{ "path": "/advisors/dc/washington", "url": "https://advisorcensus.com/advisors/dc/washington/page/8", "page_type": "metro", "title": "Financial advisors in Washington, DC", "filters": {}, "scope_total": 682, "faq": [ { "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 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.", "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 in Washington, DC: 682 firms from Form ADV filings as of October 2026.", "total_firms": 682, "page": 8, "total_pages": 14, "sort": "name", "registration_types": { "sec": 320, "state": 218, "exempt": 144 }, "fee_model_mix": [ { "code": "fee-only", "count": 192 }, { "code": "percentage_of_aum", "count": 485 }, { "code": "hourly", "count": 230 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 282 }, { "code": "commissions", "count": 9 }, { "code": "performance_based", "count": 126 }, { "code": "other", "count": 76 }, { "code": "not_reported", "count": 144 } ], "years_registered_distribution": [ { "code": "under_5", "count": 275 }, { "code": "5_to_9", "count": 147 }, { "code": "10_to_19", "count": 154 }, { "code": "20_plus", "count": 100 }, { "code": "not_reported", "count": 6 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 97 }, { "code": "25m_100m", "count": 88 }, { "code": "100m_500m", "count": 143 }, { "code": "500m_1b", "count": 49 }, { "code": "1b_5b", "count": 77 }, { "code": "over_5b", "count": 34 }, { "code": "not_reported", "count": 194 } ], "firms": [ { "crd_number": 170798, "name": "KCR Wealth Management, LLC", "name_as_filed": "KCR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kcr-wealth-management-llc-reston-va-170798", "city": "Reston", "state": "VA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134740, "name": "Kendall Capital Management", "name_as_filed": "KENDALL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/kendall-capital-management-rockville-md-134740", "city": "Rockville", "state": "MD", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 182511, "name": "Key Bridge Capital Advisors, LLC", "name_as_filed": "KEY BRIDGE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/key-bridge-capital-advisors-llc-washington-dc-182511", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130101, "name": "Keystone Asset Management, Inc.", "name_as_filed": "KEYSTONE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/keystone-asset-management-inc-mclean-va-130101", "city": "McLean", "state": "VA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281678, "name": "KFA Private Wealth Group, LLC", "name_as_filed": "KFA PRIVATE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/kfa-private-wealth-group-llc-tyson-va-281678", "city": "Tyson", "state": "VA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139521, "name": "Kilner Capital Advisors, LLC", "name_as_filed": "KILNER CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kilner-capital-advisors-llc-gaithersburg-md-139521", "city": "Gaithersburg", "state": "MD", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144453, "name": "Kinetic Ventures, L.L.C.", "name_as_filed": "KINETIC VENTURES, L.L.C.", "url": "https://advisorcensus.com/firm/kinetic-ventures-l-l-c-chevy-chase-md-144453", "city": "Chevy Chase", "state": "MD", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316530, "name": "Kingdom Capital Advisors, LLC", "name_as_filed": "KINGDOM CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kingdom-capital-advisors-llc-fairfax-va-316530", "city": "Fairfax", "state": "VA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312401, "name": "Kirk Capital Advisors LLC", "name_as_filed": "KIRK CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/kirk-capital-advisors-llc-vienna-va-312401", "city": "Vienna", "state": "VA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 292197, "name": "Kluz Ventures", "name_as_filed": "KLUZ VENTURES", "url": "https://advisorcensus.com/firm/kluz-ventures-rockville-md-292197", "city": "Rockville", "state": "MD", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311081, "name": "Kovacs Asset Management LLC", "name_as_filed": "KOVACS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kovacs-asset-management-llc-arlington-va-311081", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331281, "name": "KYO Asset Management, LLC", "name_as_filed": "KYO ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kyo-asset-management-llc-annandale-va-331281", "city": "Annandale", "state": "VA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 22471, "name": "Lafayette Investments, Inc.", "name_as_filed": "LAFAYETTE INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/lafayette-investments-inc-ashton-md-22471", "city": "Ashton", "state": "MD", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166980, "name": "LAP