wiseradvisor
Home > Financial Advisors > District Of Columbia

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find the Best Financial Advisors in District Of Columbia

Washington, DC, with its long and significant history, has a thriving and diverse population of over 640,000 residents. With a cost of living 36% higher than the national average, the residents of DC may need assistance to uncover economic growth opportunities. However, finding the right financial advisor can be a time-consuming task, with over 1,000 financial advisors located in the area. WiserAdvisor can help individuals connect with vetted financial advisors and financial advisory firms that can provide guidance in navigating complex financial matters in Washington, DC, including investment management, retirement planning, wealth management, and estate planning. Additionally, our free match tool can connect you with vetted financial advisors in and around Washington, DC.

Finding the Top Financial Advisor in District Of Columbia

Last Updated - November 28, 2023

District Of Columbia has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 208 non-vetted advisors in your local area. These financial advisors in District Of Columbia have an average of 19 years of experience.

NOTE: The list of vetted financial advisors in District Of Columbia mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in District Of Columbia.

List of Qualified Financial Advisors in District Of Columbia

Financial Advisor Experience AUM Minimum Assets Fee Structure
Mark Standard
UBS
1501 K Street NW,
Suite 1100,
Washington, DC 20005
27 Years $0 $500,000 Fee-Based
Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC
14 Ridge Square NW,
3rd Floor,
Washington, DC 20016
12 Years $82,000,000 $50,000 Fee-Based

Are you a Financial Advisor in District Of Columbia?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in District Of Columbia

Qualifications CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 1501 K Street NW,
Suite 1100,
Washington,
DC
20005
Phone Number 202-942-2899

Currently, Mark resides in Montgomery County, Maryland with his wife and young son. He enjoys competing in Spartan Races and spending time with his family.

About Ubs

Ubs

We take an approach to your wealth that works for you and your entire financial life. Whether you're pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5179276
Firm CRD# 309793
Series 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 14 Ridge Square NW,
3rd Floor,
Washington,
DC
20016
Phone Number 202-926-3725

Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients. In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President. Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.

About Glover Park Wealth Management, LLC

Glover Park Wealth Management, LLC

Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


Customer Reviews

Top Financial Advisor Firms in District Of Columbia (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CALVERT RESEARCH AND MANAGEMENT
1825 Connecticut Avenue Nw, Suite 400, Washington, DC 20009
296 803 $40,396,629,300
A percentage of AUM
ACCOLADE PARTNERS
2100 Pennsylvania Ave Nw, Suite 300n, Washington, DC 20037
16 37 $4,363,721,408
A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
MARSHFIELD ASSOCIATES
21 Dupont Circle Nw, Suite 500, Washington, DC 20036
21 4048 $4,174,772,861
A percentage of AUM, Performance Based
FUNDRISE ADVISORS, LLC
11 Dupont Circle Nw, 9th Floor, Washington, DC 20036
0 21 $2,650,194,000
A percentage of AUM, Other (REIMBURSEMENTS)
FARR MILLER & WASHINGTON LLC
1020 19th Street, Nw, Suite 200, Washington, DC 20036
13 1248 $1,872,202,700
A percentage of AUM, Hourly charges, Fixed fees
F/M INVESTMENTS LLC
3050 K. St Nw, Suite 201, Washington, DC 20007
21 769 $1,444,691,093
A percentage of AUM, Fixed fees
ARMSTRONG, FLEMING & MOORE, INC.
1800 M Street Nw, #1010-S, Washington, DC 20036
20 406 $1,020,591,900
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
OAKHURST CAPITAL MANAGEMENT
3050 K St Nw, Suite 201, Washington, DC 20007
5 118 $770,260,442
A percentage of AUM, Performance Based
CAPITAL INVESTMENT ADVISORS
1000 Potomac Street N.W., Suite 300, Washington D.C., DC 20007
13 1820 $311,878,481
A percentage of AUM, Hourly charges, Fixed fees
BRYSPEN, INCORPORATED
1717 Pennsylvania Avenue, Nw, Suite 1025, Washington, DC 20006-3951
2 64 $242,312,374
A percentage of AUM, Hourly charges, Fixed fees
WASHINGTON GROWTH STRATEGIES LLC
2200 Pennsylvania Ave, Suite 400 East, Washington, DC 20037
1 80 $200,832,100
A percentage of AUM, Performance Based
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
1701 K Street Nw, Suite 801, Washington, D.C., DC 20006
6 981 $145,820,000
A percentage of AUM
COPE CORRALES
816 Connecticut Ave, 8th Floor, Washington, DC 20006
7 561 $130,286,386
A percentage of AUM, Fixed fees
FRANGO FINANCIAL
4545 42nd Street Nw, Suite 314, Washington, DC 20016-4623
2 303 $106,500,000
A percentage of AUM, Hourly charges, Fixed fees
PARCO WEALTH MANAGEMENT LLC
2000 Pennsylvania Avenue, #7000, Washington, DC 20006
1 0 $0
A percentage of AUM, Fixed fees

    List of Additional Advisors in District Of Columbia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    1775 I Street NW, Suite 200, Washington, DC  20006 202-857-5424
    1775 I Street NW, Suite 200, Washington, DC  20006 202-861-5045
    1775 I Street NW, Suite 200, Washington, DC  20006 202-689-1833
    1747 Pennsylvania Ave NW, Ste 900, Washington, DC  20006 202-292-5326
    1747 Pennsylvania Ave NW, Ste 900, Washington, DC  20006 202-292-5413
    1220 19th St NW, Ste 205, Washington, DC  20036 202-293-9797
    1775 I Street NW, Suite 200, Washington, DC  20006 202-862-9082
    1775 I Street NW, Suite 200, Washington, DC  20006 202-862-9117
    1775 I Street NW, Suite 200, Washington, DC  20006 202-861-5132
    1001 Connecticut Ave NW, Ste 630, Washington, DC  20036 202-750-7904

      Select other cities in District Of Columbia to broaden your search for a financial advisor

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.