# 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/4

## 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 4 of 14, 151 to 200 of 682, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Capital Financial, LLC](https://advisorcensus.com/firm/capital-financial-llc-olney-md-122844) ([md](https://advisorcensus.com/firm/capital-financial-llc-olney-md-122844.md)) | 122844 | Olney, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Capital Investment Advisors](https://advisorcensus.com/firm/capital-investment-advisors-washington-d-c-dc-118269) ([md](https://advisorcensus.com/firm/capital-investment-advisors-washington-d-c-dc-118269.md)) | 118269 | Washington D.c., DC | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Capital Squared Financial LLC](https://advisorcensus.com/firm/capital-squared-financial-llc-rockville-md-326861) ([md](https://advisorcensus.com/firm/capital-squared-financial-llc-rockville-md-326861.md)) | 326861 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Capitol Financial Consultants, Inc.](https://advisorcensus.com/firm/capitol-financial-consultants-inc-mclean-va-109800) ([md](https://advisorcensus.com/firm/capitol-financial-consultants-inc-mclean-va-109800.md)) | 109800 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets, Hourly, Fixed fee, Commissions |
| [Capitol Meridian Partners LP](https://advisorcensus.com/firm/capitol-meridian-partners-lp-washington-dc-319080) ([md](https://advisorcensus.com/firm/capitol-meridian-partners-lp-washington-dc-319080.md)) | 319080 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Capitol Private Wealth Group LLC](https://advisorcensus.com/firm/capitol-private-wealth-group-llc-vienna-va-283257) ([md](https://advisorcensus.com/firm/capitol-private-wealth-group-llc-vienna-va-283257.md)) | 283257 | Vienna, VA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Capitol Wealth Management, Inc.](https://advisorcensus.com/firm/capitol-wealth-management-inc-mclean-va-114994) ([md](https://advisorcensus.com/firm/capitol-wealth-management-inc-mclean-va-114994.md)) | 114994 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Capstone, LLC](https://advisorcensus.com/firm/capstone-llc-washington-dc-174403) ([md](https://advisorcensus.com/firm/capstone-llc-washington-dc-174403.md)) | 174403 | Washington, DC | State-registered investment adviser | Not reported | 11 | Fixed fee, Other |
| [Carderock Capital Management, Inc.](https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570) ([md](https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570.md)) | 104570 | Chevy Chase, MD | SEC-registered investment adviser | $500 million to $1 billion | 39 | % of assets, Hourly |
| [Caro Investors](https://advisorcensus.com/firm/caro-investors-chevy-chase-md-332085) ([md](https://advisorcensus.com/firm/caro-investors-chevy-chase-md-332085.md)) | 332085 | Chevy Chase, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Cassaday & Company, Inc.](https://advisorcensus.com/firm/cassaday-and-company-inc-mclean-va-317672) ([md](https://advisorcensus.com/firm/cassaday-and-company-inc-mclean-va-317672.md)) | 317672 | McLean, VA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Other |
| [Catharine Fairley Planning Group LLC](https://advisorcensus.com/firm/catharine-fairley-planning-group-llc-frederick-md-169243) ([md](https://advisorcensus.com/firm/catharine-fairley-planning-group-llc-frederick-md-169243.md)) | 169243 | Frederick, MD | State-registered investment adviser | Not reported | 12 | Hourly |
| [Catoctin Ridge Wealth Partner](https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113) ([md](https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113.md)) | 333113 | Thurmont, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Cedarstream Wealth, LLC](https://advisorcensus.com/firm/cedarstream-wealth-llc-herndon-va-343501) ([md](https://advisorcensus.com/firm/cedarstream-wealth-llc-herndon-va-343501.md)) | 343501 | Herndon, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Centerharbor Canapi Ventures Investment Advisor LLP](https://advisorcensus.com/firm/centerharbor-canapi-ventures-investment-advisor-llp-washington-dc-298958) ([md](https://advisorcensus.com/firm/centerharbor-canapi-ventures-investment-advisor-llp-washington-dc-298958.md)) | 298958 | Washington, DC | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Centerpoint Capital LLC](https://advisorcensus.com/firm/centerpoint-capital-llc-washington-dc-316757) ([md](https://advisorcensus.com/firm/centerpoint-capital-llc-washington-dc-316757.md)) | 316757 | Washington, DC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Centurion Wealth Management](https://advisorcensus.com/firm/centurion-wealth-management-mclean-va-317929) ([md](https://advisorcensus.com/firm/centurion-wealth-management-mclean-va-317929.md)) | 317929 | McLean, VA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Performance fee |
