Data / Investment advisers / $1 billion to $10 billion in AUM / District of Columbia
Investment advisers in District of Columbia with $1 billion to $10 billion in AUM: 23 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
23 SEC registered investment advisers in District of Columbia report between $1 billion and $10 billion in regulatory assets under management, $75 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Accolade Partners with $9.3 billion.
The request: Every investment adviser in District of Columbia with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 23Advisers
- 23SEC registered
- $75 billionTotal AUM
- 23Advisers over $100 million
- 16Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Accolade Partners | Washington | $9.34 billion | 66 | 18 | 66 | (202) 775-5595 | adviserinfo.sec.gov | |
| Marshfield Associates | Washington | $8.12 billion | 5,000 | 27 | Not listed | (202) 828-6200 | adviserinfo.sec.gov | |
| Grain Management, LLC | Washington | $8.07 billion | 25 | 77 | 26 | (202) 779-9055 | graingp.com | adviserinfo.sec.gov |
| Invictus Capital Partners | Washington | $7.19 billion | 29 | 53 | 15 | (202) 534-1815 | invictuscp.com | adviserinfo.sec.gov |
| Missionsquare Retirement | Washington | $6.31 billion | 53,695 | 553 | Not listed | (202) 962-4600 | adviserinfo.sec.gov | |
| Acon Equity Management L.L.C. | Washington | $4.17 billion | 23 | 25 | 23 | (202) 454-1100 | adviserinfo.sec.gov | |
| Liberty Strategic Capital | Washington | $3.55 billion | 3 | 18 | 3 | (202) 984-7070 | libertycapitallp.com | adviserinfo.sec.gov |
| Fundrise Advisors, LLC | Washington | $3.46 billion | 15 | 0 | Not listed | (202) 584-0550 | adviserinfo.sec.gov | |
| PRP Real Assets Advisors, LLC | Washington | $3.04 billion | 23 | 15 | Not listed | (202) 741-8417 | prprei.com | adviserinfo.sec.gov |
| Cloud Capital Advisors LLC | Washington | $2.82 billion | 9 | 27 | 5 | (202) 607-2300 | cloudcapital.com | adviserinfo.sec.gov |
| Black Chamber Partners, LLC | Washington | $2.74 billion | 9 | 19 | 9 | (202) 274-4768 | blackchambergroup.com | adviserinfo.sec.gov |
| Martis Capital Management, LLC | Washington | $2.46 billion | 19 | 25 | 15 | (202) 975-1281 | martiscapital.com | adviserinfo.sec.gov |
| Capitol Meridian Partners LP | Washington | $1.67 billion | 17 | 15 | 17 | (202) 742-9920 | capitolmeridian.com | adviserinfo.sec.gov |
| Iron Point Partners, LLC | Washington | $1.41 billion | 11 | 14 | 11 | (202) 452-8400 | ironpointpartners.com | adviserinfo.sec.gov |
| Paladin Capital Management, LLC | Washington | $1.30 billion | 26 | 24 | 22 | (202) 293-5590 | paladincapgroup.com | adviserinfo.sec.gov |
| Armstrong, Fleming & Moore, Inc. | Washington | $1.27 billion | 1,841 | 27 | Not listed | (202) 887-8135 | adviserinfo.sec.gov | |
| Acon Latam Management, L.L.C. | Washington | $1.24 billion | 20 | 25 | 19 | (202) 454-1100 | aconinvestments.com | adviserinfo.sec.gov |
| Folger Nolan Fleming Douglas Capital Management, Inc. | Washington | $1.21 billion | 488 | 9 | Not listed | (202) 626-5220 | fnfd.com | adviserinfo.sec.gov |
| Oridian Capital Management, L.P. | Washington | $1.20 billion | 5 | 19 | 5 | (202) 371-0150 | adviserinfo.sec.gov | |
| Juggernaut Management, LLC | Washington | $1.20 billion | 19 | 15 | 19 | (301) 215-7740 | adviserinfo.sec.gov | |
| Lynx Investment Advisory, LLC | Washington | $1.11 billion | 236 | 13 | Not listed | (202) 833-3700 | adviserinfo.sec.gov | |
| Godspeed Capital Management LP | Washington | $1.11 billion | 10 | 11 | 10 | (202) 765-1010 | adviserinfo.sec.gov | |
| Quona Capital Management LLC | Washington | $1.05 billion | 10 | 27 | 9 | (202) 706-5886 | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.