Data / Investment advisers / Washington

Investment advisers in Washington: 308 firms, $1.2 trillion in AUM

308 investment advisers have their main office in Washington: 272 SEC registered and 36 exempt reporting. The registered advisers report $1.2 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Parametric Portfolio Associates with $685 billion.

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.

• 308Advisers
• 272SEC registered
• 36Exempt reporting
• $1.2 trillionTotal AUM
• 253Advisers over $100 million
• 89Manage private funds
• November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. The first 300 of 308 are shown. Each row links to the firm page where it has one, and to its SEC record.

Advisers in Washington that manage private funds

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

Newest SEC registrations in Washington

3 advisers with an SEC status effective in the 90 days to November 2, 2026.

Cities in Washington

More ways to read Washington

• Advisers in Washington with $10 billion to $100 billion in AUM
• Advisers in Washington with $1 billion to $10 billion in AUM
• Advisers in Washington with $500 million to $1 billion in AUM
• Advisers in Washington with $100 million to $500 million in AUM
• Advisers in Washington serving individuals
• Advisers in Washington serving high net worth individuals
• Advisers in Washington serving investment companies
• Advisers in Washington serving pooled investment vehicles
• Advisers in Washington serving pension and profit sharing plans
• Advisers in Washington serving charitable organizations
• Advisers in Washington serving state and municipal governments
• Advisers in Washington serving other investment advisers
• Advisers in Washington serving insurance companies
• Advisers in Washington serving corporations and other businesses
• Private fund advisers in Washington

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