# Financial advisors in Washington, DC

> AdvisorCensus lists 682 investment advisory firms with a principal office in the Washington metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/page/3

## At a glance

- Investment advisory firms: 682
- Registration: SEC-registered investment adviser: 320, State-registered investment adviser: 218, Exempt reporting adviser: 144
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 192 (36%); Percentage of assets 485 (90%); Hourly charges 230 (43%); Subscription fees (newsletter or periodical) 11 (2%); Fixed fees 282 (52%); Commissions 9 (2%); Performance-based fees 126 (23%); Other 76 (14%); No compensation arrangements reported 144
- Regulatory assets under management (Item 5.F): Under $25 million 97 (14%); $25 million to $100 million 88 (13%); $100 million to $500 million 143 (21%); $500 million to $1 billion 49 (7%); $1 billion to $5 billion 77 (11%); Over $5 billion 34 (5%); Not reported 194 (28%)
- Years registered: Under 5 years 275 (40%); 5 to 9 years 147 (22%); 10 to 19 years 154 (23%); 20 years or more 100 (15%); Not reported 6 (1%)

## Firms (page 3 of 14, 101 to 150 of 682, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Bestgate Wealth Advisors, LLC](https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639) ([md](https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639.md)) | 301639 | Frederick, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Bethesda Financial Advisors, LLC](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715) ([md](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715.md)) | 170715 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Beyond Financial Planning, LLC](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240) ([md](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240.md)) | 306240 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Big "I" Advisory Resources, LLC](https://advisorcensus.com/firm/big-i-advisory-resources-llc-alexandria-va-168898) ([md](https://advisorcensus.com/firm/big-i-advisory-resources-llc-alexandria-va-168898.md)) | 168898 | Alexandria, VA | State-registered investment adviser | Not reported | 12 | Other |
| [Big League Advantage](https://advisorcensus.com/firm/big-league-advantage-washington-dc-291999) ([md](https://advisorcensus.com/firm/big-league-advantage-washington-dc-291999.md)) | 291999 | Washington, DC | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Billings Capital Management LLC](https://advisorcensus.com/firm/billings-capital-management-llc-bethesda-md-164338) ([md](https://advisorcensus.com/firm/billings-capital-management-llc-bethesda-md-164338.md)) | 164338 | Bethesda, MD | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Bireme Capital, LLC](https://advisorcensus.com/firm/bireme-capital-llc-rockville-md-283224) ([md](https://advisorcensus.com/firm/bireme-capital-llc-rockville-md-283224.md)) | 283224 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Birks Financial Corp.](https://advisorcensus.com/firm/birks-financial-corp-herndon-va-118623) ([md](https://advisorcensus.com/firm/birks-financial-corp-herndon-va-118623.md)) | 118623 | Herndon, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Black Chamber Partners, LLC](https://advisorcensus.com/firm/black-chamber-partners-llc-washington-dc-306359) ([md](https://advisorcensus.com/firm/black-chamber-partners-llc-washington-dc-306359.md)) | 306359 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Black DOG Wealth, LLC](https://advisorcensus.com/firm/black-dog-wealth-llc-montclair-va-334464) ([md](https://advisorcensus.com/firm/black-dog-wealth-llc-montclair-va-334464.md)) | 334464 | Montclair, VA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Black Economic Alliance Ventures, LLC](https://advisorcensus.com/firm/black-economic-alliance-ventures-llc-washington-dc-330990) ([md](https://advisorcensus.com/firm/black-economic-alliance-ventures-llc-washington-dc-330990.md)) | 330990 | Washington, DC | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Blackfield Capital Management LLC](https://advisorcensus.com/firm/blackfield-capital-management-llc-rockville-md-331774) ([md](https://advisorcensus.com/firm/blackfield-capital-management-llc-rockville-md-331774.md)) | 331774 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Blauvelt Capital Advisors LLC](https://advisorcensus.com/firm/blauvelt-capital-advisors-llc-chevy-chase-md-163466) ([md](https://advisorcensus.com/firm/blauvelt-capital-advisors-llc-chevy-chase-md-163466.md)) | 163466 | Chevy Chase, MD | Exempt reporting adviser | Not reported | 14 | Not reported |
