Best Financial Advisor Firms Washington, D.C. 2023

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Written by investor.com

September 07, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Washington DC.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Washington DC, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of September 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Washington DC are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Washington DC.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Abbington Investment Group 4.5/5 Stars $104.9 million 41 3 $2.6 million
Acorn Growth Companies 5/5 Stars $496.8 million 10 12 $49.7 million
Astra Capital Management 4.5/5 Stars $599.3 million 10 14 $59.9 million
Avenir Corporation 4.5/5 Stars $1.1 billion 212 4 $5.2 million
Barrack Yard Advisors 4.5/5 Stars $52.7 million 29 1 $1.8 million
Boyd Watterson Asset Management 4.5/5 Stars $17.2 billion 1,184 19 $14.5 million
Bryspenorporated 4.5/5 Stars $220.2 million 67 1 $3.3 million
Capital Investment Advisors 4.5/5 Stars $283.7 million 615 7 $461,332
Capshift Advisors 4.5/5 Stars $276.2 million 8 8 $34.5 million
Carlyle Global Credit Investment Management 4.5/5 Stars $35.0 billion 135 153 $259.1 million
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
CIBC Private Wealth Advisors 4.5/5 Stars $51.1 billion 35,555 143 $1.4 million
Concurrent Investment Advisors 4.5/5 Stars $139.9 million 443 101 $315,767
Consolidated Portfolio Review Corp 4.5/5 Stars $738.3 million 3,377 33 $218,620
Cope Corrales 4.5/5 Stars $140.9 million 610 6 $230,903
District Capital Management 4.5/5 Stars $13.6 million 33 2 $412,412
Dominion Financial Consultants 5/5 Stars $14.6 million 18 2 $809,094
Donalies Financial Planning 5/5 Stars $33.3 million 50 1 $665,090
Douglass Winthrop Advisors 5/5 Stars $4.2 billion 1,261 8 $3.3 million
Emerging Capital Partners 4.5/5 Stars $1.6 billion 8 14 $197.1 million
F/M Investments 4.5/5 Stars $1.9 billion 298 16 $6.3 million
Frango Financial 4.5/5 Stars $97.6 million 66 2 $1.5 million
Gallagher Fiduciary Advisors 4.5/5 Stars $6.5 billion 113 76 $57.9 million
Geometric Wealth Advisors 4.5/5 Stars $587.4 million 181 5 $3.2 million
Glover Park Wealth Management 4.5/5 Stars $47.0 million 80 1 $587,328
Graham Capital Wealth Management 4.5/5 Stars $169.0 million 516 5 $327,467
Heronwood Capital 4.5/5 Stars $41.9 million 29 1 $1.4 million
Holistic Planners 4.5/5 Stars $16.0 million 43 1 $371,151
Invst 5/5 Stars $961.1 million 2,453 28 $391,793
JFG Wealth Management 4.5/5 Stars $648.3 million 85 24 $7.6 million
Johnson Financial Group 5/5 Stars $2.0 billion 48 24 $41.6 million
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Lynx Investment Advisory 5/5 Stars $896.0 million 229 8 $3.9 million
Marshfield Associates 5/5 Stars $4.4 billion 4,279 9 $1.0 million
MBI 4.5/5 Stars $298.0 million 159 3 $1.9 million
Mercer Investments 4.5/5 Stars $122.5 billion 362 603 $338.4 million
MFA Global Consulting Group 4.5/5 Stars $500,000 60 1 $8,333
Missionsquare Retirement 4.5/5 Stars $641.0 million 1 182 $641.0 million
MZ Capital 4.5/5 Stars $109.4 million 61 2 $1.8 million
Navy Federal Investment Services 4.5/5 Stars $852.4 million 51,299 72 $16,616
North Financial Advisors 4.5/5 Stars $21.2 million 29 1 $731,011
O'Shaughnessy Asset Management 4.5/5 Stars $6.3 billion 3,430 30 $1.8 million
Oakhurst Capital Advisors 4.5/5 Stars $744.0 million 254 4 $2.9 million
Pensionmark Financial Group 4.5/5 Stars $26.6 billion 6,091 166 $4.4 million
Phillips Financial Strategies 4.5/5 Stars $60.2 million 109 1 $552,459
Raffa Investment Advisers 5/5 Stars $1.0 billion 193 6 $5.3 million
RMB Capital Management 4.5/5 Stars $6.4 billion 2,377 76 $2.7 million
Rock Creek Wealth Planners and Advisors 4.5/5 Stars $40.3 million 166 2 $242,553
Rockefeller Capital Management 4.5/5 Stars $34.7 billion 22,320 405 $1.6 million
Rockefeller Capital Management 4.5/5 Stars $22.7 billion 2,633 89 $8.6 million
Segal Marco Advisors 4.5/5 Stars $26.2 billion 111 86 $236.2 million
Seneca Financial Advisors 4.5/5 Stars $520.5 million 327 6 $1.6 million
Steward Partners Investment Advisory 4.5/5 Stars $12.2 billion 14,707 266 $827,425
Strategas Asset Management 4.5/5 Stars $598.0 million 26 4 $23.0 million
Strathmore Capital Advisors 5/5 Stars $342.7 million 275 4 $1.2 million
Sullivan Wood Capital Management 5/5 Stars $13.1 million 60 1 $218,764
Sweetbay Capital Management 5/5 Stars $35.1 million 16 1 $2.2 million
T.rowe Price Investment Management 4.5/5 Stars $165.5 billion 54 104 $3.1 billion
The Colony Group 4.5/5 Stars $18.8 billion 5,346 145 $3.5 million
The Connemara Group 5/5 Stars $236.2 million 69 3 $3.4 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
Unison 4.5/5 Stars $1.6 billion 105 1 $15.5 million
United Brokerage Services 4.5/5 Stars $229.4 million 953 58 $240,765
Upper Left Wealth Management 4.5/5 Stars $102.0 million 91 2 $1.1 million
Warren Capital Group 4.5/5 Stars $84.3 million 203 4 $415,035
Washington Growth Strategies 4.5/5 Stars $184.8 million 31 2 $6.0 million
Watson Capital Management 4.5/5 Stars $61.8 million 46 1 $1.3 million

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The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

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