Washington Financial Group, INC.: new SEC registration, $119M AUM, Osterville, MA
Washington Financial Group, INC. (Osterville, Massachusetts): new SEC registration, $119M AUM, Osterville, MA. Its amount of 119 is below the median of 134 (38th percentile). Dated 126 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 119 · 38th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 10 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Washington Financial Group, INC. |
| Legal name | Washington Financial Group, INC. |
| CRD | 132369 |
| Status | Approved |
| Registered with the SEC | 2026-07-02 |
| Latest Form ADV filing | 2026-07-06 |
| Location | Osterville, MA, United States |
| Regulatory AUM | $119,042,191 |
| Accounts | 710 |
| Employees | 2 |
| amount percentile | 38th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Washington Financial Group, INC. and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Washington Financial Group, INC.'s amount: 38th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $119M under management.
What is the NewRiaPulse record for Washington Financial Group, INC. in Osterville, Massachusetts?
Washington Financial Group, INC. received SEC registration as an investment adviser (2026-07-02) with $119,042,191 in regulatory assets under management, based in Osterville, MA.
How does Washington Financial Group, INC. compare to other Massachusetts NewRiaPulse records?
Its amount of 119 is below the median (38th percentile); smaller records often move faster and face less competition. It is 126 days old; check the official source for later updates before acting.
Washington Financial Group, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Washington Financial Group, INC. | Osterville, MA | 119 | 38th | 2026-07-02 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.