| [BLU Venture Management, LLC](https://advisorcensus.com/firm/blu-venture-management-llc-arlington-va-308487) ([md](https://advisorcensus.com/firm/blu-venture-management-llc-arlington-va-308487.md)) | 308487 | Arlington, VA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Blue Delta Capital Partners, LLC](https://advisorcensus.com/firm/blue-delta-capital-partners-llc-mclean-va-283199) ([md](https://advisorcensus.com/firm/blue-delta-capital-partners-llc-mclean-va-283199.md)) | 283199 | McLean, VA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Blue Like an Orange Sustainable Capital](https://advisorcensus.com/firm/blue-like-an-orange-sustainable-capital-washington-dc-291948) ([md](https://advisorcensus.com/firm/blue-like-an-orange-sustainable-capital-washington-dc-291948.md)) | 291948 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Blue Marlin Holdco LLC](https://advisorcensus.com/firm/blue-marlin-holdco-llc-bethesda-md-313892) ([md](https://advisorcensus.com/firm/blue-marlin-holdco-llc-bethesda-md-313892.md)) | 313892 | Bethesda, MD | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee |
| [Blue Sparrow Funds GP LLC](https://advisorcensus.com/firm/blue-sparrow-funds-gp-llc-bethesda-md-323607) ([md](https://advisorcensus.com/firm/blue-sparrow-funds-gp-llc-bethesda-md-323607.md)) | 323607 | Bethesda, MD | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Bluelist Partners, LLC](https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568) ([md](https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568.md)) | 304568 | Occoquan, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Bluesail Advisors LLC](https://advisorcensus.com/firm/bluesail-advisors-llc-mclean-va-144579) ([md](https://advisorcensus.com/firm/bluesail-advisors-llc-mclean-va-144579.md)) | 144579 | McLean, VA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Bluestone Investment Manager, LLC](https://advisorcensus.com/firm/bluestone-investment-manager-llc-mclean-va-296820) ([md](https://advisorcensus.com/firm/bluestone-investment-manager-llc-mclean-va-296820.md)) | 296820 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Bluestone® Financial Advisors, LLC](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946) ([md](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946.md)) | 146946 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee |
| [BNB Wealth Mangagement, LLC](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702) ([md](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702.md)) | 107702 | Silver Spring, MD | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [Bodney Capital Management LLC](https://advisorcensus.com/firm/bodney-capital-management-llc-arlington-va-341232) ([md](https://advisorcensus.com/firm/bodney-capital-management-llc-arlington-va-341232.md)) | 341232 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bogart Wealth, LLC](https://advisorcensus.com/firm/bogart-wealth-llc-mclean-va-283886) ([md](https://advisorcensus.com/firm/bogart-wealth-llc-mclean-va-283886.md)) | 283886 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Bonhope Capital LLC](https://advisorcensus.com/firm/bonhope-capital-llc-north-bethesda-md-330062) ([md](https://advisorcensus.com/firm/bonhope-capital-llc-north-bethesda-md-330062.md)) | 330062 | North Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bontempo Ohly Capital Management, LLC](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804) ([md](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804.md)) | 132804 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Boxwood Capital Management, LLC](https://advisorcensus.com/firm/boxwood-capital-management-llc-bethesda-md-173934) ([md](https://advisorcensus.com/firm/boxwood-capital-management-llc-bethesda-md-173934.md)) | 173934 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Brighter Financial Capital Management, LLC](https://advisorcensus.com/firm/brighter-financial-capital-management-llc-reston-va-300619) ([md](https://advisorcensus.com/firm/brighter-financial-capital-management-llc-reston-va-300619.md)) | 300619 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Broad Run Investment Management, LLC](https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067) ([md](https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067.md)) | 165067 | Arlington, VA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets |
| [Broadoak Asset Management, LLC](https://advisorcensus.com/firm/broadoak-asset-management-llc-bethesda-md-148901) ([md](https://advisorcensus.com/firm/broadoak-asset-management-llc-bethesda-md-148901.md)) | 148901 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Brown / Miller Wealth Management, LLC](https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742) ([md](https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742.md)) | 305742 | McLean, VA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Bryspen, Incorporated](https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004) ([md](https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004.md)) | 109004 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Buchanan Wealth Management](https://advisorcensus.com/firm/buchanan-wealth-management-reston-va-316629) ([md](https://advisorcensus.com/firm/buchanan-wealth-management-reston-va-316629.md)) | 