Latin American Partners", "name_as_filed": "LAP LATIN AMERICAN PARTNERS", "url": "https://advisorcensus.com/firm/lap-latin-american-partners-washington-dc-166980", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 188516, "name": "Laser Wealth Management, LC", "name_as_filed": "LASER WEALTH MANAGEMENT, LC", "url": "https://advisorcensus.com/firm/laser-wealth-management-lc-kensington-md-188516", "city": "Kensington", "state": "MD", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 328107, "name": "Lasting Legacy Wealth Management, LLC", "name_as_filed": "LASTING LEGACY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lasting-legacy-wealth-management-llc-alexandria-va-328107", "city": "Alexandria", "state": "VA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285450, "name": "Lavrock Ventures, LLC", "name_as_filed": "LAVROCK VENTURES, LLC", "url": "https://advisorcensus.com/firm/lavrock-ventures-llc-arlington-va-285450", "city": "Arlington", "state": "VA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105350, "name": "Law & Associates Inc", "name_as_filed": "LAW & ASSOCIATES INC", "url": "https://advisorcensus.com/firm/law-and-associates-inc-glen-echo-md-105350", "city": "Glen Echo", "state": "MD", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 153236, "name": "Legacy Financial", "name_as_filed": "LEGACY FINANCIAL", "url": "https://advisorcensus.com/firm/legacy-financial-front-royal-va-153236", "city": "Front Royal", "state": "VA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158700, "name": "Legacy Planning Advisors, LLC", "name_as_filed": "LEGACY PLANNING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-planning-advisors-llc-arlington-va-158700", "city": "Arlington", "state": "VA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173453, "name": "Legacy Wealth Management Inc.", "name_as_filed": "LEGACY WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/legacy-wealth-management-inc-manassas-va-173453", "city": "Manassas", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305002, "name": "LGG Financial", "name_as_filed": "LGG FINANCIAL", "url": "https://advisorcensus.com/firm/lgg-financial-bethesda-md-305002", "city": "Bethesda", "state": "MD", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314378, "name": "Liberty Strategic Capital", "name_as_filed": "LIBERTY STRATEGIC CAPITAL", "url": "https://advisorcensus.com/firm/liberty-strategic-capital-washington-dc-314378", "city": "Washington", "state": "DC", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282550, "name": "Lifeforce Capital Management, LLC", "name_as_filed": "LIFEFORCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lifeforce-capital-management-llc-chevy-chase-md-282550", "city": "Chevy Chase", "state": "MD", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332992, "name": "Lifelaidout LLC", "name_as_filed": "LIFELAIDOUT LLC", "url": "https://advisorcensus.com/firm/lifelaidout-llc-vienna-va-332992", "city": "Vienna", "state": "VA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312171, "name": "Lifetime Financial", "name_as_filed": "LIFETIME FINANCIAL", "url": "https://advisorcensus.com/firm/lifetime-financial-takoma-park-md-312171", "city": "Takoma Park", "state": "MD", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339044, "name": "Lightcone Ventures", "name_as_filed": "LIGHTCONE VENTURES", "url": "https://advisorcensus.com/firm/lightcone-ventures-rockville-md-339044", "city": "Rockville", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319581, "name": "LNC Partners", "name_as_filed": "LNC PARTNERS", "url": "https://advisorcensus.com/firm/lnc-partners-arlington-va-319581", "city": "Arlington", "state": "VA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 324409, "name": "Lucrum Capital Advisors", "name_as_filed": "LUCRUM CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/lucrum-capital-advisors-mclean-va-324409", "city": "McLean", "state": "VA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 289287, "name": "Luminate Financial Planning", "name_as_filed": "LUMINATE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/luminate-financial-planning-sterling-va-289287", "city": "Sterling", "state": "VA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111814, "name": "Lynx Investment Advisory, LLC", "name_as_filed": "LYNX INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/lynx-investment-advisory-llc-washington-dc-111814", "city": "Washington", "state": "DC", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 149621, "name": "Macroview Investment Management LLC", "name_as_filed": "MACROVIEW INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621", "city": "Bethesda", "state": "MD", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 