Top Financial Advisors in Washington, District Of Columbia
Finding the right financial advisor in Washington is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Washington, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Washington, DC.
Find the Best Financial Advisor Firms in Washington:
FARR MILLER & WASHINGTON LLC
CRD#: 107553
Address: 1020 19th Street, Nw Suite 200, Washington, DC 20036
Clients: 349
Average Clients per Advisor: 26
AUM: $ 1.9B
ARMSTRONG, FLEMING & MOORE, INC.
CRD#: 107347
Address: 1800 M Street Nw #1010-s, Washington, DC 20036
Clients: 148
Average Clients per Advisor: 9
AUM: $ 877M
GEOMETRIC WEALTH ADVISORS, LLC
CRD#: 171670
Address: Washington, DC
AUM: $ 587M
BRYSPEN, INCORPORATED
CRD#: 109004
Address: 1717 Pennsylvania Avenue, Nw Suite 1025, Washington, DC 20006-3951
Clients: 4
Average Clients per Advisor: 2
AUM: $ 220M
COPE CORRALES
CRD#: 311665
Address: 816 Connecticut Ave 8th Floor, Washington, DC 20006
Clients: 535
Average Clients per Advisor: 89
AUM: $ 141M
VALUES ADDED FINANCIAL
CRD#: 288912
Address: Washington, DC
Clients: 14
Average Clients per Advisor: 2
AUM: $ 125M
How We Chose the Top Financial Advisors in Washington, District Of Columbia
To create this list of top financial advisor firms in Washington, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Washington has to offer.
Search Financial Advisors in Washington, District Of Columbia
Stephen Yong Park
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John W Holtzman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Mark Edward Amberg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Denis Poljak
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Rebecca Brideau Hall
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Allen Gays
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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