{
  "path": "/advisors/dc/washington",
  "url": "https://advisorcensus.com/advisors/dc/washington/page/9",
  "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": 9,
  "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": 334993,
      "name": "Merlin Ventures",
      "name_as_filed": "MERLIN VENTURES",
      "url": "https://advisorcensus.com/firm/merlin-ventures-mclean-va-334993",
      "city": "McLean",
      "state": "VA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 153395,
      "name": "Microvest Capital Management",
      "name_as_filed": "MICROVEST CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/microvest-capital-management-washington-dc-153395",
      "city": "Washington",
      "state": "DC",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285820,
      "name": "Midcap Financial Services Capital Management, LLC",
      "name_as_filed": "MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/midcap-financial-services-capital-management-llc-bethesda-md-285820",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285323,
      "name": "Middleland AG Capital Partners, LLC",
      "name_as_filed": "MIDDLELAND AG CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/middleland-ag-capital-partners-llc-arlington-va-285323",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 155334,
      "name": "Middleton Advisory",
      "name_as_filed": "MIDDLETON ADVISORY",
      "url": "https://advisorcensus.com/firm/middleton-advisory-bethesda-md-155334",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118082,
      "name": "Millennium Financial Services LLP",
      "name_as_filed": "MILLENNIUM FINANCIAL SERVICES LLP",
      "url": "https://advisorcensus.com/firm/millennium-financial-services-llp-rockville-md-118082",
      "city": "Rockville",
      "state": "MD",
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115475,
      "name": "Miller Capital Management, Inc.",
      "name_as_filed": "MILLER CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/miller-capital-management-inc-bethesda-md-115475",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105886,
      "name": "Mills Value Adviser Inc",
      "name_as_filed": "MILLS VALUE ADVISER INC",
      "url": "https://advisorcensus.com/firm/mills-value-adviser-inc-arlington-va-105886",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300473,
      "name": "Mission: Advice",
      "name_as_filed": "MISSION: ADVICE",
      "url": "https://advisorcensus.com/firm/mission-advice-shepherdstown-wv-300473",
      "city": "Shepherdstown",
      "state": "WV",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109138,
      "name": "Missionsquare Investments",
      "name_as_filed": "MISSIONSQUARE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/missionsquare-investments-washington-dc-109138",
      "city": "Washington",
      "state": "DC",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108783,
      "name": "Missionsquare Retirement",
      "name_as_filed": "MISSIONSQUARE RETIREMENT",
      "url": "https://advisorcensus.com/firm/missionsquare-retirement-washington-dc-108783",
      "city": "Washington",
      "state": "DC",
      "years_registered": 43,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 23189,
      "name": "Missionsquare Wealth Management",
      "name_as_filed": "MISSIONSQUARE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/missionsquare-wealth-management-washington-dc-23189",
      "city": "Washington",
      "state": "DC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109447,
      "name": "Mitchell Advisory Inc",
      "name_as_filed": "MITCHELL ADVISORY INC",
      "url": "https://advisorcensus.com/firm/mitchell-advisory-inc-reston-va-109447",
      "city": "Reston",
      "state": "VA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116123,
      "name": "Mitco Asset Management",
      "name_as_filed": "MITCO ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mitco-asset-management-vienna-va-116123",
      "city": "Vienna",
      "state": "VA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323441,
      "name": "MJL Capital LLC",
      "name_as_filed": "MJL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/mjl-capital-llc-alexandria-va-323441",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324068,
      "name": "Momentus Manager LLC",
      "name_as_filed": "MOMENTUS MANAGER LLC",
      "url": "https://advisorcensus.com/firm/momentus-manager-llc-arlington-va-324068",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104694,
      "name": "Money Plans",
      "name_as_filed": "MONEY PLANS",
      "url": "https://advisorcensus.com/firm/money-plans-silver-spring-md-104694",
      "city": "Silver Spring",
      "state": "MD",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324148,
      "name": "Moneybylisa LLC",
      "name_as_filed": "MONEYBYLISA LLC",
      "url": "https://advisorcensus.com/firm/moneybylisa-llc-washington-dc-324148",
      "city": "Washington",
      "state": "DC",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315979,
