These top financial advisory firms in Washington, DC can help you focus your search on trusted advisors in your specific area. The winning selections are based on a thorough compilation of financial firm data in the DC metropolitan area based on firms with the most client accounts and best reviews.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|Financial Advisor||Assets Managed|
|1. Edelman Financial Engines||$169,000,000,000|
|2. Fisher Investments||$96,031,566,281|
|3. Chevy Chase Trust Company||$29,990,558,415|
|4. Tiedemann Wealth Management||$12,301,604,643|
|5. Buckingham Strategic Wealth||$12,282,889,291|
|6. Mercer Global Advisors||$11,053,472,525|
|7. RMB Capital Management||$8,226,710,874|
|8. Churchill Management Group||$5,373,123,473|
|9. Brighton Jones||$4,961,251,898|
The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.
2800 Eisenhower Ave Suite 220
Alexandria, VA 22314
Edelman Financial Engines is a financial advisory firm that has $205.60 Billion in assets under management. The firm has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. The financial giant has 180 branches across the country and offers a myriad of financial services focused on financial planning, investment management, retirement planning, and money management.
Edelman Financial Engines provides objective, fee-based advice and asset management with an aim to help you build a better financial future. They also offer fiduciary services, and are legally and ethically required to put client interests before their own. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
Edelman Financial Engines was officially formed in 2018 when Edelman Financial Services, LLC merged with Financial Engines Advisors, L.L.C. Both of these two firms were in the advisory business for some time before merging. Edelman was established in 1986 by Ric and Jean Edelman, and Financial Engines was created in 1997. Today the firm is the largest independent registered investment advisor in the nation, serving over 1 million people with over $150 Billion assets under management. Edelman Financial Engines has offices conveniently located across the United States and the Washington DC Metropolitan area has 10 offices between Virginia and Maryland.
Founded in 1996
Retirement Planning, Portfolio Management, Investment Advisory
Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.
8045 Leesburg Pike Suite 260
Vienna, VA 22182
Fisher Investments is a global money-management firm with offices across the nation. The firm has managed portfolios for tens of thousands of investors and offers competitive, transparent fees. Their founder, Ken Fisher, believes the first step of successful investment management is putting clients’ interests first. He designed the firm with one vision in mind: “putting clients at the forefront and building an investment management firm to support long-term investments objectives” and he has been named by Investment Advisor Magazine as one of the 30 most influential figures in the investment advisory business for the last three decades.
True to Fisher’s vision, the independent money-management firm has been enjoying the trust of businesses, individuals, couples, and families for more than 35 years and manages over $100 billion in assets for individual investors and institutional investors across North America and Europe. Fisher Investments serves over 50,000 private clients and global investing expertise. The Washington, DC office is located in Tysons Corner, Virginia.
Founded in 1979
Annuity Evaluation, Financial Planning, Portfolio Management
Generally works with clients who have at least $500,000 in investable assets, though they may accept smaller accounts at the advisor’s discretion. The firm has a lower expected minimum for its WealthBuilder account. For these accounts, Fisher Investments seeks a minimum of $200,000 in investable assets.
7501 Wisconsin Ave Suite 1500 West
Bethesda, MD 20814
Chevy Chase Trust provides individuals, families, and foundations with an alternative to institutionalized money management. The fee-only financial advisory firm has more than $29.99 Billion assets under management (AUM) and works mainly with high-net-worth clients. As its name suggests, Chevy Chase Trust Company is also a trust company and has an advisory team with a total of 15 advisor certifications in a range of specialties.
Chevy Chase Trust Company has been in business since 1997 and prides themselves on personalized service offerings based on clients’ unique needs. Clients can expect goal-based financial planning, estate planning, fiduciary services and family wealth services. The firm focuses on diversifying client funds across many asset classes as possible and requires at least $3 Million to open an account; which is the highest account minimum on our list.
Founded in 1997
Investment Management, Planning and Fiduciary Services, Institutional Investing
$3 Million required minimum investment.
4550 Montgomery Avenue Suite 910
Bethesda, MD 20814
Tiedemann Advisors has been in the financial space for almost 20 years and was founded to address the ways the services provided by traditional investment management firms and trust companies typically fell short, such as putting the clients’ needs first and offering a myriad of offerings for unique financial situations. The firm is a New York-based independent national wealth advisor that is trusted by many clients and has offices across the United States.
Tiedemann Advisors is 100 percent privately owned and has become one of the largest independent Registered Investment Advisors (RIAs) in the country that offers a broad set of services. The team of expert financial advisors works across many specialties to offer comprehensive, objective advice and a partnership they feel their clients deserve.
The firm uses a trusted custodian and there is one licensed advisor for every six clients, which is significantly lower than the average. Tiedemann also requires a $0 minimum investment, which is a benefit to many investors who want to start investing but don’t have large sums of money.
Founded in 1999
Financial Planning, Investment Management, Impact Investment, Trust & Estate, Endowments & Foundations
Requires a $0 minimum investment and charges 1.25% for ongoing portfolio management services, depending on the size of the portfolio.
