District of Columbia · 18 firms
Financial Planners in District of Columbia
Advisers offering comprehensive financial planning services. Browse 18 advisers in District of Columbia matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in District of Columbia
ARMSTRONG, FLEMING & MOORE, INC.
Washington, DC
AUM
$1.27B
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
202-887-8135
LYNX INVESTMENT ADVISORY, LLC
Washington, DC
AUM
$1.11B
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
202-833-3700
BRYSPEN, INCORPORATED
Washington, DC
AUM
$329.3M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
4045458000
CAPITAL INVESTMENT ADVISORS
Washington D.c., DC
AUM
$302.3M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
240-482-4000
BURKHOLDER & ASSOCIATES, LLC
Washington, DC
AUM
$287.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-778-9970
AUM
$271.9M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
571-244-8764
AUM
$253.3M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
202-770-2007
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Washington, DC
AUM
$251.2M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
202-780-7726
AUM
$180.2M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-716-4303
CAPITAL AREA PLANNING GROUP
Washington, DC
AUM
$64.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
202-916-5624
AUM
$64.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(202) 450-0784
VALOR WEALTH PARTNERS
Washington, DC
AUM
$63.5M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-648-2700
GOLDEN EAGLE CAPITAL ADVISORS, INC.
Dubai, DC
AUM
$46.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +4 more
+97144484674
ADVOCATE WEALTH, LLC
Washington, DC
AUM
$25.4M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
202-802-1925
HOLISTIC PLANNERS
Washington, DC
AUM
$14.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-508-2169
AUM
$1.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
+1 310 696 3704
MISSIONSQUARE WEALTH MANAGEMENT
Washington, DC
AUM
$0
Team
26 advisors
Clients
0
Fees
Percentage of AUM
800-669-7444
TYNDALE INVESTMENTS, LLC
Washington, DC
AUM
$46.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-255-9018
132 total advisers in District of Columbia. Browse all District of Columbia advisors