      "name": "Monocacy Wealth Management, LLC",
      "name_as_filed": "MONOCACY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/monocacy-wealth-management-llc-frederick-md-315979",
      "city": "Frederick",
      "state": "MD",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105417,
      "name": "Montgomery Investment Management Inc",
      "name_as_filed": "MONTGOMERY INVESTMENT MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/montgomery-investment-management-inc-rockville-md-105417",
      "city": "Rockville",
      "state": "MD",
      "years_registered": 39,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159882,
      "name": "Monument Wealth Management",
      "name_as_filed": "MONUMENT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323374,
      "name": "Moore Wealth",
      "name_as_filed": "MOORE WEALTH",
      "url": "https://advisorcensus.com/firm/moore-wealth-frederick-md-323374",
      "city": "Frederick",
      "state": "MD",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163667,
      "name": "Mooring Financial Corporation",
      "name_as_filed": "MOORING FINANCIAL CORPORATION",
      "url": "https://advisorcensus.com/firm/mooring-financial-corporation-ashburn-va-163667",
      "city": "Ashburn",
      "state": "VA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 149688,
      "name": "Motley Fool Asset Management",
      "name_as_filed": "MOTLEY FOOL ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/motley-fool-asset-management-alexandria-va-149688",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298748,
      "name": "Motley Fool Ventures",
      "name_as_filed": "MOTLEY FOOL VENTURES",
      "url": "https://advisorcensus.com/firm/motley-fool-ventures-alexandria-va-298748",
      "city": "Alexandria",
      "state": "VA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331136,
      "name": "Mount Ararat Financial Services LLC",
      "name_as_filed": "MOUNT ARARAT FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/mount-ararat-financial-services-llc-washington-dc-331136",
      "city": "Washington",
      "state": "DC",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287865,
      "name": "Mountain View Wealth Management LLC",
      "name_as_filed": "MOUNTAIN VIEW WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/mountain-view-wealth-management-llc-arlington-va-287865",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281209,
      "name": "Multiplier Capital, LLC",
      "name_as_filed": "MULTIPLIER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/multiplier-capital-llc-washington-dc-281209",
      "city": "Washington",
      "state": "DC",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164381,
      "name": "Munoz Group",
      "name_as_filed": "MUNOZ GROUP",
      "url": "https://advisorcensus.com/firm/munoz-group-arlington-va-164381",
      "city": "Arlington",
      "state": "VA",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139034,
      "name": "MV Capital Management, Inc.",
      "name_as_filed": "MV CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168566,
      "name": "My Wealth Management, Inc",
      "name_as_filed": "MY WEALTH MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/my-wealth-management-inc-germantown-md-168566",
      "city": "Germantown",
      "state": "MD",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148615,
      "name": "National Real Estate Advisors",
      "name_as_filed": "NATIONAL REAL ESTATE ADVISORS",
      "url": "https://advisorcensus.com/firm/national-real-estate-advisors-washington-dc-148615",
      "city": "Washington",
      "state": "DC",
      "years_registered": 16,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169508,
      "name": "Navimed Capital Advisors, LLC",
      "name_as_filed": "NAVIMED CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/navimed-capital-advisors-llc-rosslyn-va-169508",
      "city": "Rosslyn",
      "state": "VA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138459,
      "name": "Navy Federal Investment Services, LLC",
      "name_as_filed": "NAVY FEDERAL INVESTMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/navy-federal-investment-services-llc-vienna-va-138459",
      "city": "Vienna",
      "state": "VA",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138196,
      "name": "NEA Member Benefits",
      "name_as_filed": "NEA MEMBER BENEFITS",
      "url": "https://advisorcensus.com/firm/nea-member-benefits-gaithersburg-md-138196",
      "city": "Gaithersburg",
      "state": "MD",
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328302,
      "name": "Neat Financial Planning",
      "name_as_filed": "NEAT FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/neat-financial-planning-falls-church-va-328302",
      "city": "Falls Church",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118694,
      "name": "Net Worth Advisory Services",
      "name_as_filed": "NET WORTH ADVISORY SERVICES",
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  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}