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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in DC
31 advisers found
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
AUM
$1.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
+1 310 696 3704
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
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