Marshfield Associates

Marshfield Associates (CRD# 150614) is a financial advisory firm headquartered in Washington, DC. They manage $1,856,880,557 in 1,992 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,857
    MILLION
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $932,169
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at Marshfield Associates
Showing 1 - 2 of 2 top financial advisors.
1
John H. Beatson
CRD#: 3083596
21 Dupont Circle Nw, Suite 500, Washington, DC 20036
93
Wealthminder
score

John Beatson (CRD# 3083596) is an Investment Advisor Representative working at Marshfield Associates in Washington, DC and has over 13 years of experience in the finance industry.

2
Chad Goldberg
CRD#: 5636288
21 Dupont Circle Nw, Suite 500, Washington, DC 20036
93
Wealthminder
score

Chad Goldberg (CRD# 5636288) is an Investment Advisor Representative working at Marshfield Associates in Washington, DC and has over 7 years of experience in the finance industry.

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