Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
CALVERT RESEARCH AND MANAGEMENT 1825 Connecticut Avenue Nw,
Suite 400 Washington, DC 20009 |
285127 |
$40,396,629,300 |
803 |
A percentage of AUM |
ACCOLADE PARTNERS 2100 Pennsylvania Ave Nw,
Suite 300n Washington, DC 20037 |
160802 |
$4,363,721,408 |
37 |
A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER) |
MARSHFIELD ASSOCIATES 21 Dupont Circle Nw,
Suite 500 Washington, DC 20036 |
150614 |
$4,174,772,861 |
4048 |
A percentage of AUM, Performance Based |
FUNDRISE ADVISORS, LLC 11 Dupont Circle Nw,
9th Floor Washington, DC 20036 |
172036 |
$2,650,194,000 |
21 |
A percentage of AUM, Other (REIMBURSEMENTS) |
FARR MILLER & WASHINGTON LLC 1020 19th Street, Nw,
Suite 200 Washington, DC 20036 |
107553 |
$1,872,202,700 |
1248 |
A percentage of AUM, Hourly charges, Fixed fees |
F/M INVESTMENTS LLC 3050 K. St Nw,
Suite 201 Washington, DC 20007 |
304405 |
$1,444,691,093 |
769 |
A percentage of AUM, Fixed fees |
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED 725 15th Street Nw,
Washington, DC 20005-2109 |
319 |
$1,036,201,632 |
698 |
A percentage of AUM |
ARMSTRONG, FLEMING & MOORE, INC. 1800 M Street Nw,
#1010-S Washington, DC 20036 |
107347 |
$1,020,591,900 |
406 |
A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
MISSIONSQUARE RETIREMENT 777 North Capitol Street Ne, Suite 600,
Washington, DC 20002-4240 |
108783 |
$772,702,498 |
1 |
A percentage of AUM |
OAKHURST CAPITAL MANAGEMENT 3050 K St Nw,
Suite 201 Washington, DC 20007 |
311802 |
$770,260,442 |
118 |
A percentage of AUM, Performance Based |
BRYSPEN, INCORPORATED 1717 Pennsylvania Avenue, Nw,
Suite 1025 Washington, DC 20006-3951 |
109004 |
$242,312,374 |
64 |
A percentage of AUM, Hourly charges, Fixed fees |
WASHINGTON GROWTH STRATEGIES LLC 2200 Pennsylvania Ave,
Suite 400 East Washington, DC 20037 |
171774 |
$200,832,100 |
80 |
A percentage of AUM, Performance Based |
COPE CORRALES 816 Connecticut Ave,
8th Floor Washington, DC 20006 |
311665 |
$130,286,386 |
561 |
A percentage of AUM, Fixed fees |
FRANGO FINANCIAL 4545 42nd Street Nw,
Suite 314 Washington, DC 20016-4623 |
154204 |
$106,500,000 |
303 |
A percentage of AUM, Hourly charges, Fixed fees |
PARCO WEALTH MANAGEMENT LLC 2000 Pennsylvania Avenue,
#7000 Washington, DC 20006 |
306826 |
$0 |
0 |
A percentage of AUM, Fixed fees |