11325 Random Hills Road Suite 210
Fairfax, VA 22030
Buckingham Strategic Wealth federally registered in 2007 and provides investment advisory services for 7,315 clients. They offer an Investment Policy Committee, which is a full-time team made up of advisors, researchers and financial specialists who continuously study, evaluate and apply the latest peer-reviewed financial research to ensure their firm recommendations live up to their fiduciary standards.
They diligently help clients find ideal ways to balance risk while providing protection against inflation with the right balance to fit unique needs. The firm uses a transparent fee-only model with their clients as well as a trusted custodian. Their website says they “strive to manage and enhance clients’ entire financial lives by providing sound advice with an uncommon level of continuing service,” and to do this they “take the time to get to know you, your current financial situation and what you want to achieve.”
The annual asset-based fee at Buckingham Strategic Wealth is between 0.40% and 1.25% per year of assets under management.
Founded in 2007
Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning
$500,00 minimum investment required to initiate services as a new client.
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
8614 Westwood Center Drive, Suite 750
Vienna, VA 22182
Mercer Global Advisors federally registered in 2008 and is a registered investment advisor across the United States. Their founder, Kendrick Mercer started the firm as a law practice in 1985 to work with clients to give them the best service possible and deliver economic freedom so “they don’t have to worry about money.”
The firm follows the fiduciary standard to put clients’ needs and interests first, and they have been successful for over 30 years helping families navigate their financial needs from starting out in life and building financial portfolios to enjoying retirement. Mercer Global Advisors uses a transparent, fee-only model and a trusted custodian. The annual management fee for ongoing portfolio portfolio management services is negotiable.
Founded in 1985
Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
Requires a $250,000 minimum investment.
799 9th St NW Suite 325
Washington, DC 20001
RMB Capital Management has been servicing clients in the Washington DC metropolitan area since 2005. The independent, employee-owned firm focuses on helping clients find solutions to their unique financial needs through wealth management in addition to helping clients manage investments through asset management and retirement planning strategies.
RMB Capital Management was recently named by Barron’s magazine as one of the “Top 40 Independent Advisory Firms” in the nation. Their investment strategy is centered around “taking a long-term view, conducting fundamental analysis, being opportunistic yet disciplined and avoiding unnecessary risk,” its website explains. RMB Capital Management offers an “open architecture” model, which means their clients’ assets are managed both internally and externally.
RMB Capital Management charges a blended rate between 375 percent and 0.5 percent for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 2005
Wealth Management, Asset Management, Retirement Plan Solutions
Requires a $1,000,000 minimum investment.
Churchill Management Group is a multi-strategy investment firm. The financial advisory firm believes that close personal attention is the key to helping clients achieve their investment goals, and they have had success in this as they have been offering dedicated financial services since 1963.
Churchill Management group uses disciplined investment philosophies which focus on investing from both a top-down and bottom-up perspective. They mention on their website that their “holistic approach helps them take into account each client’s financial big picture” to help them achieve investment results.
Churchill has been recognized as a top wealth and financial advisor by Forbes and Financial Times and has been ranked as a top independent investment advisor by Barron’s Magazine. The firm offers financial services in 50 states and manages $5.5 billion for clients. Their minimum investment is $500,00.
Founded in 1963
Investment Management, Financial Planning, 401k Planning
$500,000 required minimum investment.
8270 Greensboro Drive Suite 725
McLean, VA 22102
Brighton Jones is a fee-only firm with a myriad of varied talent of certified financial planners (CFPs), certified public accountants (CPAs) and accredited investment fiduciary analysts (AIFAs). Brighton Jones has multiple locations across the U.S. The financial advisory firm is passionate about uplifting local communities through their own philanthropic committee, and also supports several national charities. They pride themselves on giving their clients “access to financial expertise they need when they need it.”
Brighton Jones takes a broad approach to finance and have a team of advisors collaborate across a client’s entire balance sheet; everything from investments to long-term strategy to tax and estate planning. The firm manages approximately $5 billion and has a client-to-advisor ratio of one licensed advisor for every 33 clients (in an industry where the average is 1 advisor to 50 clients). The firm strategizes together as an office so that planning decisions don’t get made in a vacuum, has an annual asset-based fee between 0.35% and 1.25% per year of assets under management, and uses a trusted custodian.
Founded in 1999
Financial Planning, Wealth Management, Retirement Planning
No minimum account size with a quarterly fee of $1,500.
Choosing a financial advisor can be a time-consuming and arduous process. This list of top financial advisors in the Washington, DC area can help you choose a pre-screened advisory firm with qualified investment specialists. Keep in mind that advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies.
This list of top financial advisor firms in our nation’s capital can help you find an advisor who not only meets your unique needs, but also gives you financial confidence for a successful future. Remember that your retirement portfolio and assets are one of the most important investments you’ll ever make, so you want to choose a financial advisor who is right for you and your financial goals.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: