# 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/8

## 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 8 of 14, 351 to 400 of 682, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [KCR Wealth Management, LLC](https://advisorcensus.com/firm/kcr-wealth-management-llc-reston-va-170798) ([md](https://advisorcensus.com/firm/kcr-wealth-management-llc-reston-va-170798.md)) | 170798 | Reston, VA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Kendall Capital Management](https://advisorcensus.com/firm/kendall-capital-management-rockville-md-134740) ([md](https://advisorcensus.com/firm/kendall-capital-management-rockville-md-134740.md)) | 134740 | Rockville, MD | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Key Bridge Capital Advisors, LLC](https://advisorcensus.com/firm/key-bridge-capital-advisors-llc-washington-dc-182511) ([md](https://advisorcensus.com/firm/key-bridge-capital-advisors-llc-washington-dc-182511.md)) | 182511 | Washington, DC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Keystone Asset Management, Inc.](https://advisorcensus.com/firm/keystone-asset-management-inc-mclean-va-130101) ([md](https://advisorcensus.com/firm/keystone-asset-management-inc-mclean-va-130101.md)) | 130101 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [KFA Private Wealth Group, LLC](https://advisorcensus.com/firm/kfa-private-wealth-group-llc-tyson-va-281678) ([md](https://advisorcensus.com/firm/kfa-private-wealth-group-llc-tyson-va-281678.md)) | 281678 | Tyson, VA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Kilner Capital Advisors, LLC](https://advisorcensus.com/firm/kilner-capital-advisors-llc-gaithersburg-md-139521) ([md](https://advisorcensus.com/firm/kilner-capital-advisors-llc-gaithersburg-md-139521.md)) | 139521 | Gaithersburg, MD | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [Kinetic Ventures, L.L.C.](https://advisorcensus.com/firm/kinetic-ventures-l-l-c-chevy-chase-md-144453) ([md](https://advisorcensus.com/firm/kinetic-ventures-l-l-c-chevy-chase-md-144453.md)) | 144453 | Chevy Chase, MD | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Kingdom Capital Advisors, LLC](https://advisorcensus.com/firm/kingdom-capital-advisors-llc-fairfax-va-316530) ([md](https://advisorcensus.com/firm/kingdom-capital-advisors-llc-fairfax-va-316530.md)) | 316530 | Fairfax, VA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee |
| [Kirk Capital Advisors LLC](https://advisorcensus.com/firm/kirk-capital-advisors-llc-vienna-va-312401) ([md](https://advisorcensus.com/firm/kirk-capital-advisors-llc-vienna-va-312401.md)) | 312401 | Vienna, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Kluz Ventures](https://advisorcensus.com/firm/kluz-ventures-rockville-md-292197) ([md](https://advisorcensus.com/firm/kluz-ventures-rockville-md-292197.md)) | 292197 | Rockville, MD | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Kovacs Asset Management LLC](https://advisorcensus.com/firm/kovacs-asset-management-llc-arlington-va-311081) ([md](https://advisorcensus.com/firm/kovacs-asset-management-llc-arlington-va-311081.md)) | 311081 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [KYO Asset Management, LLC](https://advisorcensus.com/firm/kyo-asset-management-llc-annandale-va-331281) ([md](https://advisorcensus.com/firm/kyo-asset-management-llc-annandale-va-331281.md)) | 331281 | Annandale, VA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Lafayette Investments, Inc.](https://advisorcensus.com/firm/lafayette-investments-inc-ashton-md-22471) ([md](https://advisorcensus.com/firm/lafayette-investments-inc-ashton-md-22471.md)) | 22471 | Ashton, MD | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Fixed fee |
| [LAP Latin American Partners](https://advisorcensus.com/firm/lap-latin-american-partners-washington-dc-166980) ([md](https://advisorcensus.com/firm/lap-latin-american-partners-washington-dc-166980.md)) | 166980 | Washington, DC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Laser Wealth Management, LC](https://advisorcensus.com/firm/laser-wealth-management-lc-kensington-md-188516) ([md](https://advisorcensus.com/firm/laser-wealth-management-lc-kensington-md-188516.md)) | 188516 | Kensington, MD | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |
| [Lasting Legacy Wealth Management, LLC](https://advisorcensus.com/firm/lasting-legacy-wealth-management-llc-alexandria-va-328107) ([md](https://advisorcensus.com/firm/lasting-legacy-wealth-management-llc-alexandria-va-328107.md)) | 328107 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Lavrock Ventures, LLC](https://advisorcensus.com/firm/lavrock-ventures-llc-arlington-va-285450) ([md](https://advisorcensus.com/firm/lavrock-ventures-llc-arlington-va-285450.md)) | 285450 | Arlington, VA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Law & Associates Inc](https://advisorcensus.com/firm/law-and-associates-inc-glen-echo-md-105350) ([md](https://advisorcensus.com/firm/law-and-associates-inc-glen-echo-md-105350.md)) | 105350 | Glen Echo, MD | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Hourly, Fixed fee, Other |
