<img alt="" src="https://secure.leadforensics.com/223530.png" style="display:none;">

Subscribe to the Dakota Blog

view of Washington, D.C. capitol building

Top 10 RIA Firms in the Washington, D.C. Metro Area

By: Tim Dolan, Vice President, Institutional Sales

Originally posted on October 01, 2020
Last updated on April 27, 2022

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000 firms, which means that while there are plenty to choose from when looking for new clients, shrinking the list down to only those that allocate to outside managers is key. For example, here at Dakota, where we’ve raised over $6 billion from over 350 RIAs, and we qualify and curate our list to only RIAs that allocate to outside managers (which are the firms we sell for).

In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in each major metro area across the country. To determine our list, we looked for three things:

1. An AUM above $200 million
2. A dedicated analyst team
3. An RIA that actively allocates capital to outside investment management firms

We have qualified 37 RIAs with AUMs ranging from $6.5B to $56M in Washington D.C. that meet our criteria. We actively call on these RIAs, and all 37 are in our “shared CRM database,” Dakota Marketplace. Below are the top 10 RIAs from that list. However, this is by no means a “best of” list, as there are so many high quality RIAs in Washington D.C. and around the country. We just wanted to give you a place to start.

1. Mason Companies
AUM: $6,507,697,821

2. Clark Enterprises
AUM: $4,000,000,000

3. Cassaday & Company, Inc
AUM: $2,398,347,732

4. Sullivan Bruyette Speros & Blayney (SBSB)
AUM: $3,518,350,523

5. Keel Point
AUM: $2,153,307,268

6. Andersen
AUM: $2,116,921,000

7. Dyson Capital Advisors
AUM: $2,000,000,000

8. SOL Capital Management Company
AUM: $1,977,296,734

9. Lynx Investment Advisory LLC
AUM: $736,488,441

10. Bogart Wealth Management
AUM: $708,611,779

marketplace free trial

Keep Reading

The 15 Best CRMs for Investment Firms to Consider in 2022

If you’re in the process of researching a CRM for your investment firm, chances are you already...

Read Now

Institutional Investor Databases: What Do They Cost?

List of Top Institutional Investor Databases 2020 (with Estimated Pricing) The following is a list...

Read Now

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic...

Read Now


925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Learning Center

Dakota Live!