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A densely populated state like District Of Columbia has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in District Of Columbia and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
District Of Columbia
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
200
non-vetted advisors in your local area. These financial advisors in
District Of Columbia
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
District Of Columbia
mentioned below do 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 |
| Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC 4100 W Street N.W. 213, Washington, DC 20007 |
11 | $53,000,000 | 50,000 | Fee-Based |
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
4100 W Street N.W. 213,
Washington,
DC
20007
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, Insurance Products & Annuities
Top Financial Advisor Firms in District Of Columbia (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| CALVERT RESEARCH AND MANAGEMENT
1825 Connecticut Avenue Nw , Suite 400, Washington, DC 20009 |
$40,396,629,300 | 803 |
A percentage of AUM |
| ACCOLADE PARTNERS
2100 Pennsylvania Ave Nw , Suite 300n, Washington, DC 20037 |
$4,363,721,408 | 37 |
A percentage of AUM Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER) |
| MARSHFIELD ASSOCIATES
21 Dupont Circle Nw , Suite 500, Washington, DC 20036 |
$4,174,772,861 | 4048 |
A percentage of AUM Performance Based |
| FUNDRISE ADVISORS, LLC
11 Dupont Circle Nw , 9th Floor, Washington, DC 20036 |
$2,650,194,000 | 21 |
A percentage of AUM Other (REIMBURSEMENTS) |
| FARR MILLER & WASHINGTON LLC
1020 19th Street, Nw , Suite 200, Washington, DC 20036 |
$1,872,202,700 | 1248 |
A percentage of AUM Hourly charges Fixed fees |
| F/M INVESTMENTS LLC
3050 K. St Nw , Suite 201, Washington, DC 20007 |
$1,444,691,093 | 769 |
A percentage of AUM Fixed fees |
| ARMSTRONG, FLEMING & MOORE, INC.
1800 M Street Nw , #1010-S, Washington, DC 20036 |
$1,020,591,900 | 406 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| OAKHURST CAPITAL MANAGEMENT
3050 K St Nw , Suite 201, Washington, DC 20007 |
$770,260,442 | 118 |
A percentage of AUM Performance Based |
| CAPITAL INVESTMENT ADVISORS
1000 Potomac Street N.W. , Suite 300, Washington D.C., DC 20007 |
$311,878,481 | 1820 |
A percentage of AUM Hourly charges Fixed fees |
| BRYSPEN, INCORPORATED
1717 Pennsylvania Avenue, Nw , Suite 1025, Washington, DC 20006-3951 |
$242,312,374 | 64 |
A percentage of AUM Hourly charges Fixed fees |
| WASHINGTON GROWTH STRATEGIES LLC
2200 Pennsylvania Ave , Suite 400 East, Washington, DC 20037 |
$200,832,100 | 80 |
A percentage of AUM Performance Based |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
1701 K Street Nw , Suite 801, Washington, D.C., DC 20006 |
$145,820,000 | 981 |
A percentage of AUM |
| COPE CORRALES
816 Connecticut Ave , 8th Floor, Washington, DC 20006 |
$130,286,386 | 561 |
A percentage of AUM Fixed fees |
| FRANGO FINANCIAL
4545 42nd Street Nw , Suite 314, Washington, DC 20016-4623 |
$106,500,000 | 303 |
A percentage of AUM Hourly charges Fixed fees |
| PARCO WEALTH MANAGEMENT LLC
2000 Pennsylvania Avenue , #7000, Washington, DC 20006 |
$0 | 0 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Anil G Nachnani Inquire with Anil |
1775 I Street NW, Suite 200, Washington, DC 20006 | 202-857-5424 |
| Ambler Cusick Inquire with Ambler |
1775 I Street NW, Suite 200, Washington, DC 20006 | 202-861-5045 |
| Azan E. Piperno Inquire with Azan |
1775 I Street NW, Suite 200, Washington, DC 20006 | 202-689-1833 |
| Alfred R Bozzo Jr Inquire with Alfred |
1747 Pennsylvania Ave NW, Ste 900, Washington, DC 20006 | 202-292-5326 |
| Alyson Russ Inquire with Alyson |
1747 Pennsylvania Ave NW, Ste 900, Washington, DC 20006 | 202-292-5413 |
| Andrew Paulson Inquire with Andrew |
1220 19th St NW, Ste 205, Washington, DC 20036 | 202-293-9797 |
| Brett Anthony Inquire with Brett |
1775 I Street NW, Suite 200, Washington, DC 20006 | 202-862-9082 |
| Annmarie M Bilger Inquire with Annmarie |
1775 I Street NW, Suite 200, Washington, DC 20006 | 202-862-9117 |
| Alex T Mann Inquire with Alex |
1775 I Street NW, Suite 200, Washington, DC 20006 | 202-861-5132 |
| Awad Morgan Inquire with Awad |
1001 Connecticut Ave NW, Ste 630, Washington, DC 20036 | 202-750-7904 |
Grow your AUM with pre-qualified leads!
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 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.
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?