| [Legacy Financial](https://advisorcensus.com/firm/legacy-financial-front-royal-va-153236) ([md](https://advisorcensus.com/firm/legacy-financial-front-royal-va-153236.md)) | 153236 | Front Royal, VA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Legacy Planning Advisors, LLC](https://advisorcensus.com/firm/legacy-planning-advisors-llc-arlington-va-158700) ([md](https://advisorcensus.com/firm/legacy-planning-advisors-llc-arlington-va-158700.md)) | 158700 | Arlington, VA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Legacy Wealth Management Inc.](https://advisorcensus.com/firm/legacy-wealth-management-inc-manassas-va-173453) ([md](https://advisorcensus.com/firm/legacy-wealth-management-inc-manassas-va-173453.md)) | 173453 | Manassas, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [LGG Financial](https://advisorcensus.com/firm/lgg-financial-bethesda-md-305002) ([md](https://advisorcensus.com/firm/lgg-financial-bethesda-md-305002.md)) | 305002 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Liberty Strategic Capital](https://advisorcensus.com/firm/liberty-strategic-capital-washington-dc-314378) ([md](https://advisorcensus.com/firm/liberty-strategic-capital-washington-dc-314378.md)) | 314378 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Lifeforce Capital Management, LLC](https://advisorcensus.com/firm/lifeforce-capital-management-llc-chevy-chase-md-282550) ([md](https://advisorcensus.com/firm/lifeforce-capital-management-llc-chevy-chase-md-282550.md)) | 282550 | Chevy Chase, MD | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Lifelaidout LLC](https://advisorcensus.com/firm/lifelaidout-llc-vienna-va-332992) ([md](https://advisorcensus.com/firm/lifelaidout-llc-vienna-va-332992.md)) | 332992 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Lifetime Financial](https://advisorcensus.com/firm/lifetime-financial-takoma-park-md-312171) ([md](https://advisorcensus.com/firm/lifetime-financial-takoma-park-md-312171.md)) | 312171 | Takoma Park, MD | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Lightcone Ventures](https://advisorcensus.com/firm/lightcone-ventures-rockville-md-339044) ([md](https://advisorcensus.com/firm/lightcone-ventures-rockville-md-339044.md)) | 339044 | Rockville, MD | Exempt reporting adviser | Not reported | 0 | Not reported |
| [LNC Partners](https://advisorcensus.com/firm/lnc-partners-arlington-va-319581) ([md](https://advisorcensus.com/firm/lnc-partners-arlington-va-319581.md)) | 319581 | Arlington, VA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Lucrum Capital Advisors](https://advisorcensus.com/firm/lucrum-capital-advisors-mclean-va-324409) ([md](https://advisorcensus.com/firm/lucrum-capital-advisors-mclean-va-324409.md)) | 324409 | McLean, VA | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee, Performance fee |
| [Luminate Financial Planning](https://advisorcensus.com/firm/luminate-financial-planning-sterling-va-289287) ([md](https://advisorcensus.com/firm/luminate-financial-planning-sterling-va-289287.md)) | 289287 | Sterling, VA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Lynx Investment Advisory, LLC](https://advisorcensus.com/firm/lynx-investment-advisory-llc-washington-dc-111814) ([md](https://advisorcensus.com/firm/lynx-investment-advisory-llc-washington-dc-111814.md)) | 111814 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [Macroview Investment Management LLC](https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621) ([md](https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621.md)) | 149621 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [Magnus Financials LLC](https://advisorcensus.com/firm/magnus-financials-llc-chantilly-va-341239) ([md](https://advisorcensus.com/firm/magnus-financials-llc-chantilly-va-341239.md)) | 341239 | Chantilly, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Marshfield Associates](https://advisorcensus.com/firm/marshfield-associates-washington-dc-150614) ([md](https://advisorcensus.com/firm/marshfield-associates-washington-dc-150614.md)) | 150614 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee |
| [Martin-Diamond Properties LLC](https://advisorcensus.com/firm/martin-diamond-properties-llc-washington-dc-290322) ([md](https://advisorcensus.com/firm/martin-diamond-properties-llc-washington-dc-290322.md)) | 290322 | Washington, DC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Martis Capital Management, LLC](https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437) ([md](https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437.md)) | 296437 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |
