SEC-registered wealth management firm Broker-dealer affiliated
Missionsquare Retirement
As of its Form ADV filed July 27, 2026, Missionsquare Retirement, an SEC-registered, broker-dealer affiliated wealth management firm in Washington, District of Columbia, reported $6.3 billion in regulatory assets under management across 53,695 accounts, ranking #1 among all wealth firms in District of Columbia by assets.
Registration
- Main office
- Washington, DC
- Registration
- SEC-registered, Approved
- CRD number
- 108783
- SEC file number
- 801-18273
- Registered since
- January 19, 1983
- Latest Form ADV filing
- July 27, 2026
- Legal name
- INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 11
Key figures
- Regulatory assets under management
- $6.3 billion
- Discretionary
- $5.7 billion (91.0%)
- Non-discretionary
- $567.7 million
- Accounts
- 53,695 (53,694 discretionary)
- Clients
- 43,791, approximate as reported
- Employees
- 553
- Advisory staff
- 174 performing investment advisory functions
- Average account
- $117,482
- Asset growth, 1 year
- 5.9% (from $6.0 billion a year earlier)
- Asset growth, 3-year annual rate
- 114.3% (from $641.0 million three years earlier)
- Asset growth, 5-year annual rate
- 54.6% (from $713.2 million five years earlier)
- Client growth, 1 year
- -2.3% (from 44,819)
Broker-dealer affiliated. The firm is affiliated with a broker-dealer (Item 7.A(1)), at least half of its advisory staff are registered representatives of a broker-dealer (Item 5.B(2) against 5.B(1)), and its advisers manage less than $100 million each on average (5.F(2)(c) over 5.B(1)), the pattern of a broker-dealer's advisory arm rather than an adviser that owns a small broker-dealer. It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $22.5 billion |
| October 3, 2011 | $25.4 billion |
| October 1, 2012 | $25.2 billion |
| October 1, 2013 | $27.6 billion |
| October 1, 2014 | $30.9 billion |
| October 1, 2015 | $32.0 billion |
| October 3, 2016 | $31.8 billion |
| October 2, 2017 | $42.5 billion |
| October 1, 2018 | $46.5 billion |
| October 1, 2019 | $2.5 billion |
| October 1, 2020 | $664.9 million |
| October 4, 2021 | $713.2 million |
| October 3, 2022 | $772.7 million |
| October 5, 2023 | $641.0 million |
| October 1, 2024 | $668.2 million |
| September 2, 2025 | $6.0 billion |
| October 2, 2026 | $6.3 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 40,136 clients | $5.2 billion | |
| Insurance companies 1 client | $567.7 million | |
| High net worth individuals 390 clients | $560.5 million |
How the firm is paid
- A percentage of assets under management
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Commodity pool operator or commodity trading advisor
- Trust company
Custody (Item 9)
The firm reported custody of client cash or securities, $5.7 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 132
- Also registered through a broker-dealer
- 120
- Employees who are IARs (Form ADV 5.B(3))
- 150
Designations held by the firm's IARs: CFP 11, ChFC 3, CFA 1.
Between 26 and 132 of the firm's 132 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 2 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in District of Columbia
| Firm | City | RAUM |
|---|---|---|
| Geometric Wealth Advisors, LLC | Washington | $1.3 billion |
| Armstrong, Fleming & Moore, Inc. | Washington | $1.3 billion |
| Folger Nolan Fleming Douglas Capital Management, Inc. | Washington | $1.2 billion |
| Lynx Investment Advisory, LLC | Washington | $1.1 billion |
| Folger Nolan Fleming Douglas Incorporated | Washington | $797.4 million |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Missionsquare Retirement on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.missionsquare.com
- Wealth management firms in District of Columbia
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.