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Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 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 |
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.
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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 296 | 803 | $40,396,629,300 | A percentage of AUM
|
|
| 16 | 37 | $4,363,721,408 | A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
|
|
| 21 | 4048 | $4,174,772,861 | A percentage of AUM, Performance Based
|
|
| 0 | 21 | $2,650,194,000 | A percentage of AUM, Other (REIMBURSEMENTS)
|
|
| 13 | 1248 | $1,872,202,700 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 21 | 769 | $1,444,691,093 | A percentage of AUM, Fixed fees
|
|
| 20 | 406 | $1,020,591,900 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 5 | 118 | $770,260,442 | A percentage of AUM, Performance Based
|
|
| 13 | 1820 | $311,878,481 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 64 | $242,312,374 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 80 | $200,832,100 | A percentage of AUM, Performance Based
|
|
| 6 | 981 | $145,820,000 | A percentage of AUM
|
|
| 7 | 561 | $130,286,386 | A percentage of AUM, Fixed fees
|
|
| 2 | 303 | $106,500,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 0 | $0 | A percentage of AUM, Fixed fees
|
* 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 |
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.