341239, "name": "Magnus Financials LLC", "name_as_filed": "MAGNUS FINANCIALS LLC", "url": "https://advisorcensus.com/firm/magnus-financials-llc-chantilly-va-341239", "city": "Chantilly", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 150614, "name": "Marshfield Associates", "name_as_filed": "MARSHFIELD ASSOCIATES", "url": "https://advisorcensus.com/firm/marshfield-associates-washington-dc-150614", "city": "Washington", "state": "DC", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290322, "name": "Martin-Diamond Properties LLC", "name_as_filed": "MARTIN-DIAMOND PROPERTIES LLC", "url": "https://advisorcensus.com/firm/martin-diamond-properties-llc-washington-dc-290322", "city": "Washington", "state": "DC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296437, "name": "Martis Capital Management, LLC", "name_as_filed": "MARTIS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437", "city": "Washington", "state": "DC", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 111113, "name": "Mason Investment Advisory Services Inc", "name_as_filed": "MASON INVESTMENT ADVISORY SERVICES INC", "url": "https://advisorcensus.com/firm/mason-investment-advisory-services-inc-reston-va-111113", "city": "Reston", "state": "VA", "years_registered": 43, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324095, "name": "Massie Financial Planning Inc.", "name_as_filed": "MASSIE FINANCIAL PLANNING INC.", "url": "https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095", "city": "Alexandria", "state": "VA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329532, "name": "Mauloa Management, LLC", "name_as_filed": "MAULOA MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mauloa-management-llc-potomac-md-329532", "city": "Potomac", "state": "MD", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308490, "name": "MC2 Investment Management, LLC", "name_as_filed": "MC2 INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mc2-investment-management-llc-washington-dc-308490", "city": "Washington", "state": "DC", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168373, "name": "McAs", "name_as_filed": "MCAS", "url": "https://advisorcensus.com/firm/mcas-lansdowne-va-168373", "city": "Lansdowne", "state": "VA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107396, "name": "McGinn Penninger Investment Management Inc.", "name_as_filed": "MCGINN PENNINGER INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/mcginn-penninger-investment-management-inc-alexandria-va-107396", "city": "Alexandria", "state": "VA", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117526, "name": "McKinney Financial Planning & Management", "name_as_filed": "MCKINNEY FINANCIAL PLANNING & MANAGEMENT", "url": "https://advisorcensus.com/firm/mckinney-financial-planning-and-management-vienna-va-117526", "city": "Vienna", "state": "VA", "years_registered": 29, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147529, "name": "McLaughlin Ryder Investments, Inc.", "name_as_filed": "MCLAUGHLIN RYDER INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529", "city": "Alexandria", "state": "VA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108067, "name": "McLean Asset Management Corp.", "name_as_filed": "MCLEAN ASSET MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/mclean-asset-management-corp-tysons-va-108067", "city": "Tysons", "state": "VA", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300869, "name": "MER Capital Management, LLC", "name_as_filed": "MER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mer-capital-management-llc-alexandria-va-300869", "city": "Alexandria", "state": "VA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161478, "name": "Meridiam Infrastructure North America Corporation", "name_as_filed": "MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION", "url": "https://advisorcensus.com/firm/meridiam-infrastructure-north-america-corporation-washington-dc-161478", "city": "Washington", "state": "DC", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 281969, "name": "Meridian Financial Partners LLC", "name_as_filed": "MERIDIAN FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969", "city": "Warrenton", "state": "VA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336539, "name": "Meritis Wealth Management, Inc.", "name_as_filed": "MERITIS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/meritis-wealth-management-inc-potomac-md-336539", "city": "Potomac", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 330246, "name": "Meritoak Capital LLC", "name_as_filed": "MERITOAK CAPITAL LLC", "url": "https://advisorcensus.com/firm/meritoak-capital-llc-leesburg-va-330246", "city": 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