Missionsquare Retirement

Updated today

Find your advisor

Client assets under management

$5,740,508,954

Clients

40,526

1% high-net worth

Advisors

145

of 553 employees

Firm type

Multi Team

Clients per advisor

279

Very High

Average account size

$141,650

Client services

Portfolio management

Main office location

Missionsquare Retirement

777 North Capitol Street Ne, Suite 600

Washington DC 20002-4240, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 202-962-4600

Advisors at this firm

David S

Series 63, Series 65

Washington, DC

Missionsquare Retirement

Christina C

Series 66

Prior Lake, MN

Missionsquare Retirement

Denney D

Series 63, Series 66

Pasadena, CA

Missionsquare Retirement

Laura H

Series 66

Glastonbury, CT

Missionsquare Retirement

Reginald J

Series 63, Series 65

Charlotte, NC

Missionsquare Retirement

Tiffany T

Series 63, Series 66

Cypress, TX

Missionsquare Retirement

Jacob H

Series 65

Smithville, MO

Missionsquare Retirement

Sharyn H

Series 63, Series 65

Riverview, FL

Missionsquare Retirement

Jessica S

Series 63, Series 65

Glendale, CA

Missionsquare Retirement

Melissa D

Series 65, Series 66

Scottdale, GA

Missionsquare Retirement

John M

Series 63, Series 65

Medford, NJ

Missionsquare Retirement

Victoria H

Series 66

Gainesville, FL

Missionsquare Retirement

Edward S

Series 63, Series 65

Nashville, TN

Missionsquare Retirement

Amaya F

Series 65

Antioch, CA

Missionsquare Retirement

Carter M

Series 63, Series 65

Suffolk, VA

Missionsquare Retirement

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support