Fee-only adviser · Washington, DC
Marshfield Associates
Marshfield Associates is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Washington, District of Columbia. On its latest Form ADV, filed July 10, 2026, it reports $8.1B in regulatory assets under management, 3,946 individual clients and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 150614 · SEC file 801-70275 |
| Office | 1330 Connecticut Ave NW Suite 400 Washington, DC 20036 |
| Phone | (202) 828-6200 |
| Website | www.marshfieldinc.com |
| Regulatory assets under management | $8.1B ($8.1B discretionary) |
| Individual clients | 3,089 non-high-net-worth, 857 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 27 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Washington
- Geometric Wealth Advisors, LLC $1.3B
- Lynx Investment Advisory, LLC $1.1B
- Valor Wealth Partners $63M
- Holistic Planners $16M
- Bryspen, Incorporated $329M
- District Capital Management, LLC $30M
See all 21 fee-only advisers in Washington →
Nearby
- Arlington 26 firms
- Takoma Park 2 firms
- Chevy Chase 9 firms
- Silver Spring 3 firms
- Alexandria 21 firms
- National Harbor 1 firm
- Bethesda 35 firms
- Cabin John 1 firm
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