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Best Financial Advisors near Washington, District of Columbia


To help Americans find the best financial advisors in Washington, District of Columbia, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Washington, District of Columbia.


1. Evermay Wealth Management
   (703) 822-5696
1776 Wilson Boulevard, Suite 310. Arlington, VA

Evermay Wealth Management, registered in 2009, manages $654.0 million for 341 clients.

2. The Mather Group
   (202) 919-5966
1875 K Street Nw, Washington, District Of Columbia

The Mather Group, registered in 2011, manages $3.9 billion for 1,827 clients.

3. Farr Miller & Washington
   (202) 530-5600
1020 19th Street, NW, Suite 200. Washington, DC

Farr Miller & Washington, registered in 1996, manages $1.9 billion for 1,201 clients.

4. BakerAvenue
   (415) 986-1110
1655 North Fort Myer Drive Suite 700, Arlington, Virginia

BakerAvenue, registered in 2004, manages $1.7 billion for 707 clients.

5. Shaker Financial Services
   (410) 224-0572
3330 Washington Blvd. Suite 200, Arlington, Virginia

Shaker Financial Services, registered in 2004, manages $207.6 million for 316 clients.

6. Douglass Winthrop Advisors
   (202) 887-6812
888 17th Street Nw Suite 205, Washington Dc, District Of Columbia

Douglass Winthrop Advisors, registered in 1999, manages $3.3 billion for 916 clients.

7. Wolf Group Capital Advisors
   (703) 502-9500
1875 K Street Nw Suite 557, Washington, District Of Columbia

Wolf Group Capital Advisors, registered in 2002, manages $286.3 million for 262 clients.

8. Marshfield Associates
   (202) 828-6200
21 Dupont Circle NW, Suite 500. Washington, DC

Marshfield Associates, registered in 2009, manages $3.1 billion for 2,334 clients.

9. Raffa Wealth Management
   (202) 955-6734
2020 K ST., NW, Suite 740. Washington, DC

Raffa Wealth Management, registered in 2007, manages $910.0 million for 152 clients.

10. Segal Marco Advisors
   (202) 833-6400
1800 M Street Nw Suite 900 S, Washington, District Of Columbia

Segal Marco Advisors, registered in 2002, manages $27.1 billion for 110 clients.

11. Bryspenorporated
   (888) 347-4170
Multiple Locations

Bryspenorporated, registered in 2000, manages $177.5 million for 63 clients.

12. Avenir Corporation
   (202) 659-4427
1775 Pennsylvania Ave NW, Suite 650. Washington, DC

Avenir Corporation, registered in 1988, manages $845.6 million for 214 clients.

13. Alexandria Capital
   (202) 391-0170
1300 17th Street N, Suite 840. Arlington, VA

Alexandria Capital, registered in 2003, manages $1.2 billion for 817 clients.

14. O'Shaughnessy Asset Management
   (203) 975-3333
1301 K Street, Washington D.c. District Of Columbia

O'Shaughnessy Asset Management, registered in 2007, manages $5.7 billion for 2,508 clients.

15. Waldron Private Wealth
   (202) 656-8587
3303 Water St. Unit F, Washington, District Of Columbia

Waldron Private Wealth, registered in 2013, manages $2.5 billion for 221 clients.

16. Sands Capital Management
   (703) 562-4000
1000 Wilson Blvd., Suite 3000. Arlington, VA

Sands Capital Management, registered in 2005, manages $44.6 billion for 439 clients.

17. Broad Run Investment Management
   (703) 260-1260
1530 Wilson Blvd, Suite 530. Arlington, VA

Broad Run Investment Management, registered in 2012, manages $2.6 billion for 174 clients.

18. Seneca Financial Advisors
   (202) 536-2330
601 Pennsylvania Ave. Nw South Building, Suite 900, Washington, District Of Columbia

Seneca Financial Advisors, registered in 2010, manages $393.1 million for 246 clients.

19. Lockton Investment Advisors
   (202) 414-2400
1801 K Street Nw Suite 200, Washington, District Of Columbia

Lockton Investment Advisors, registered in 2007, manages $5.1 billion for 205 clients.

20. Lockton Investment Advisors
   (202) 414-2400
Multiple Locations

Lockton Investment Advisors, registered in 2007, manages $5.1 billion for 205 clients.



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Bogart Wealth
   (703) 570-8651

Bogart Wealth, registered in 2016, manages $947.5 million for 595 clients.

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Precipio Wealth Management
   (703) 773-2474

Precipio Wealth Management, registered in 2009, manages $219.5 million for 107 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for District of Columbia


FBI, Washington, D.C. Naval Anacost Annex, Washington, D.C. PRS, Washington, D.C. Washington Navy Yard, Washington, D.C. Washington, Washington, D.C.

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