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Start your Watchlist111 investment advisory firms are registered with a main office in District of Columbia, together advising $550B for 459,849 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Washington · SEC-registered
|
$283.8B | 612 | 1,040 | Flagged |
| 2 |
Washington · SEC-registered
|
$52.9B | 1 | 64 | Flagged |
| 3 |
Washington · SEC-registered
|
$40.3B | 1,915 | 64 | Flagged |
| 4 |
Washington · SEC-registered
|
$22.2B | 66 | 124 | Clean |
| 5 |
Washington · SEC-registered
|
$20.3B | 13 | 8 | Flagged |
| 6 |
Washington · SEC-registered
|
$18.4B | 41 | 62 | Clean |
| 7 |
Washington · SEC-registered
|
$17.7B | 5,780 | 83 | Clean |
| 8 |
Washington · SEC-registered
|
$10.2B | 34 | 40 | Clean |
| 9 |
Washington · SEC-registered
|
$9.3B | 66 | 18 | Clean |
| 10 |
Washington · SEC-registered
|
$8.1B | 3,996 | 27 | Clean |
| 11 |
Washington · SEC-registered
|
$8.1B | 25 | 77 | Clean |
| 12 |
Washington · SEC-registered
|
$7.3B | 29 | 53 | Clean |
| 13 |
Washington · SEC-registered
|
$6.3B | 40,527 | 553 | Flagged |
| 14 |
Washington · SEC-registered
|
$4.2B | 23 | 25 | Clean |
| 15 |
Washington · SEC-registered
|
$3.5B | 3 | 18 | Clean |
| 16 |
Washington · SEC-registered
|
$3.5B | 402,942 | 0 | Flagged |
| 17 |
Washington · SEC-registered
|
$3.0B | 23 | 15 | Clean |
| 18 |
Washington · SEC-registered
|
$2.8B | 9 | 27 | Clean |
| 19 |
Washington · SEC-registered
|
$2.7B | 9 | 19 | Clean |
| 20 |
Washington · SEC-registered
|
$2.5B | 19 | 25 | Clean |
| 21 |
Washington · SEC-registered
|
$1.7B | 17 | 15 | Clean |
| 22 |
Washington · SEC-registered
|
$1.4B | 11 | 14 | Clean |
| 23 |
Washington · SEC-registered
|
$1.3B | 26 | 24 | Clean |
| 24 |
Washington · SEC-registered
|
$1.3B | 551 | 27 | Clean |
| 25 |
Washington · SEC-registered
|
$1.2B | 19 | 25 | Clean |
| 26 |
Washington · SEC-registered
|
$1.2B | 488 | 9 | Flagged |
| 27 |
Washington · SEC-registered
|
$1.2B | 5 | 19 | Clean |
| 28 |
Washington · SEC-registered
|
$1.2B | 19 | 15 | Clean |
| 29 |
Washington · SEC-registered
|
$1.1B | 236 | 13 | Clean |
| 30 |
Washington · SEC-registered
|
$1.1B | 10 | 11 | Clean |
| 31 |
Washington · SEC-registered
|
$1.0B | 10 | 27 | Clean |
| 32 |
Washington · SEC-registered
|
$836.6M | 12 | 6 | Flagged |
| 33 |
Washington · SEC-registered
|
$797.4M | 262 | 44 | Flagged |
| 34 |
Washington, D.C. · SEC-registered
|
$721.5M | 3 | 19 | Clean |
| 35 |
Washington · SEC-registered
|
$548.3M | 6 | 39 | Clean |
| 36 |
Washington · SEC-registered
|
$539.0M | 3 | 5 | Clean |
| 37 |
Washington · SEC-registered
|
$503.0M | 4 | 14 | Clean |
| 38 |
Washington · SEC-registered
|
$426.5M | 2 | 6 | Clean |
| 39 |
Washington · SEC-registered
|
$341.5M | 6 | 11 | Clean |
| 40 |
Washington · SEC-registered
|
$336.9M | 2 | 8 | Clean |
| 41 |
Washington · SEC-registered
|
$329.3M | 72 | 2 | Clean |
| 42 |
Washington · SEC-registered
|
$321.5M | 13 | 4 | Clean |
| 43 |
Washington D.C. · SEC-registered
|
$302.3M | 427 | 11 | Clean |
| 44 |
Washington · SEC-registered
|
$287.4M | 93 | 4 | Clean |
| 45 |
Washington · SEC-registered
|
$262.2M | 5 | 21 | Clean |
| 46 |
Washington · SEC-registered
|
$255.5M | 5 | 5 | Clean |
| 47 |
Washington · SEC-registered
|
$251.2M | 710 | 8 | Clean |
| 48 |
Washington · SEC-registered
|
