AdvisorRanked

Best Financial Advisors in District of Columbia

58 SEC-registered advisory firms across 3 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

58
Registered Firms
3
Cities
0.95%
Median Fee
of assets/year
58
In Database
firms listed

Trust Score Distribution — District of Columbia Advisors

Cities in District of Columbia

1 cities

Top-Ranked Advisors in District of Columbia

Page 1 of 3 · 58 firms

#1
93

FIDUCIARY COUNSELORS INC.

WASHINGTON, DC · Since 1999

$20.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
93

ACON EQUITY MANAGEMENT L.L.C.

WASHINGTON, DC · Since 2012

$4.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#3
92

MARSHFIELD ASSOCIATES

WASHINGTON, DC · Since 2009

$8.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#4
91

F/M INVESTMENTS LLC

WASHINGTON, DC · Since 2019

$17.7B AUM46 clientsFee: 0%
FiduciaryFee-Only
#5
90

PALADIN CAPITAL MANAGEMENT, LLC

WASHINGTON, DC · Since 2002

$1.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#6
90

ACON LATAM MANAGEMENT, L.L.C.

WASHINGTON, DC · Since 2012

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#7
90

MARTIS CAPITAL MANAGEMENT, LLC

WASHINGTON, DC · Since 2018

$2.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#8
89

BRYSPEN, INCORPORATED

WASHINGTON, DC · Since 2000

$329M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
89

CLOUD CAPITAL ADVISORS LLC

WASHINGTON, DC · Since 2022

$2.8B AUM8 clientsFee: 0%
FiduciaryFee-Only
#10
89

BLACK CHAMBER PARTNERS, LLC

WASHINGTON, DC · Since 2019

$2.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#11
88

CWCI LLC

WASHINGTON, DC · Since 2008

$256M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
88

PRP REAL ASSETS ADVISORS, LLC

WASHINGTON, DC · Since 2025

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#13
87

ACON INVESTMENTS MANAGEMENT, LLC

WASHINGTON, DC · Since 2012

$193M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
87

MICROVEST CAPITAL MANAGEMENT

WASHINGTON, DC · Since 2010

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
85

MISSIONSQUARE RETIREMENT

WASHINGTON, DC · Since 1983

$6.3B AUM174 clientsFee: 0%
FiduciaryFee-Only
#16
85

THE CARLYLE GROUP

WASHINGTON, DC · Since 1996

$283.8B AUM317 clientsFee: 0%
FiduciaryFee-Only
#17
85

CAPITAL INVESTMENT ADVISORS

WASHINGTON D.C., DC · Since 2017

$302M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
85

IG4 CAPITAL ADVISORS US LLC

WASHINGTON, DC · Since 2022

$321M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
85

BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL

WASHINGTON, DC · Since 2019

$427M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
84

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

WASHINGTON, DC · Since 2019

$251M AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
84

TERRA ALPHA INVESTMENTS LLC

WASHINGTON, DC · Since 2021

$193M AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
84

HINDUJA-LYNX INVESTMENT ADVISORY, LLC

WASHINGTON, DC · Since 2018

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
84

OAKHURST CAPITAL ADVISORS, LLC

WASHINGTON, DC · Since 2020

$6M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
84

THE BRYDON GROUP

WASHINGTON, D.C., DC · Since 2025

$722M AUM19 clientsFee: 0%
FiduciaryFee-Only
#25
83

ROCK CREEK GROUP LLC

WASHINGTON, DC · Since 2003

$18.4B AUM26 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in District of Columbia

How many financial advisors are registered in District of Columbia?
There are 58 SEC-registered investment advisory firms in District of Columbia, spread across 3 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in District of Columbia?
The median advisory fee in District of Columbia is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.