Free match service | No obligation to hire
Personalized advice for
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.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Washington
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
184
non-vetted advisors in your local area. These financial advisors in
Washington,
District of Columbia
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Washington,
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
Washington, 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 | $81,000,000 | $50,000 | Fee-Based |
|
Erich Imphong
CFP® PLOTKIN FINANCIAL ADVISORS, LLC 8401 Connecticut Ave, Suite 400, Chevy Chase, MD 20815 |
13 Years | Not Specified | $250,000 | Fee-Based |
| 20 Years | $13,000,000 | $100,000 | Fee-Only | |
|
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP® EGAN, BERGER AND WEINER, LLC 1919 Gallows Rd, Suite 980, Vienna, VA 22043 |
31 Years | $800,000,000 | $0 | Fee-Based |
|
Darren Colananni
CFP®, CPWA®, CIMA®, ChFC® CENTURION WEALTH MANAGEMENT 7901 Jones Branch Drive, Suite 800, McLean, VA 22102 |
12 Years | $350,000,000 | $1,000,000 | Fee-Only |
|
Doug Miller J.D.
CFP®, CLU® NORTHWESTERN MUTUAL 6011 University Blvd Suite 370, Ellicott City, MD 21043 |
21 Years | $6,100,000,000 | $50,000,000 | Fee-Based |
|
Nilos T. Sakellariou
CFM NTS BEARING-TOTAL WEALTH MANAGEMENT. 61 Cornhill Street, Annapolis, MD 21401 |
29 Years | $200,000,000 | $500,000 | Fee-Only |
|
Scarborough Capital Management
SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Annapolis, MD 21401 |
Not Disclosed | $1,300,000,000 | Not Specified | Not Specified |
|
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA® HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 Years | Not Specified | $250,000 | 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, Insurance Products & Annuities
Qualifications
CRD# 5083311
Firm CRD# 127635
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
8401 Connecticut Ave,
Suite 400,
Chevy Chase,
MD
20815
Phone Number
301-907-9790
Erich is a CERTIFIED FINANCIAL PLANNER™ who has been in the financial service industry for over a decade. He received his Bachelors of Science from The Catholic University of America and his Master degree in Finance from The Sellinger School of Business at Loyola University Maryland. Prior to joining Plotkin, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to implement their financial goals. In conjunction with these responsibilities he gained tremendous experience analyzing, identifying and executing strategies in client investment portfolio's that aligned with their unique income and growth objectives. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the client's needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with one's retirement goals. Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.
As a CERTIFIED FINANCIAL PLANNER™ at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
5901 Melvern Dr,
Bethesda,
MD
20817
Phone Number
808-469-6265
Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations. Young holds a Bachelor's degree in Business Marketing and Management from Ursinus College, as well the CPCU designation and will have be completing his CFP designation in 2024. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group. He is a former Military Spouse, where his wife (Michelle) served in the US Army as a Physician - Psychiatrist. They have two children, Aidan and Abby. In his spare time, Young enjoys going on long runs, skiing and spending time with his family.
We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
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
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
1919 Gallows Rd, Suite 980,
Vienna,
VA
22043
Phone Number
703-506-0843
Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER™ Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.
Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.
Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
7901 Jones Branch Drive,
Suite 800,
McLean,
VA
22102
Phone Number
571-765-2301
Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Ashburn, VA where he sits on the Leadship Committee for Chance For Life, is an active member of JDRF (Juvenile Diabetes Research Foundation), and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.
There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number
443-956-1216
Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.
In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2108146
Firm CRD# 124504
Series 7, 10, 31, 63, 65, 66
Compensation/Fee Fee-Only
Office Location
61 Cornhill Street,
Annapolis,
MD
21401
Phone Number
410-263-1313
please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com
NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall investment results. The firm's emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's financial future.
Advisory Services Provided:
Portfolio Management, Risk Management
Qualifications
Firm CRD# 169517
Office Location
1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number
410-573-5700
Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number
410-659-8905
I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
| 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
|
|
| 50 | 698 | $1,036,201,632 | A percentage of AUM
|
|
| 20 | 406 | $1,020,591,900 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 641 | 1 | $772,702,498 | A percentage of AUM
|
|
| 5 | 118 | $770,260,442 | A percentage of AUM, Performance Based
|
|
| 2 | 64 | $242,312,374 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 80 | $200,832,100 | A percentage of AUM, Performance Based
|
|
| 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
|
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.
