Best Financial Advisor Firms Washington, D.C. 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Washington DC.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Washington DC are as followed:

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 $89.0 million 41 3 $2.2 million
Acorn Growth Companies 4.5/5 Stars $335.6 million 11 11 $30.5 million
Astra Capital Management 4.5/5 Stars $555.0 million 10 11 $55.5 million
Avenir Corporation 4.5/5 Stars $1.3 billion 204 4 $6.5 million
Barrack Yard Advisors 4.5/5 Stars $52.0 million 22 1 $2.4 million
Betterment 5/5 Stars $33.8 billion 698,415 15 $48,450
Boyd Watterson Asset Management 4.5/5 Stars $16.7 billion 1,337 20 $12.5 million
Bryspenorporated 4.5/5 Stars $242.3 million 64 1 $3.8 million
Capital Investment Advisors 4.5/5 Stars $283.7 million 615 7 $461,332
Carlyle Global Credit Investment Management 4.5/5 Stars $30.4 billion 118 126 $257.9 million
Churchill Management Group 5/5 Stars $7.9 billion 7,334 39 $1.1 million
CIBC Private Wealth Advisors 4.5/5 Stars $73.8 billion 31,288 144 $2.4 million
Consolidated Portfolio Review Corp 4.5/5 Stars $601.5 million 1,753 16 $343,133
District Capital Management 5/5 Stars $9.3 million 37 3 $251,296
Dominion Financial Consultants 5/5 Stars $17.0 million 17 2 $999,229
Donalies Financial Planning 5/5 Stars $25.8 million 40 1 $644,079
Douglass Winthrop Advisors 5/5 Stars $5.0 billion 1,186 6 $4.2 million
Emerging Capital Partners 4.5/5 Stars $2.4 billion 8 18 $294.0 million
F/M Investments 4.5/5 Stars $1.4 billion 128 14 $11.3 million
Frango Financial 4.5/5 Stars $106.5 million 71 2 $1.5 million
Geometric Wealth Advisors 4.5/5 Stars $453.9 million 154 5 $2.9 million
Graham Capital Wealth Management 4.5/5 Stars $145.8 million 570 5 $255,824
Heronwood Capital 4.5/5 Stars $49.0 million 38 1 $1.3 million
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
Holistic Planners 4.5/5 Stars $10.8 million 32 1 $338,437
Invst 4.5/5 Stars $1.0 billion 1,906 26 $533,586
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
Lynx Investment Advisory 5/5 Stars $1.1 billion 284 8 $3.8 million
Marshfield Associates 5/5 Stars $4.2 billion 3,126 9 $1.3 million
MBI 4.5/5 Stars $324.6 million 142 6 $2.3 million
Mercer Investment Management 4.5/5 Stars $147.5 billion 426 532 $346.2 million
MFA Global Consulting Group 4.5/5 Stars $500,000 60 1 $8,333
Missionsquare Retirement 4.5/5 Stars $772.7 million 1 179 $772.7 million
MZ Capital 5/5 Stars $106.9 million 61 2 $1.8 million
Navy Federal Brokerage Services 4.5/5 Stars $899.1 million 5,286 100 $170,087
North Financial Advisors 4.5/5 Stars $24.1 million 24 1 $1.0 million
O'Shaughnessy Asset Management 4.5/5 Stars $6.9 billion 2,639 23 $2.6 million
Oakhurst Capital Management 4.5/5 Stars $770.3 million 88 2 $8.8 million
Raffa Investment Advisers 5/5 Stars $1.3 billion 178 5 $7.1 million
RMB Capital Management 4.5/5 Stars $7.8 billion 2,461 73 $3.2 million
Rock Creek Wealth Planners and Advisors 4.5/5 Stars $38.5 million 178 3 $216,259
Rockefeller Capital Management 4.5/5 Stars $25.5 billion 1,577 35 $16.2 million
Segal Marco Advisors 4.5/5 Stars $29.9 billion 111 86 $269.8 million
Seneca Financial Advisors 4.5/5 Stars $579.7 million 315 6 $1.8 million
Steward Partners Investment Advisory 4.5/5 Stars $13.2 billion 13,202 245 $1.0 million
Strategas Asset Management 4.5/5 Stars $574.1 million 39 4 $14.7 million
Strathmore Capital Advisors 4.5/5 Stars $368.3 million 253 4 $1.5 million
Sullivan Wood Capital Management 5/5 Stars $39.6 million 60 1 $659,406
Sweetbay Capital Management 4.5/5 Stars $26.2 million 22 1 $1.2 million
T. Rowe Price Associates 4.5/5 Stars $2.0 trillion 3,526 49 $570.2 million
The Connemara Group 5/5 Stars $113.8 million 52 2 $2.2 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
Unison 4.5/5 Stars $1.5 billion 111 1 $13.1 million
Vivuto 4.5/5 Stars $2.3 million 50 1 $46,000
Warren Capital Group 4.5/5 Stars $115.1 million 177 4 $650,393
Washington Growth Strategies 4.5/5 Stars $200.8 million 33 1 $6.1 million
Watson Capital Management 4.5/5 Stars $81.4 million 45 1 $1.8 million
Wolf Group Capital Advisors 5/5 Stars $372.8 million 337 6 $1.1 million
XPS Capital 4.5/5 Stars $136.3 million 299 7 $455,807

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About the Editorial Team

investor.com
investor.com

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, retirement planning, and more.


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