Missionsquare Retirement
Washington, DC·SEC-registered · CRD #108783
Missionsquare Retirement is an SEC-registered investment advisory firm in Washington, DC managing $6.3B across 54k client accounts, with 174 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.3B
Client accounts
54k
Advisory staff
174
Fee model
Fee-only
How Missionsquare Retirement is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Missionsquare Retirement
How much does Missionsquare Retirement manage?
Per its most recent SEC Form ADV filing (06/29/2026), Missionsquare Retirement reports $6.3B in regulatory assets under management across roughly 54k client accounts.
How does Missionsquare Retirement charge?
Missionsquare Retirement is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Missionsquare Retirement a fiduciary?
Yes. Missionsquare Retirement is registered with the U.S. Securities and Exchange Commission (CRD #108783), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Missionsquare Retirement taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Missionsquare Retirement and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Missionsquare Retirement's public SEC Form ADV filing (CRD #108783, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Missionsquare Retirement. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Missionsquare Retirement? Claim this profile.