "Vienna", "state": "VA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297268, "name": "4J Wealth Management, LLC", "name_as_filed": "4J WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268", "city": "McLean", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310633, "name": "Abich Financial Wealth Management, LLC", "name_as_filed": "ABICH FINANCIAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/abich-financial-wealth-management-llc-ashburn-va-310633", "city": "Ashburn", "state": "VA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116763, "name": "Acorn Financial Advisory Services, Inc.", "name_as_filed": "ACORN FINANCIAL ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/acorn-financial-advisory-services-inc-reston-va-116763", "city": "Reston", "state": "VA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 109242, "name": "Akre Capital Management, LLC", "name_as_filed": "AKRE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/akre-capital-management-llc-middleburg-va-109242", "city": "Middleburg", "state": "VA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313110, "name": "Allegiance Financial Group", "name_as_filed": "ALLEGIANCE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/allegiance-financial-group-vienna-va-313110", "city": "Vienna", "state": "VA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328727, "name": "Alpha Capital Wealth Advisors, LLC", "name_as_filed": "ALPHA CAPITAL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/alpha-capital-wealth-advisors-llc-mclean-va-328727", "city": "McLean", "state": "VA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306477, "name": "American Executive Advisors, LLC", "name_as_filed": "AMERICAN EXECUTIVE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477", "city": "Alexandria", "state": "VA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162878, "name": "AMJ Financial Wealth Management LLC", "name_as_filed": "AMJ FINANCIAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amj-financial-wealth-management-llc-leesburg-va-162878", "city": "Leesburg", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124205, "name": "Andersen", "name_as_filed": "ANDERSEN", "url": "https://advisorcensus.com/firm/andersen-mclean-va-124205", "city": "McLean", "state": "VA", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333568, "name": "Aption Advisors LLC", "name_as_filed": "APTION ADVISORS LLC", "url": "https://advisorcensus.com/firm/aption-advisors-llc-washington-dc-333568", "city": "Washington", "state": "DC", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334041, "name": "Argo Wealth Advisory, LLC", "name_as_filed": "ARGO WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041", "city": "McLean", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107347, "name": "Armstrong, Fleming & Moore, Inc.", "name_as_filed": "ARMSTRONG, FLEMING & MOORE, INC.", "url": "https://advisorcensus.com/firm/armstrong-fleming-and-moore-inc-washington-dc-107347", "city": "Washington", "state": "DC", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 110995, "name": "ASB Capital Management LLC", "name_as_filed": "ASB CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/asb-capital-management-llc-bethesda-md-110995", "city": "Bethesda", "state": "MD", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307273, "name": "Aspect Partners, LLC", "name_as_filed": "ASPECT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273", "city": "Fairfax", "state": "VA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158214, "name": "Atcap Partners, LLC", "name_as_filed": "ATCAP PARTNERS, LLC", "url": "https://advisorcensus.com/firm/atcap-partners-llc-rockville-md-158214", "city": "Rockville", "state": "MD", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 110545, "name": "Avenir Corporation", "name_as_filed": "AVENIR CORPORATION", "url": "https://advisorcensus.com/firm/avenir-corporation-alexandria-va-110545", "city": "Alexandria", "state": "VA", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127368, "name": "Beacon Investment Advisors LLC", "name_as_filed": "BEACON INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/beacon-investment-advisors-llc-gaithersburg-md-127368", "city": "Gaithersburg", "state": "MD", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338806, "name": "Beckett Clark Private Wealth, LLC", "name_as_filed": "BECKETT CLARK PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806", "city": "Bethesda", "state": "MD", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118673, "name": "Berg Faircloth Investment Advisors", "name_as_filed": "BERG FAIRCLOTH INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/berg-faircloth-investment-advisors-leesburg-va-118673", "city": "Leesburg", "state": "VA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 168898, "name": "Big \"I\" Advisory Resources, LLC", "name_as_filed": "BIG \"I\" ADVISORY RESOURCES, LLC", "url": "https://advisorcensus.com/firm/big-i-advisory-resources-llc-alexandria-va-168898", "city": "Alexandria", "state": "VA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "other" ], "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 281182, "name": "David N. 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