316629 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Bull Bear Capital Management LLC](https://advisorcensus.com/firm/bull-bear-capital-management-llc-reston-va-325136) ([md](https://advisorcensus.com/firm/bull-bear-capital-management-llc-reston-va-325136.md)) | 325136 | Reston, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bull Bear Investment Management LLC](https://advisorcensus.com/firm/bull-bear-investment-management-llc-reston-va-174038) ([md](https://advisorcensus.com/firm/bull-bear-investment-management-llc-reston-va-174038.md)) | 174038 | Reston, VA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Bull Harbor Capital LLC.](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995) ([md](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995.md)) | 324995 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Bull Run Investment Management LLC](https://advisorcensus.com/firm/bull-run-investment-management-llc-mclean-va-306763) ([md](https://advisorcensus.com/firm/bull-run-investment-management-llc-mclean-va-306763.md)) | 306763 | McLean, VA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Burkholder & Associates, LLC](https://advisorcensus.com/firm/burkholder-and-associates-llc-washington-dc-313338) ([md](https://advisorcensus.com/firm/burkholder-and-associates-llc-washington-dc-313338.md)) | 313338 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [C.L. Sheldon & Company, LLC](https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582) ([md](https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582.md)) | 152582 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [C4M Global Advisors LLC](https://advisorcensus.com/firm/c4m-global-advisors-llc-arlington-va-326942) ([md](https://advisorcensus.com/firm/c4m-global-advisors-llc-arlington-va-326942.md)) | 326942 | Arlington, VA | SEC-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [C5 Capital USA LLC](https://advisorcensus.com/firm/c5-capital-usa-llc-washington-dc-323150) ([md](https://advisorcensus.com/firm/c5-capital-usa-llc-washington-dc-323150.md)) | 323150 | Washington, DC | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Cadence Planning, LLC](https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663) ([md](https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663.md)) | 319663 | Frederick, MD | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Calvert Impact Advisory Services, LLC](https://advisorcensus.com/firm/calvert-impact-advisory-services-llc-bethesda-md-326022) ([md](https://advisorcensus.com/firm/calvert-impact-advisory-services-llc-bethesda-md-326022.md)) | 326022 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Calvert Research and Management](https://advisorcensus.com/firm/calvert-research-and-management-washington-dc-285127) ([md](https://advisorcensus.com/firm/calvert-research-and-management-washington-dc-285127.md)) | 285127 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 10 | % of assets |
| [Camber Creek Management, LLC](https://advisorcensus.com/firm/camber-creek-management-llc-rockville-md-304402) ([md](https://advisorcensus.com/firm/camber-creek-management-llc-rockville-md-304402.md)) | 304402 | Rockville, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Campion Asset Management, LLC](https://advisorcensus.com/firm/campion-asset-management-llc-fairfax-va-134002) ([md](https://advisorcensus.com/firm/campion-asset-management-llc-fairfax-va-134002.md)) | 134002 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Capital Area Planning Group](https://advisorcensus.com/firm/capital-area-planning-group-washington-dc-333056) ([md](https://advisorcensus.com/firm/capital-area-planning-group-washington-dc-333056.md)) | 333056 | Washington, DC | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Capital Fiduciary Advisors](https://advisorcensus.com/firm/capital-fiduciary-advisors-ashburn-va-312704) ([md](https://advisorcensus.com/firm/capital-fiduciary-advisors-ashburn-va-312704.md)) | 312704 | Ashburn, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Capital Financial Planners LLC](https://advisorcensus.com/firm/capital-financial-planners-llc-chevy-chase-md-341222) ([md](https://advisorcensus.com/firm/capital-financial-planners-llc-chevy-chase-md-341222.md)) | 341222 | Chevy Chase, MD | SEC-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Washington, DC?**
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.

**How many fee-only financial advisors are in Washington, DC?**
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.

**How many financial advisors in Washington, DC offer financial planning?**
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.

**Are the financial advisors in Washington, DC fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/dc/washington.csv

Cite as: AdvisorCensus. Financial advisors in Washington, DC: 682 firms from Form ADV filings as of October 2026.