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