DARBY OVERSEAS PARTNERS, L.P.
Washington, DC
AUM
$154.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-872-0500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
120 advisers found
MICROVEST CAPITAL MANAGEMENT
Washington, DC
AUM
$140.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
202-450-1630
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$87.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
202-775-8484
CAPITAL AREA PLANNING GROUP
Washington, DC
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
202-916-5624
VALOR WEALTH PARTNERS
Washington, DC
AUM
$63.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-648-2700
ADVOCATE WEALTH, LLC
Washington, DC
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
202-802-1925
SHB ADVISORS
Washington, DC
AUM
$21.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2027191726
HOLISTIC PLANNERS
Washington, DC
AUM
$14.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-508-2169
VIVUTO, LLC
Washington, DC
AUM
$8.1M
Wealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(202) 909-0874
APTION ADVISORS LLC
Washington, DC
AUM
—
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-412-5604
AZORIA CAPITAL, INC.
Washington, DC
AUM
$0
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-542-9112
CENTERHARBOR CANAPI VENTURES INVESTMENT ADVISOR LLP
Washington, DC
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
202-315-1823