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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!

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 - 24-Jan-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 9 vetted financial advisors and 200 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 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 Washington, District Of Columbia

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Michael Feeley

Raymond James Financial Services, Inc.

1717 Pennsylvania Ave NW suite 1050

Washington, DC 20006

202-365-8258

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Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

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Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043

443-956-1216

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Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

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Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410-573-5700

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

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
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
725 15th Street Nw, Washington, DC 20005-2109
319 $1,036,201,632 698 A percentage of AUM
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
MISSIONSQUARE RETIREMENT
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240
108783 $772,702,498 1 A percentage of AUM
OAKHURST CAPITAL MANAGEMENT
3050 K St Nw, Suite 201 Washington, DC 20007
311802 $770,260,442 118 A percentage of AUM
Performance Based
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
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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