SEC-registered wealth management firm Broker-dealer affiliated
Missionsquare Wealth Management
As of its Form ADV filed July 27, 2026, Missionsquare Wealth Management, an SEC-registered, broker-dealer affiliated wealth management firm in Washington, District of Columbia, reported no regulatory assets under management.
Registration
- Main office
- Washington, DC
- Registration
- SEC-registered, Approved
- CRD number
- 23189
- SEC file number
- 801-135346
- Registered since
- February 18, 2026
- Latest Form ADV filing
- July 27, 2026
- Legal name
- ICMA-RC SERVICES, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $0
- Discretionary
- $0
- Non-discretionary
- $0
- Accounts
- 0 (0 discretionary)
- Clients
- Not reported
- Employees
- 208
- Advisory staff
- 26 performing investment advisory functions
- Average account
- Not reported
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). 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.
| Ranking | Nationally | In District of Columbia | Value |
|---|---|---|---|
| Wealth firms with the most advisory staff, including broker-dealer firms | #616 | #2 | 26 |
| Wealth firms with the most CFP professionals, including broker-dealer firms | #245 | #1 | 21 |
| Newest wealth firms, including broker-dealer firms | #1,137 | #2 | $0 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 2, 2026 | $0 |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) fewer than 5 clients | $0 | |
| High net worth individuals fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Selection of other advisers
- Educational seminars or workshops
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
Financial industry affiliations (Item 7.A)
- Other investment adviser
- Commodity pool operator or commodity trading advisor
- Trust company
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 24
- Also registered through a broker-dealer
- 24
- Employees who are IARs (Form ADV 5.B(3))
- 27
Designations held by the firm's IARs: CFP 21, ChFC 1.
Between 14 and 15 of the firm's 24 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 |
|---|---|---|
| Blu Capital | Washington | $0 |
| Rockbound Capital LLC | Washington | $0 |
| Tempus Wealth Partners | Washington | $0 |
| Artha Investments L.L.C. | Washington | $0 |
| Greenhouse Investments LLC | Washington | $0 |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Missionsquare Wealth Management 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.