Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in District Of Columbia

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in District Of Columbia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in District Of Columbia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 57 non-vetted financial advisors in District Of Columbia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in District Of Columbia have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in District Of Columbia

Top Financial Advisor Firms in District Of Columbia (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
THE CARLYLE GROUP 1001 Pennsylvania Avenue, N.W., Suite 220 South Washington, DC, 20004-2505	111128	$273,608,034,966	639	A percentage of AUM, Fixed fees, Performance Based
MISSIONSQUARE INVESTMENTS 777 North Capitol Street Ne, Suite 600, Washington, DC, 20002-4240	109138	$49,409,331,766	43	A percentage of AUM
CALVERT RESEARCH AND MANAGEMENT 2050 M Street Nw, 2nd Floor Washington, DC, 20036	285127	$38,423,403,142	1279	A percentage of AUM
EIG MANAGEMENT COMPANY, LLC 600 New Hampshire Avenue, N.W., Suite 1200 Washington, DC, 20037	154302	$20,803,317,372	74	A percentage of AUM, Performance Based
THE ROCK CREEK GROUP, LP 1133 Connecticut Ave., N.W., Suite #810 Washington, DC, 20036	125409	$17,740,436,382	61	A percentage of AUM, Fixed fees, Performance Based
FIDUCIARY COUNSELORS INC. 700 12th Street Nw, Suite 700 Washington, DC, 20005-4052	111827	$14,483,338,840	12	Hourly charges, Fixed fees
F/M INVESTMENTS LLC 3050 K. St Nw, Suite 201 Washington, DC, 20007	304405	$12,845,275,039	3530	A percentage of AUM, Fixed fees
MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION 1700 Pennsylvania Ave Nw, 6th Floor Washington, DC, 20006	161478	$7,653,189,911	29	A percentage of AUM, Performance Based, Other (PROJECT MGT FEES & ASSET ADMIN FEES (SEE SCHEDULE D - MISC))
MARSHFIELD ASSOCIATES 21 Dupont Circle Nw, Suite 500 Washington, DC, 20036	150614	$6,401,521,223	5288	A percentage of AUM, Performance Based
ACCOLADE PARTNERS 2100 Pennsylvania Ave Nw, Suite 300n Washington, DC, 20037	160802	$6,326,781,144	54	A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
GRAIN MANAGEMENT, LLC 1900 K Street Nw, Suite 650 Washington, DC, 20006	285045	$6,268,301,103	26	A percentage of AUM, Performance Based
MISSIONSQUARE RETIREMENT 777 North Capitol Street Ne, Suite 600, Washington, DC, 20002-4240	108783	$6,106,587,642	59323	A percentage of AUM
INVICTUS CAPITAL PARTNERS 2001 M St., N.W., Suite 300 Washington, DC, 20036	157315	$5,524,835,863	18	A percentage of AUM, Performance Based
ACON EQUITY MANAGEMENT L.L.C. 1133 Connecticut Ave, Nw, Suite 700 Washington, DC, 20036	159517	$5,280,491,862	23	A percentage of AUM, Performance Based
FUNDRISE ADVISORS, LLC 11 Dupont Circle Nw, 9th Floor Washington, DC, 20036	172036	$2,868,475,000	15	A percentage of AUM, Other (REIMBURSEMENTS, CARRIED INTEREST)

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