Missionsquare Retirement is an SEC registered investment adviser organized as a corporation with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 31, 2026, reports $6.3B in regulatory assets under management, 553 employees, 11 offices, and 53,695 accounts.
Assets Under Management
$6.3B
Employees
553
Offices
11 offices
Total Clients
40,527
Primary office
WASHINGTON, DC
777 NORTH CAPITOL STREET NE, SUITE 600, WASHINGTON, DC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.0% of total clients.
Top client categories% of clientsClients
1
Individuals
99.0%
40,136
2
HNWI
1.0%
390
Additional categories (<0.1%)
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of March 31, 2026
Discretionary91.0%
$5.7B
91% of total RAUM91.0%
Non-discretionary9.0%
$568M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.3B
Total Accounts53,695
10Y AUM Change$-36.1B (-85.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees553
Clients per Employee73:1
10Y Employee Change-296 (-34.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.