ROCK CREEK GROUP LLC
Washington, DC
AUM
$18.38B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
202-331-3400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in DC, WASHINGTON
24 advisers found
F/M INVESTMENTS LLC
Washington, DC
AUM
$17.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-839-4910
MARSHFIELD ASSOCIATES
Washington, DC
AUM
$8.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
202-828-6200
MISSIONSQUARE RETIREMENT
Washington, DC
AUM
$6.31B
Wealth MgmtTrusts & EstatesInstitutional
Team
174 advisors
Clients
—
Fees
Percentage of AUM
202-962-4600
MARTIS CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$2.46B
Wealth MgmtTrusts & Estates
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
202-975-1281
ARMSTRONG, FLEMING & MOORE, INC.
Washington, DC
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
202-887-8135
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
Washington, DC
AUM
$1.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
202-626-5220
LYNX INVESTMENT ADVISORY, LLC
Washington, DC
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
202-833-3700
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Washington, DC
AUM
$797.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
202-626-5300
BRYSPEN, INCORPORATED
Washington, DC
AUM
$329.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
4045458000
BURKHOLDER & ASSOCIATES, LLC
Washington, DC
AUM
$287.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-778-9970
ACCION IMPACT MANAGEMENT LLC
Washington, DC
AUM
$262.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
202-813-9844
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Washington, DC
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
202-780-7726
WASHINGTON GROWTH STRATEGIES LLC
Washington, DC
AUM
$247.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2027400217
TERRA ALPHA INVESTMENTS LLC
Washington, DC
AUM
$193.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-361-6721
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$87.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
202-775-8484
CAPITAL AREA PLANNING GROUP
Washington, DC
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
202-916-5624
VALOR WEALTH PARTNERS
Washington, DC
AUM
$63.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-648-2700
ADVOCATE WEALTH, LLC
Washington, DC
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
202-802-1925
SHB ADVISORS
Washington, DC
AUM
$21.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2027191726
HOLISTIC PLANNERS
Washington, DC
AUM
$14.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-508-2169
TYNDALE INVESTMENTS, LLC
Washington, DC
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-255-9018
Full profileNo website
SELECT INVESTMENT SOLUTIONS, LLC
Washington, DC
AUM
$37.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-833-3700
Full profileNo website
R. HILLES GRAHAM
Washington, DC
AUM
$19.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202.347.0032
Full profileNo website