Tim Dolan, Vice President, Institutional Sales

Written by
Tim Dolan, Vice President, Institutional Sales

Database of RIAs: Top 10 RIAs in the Washington, D.C. Metro Area

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
http://www.masoncompanies.com/ 

2. Clark Enterprises
AUM: $4,000,000,000
http://www.clarkenterprises.com/ 

3. Cassaday & Company, Inc
AUM: $2,398,347,732
http://www.cassaday.com/ 

4. Sullivan Bruyette Speros & Blayney (SBSB)
AUM: $3,518,350,523
http://www.sbsbinc.com/ 

5. Keel Point
AUM: $2,153,307,268
https://www.keelpoint.com/ 

6. Andersen
AUM: $2,116,921,000
http://www.andersentax.com/ 


7. Dyson Capital Advisors
AUM: $2,000,000,000
http://www.dysoncapital.com/ 

8. SOL Capital Management Company
AUM: $1,977,296,734
http://www.sol-capital.com/ 

9. Lynx Investment Advisory LLC
AUM: $736,488,441
http://www.lynxinvestment.com/ 

10. Bogart Wealth Management
AUM: $708,611,779
http://bogartwealth.com/meet-our-team/ 

To learn more about these accounts, as well as all of the other RIAs located in Washington D.C., click here to set up a demo of Dakota Marketplace.

Subscribe Now