No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Washington DC in 2024.
Top Washington DC firms by average client balance
Click any column header to sort the table, or click any firm to see a detailed review.
Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
Linden Global Strategies
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$1.3 billion | 157 | 4 | $8.4 million |
Trumbower Financial Advisors
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$1.8 billion | 241 | 6 | $7.6 million |
SOL Capital Management CO
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$3.0 billion | 430 | 12 | $6.9 million |
Slavic Mutual Funds Management Corp
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$4.5 billion | 737 | 13 | $6.1 million |
Glassman Wealth Services
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$2.2 billion | 383 | 12 | $5.7 million |
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
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$24.3 billion | 4,635 | 34 | $5.2 million |
Towneley Capital Management
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$1.0 billion | 199 | 8 | $5.1 million |
Evanson Asset Management
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$5.1 billion | 1,005 | 5 | $5.1 million |
RZH Advisors
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$2.1 billion | 432 | 7 | $4.9 million |
Family Office Research
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$580.9 million | 119 | 2 | $4.9 million |
Top 10 financial advisors in Washington DC by number of advisors
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Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
EP Wealth Advisors
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$22.3 billion | 13,185 | 195 | $1.7 million |
Modera Wealth Management
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$15.5 billion | 6,106 | 121 | $2.5 million |
The Mather Group
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$11.7 billion | 4,260 | 103 | $2.7 million |
Valeo Financial Advisors
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$10.6 billion | 3,037 | 97 | $3.5 million |
Perigon Wealth Management
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$8.7 billion | 4,766 | 82 | $1.8 million |
Latitude Advisors
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$379.5 million | 1,675 | 70 | $226,576 |
Parallel Advisors
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$8.7 billion | 3,868 | 65 | $2.3 million |
Apella Wealth
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$4.7 billion | 3,976 | 44 | $1.2 million |
Connecticut Wealth Management
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$3.7 billion | 1,391 | 44 | $2.7 million |
JMG Financial Group
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$6.4 billion | 1,665 | 41 | $3.8 million |
Top 10 financial advisors in Washington DC by total AUM
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Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
Clark Capital Management Group
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$30.6 billion | 33,985 | 23 | $899,052 |
Sage Advisory Services CO
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$25.0 billion | 12,206 | 40 | $2.0 million |
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
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$24.3 billion | 4,635 | 34 | $5.2 million |
EP Wealth Advisors
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$22.3 billion | 13,185 | 195 | $1.7 million |
Matson Money
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$19.6 billion | 30,605 | 9 | $641,967 |
Modera Wealth Management
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$15.5 billion | 6,106 | 121 | $2.5 million |
Geowealth Management
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$12.3 billion | 49,816 | 20 | $247,576 |
The Mather Group
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$11.7 billion | 4,260 | 103 | $2.7 million |
Valeo Financial Advisors
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$10.6 billion | 3,037 | 97 | $3.5 million |
Parallel Advisors
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$8.7 billion | 3,868 | 65 | $2.3 million |
Top 10 financial advisors in Washington DC by total clients
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Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
Sigfig Wealth Management
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$3.0 billion | 87,480 | 4 | $33,981 |
Geowealth Management
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$12.3 billion | 49,816 | 20 | $247,576 |
Stadion Money Management
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$2.5 billion | 47,926 | 14 | $51,502 |
Clark Capital Management Group
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$30.6 billion | 33,985 | 23 | $899,052 |
Matson Money
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$19.6 billion | 30,605 | 9 | $641,967 |
EP Wealth Advisors
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$22.3 billion | 13,185 | 195 | $1.7 million |
Sage Advisory Services CO
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$25.0 billion | 12,206 | 40 | $2.0 million |
Flexible Plan Investments
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$1.5 billion | 10,885 | 5 | $141,145 |
Symmetry Partners
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$5.7 billion | 10,451 | 11 | $547,194 |
Tandem Investment Advisors
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$3.4 billion | 10,162 | 10 | $330,549 |
Find a financial advisor in Washington DC
Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.
More Top Firms by State
Methodology
Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Washington DC 2024.
Firm has:
- Jurisdiction in Washington DC
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “AdvisorSearch.org Star Rating Badge” is only available to RIA firms participating in AdvisorSearch.org’s paid subscription-based program and earning a 4.5 to 5 star review from AdvisorSearch.org; participation in AdvisorSearch.org's paid subscription-based program does not guarantee being awarded an “AdvisorSearch.org Star Rating Badge”. For more information on how AdvisorSearch.org rates and reviews RIA firms, please see the Algorithm page.