Data / Investment advisers / District of Columbia

Investment advisers in District of Columbia: 90 firms, $549 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

90 investment advisers have their main office in District of Columbia: 59 SEC registered and 31 exempt reporting. The registered advisers report $549 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is The Carlyle Group with $284 billion.

The request: Every investment adviser in District of Columbia with AUM over $100 million, 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.

• 90Advisers
• 59SEC registered
• 31Exempt reporting
• $549 billionTotal AUM
• 54Advisers over $100 million
• 69Manage 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.

Advisers in District of Columbia that manage private funds

69 advisers report private funds. The 40 with the most funds.

Cities in District of Columbia

More ways to read District of Columbia

• Advisers in District of Columbia with $1 billion to $10 billion in AUM
• Advisers in District of Columbia with $100 million to $500 million in AUM
• Advisers in District of Columbia serving individuals
• Advisers in District of Columbia serving high net worth individuals
• Advisers in District of Columbia serving pooled investment vehicles
• Advisers in District of Columbia serving pension and profit sharing plans
• Advisers in District of Columbia serving charitable organizations
• Private fund advisers in District of Columbia

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.