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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!
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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 24 vetted financial advisors and 54 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 20 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
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Top Financial Advisor Firms in Washington, 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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