Falists

District of Columbia · 120 advisers

Financial Advisors in Washington, District of Columbia

Looking for a financial advisor in Washington, District of Columbia? Falists indexes 120 SEC-registered and state-registered investment advisers in Washington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 103 firms list a website you can visit directly. Firms in this directory manage up to $283.81B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

120

With website

103

Largest AUM

$283.81B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth64Planning11Trusts24Retirement14Institutional22

Top advisors in Washington

Ranked by AUM · Fees, team & specialties at a glance

View all 120 →
View all 120 advisors in Washington

More cities in District of Columbia

Washington D.c. (2)Washington Dc (2)Washington, D.c. (2)Dubai (1)

Common questions

How many financial advisors are in Washington, District of Columbia?
120 registered investment advisers are listed in our Washington directory, sourced from public SEC filings.
What types of advisors are in Washington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Washington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.