$247.2M | 40 | 1 | Clean |
| 49 |
Washington · SEC-registered
|
$231.1M | 4 | 10 | Clean |
| 50 |
Washington · SEC-registered
|
$193.0M | 5 | 9 | Clean |
| 51 |
Washington · SEC-registered
|
$192.8M | 9 | 16 | Clean |
| 52 |
Washington · SEC-registered
|
$187.1M | 10 | 51 | Flagged |
| 53 |
Washington · SEC-registered
|
$154.5M | 5 | 2 | Clean |
| 54 |
Washington · SEC-registered
|
$140.3M | 6 | 7 | Clean |
| 55 |
Washington · State-registered
|
$87.7M | 79 | 3 | Clean |
| 56 |
Washington · State-registered
|
$64.8M | 57 | 4 | Clean |
| 57 |
Washington · State-registered
|
$63.5M | 156 | 4 | Clean |
| 58 |
Washington · State-registered
|
$46.0M | 31 | 1 | Clean |
| 59 |
Washington · SEC-registered
|
$37.1M | 32 | 5 | Clean |
| 60 |
Washington · State-registered
|
$25.4M | 22 | 1 | Clean |
| 61 |
Washington · State-registered
|
$21.9M | 5 | 1 | Flagged |
| 62 |
Washington · State-registered
|
$19.7M | 4 | 1 | Clean |
| 63 |
Washington · State-registered
|
$15.8M | 64 | 2 | Clean |
| 64 |
Washington · State-registered
|
$8.1M | 111 | 1 | Clean |
| 65 |
Washington · SEC-registered
|
- | - | 208 | Flagged |
| 66 |
Washington · SEC-registered
|
- | - | 4 | Clean |
| 67 |
Washington · SEC-registered
|
- | 3 | 5 | Clean |
| 68 |
Washington · SEC-registered
|
- | 8 | 48 | Clean |
| 69 |
Washington · State-registered
|
- | 47 | 7 | Clean |
| 70 |
Washington · State-registered
|
- | - | 0 | Clean |
| 71 |
Washington · State-registered
|
- | - | 0 | Clean |
| 72 |
Washington · State-registered
|
- | - | 0 | Clean |
| 73 |
Washington · State-registered
|
- | - | 0 | Clean |
| 74 |
Washington · State-registered
|
- | - | 0 | Clean |
| 75 |
Washington · State-registered
|
- | - | 0 | Clean |
| 76 |
Washington · State-registered
|
- | - | 120 | Clean |
| 77 |
Washington · State-registered
|
- | - | 0 | Clean |
| 78 |
Washington · State-registered
|
- | - | 0 | Clean |
| 79 |
Washington · State-registered
|
- | - | 0 | Clean |
| 80 |
Washington · State-registered
|
- | - | 0 | Clean |
| 81 |
Washington · State-registered
|
- | - | 0 | Flagged |
| 82 |
Washington · State-registered
|
- | - | 0 | Clean |
| 83 |
Washington · State-registered
|
- | - | 0 | Clean |
| 84 |
Washington · State-registered
|
- | - | 0 | Clean |
| 85 |
Washington · State-registered
|
- | - | 0 | Clean |
| 86 |
Washington · State-registered
|
- | - | 0 | Clean |
| 87 |
Washington · State-registered
|
- | - | 0 | Clean |
| 88 |
Washington · State-registered
|
- | - | 0 | Clean |
| 89 |
Washington · State-registered
|
- | - | 0 | Clean |
| 90 |
Washington · State-registered
|
- | - | 0 | Clean |
| 91 |
Washington · State-registered
|
- | - | 2 | Clean |
| 92 |
Washington · State-registered
|
- | - | 0 | Clean |
| 93 |
Washington · State-registered
|
- | - | 0 | Clean |
| 94 |
Washington · State-registered
|
- | - | 0 | Clean |
| 95 |
Washington · State-registered
|
- | - | 0 | Clean |
| 96 |
Washington · State-registered
|
- | - | 0 | Clean |
| 97 |
Washington · State-registered
|
- | - | 0 | Clean |
| 98 |
Washington · State-registered
|
- | - | 0 | Clean |
| 99 |
Washington · State-registered
|
- | - | 0 | Clean |
| 100 |
Washington · State-registered
|
- | - | 0 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in District of Columbia by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.