National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Washington, District of Columbia

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Washington is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Washington & pick the one as per your needs

How To Find The Best Financial Advisors in Washington, District of Columbia

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Washington, District of Columbia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and non-vetted financial advisors in Washington, District of Columbia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Washington, District of Columbia have an average of 22 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 Washington, District of Columbia

advisor-photo

Michael T. Jobe

Glover Park Wealth Management, LLC

202-926-3725

advisor-photo

Erich Imphong

Plotkin Financial Advisors, LLC

301-907-9790

advisor-photo

Adam Paffenroth

Cornerstone Private Wealth Planning

571-206-1824

advisor-photo

Young Park

Victrix Investment Advisors

808-469-6265

advisor-photo

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

advisor-photo

Darren Colananni

Centurion Wealth Management

571-765-2301

advisor-photo

Doug Miller J.D.

Northwestern Mutual

443-956-1216

advisor-photo

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

410-263-1313

advisor-photo

Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

Top Financial Advisor Firms in Washington, 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 $243,968,240,347 632 A Percentage of AUM, Fixed Fees, Performance Based
MISSIONSQUARE INVESTMENTS
777 North Capitol Street Ne, Suite 600,
Washington, DC, 20002-4240
109138 $45,598,276,159 43 A Percentage of AUM
CALVERT RESEARCH AND MANAGEMENT
2050 M Street Nw,
Washington, DC, 20036
285127 $33,598,717,296 1005 A Percentage of AUM
EIG MANAGEMENT COMPANY, LLC
600 New Hampshire Avenue, N.W., Suite 1200
Washington, DC, 20037
154302 $20,874,498,724 73 A Percentage of AUM, Performance Based
THE ROCK CREEK GROUP, LP
1133 Connecticut Ave., N.W., Suite #810
Washington, DC, 20036
125409 $15,742,493,075 60 A Percentage of AUM, Fixed Fees, Performance Based
FIDUCIARY COUNSELORS INC.
700 12th Street Nw, Suite 700
Washington, DC, 20005-4052
111827 $15,666,887,132 14 Hourly charges, Fixed Fees
INVICTUS CAPITAL PARTNERS
2001 M St., N.W., Suite 300
Washington, DC, 20036
157315 $5,959,720,937 16 A Percentage of AUM, Performance Based
ACCOLADE PARTNERS
2100 Pennsylvania Ave Nw, Suite 300n
Washington, DC, 20037
160802 $5,840,935,030 53 A Percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
ACON EQUITY MANAGEMENT L.L.C.
1133 Connecticut Ave, Nw, Suite 700
Washington, DC, 20036
159517 $5,050,575,785 26 A Percentage of AUM, Performance Based
GRAIN MANAGEMENT, LLC
1900 K Street Nw, Suite 650
Washington, DC, 20006
285045 $4,905,972,362 16 A Percentage of AUM, Performance Based
57 STARS LLC
616 H. Street N.W., Suite 450
Washington, DC, 20001
135202 $4,722,137,952 16 A Percentage of AUM, Fixed Fees, Performance Based
MARSHFIELD ASSOCIATES
21 Dupont Circle Nw, Suite 500
Washington, DC, 20036
150614 $4,442,901,880 4640 A Percentage of AUM, Performance Based
FUNDRISE ADVISORS, LLC
11 Dupont Circle Nw, 9th Floor
Washington, DC, 20036
172036 $3,335,990,000 15 A Percentage of AUM, Other (REIMBURSEMENTS, CARRIED INTEREST)
LIBERTY STRATEGIC CAPITAL
2099 Pennsylvania Avenue Nw,
Washington, DC, 20006
314378 $3,169,737,687 3 A Percentage of AUM, Performance Based
MARTIS CAPITAL MANAGEMENT, LLC
2020 K Street Nw, Suite 720
Washington, DC, 20006
296437 $1,887,717,519 20 A Percentage of AUM, Performance Based, Other (LOWER OF PORTFOLIO COSTS OR FAIR VALUE)

Select other cities around Washington, District of Columbia to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors