Find a Financial Advisor in Washington, DC

 

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We did the hard work of finding trustworthy partners in Washington, DC.

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We Only Work With The Best Washington Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Washington, DC


  • Financial Advisor Close to Washington, DC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Washington, DC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Washington, DC

We evaluated over 13,000 RIA firms to bring you the best of the best Washington financial advisors.
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How Retirement-Friendly is Washington, DC?

  • Population: 692,683
  • % of Population 62 Years and Over: 14.9%
  • Average Home Value: $611,400
  • Average Monthly Housing Cost: $1,707
  • Average Household Income: $127,890
  • District of Columbia Effective Real-Estate Tax Rate: 0.56% (5th Lowest)
  • District of Columbia Average Home Value: $505,000 (2nd Highest)



The Top Financial Advisor Firms in Washington, DC

 

MARSHFIELD ASSOCIATES

Website

(202) 828-6200

21 Dupont Circle Nw
Suite 500
Washington, DC 20036

SEC#: 801-70275
Years in Business: 12 years

WASHINGTON GROWTH STRATEGIES LLC

Website

(202) 507-5725

2200 Pennsylvania Ave
Suite 400 East
Washington, DC 20037

SEC#: 801-80069
Years in Business: 7 years

CALVERT RESEARCH AND MANAGEMENT

Website

(800) 368-2745

1825 Connecticut Avenue Nw
Suite 400
Washington, DC 20009

SEC#: 801-108378
Years in Business: 5 years

F/M INVESTMENTS LLC

Website

(202) 839-4910

3050 K. st Nw
Suite W-170
Washington, DC 20007

SEC#: 801-116853
Years in Business: 2 years

LAUNCHPAD ADVISERS II, LLC

Website

(513) 562-1675

3050 K Street, N.W.
Suite W-170
Washington, DC 20007

SEC#: 801-118998
Years in Business: 1 years

LAUNCHPAD ADVISERS III, LLC

Website

(513) 562-1675

3050 K Street, N.W.
Suite W-170
Washington, DC 20007

SEC#: 801-118999
Years in Business: 1 years

FUNDRISE ADVISORS, LLC

Website

(202) 584-0550

11 Dupont Circle Nw
9th Floor
Washington, DC 20036

SEC#: 801-80060
Years in Business: 7 years

NGP ENERGY TECHNOLOGY PARTNERS

Website

(202) 536-3920

1750 K Street Nw
Suite 700
Washington, DC 20006

SEC#: 801-73928
Years in Business: 9 years

ACCOLADE PARTNERS

Website

(202) 775-5595

2001 M Street, Nw, Suite 801

Washington, DC 20036

SEC#: 801-74190
Years in Business: 9 years

 


Washington, DC Financial Advisor FAQs

The best way to find an advisor - and this is the only legitimate answer I can give you because it's given by the US Securities and Exchange Commission (SEC) - is to go on their website and conduct a search.
A financial advisor is someone who works with their clients to plan, save and invest in order to meet their current and future needs. A financial advisor will research different types of investments, tell you about costs, risks and benefits for each investment so you can make the best decision possible for your goals. They will also help determine what kind of account or accounts are best for you depending on how much risk your willing to handle.
Most financial advisors get paid by taking a percentage of the management fee. And they also charge an annual performance or advisory fee and funds low-fee investment fees for your accounts, like mutual funds and exchange-traded funds (ETFs).
Ultimately, the decision to seek the advice of a financial advisor is dependent on your own particular situation. First and foremost, if you are in dire need of sound financial guidance such as bankruptcy or difficult divorce proceedings then it may be advisable to seek out professional help sooner rather than later.