| [Channel Investment Partners](https://advisorcensus.com/firm/channel-investment-partners-arlington-va-308031) ([md](https://advisorcensus.com/firm/channel-investment-partners-arlington-va-308031.md)) | 308031 | Arlington, VA | SEC-registered investment adviser | Under $25 million | 6 | % of assets |
| [Charted Ventures LLC](https://advisorcensus.com/firm/charted-ventures-llc-arlington-va-328572) ([md](https://advisorcensus.com/firm/charted-ventures-llc-arlington-va-328572.md)) | 328572 | Arlington, VA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [CHC Financial Solutions, LLC](https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881) ([md](https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881.md)) | 339881 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee, Other |
| [Chesapeake Investment Management LLC](https://advisorcensus.com/firm/chesapeake-investment-management-llc-mclean-va-119010) ([md](https://advisorcensus.com/firm/chesapeake-investment-management-llc-mclean-va-119010.md)) | 119010 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [Chevy Chase Trust Company](https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742) ([md](https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742.md)) | 110742 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Fixed fee |
| [Choral Capital Management, LLC](https://advisorcensus.com/firm/choral-capital-management-llc-arlington-va-162062) ([md](https://advisorcensus.com/firm/choral-capital-management-llc-arlington-va-162062.md)) | 162062 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Churchill Research Inc.](https://advisorcensus.com/firm/churchill-research-inc-falls-church-va-142372) ([md](https://advisorcensus.com/firm/churchill-research-inc-falls-church-va-142372.md)) | 142372 | Falls Church, VA | State-registered investment adviser | Not reported | 19 | Other |
| [CJC Wealth Management](https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288) ([md](https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288.md)) | 325288 | Olney, MD | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [CJM Wealth Advisers, Ltd.](https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750) ([md](https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750.md)) | 107750 | Falls Church, VA | SEC-registered investment adviser | $1 billion to $5 billion | 47 | % of assets, Fixed fee, Other |
| [Clarendon Capital, LLC](https://advisorcensus.com/firm/clarendon-capital-llc-tysons-va-298698) ([md](https://advisorcensus.com/firm/clarendon-capital-llc-tysons-va-298698.md)) | 298698 | Tysons, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Clarion Wealth Management Partners](https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243) ([md](https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243.md)) | 334243 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Commissions |
| [Clearvue Financial](https://advisorcensus.com/firm/clearvue-financial-alexandria-va-284068) ([md](https://advisorcensus.com/firm/clearvue-financial-alexandria-va-284068.md)) | 284068 | Alexandria, VA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Cloud Capital Advisors LLC](https://advisorcensus.com/firm/cloud-capital-advisors-llc-washington-dc-314113) ([md](https://advisorcensus.com/firm/cloud-capital-advisors-llc-washington-dc-314113.md)) | 314113 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Cobro Ventures Management, LLC](https://advisorcensus.com/firm/cobro-ventures-management-llc-mclean-va-309434) ([md](https://advisorcensus.com/firm/cobro-ventures-management-llc-mclean-va-309434.md)) | 309434 | McLean, VA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Columbia Capital](https://advisorcensus.com/firm/columbia-capital-alexandria-va-159616) ([md](https://advisorcensus.com/firm/columbia-capital-alexandria-va-159616.md)) | 159616 | Alexandria, VA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee |
| [Commonwealth Asset Management Group LLC](https://advisorcensus.com/firm/commonwealth-asset-management-group-llc-fairfax-va-158514) ([md](https://advisorcensus.com/firm/commonwealth-asset-management-group-llc-fairfax-va-158514.md)) | 158514 | Fairfax, VA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Communication Capital Partners, LLC](https://advisorcensus.com/firm/communication-capital-partners-llc-chevy-chase-md-162954) ([md](https://advisorcensus.com/firm/communication-capital-partners-llc-chevy-chase-md-162954.md)) | 162954 | Chevy Chase, MD | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Compass Point Asset Management, LLC](https://advisorcensus.com/firm/compass-point-asset-management-llc-washington-dc-172702) ([md](https://advisorcensus.com/firm/compass-point-asset-management-llc-washington-dc-172702.md)) | 172702 | Washington, DC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Compound Capital Holdings LLC](https://advisorcensus.com/firm/compound-capital-holdings-llc-washington-dc-338498) ([md](https://advisorcensus.com/firm/compound-capital-holdings-llc-washington-dc-338498.md)) | 338498 | Washington, DC | Exempt reporting adviser | Not reported | 1 | Not reported |
