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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.

Finding the Top Financial Advisor in District Of Columbia
Last Updated - 27-Jun-2022

District Of Columbia has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 189 non-vetted advisors in your local area. These financial advisors in District Of Columbia have an average of 10 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
10 $35,000,000 100,000 Fee-Based

Information on Qualified Financial Advisors in District Of Columbia

Qualifications CRD# 5179276
Firm CRD# 309793
Series 66

Compensation/Fee Fee-Based


Office Location 4100 W Street N.W. 213,
Washington,
DC
20007
Phone Number 202-926-3636 Ext. 101

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 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
2001 M Street, Nw, Suite 801,
Washington, DC 20036-5858
$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
Avenir Corporation
1775 Pennsylvania Ave Nw , Suite 650,
Washington, DC 20006
$1,332,795,929 575 A percentage of AUM
Paladin Capital Management, Llc
2000 K Street N.W. , Suite 500,
Washington, DC 20006
$1,061,160,989 22 A percentage of AUM
Performance Based
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
Folger Nolan Fleming Douglas Incorporated
725 15th Street Nw,
Washington, DC 20005-2109
$449,386,977 694 A percentage of AUM
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

    List of Additional Advisors in District Of Columbia*

    * 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
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      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.

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