Fiduciary advisors in District of Columbia

59registered advisers
56fee-only verified

Washington, D.C. has 59 SEC-registered fiduciary advisors serving a population dense with federal employees, lobbyists, and nonprofit executives. Of these firms, 56 are fee-only. FERS pension optimization and Thrift Savings Plan rollover strategies are unusually common specializations among D.C.-based advisors.

Cities

Washington57Washington D.C.2

Top advisors

ACCION IMPACT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #319191
Typical Fee--
AUM$262M
Minimum--
Clients4

ACCOLADE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #160802
Typical Fee--
AUM$7.1B
Minimum--
Clients58

ACON EQUITY MANAGEMENT L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #159517
Typical Fee--
AUM$5.2B
Minimum--
Clients25

ACON INVESTMENTS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #162033
Typical Fee--
AUM$171M
Minimum--
Clients10

ACON LATAM MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #161535
Typical Fee--
AUM$1.4B
Minimum--
Clients25

APIS & HERITAGE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #315195
Typical Fee--
AUM$233M
Minimum--
Clients2

ARMSTRONG, FLEMING & MOORE, INC.

Clean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #107347
Typical Fee--
AUM$1.1B
Minimum--
Clients1,746

ASTRA CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #284265
Typical Fee--
AUM$296M
Minimum--
Clients11

AZORIA CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #334835
Typical Fee--
AUM--
Minimum--
Clients--

BIG LEAGUE ADVANTAGE

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #291999
Typical Fee--
AUM$383M
Minimum--
Clients5

BLACK CHAMBER PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #306359
Typical Fee--
AUM$1.8B
Minimum--
Clients7

BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #291948
Typical Fee--
AUM$481M
Minimum--
Clients2

BRYSPEN, INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #109004
Typical Fee--
AUM$294M
Minimum--
Clients279

CALVERT RESEARCH AND MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #285127
Typical Fee--
AUM$39.5B
Minimum--
Clients1,932

CAPITAL INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington D.C., District of ColumbiaCRD #118269
Typical Fee--
AUM$302M
Minimum--
Clients1,416

CAPITOL MERIDIAN PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #319080
Typical Fee--
AUM$1.4B
Minimum--
Clients14

CLOUD CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #314113
Typical Fee--
AUM$2.0B
Minimum--
Clients7

CWCI LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #144535
Typical Fee--
AUM$257M
Minimum--
Clients7

DARBY OVERSEAS PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #160799
Typical Fee--
AUM$154M
Minimum--
Clients5

EIG MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #154302
Typical Fee--
AUM$19.8B
Minimum--
Clients78

EMERGING CAPITAL PARTNERS

Fee-Only, No Conflicts
Washington, District of ColumbiaCRD #337282
Typical Fee--
AUM$1.1B
Minimum--
Clients11

EUPHRATES ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #167257
Typical Fee--
AUM$551M
Minimum--
Clients3

F/M INVESTMENTS LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #304405
Typical Fee--
AUM$16.9B
Minimum--
Clients4,480

FIDUCIARY COUNSELORS INC.

Fee-Only, No Conflicts
Washington, District of ColumbiaCRD #111827
Typical Fee--
AUM$17.0B
Minimum--
Clients12

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #140444
Typical Fee--
AUM$1.2B
Minimum--
Clients484

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

Also Compensated via Brokerage
Washington, District of ColumbiaCRD #319
Typical Fee--
AUM$858M
Minimum--
Clients471

FUNDRISE ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #172036
Typical Fee--
AUM$3.0B
Minimum--
Clients15

GODSPEED CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #313936
Typical Fee--
AUM$1.1B
Minimum--
Clients10

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #281772
Typical Fee--
AUM$251M
Minimum--
Clients1,251

GRAIN MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #285045
Typical Fee--
AUM$6.7B
Minimum--
Clients26

HCI EQUITY MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #155834
Typical Fee--
AUM$1.4B
Minimum--
Clients5

HINDUJA-LYNX INVESTMENT ADVISORY, LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #289909
Typical Fee--
AUM--
Minimum--
Clients--

IG4 CAPITAL ADVISORS US LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #316972
Typical Fee--
AUM$312M
Minimum--
Clients13

INVICTUS CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #157315
Typical Fee--
AUM$6.2B
Minimum--
Clients24

IRON POINT PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #157078
Typical Fee--
AUM$1.4B
Minimum--
Clients11

JUGGERNAUT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #160623
Typical Fee--
AUM$1.4B
Minimum--
Clients20

LIBERTY STRATEGIC CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #314378
Typical Fee--
AUM$3.1B
Minimum--
Clients3

LYNX INVESTMENT ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #111814
Typical Fee--
AUM$1.3B
Minimum--
Clients244

MARSHFIELD ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #150614
Typical Fee--
AUM$7.5B
Minimum--
Clients5,466

MARTIS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #296437
Typical Fee--
AUM$2.1B
Minimum--
Clients19

MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #161478
Typical Fee--
AUM$8.4B
Minimum--
Clients32

MICROVEST CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #153395
Typical Fee1.55%
AUM$170M
Minimum$250,000
Clients10

MISSIONSQUARE INVESTMENTS

Fee-OnlyAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #109138
Typical Fee--
AUM$50.3B
Minimum--
Clients45

MISSIONSQUARE RETIREMENT

Fee-OnlyAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #108783
Typical Fee--
AUM$6.0B
Minimum--
Clients58,580

MISSIONSQUARE WEALTH MANAGEMENT

Also Compensated via Brokerage
Washington, District of ColumbiaCRD #23189
Typical Fee--
AUM--
Minimum--
Clients--

NATIONAL REAL ESTATE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #148615
Typical Fee--
AUM--
Minimum--
Clients--

NEW CATALYST

Fee-Only, No ConflictsClean Record
Washington, District of ColumbiaCRD #332967
Typical Fee--
AUM$185M
Minimum--
Clients1

OAKHURST CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #311802
Typical Fee--
AUM$79M
Minimum--
Clients7

PALADIN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #122679
Typical Fee--
AUM$1.2B
Minimum--
Clients26

PARCO WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Washington, District of ColumbiaCRD #306826
Typical Fee--
AUM$13M
Minimum--
Clients174
View all 59 advisors in District of Columbia
Fiduciary Financial Advisors in District of Columbia | FiduciaryListings