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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 2 vetted financial advisors and 208 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 19 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

advisor-photo

Mark Standard

Ubs

1501 K Street NW
Suite 1100

Washington, DC 20005

202-942-2899

advisor-photo

Michael T. Jobe

Glover Park Wealth Management, LLC

14 Ridge Square NW
3rd Floor

Washington, DC 20016

202-926-3725

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
THE CARLYLE GROUP
1001 Pennsylvania Avenue, N.W., Suite 220 South
Washington, DC, 20004-2505
111128 $202,092,756,264 606 A percentage of AUM, Fixed fees, Performance Based
MISSIONSQUARE INVESTMENTS
777 North Capitol Street Ne, Suite 600,
Washington, DC, 20002-4240
109138 $50,903,580,077 43 A percentage of AUM
CALVERT RESEARCH AND MANAGEMENT
1825 Connecticut Avenue Nw, Suite 400
Washington, DC, 20009
285127 $40,396,629,300 803 A percentage of AUM
EIG MANAGEMENT COMPANY, LLC
600 New Hampshire Avenue, N.W., Suite 1200
Washington, DC, 20037
154302 $21,093,853,871 67 A percentage of AUM, Performance Based
FIDUCIARY COUNSELORS INC.
700 12th Street Nw, Suite 700
Washington, DC, 20005-4052
111827 $18,668,333,049 16 Hourly charges, Fixed fees
THE ROCK CREEK GROUP, LP
1133 Connecticut Ave., N.W., Suite #810
Washington, DC, 20036
125409 $17,043,165,998 65 A percentage of AUM, Fixed fees, Performance Based
57 STARS LLC
616 H. Street N.W., Suite 450
Washington, DC, 20001
135202 $4,722,477,324 14 A percentage of AUM, Fixed fees, Performance Based
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
INVICTUS CAPITAL PARTNERS
2001 M St., N.W., Suite 300
Washington, DC, 20036
157315 $4,093,107,169 11 A percentage of AUM, Performance Based
ACON EQUITY MANAGEMENT L.L.C.
1133 Connecticut Ave, Nw, Suite 700
Washington, DC, 20036
159517 $4,044,160,777 23 A percentage of AUM, Performance Based
GRAIN MANAGEMENT, LLC
1900 K Street Nw, Suite 650
Washington, DC, 20006
285045 $3,720,738,351 15 A percentage of AUM, Performance Based
LIBERTY STRATEGIC CAPITAL
2001 Pennsylvania Avenue Nw,
Washington, DC, 20006-1850
314378 $2,708,290,718 2 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)
EMERGING CAPITAL PARTNERS
1050 30th Street, Nw,
Washington, DC, 20007
151378 $2,351,850,358 17 A percentage of AUM, Performance Based

Additional Financial Advisors in District Of Columbia

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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

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