Written by investor.com
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 April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Washington DC are as follows:
- Must be rated 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 |
|
$104.9 million | 41 | 3 | $2.6 million |
| Acorn Growth Companies |
|
$496.8 million | 10 | 12 | $49.7 million |
| Astra Capital Management |
|
$599.3 million | 10 | 14 | $59.9 million |
| Avenir Corporation |
|
$1.1 billion | 212 | 4 | $5.2 million |
| Barrack Yard Advisors |
|
$52.7 million | 29 | 1 | $1.8 million |
| Betterment |
|
$34.3 billion | 774,366 | 17 | $44,329 |
| Boyd Watterson Asset Management |
|
$17.2 billion | 1,184 | 19 | $14.5 million |
| Bryspenorporated |
|
$220.2 million | 67 | 1 | $3.3 million |
| Capital Investment Advisors |
|
$283.7 million | 615 | 7 | $461,332 |
| Capshift Advisors |
|
$276.2 million | 8 | 8 | $34.5 million |
| Carlyle Global Credit Investment Management |
|
$35.0 billion | 135 | 153 | $259.1 million |
| Churchill Management Group |
|
$7.2 billion | 7,825 | 35 | $913,754 |
| CIBC Private Wealth Advisors |
|
$51.1 billion | 35,555 | 143 | $1.4 million |
| Concurrent Advisors |
|
$139.9 million | 443 | 12 | $315,767 |
| Consolidated Portfolio Review Corp |
|
$738.3 million | 3,377 | 33 | $218,620 |
| District Capital Management |
|
$13.6 million | 33 | 2 | $412,412 |
| Dominion Financial Consultants |
|
$14.6 million | 18 | 2 | $809,094 |
| Donalies Financial Planning |
|
$33.3 million | 50 | 1 | $665,090 |
| Douglass Winthrop Advisors |
|
$4.2 billion | 1,261 | 8 | $3.3 million |
| Emerging Capital Partners |
|
$1.6 billion | 8 | 14 | $197.1 million |
| F/M Investments |
|
$1.9 billion | 298 | 16 | $6.3 million |
| Frango Financial |
|
$97.6 million | 66 | 2 | $1.5 million |
| Geometric Wealth Advisors |
|
$542.3 million | 184 | 5 | $2.9 million |
| Graham Capital Wealth Management |
|
$169.0 million | 516 | 5 | $327,467 |
| Heronwood Capital |
|
$41.9 million | 29 | 1 | $1.4 million |
| Holistic Planners |
|
$16.0 million | 43 | 1 | $371,151 |
| Invst |
|
$961.1 million | 2,453 | 28 | $391,793 |
| Latitude Advisors |
|
$348.6 million | 1,335 | 75 | $261,105 |
| Lynx Investment Advisory |
|
$896.0 million | 229 | 8 | $3.9 million |
| Marshfield Associates |
|
$4.4 billion | 4,279 | 9 | $1.0 million |
| MBI |
|
$298.0 million | 159 | 5 | $1.9 million |
| Mercer Investment Management |
|
$122.5 billion | 362 | 603 | $338.4 million |
| MFA Global Consulting Group |
|
$500,000 | 60 | 1 | $8,333 |
| Missionsquare Retirement |
|
$641.0 million | 1 | 182 | $641.0 million |
| MZ Capital |
|
$106.9 million | 61 | 2 | $1.8 million |
| Navy Federal Brokerage Services |
|
$852.4 million | 51,299 | 72 | $16,616 |
| North Financial Advisors |
|
$21.2 million | 29 | 1 | $731,011 |
| O'Shaughnessy Asset Management |
|
$6.3 billion | 3,430 | 30 | $1.8 million |
| Oakhurst Capital Management |
|
$744.0 million | 254 | 4 | $2.9 million |
| Phillips Financial Strategies |
|
$46.4 million | 109 | 1 | $425,514 |
| Raffa Investment Advisers |
|
$1.0 billion | 193 | 6 | $5.3 million |
| RMB Capital Management |
|
$6.4 billion | 2,377 | 76 | $2.7 million |
| Rock Creek Wealth Planners and Advisors |
|
$38.5 million | 178 | 3 | $216,259 |
| Rockefeller Capital Management |
|
$22.7 billion | 2,633 | 89 | $8.6 million |
| Rockefeller Capital Management |
|
$34.7 billion | 22,320 | 405 | $1.6 million |
| Segal Marco Advisors |
|
$26.2 billion | 111 | 86 | $236.2 million |
| Seneca Financial Advisors |
|
$520.5 million | 327 | 6 | $1.6 million |
| Steward Partners Investment Advisory |
|
$13.2 billion | 13,202 | 245 | $1.0 million |
| Strategas Asset Management |
|
$598.0 million | 26 | 4 | $23.0 million |
| Strathmore Capital Advisors |
|
$342.7 million | 275 | 4 | $1.2 million |
| Sullivan Wood Capital Management |
|
$13.1 million | 60 | 1 | $218,764 |
| Sweetbay Capital Management |
|
$35.1 million | 16 | 1 | $2.2 million |
| T. Rowe Price Associates |
|
$1.5 trillion | 3,778 | 32 | $398.8 million |
| The Colony Group |
|
$18.8 billion | 5,346 | 145 | $3.5 million |
| The Connemara Group |
|
$236.2 million | 69 | 3 | $3.4 million |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| Unison |
|
$1.6 billion | 105 | 1 | $15.5 million |
| United Brokerage Services |
|
$229.4 million | 953 | 58 | $240,765 |
| Upper Left Wealth Management |
|
$102.0 million | 91 | 2 | $1.1 million |
| Vivuto |
|
$2.3 million | 50 | 1 | $46,000 |
| Warren Capital Group |
|
$84.3 million | 203 | 4 | $415,035 |
| Washington Growth Strategies |
|
$184.8 million | 31 | 2 | $6.0 million |
| Watson Capital Management |
|
$61.8 million | 46 | 1 | $1.3 million |
| XPS Capital |
|
$140.9 million | 610 | 6 | $230,903 |
More Top Firms by State
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.