Best Financial Advisor Firms Washington, D.C. 2025

Written by AdvisorSearch.org

February 06, 2025

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

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Trumbower Financial Advisors		$1.7 billion	238	6	$7.0 million
SOL Capital Management CO		$2.7 billion	417	11	$6.4 million
Greenspring Advisors		$6.9 billion	1,201	28	$5.7 million
Accredited Investors Wealth Management		$3.4 billion	597	4	$5.6 million
Glassman Wealth Services		$2.1 billion	368	11	$5.6 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Evanson Asset Management		$5.1 billion	1,005	5	$5.1 million
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Linden Global Strategies		$746.7 million	149	4	$5.0 million
Family Office Research		$479.0 million	103	2	$4.7 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		$22.3 billion	13,185	195	$1.7 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Latitude Advisors		$340.4 million	1,502	74	$226,625
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Connecticut Wealth Management		$3.2 billion	1,388	40	$2.3 million
Apella Wealth		$3.3 billion	3,300	40	$1.0 million
Rockwood Wealth Management		$2.2 billion	1,021	40	$2.1 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		$25.9 billion	30,934	24	$838,262
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Matson Money		$19.6 billion	30,605	9	$641,967
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
The Mather Group		$10.5 billion	4,245	91	$2.5 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 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		$2.8 billion	79,642	4	$35,120
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Geowealth Management		$12.3 billion	49,816	20	$247,576
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Matson Money		$19.6 billion	30,605	9	$641,967
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Freedom Investment Management		$2.0 billion	9,859	17	$204,068

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.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.