| [Mason Investment Advisory Services Inc](https://advisorcensus.com/firm/mason-investment-advisory-services-inc-reston-va-111113) ([md](https://advisorcensus.com/firm/mason-investment-advisory-services-inc-reston-va-111113.md)) | 111113 | Reston, VA | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Fixed fee |
| [Massie Financial Planning Inc.](https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095) ([md](https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095.md)) | 324095 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Mauloa Management, LLC](https://advisorcensus.com/firm/mauloa-management-llc-potomac-md-329532) ([md](https://advisorcensus.com/firm/mauloa-management-llc-potomac-md-329532.md)) | 329532 | Potomac, MD | Exempt reporting adviser | Not reported | 2 | Not reported |
| [MC2 Investment Management, LLC](https://advisorcensus.com/firm/mc2-investment-management-llc-washington-dc-308490) ([md](https://advisorcensus.com/firm/mc2-investment-management-llc-washington-dc-308490.md)) | 308490 | Washington, DC | Exempt reporting adviser | Not reported | 5 | Not reported |
| [McAs](https://advisorcensus.com/firm/mcas-lansdowne-va-168373) ([md](https://advisorcensus.com/firm/mcas-lansdowne-va-168373.md)) | 168373 | Lansdowne, VA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [McGinn Penninger Investment Management Inc.](https://advisorcensus.com/firm/mcginn-penninger-investment-management-inc-alexandria-va-107396) ([md](https://advisorcensus.com/firm/mcginn-penninger-investment-management-inc-alexandria-va-107396.md)) | 107396 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets |
| [McKinney Financial Planning & Management](https://advisorcensus.com/firm/mckinney-financial-planning-and-management-vienna-va-117526) ([md](https://advisorcensus.com/firm/mckinney-financial-planning-and-management-vienna-va-117526.md)) | 117526 | Vienna, VA | State-registered investment adviser | Not reported | 29 | Hourly, Fixed fee |
| [McLaughlin Ryder Investments, Inc.](https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529) ([md](https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529.md)) | 147529 | Alexandria, VA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [McLean Asset Management Corp.](https://advisorcensus.com/firm/mclean-asset-management-corp-tysons-va-108067) ([md](https://advisorcensus.com/firm/mclean-asset-management-corp-tysons-va-108067.md)) | 108067 | Tysons, VA | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly, Fixed fee |
| [MER Capital Management, LLC](https://advisorcensus.com/firm/mer-capital-management-llc-alexandria-va-300869) ([md](https://advisorcensus.com/firm/mer-capital-management-llc-alexandria-va-300869.md)) | 300869 | Alexandria, VA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Meridiam Infrastructure North America Corporation](https://advisorcensus.com/firm/meridiam-infrastructure-north-america-corporation-washington-dc-161478) ([md](https://advisorcensus.com/firm/meridiam-infrastructure-north-america-corporation-washington-dc-161478.md)) | 161478 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Meridian Financial Partners LLC](https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969) ([md](https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969.md)) | 281969 | Warrenton, VA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Meritis Wealth Management, Inc.](https://advisorcensus.com/firm/meritis-wealth-management-inc-potomac-md-336539) ([md](https://advisorcensus.com/firm/meritis-wealth-management-inc-potomac-md-336539.md)) | 336539 | Potomac, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Meritoak Capital LLC](https://advisorcensus.com/firm/meritoak-capital-llc-leesburg-va-330246) ([md](https://advisorcensus.com/firm/meritoak-capital-llc-leesburg-va-330246.md)) | 330246 | Leesburg, VA | Exempt reporting adviser | Not reported | 0 | 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 Alexandria, VA](https://advisorcensus.com/advisors/dc/washington/alexandria) (https://advisorcensus.com/advisors/dc/washington/alexandria.md)
- [Financial advisors in Reston, VA](https://advisorcensus.com/advisors/dc/washington/reston) (https://advisorcensus.com/advisors/dc/washington/reston.md)
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- [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)
- [Financial advisors in Frederick, MD](https://advisorcensus.com/advisors/dc/washington/frederick) (https://advisorcensus.com/advisors/dc/washington/frederick.md)

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.