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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 District Of Columbia 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 & Planners in District Of Columbia

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in District Of Columbia that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in District Of Columbia. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in District Of Columbia

advisor-photo

Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
CALVERT RESEARCH AND MANAGEMENT
1825 Connecticut Avenue Nw, Suite 400 Washington, DC 20009
285127 $40,396,629,300 803 A percentage of AUM
ACCOLADE PARTNERS
2100 Pennsylvania Ave Nw, Suite 300n Washington, DC 20037
160802 $4,363,721,408 37 A percentage of AUM
Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
MARSHFIELD ASSOCIATES
21 Dupont Circle Nw, Suite 500 Washington, DC 20036
150614 $4,174,772,861 4048 A percentage of AUM
Performance Based
FUNDRISE ADVISORS, LLC
11 Dupont Circle Nw, 9th Floor Washington, DC 20036
172036 $2,650,194,000 21 A percentage of AUM
Other (REIMBURSEMENTS)
FARR MILLER & WASHINGTON LLC
1020 19th Street, Nw, Suite 200 Washington, DC 20036
107553 $1,872,202,700 1248 A percentage of AUM
Hourly charges
Fixed fees
F/M INVESTMENTS LLC
3050 K. St Nw, Suite 201 Washington, DC 20007
304405 $1,444,691,093 769 A percentage of AUM
Fixed fees
ARMSTRONG, FLEMING & MOORE, INC.
1800 M Street Nw, #1010-S Washington, DC 20036
107347 $1,020,591,900 406 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
OAKHURST CAPITAL MANAGEMENT
3050 K St Nw, Suite 201 Washington, DC 20007
311802 $770,260,442 118 A percentage of AUM
Performance Based
CAPITAL INVESTMENT ADVISORS
1000 Potomac Street N.W., Suite 300 Washington D.C., DC 20007
118269 $311,878,481 1820 A percentage of AUM
Hourly charges
Fixed fees
BRYSPEN, INCORPORATED
1717 Pennsylvania Avenue, Nw, Suite 1025 Washington, DC 20006-3951
109004 $242,312,374 64 A percentage of AUM
Hourly charges
Fixed fees
WASHINGTON GROWTH STRATEGIES LLC
2200 Pennsylvania Ave, Suite 400 East Washington, DC 20037
171774 $200,832,100 80 A percentage of AUM
Performance Based
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
1701 K Street Nw, Suite 801 Washington, D.C., DC 20006
281772 $145,820,000 981 A percentage of AUM
COPE CORRALES
816 Connecticut Ave, 8th Floor Washington, DC 20006
311665 $130,286,386 561 A percentage of AUM
Fixed fees
FRANGO FINANCIAL
4545 42nd Street Nw, Suite 314 Washington, DC 20016-4623
154204 $106,500,000 303 A percentage of AUM
Hourly charges
Fixed fees
PARCO WEALTH MANAGEMENT LLC
2000 Pennsylvania Avenue, #7000 Washington, DC 20006
306826 $0 0 A percentage of AUM
Fixed fees

Additional Financial Advisors in District Of Columbia

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anil G Nachnani
Inquire with Anil
1775 I Street NW, Suite 200 Washington, DC 20006 202-857-5424
Ambler Cusick
Inquire with Ambler
1775 I Street NW, Suite 200 Washington, DC 20006 202-861-5045
Azan E. Piperno
Inquire with Azan
1775 I Street NW, Suite 200 Washington, DC 20006 202-689-1833
Alfred R Bozzo Jr
Inquire with Alfred
1747 Pennsylvania Ave NW, Ste 900 Washington, DC 20006 202-292-5326
Alyson Russ
Inquire with Alyson
1747 Pennsylvania Ave NW, Ste 900 Washington, DC 20006 202-292-5413
Andrew Paulson
Inquire with Andrew
1220 19th St NW, Ste 205 Washington, DC 20036 202-293-9797
Brett Anthony
Inquire with Brett
1775 I Street NW, Suite 200 Washington, DC 20006 202-862-9082
Annmarie M Bilger
Inquire with Annmarie
1775 I Street NW, Suite 200 Washington, DC 20006 202-862-9117
Alex T Mann
Inquire with Alex
1775 I Street NW, Suite 200 Washington, DC 20006 202-861-5132
Awad Morgan
Inquire with Awad
1001 Connecticut Ave NW, Ste 630 Washington, DC 20036 202-750-7904

Select other cities around District Of Columbia to broaden your search for a financial advisor

Frequently Asked Questions

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 I 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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