| [COMPOUND27 Management, LLC](https://advisorcensus.com/firm/compound27-management-llc-washington-dc-334992) ([md](https://advisorcensus.com/firm/compound27-management-llc-washington-dc-334992.md)) | 334992 | Washington, DC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Connor Capital Management, LLC](https://advisorcensus.com/firm/connor-capital-management-llc-vienna-va-155893) ([md](https://advisorcensus.com/firm/connor-capital-management-llc-vienna-va-155893.md)) | 155893 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Construct Capital](https://advisorcensus.com/firm/construct-capital-washington-dc-310594) ([md](https://advisorcensus.com/firm/construct-capital-washington-dc-310594.md)) | 310594 | Washington, DC | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Contrary Investment Advisors](https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958) ([md](https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958.md)) | 154958 | Arlington, VA | State-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Cope Connelly](https://advisorcensus.com/firm/cope-connelly-arlington-va-311665) ([md](https://advisorcensus.com/firm/cope-connelly-arlington-va-311665.md)) | 311665 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Coram Partners, LP](https://advisorcensus.com/firm/coram-partners-lp-bethesda-md-338705) ([md](https://advisorcensus.com/firm/coram-partners-lp-bethesda-md-338705.md)) | 338705 | Bethesda, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Corbett Road Capital Management, LLC](https://advisorcensus.com/firm/corbett-road-capital-management-llc-mclean-va-305063) ([md](https://advisorcensus.com/firm/corbett-road-capital-management-llc-mclean-va-305063.md)) | 305063 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Core Capital Partners](https://advisorcensus.com/firm/core-capital-partners-potomac-md-162579) ([md](https://advisorcensus.com/firm/core-capital-partners-potomac-md-162579.md)) | 162579 | Potomac, MD | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Core Fiduciary Advisors](https://advisorcensus.com/firm/core-fiduciary-advisors-alexandria-va-135531) ([md](https://advisorcensus.com/firm/core-fiduciary-advisors-alexandria-va-135531.md)) | 135531 | Alexandria, VA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee, Other |
| [Coretegic Capital, LLC](https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343) ([md](https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343.md)) | 291343 | Arlington, VA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Councilor Wealth LLC](https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858) ([md](https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858.md)) | 170858 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Cousins & Co Asset Management GP LLC](https://advisorcensus.com/firm/cousins-and-co-asset-management-gp-llc-ashburn-va-338660) ([md](https://advisorcensus.com/firm/cousins-and-co-asset-management-gp-llc-ashburn-va-338660.md)) | 338660 | Ashburn, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Craftwork Capital LLC](https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626) ([md](https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626.md)) | 311626 | Alexandria, VA | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Criterion Africa Partners](https://advisorcensus.com/firm/criterion-africa-partners-bethesda-md-291386) ([md](https://advisorcensus.com/firm/criterion-africa-partners-bethesda-md-291386.md)) | 291386 | Bethesda, MD | Exempt reporting adviser | Not reported | Not reported | Not reported |

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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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- [Financial advisors in McLean, VA](https://advisorcensus.com/advisors/dc/washington/mclean) (https://advisorcensus.com/advisors/dc/washington/mclean.md)
- [Financial advisors in Alexandria, VA](https://advisorcensus.com/advisors/dc/washington/alexandria) (https://advisorcensus.com/advisors/dc/washington/alexandria.md)
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- [Financial advisors in Chevy Chase, MD](https://advisorcensus.com/advisors/dc/washington/chevy-chase) (https://advisorcensus.com/advisors/dc/washington/chevy-chase.md)
- [Financial advisors in Vienna, VA](https://advisorcensus.com/advisors/dc/washington/vienna) (https://advisorcensus.com/advisors/dc/washington/vienna.md)
- [Financial advisors in Fairfax, VA](https://advisorcensus.com/advisors/dc/washington/fairfax) (https://advisorcensus.com/advisors/dc/washington/fairfax.md)
- [Financial advisors in Ashburn, VA](https://advisorcensus.com/advisors/dc/washington/ashburn) (https://advisorcensus.com/advisors/dc/washington/ashburn.md)
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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.