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
Andrea K Nordell
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Ronald Petersen
Registered Affiliation(s):FINANCIAL SERVICES ADVISORY
Eric Edmond Olson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Jonathan Kight
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Laura Nafis Pennington
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Stephen Arthur Colvin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Scott Ross
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Joel Stanley Goldberg
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
George Andrew Krzywicki
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Millicent Patryce Eubanks
Registered Affiliation(s):MORGAN STANLEY
Robert Scott Scherer
Registered Affiliation(s):MORGAN STANLEY
Michael Joseph Wilden
Registered Affiliation(s):MORGAN STANLEY
Arthur Gordon Chase
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Harvey Massie
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kelvin A Creyts
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Curtis Kim Frazee
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David A Ruben
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Clark Alan Kendall
Registered Affiliation(s):KENDALL CAPITAL MANAGEMENT
Elissa Pauline Buie
Registered Affiliation(s):YESKE BUIE INC.
Paul Christopher Chrisman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joely Kim Mauck
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Edward Amberg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tristan Martial Caudron
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jeffrey Ronald Davis
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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