Home
Financial Advisor
District Of Columbia
Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top 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.

How To Find Trusted Financial Advisors in District of Columbia

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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?

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
THE CARLYLE GROUPWashington, DC
No. of Advisors1010
AUM$273,608,034,966
No. of Clients639
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
MISSIONSQUARE INVESTMENTSWashington, DC
No. of Advisors87
AUM$49,409,331,766
No. of Clients43
Fee StructureA percentage of AUM
Firm Name
CALVERT RESEARCH AND MANAGEMENTWashington, DC
No. of Advisors210
AUM$38,423,403,142
No. of Clients1279
Fee StructureA percentage of AUM
Firm Name
EIG MANAGEMENT COMPANY, LLCWashington, DC
No. of Advisors132
AUM$20,803,317,372
No. of Clients74
Fee StructureA percentage of AUM, Performance Based
Firm Name
THE ROCK CREEK GROUP, LPWashington, DC
No. of Advisors71
AUM$17,740,436,382
No. of Clients61
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
FIDUCIARY COUNSELORS INC.Washington, DC
No. of Advisors8
AUM$14,483,338,840
No. of Clients12
Fee StructureHourly charges, Fixed fees
Firm Name
F/M INVESTMENTS LLCWashington, DC
No. of Advisors67
AUM$12,845,275,039
No. of Clients3530
Fee StructureA percentage of AUM, Fixed fees
Firm Name
MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATIONWashington, DC
No. of Advisors43
AUM$7,653,189,911
No. of Clients29
Fee StructureA percentage of AUM, Performance Based, Other (PROJECT MGT FEES & ASSET ADMIN FEES (SEE SCHEDULE D - MISC))
Firm Name
MARSHFIELD ASSOCIATESWashington, DC
No. of Advisors24
AUM$6,401,521,223
No. of Clients5288
Fee StructureA percentage of AUM, Performance Based
Firm Name
ACCOLADE PARTNERSWashington, DC
No. of Advisors16
AUM$6,326,781,144
No. of Clients54
Fee StructureA percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
Firm Name
GRAIN MANAGEMENT, LLCWashington, DC
No. of Advisors67
AUM$6,268,301,103
No. of Clients26
Fee StructureA percentage of AUM, Performance Based
Firm Name
MISSIONSQUARE RETIREMENTWashington, DC
No. of Advisors623
AUM$6,106,587,642
No. of Clients59323
Fee StructureA percentage of AUM
Firm Name
INVICTUS CAPITAL PARTNERSWashington, DC
No. of Advisors50
AUM$5,524,835,863
No. of Clients18
Fee StructureA percentage of AUM, Performance Based
Firm Name
ACON EQUITY MANAGEMENT L.L.C.Washington, DC
No. of Advisors30
AUM$5,280,491,862
No. of Clients23
Fee StructureA percentage of AUM, Performance Based
Firm Name
FUNDRISE ADVISORS, LLCWashington, DC
No. of Advisors0
AUM$2,868,475,000
No. of Clients15
Fee StructureA percentage of AUM, Other (REIMBURSEMENTS, CARRIED INTEREST)

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.