APIS & HERITAGE CAPITAL PARTNERS, LLC
Washington, DC
AUM
$231.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-599-7890
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in DC
72 advisers found
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
ACON INVESTMENTS MANAGEMENT, LLC
Washington, DC
AUM
$192.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-454-1100
SEAF
Washington, DC
AUM
$187.1M
Wealth Mgmt
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-450-1630
AUM
$180.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-716-4303
DARBY OVERSEAS PARTNERS, L.P.
Washington, DC
AUM
$154.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-872-0500
MICROVEST CAPITAL MANAGEMENT
Washington, DC
AUM
$140.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
202-450-1630
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
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +4 more
+97144484674
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
VIVUTO, LLC
Washington, DC
AUM
$8.1M
Wealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(202) 909-0874
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
APTION ADVISORS LLC
Washington, DC
AUM
—
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-412-5604
MISSIONSQUARE WEALTH MANAGEMENT
Washington, DC
AUM
$0
Financial PlanningWealth Mgmt
Team
26 advisors
Clients
0
Fees
Percentage of AUM
800-669-7444
CWCI LLC
Washington, DC
AUM
$255.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-715-9500
Full profileNo website
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
OAKHURST CAPITAL ADVISORS, LLC
Washington, DC
AUM
$5.7M
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
202-839-4910
Full profileNo website
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