Best Investors Account Sign in

Best financial advisors in Washington, DC

Registered advisers within 25 miles of Washington, DC.

Offices
2,043
Firms
831
Combined AUM
$24.9T
Firm-wide filings, not assets booked only here
Clients
4.10M
4,100,917 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ZEAL CAPITAL MANAGEMENT, LLC
CATOCTIN RIDGE WEALTH PARTNER
NATIONAL REAL ESTATE ADVISORS
HSBC SECURITIES (USA) INC.
J.P. MORGAN SECURITIES LLC
HALCYON VENTURE PARTNERS, LLC
FRONTIER MARKET VENTURES LLC
CURI CAPITAL, LLC
HIGH STREET EQUITY PARTNERS, LLC
MISSIONSQUARE WEALTH MANAGEMENT
MISSIONSQUARE RETIREMENT
MISSIONSQUARE INVESTMENTS
YAMHILL CAPITAL LLC
CLOUD CAPITAL ADVISORS LLC
I2I VENTURES
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Investors

MAXWELL IFEANYI JAMES
KATHLEEN FINN
MATTHEW AGADA
ELMIRA TASHAROFI
EAMON VERA
Samah Adem
David Sachrison
ANUJ SINGH
Barbara Anne Hill
OLIVE W MITCHELL
JOHN WEBER
JOSEFINA MARTINEZ
MICHAEL Joseph MCINTOSH
KIM BROWNLEE
NICHOLL YVETTE ALDRIDGE
MONCHERIE LENAE MASON
LYNWOOD LEROY HILL
MARK AARON MILLER
ROY A COMBS
LAURA AYN KRETZMER HANCOCK
MELISSA JANE DOUGHTY
JUAN DARIO GOMEZ-GARCIA
MIGUEL ANGEL HIDALGO
Steven James Whitman
Richard Donald Kennedy
Jonathan Ceci
Liam Ehlers
Susan Shaffer Trammel
PETER JOHN CROWE
MARK LOUIS GARAPOLO
ANTOINETTE GUY-WHARTON
Elena Lepeshkova
Sergio Jude Mejia
VAINIUS BRONIUS GLEVECKAS
Dawn van Dyck
BRYAN KEITH WILHELM
YOLANDA FLORES
MARGARET RUTH JONES
JAMES BRADLEY SMITH
SONIA ROGERS
JESSICA ALEJANDRA SEQUEIRA
SHIRLEY ANN BROST
CENGIZ MURAT AKYOL
DONNELL EARL WILLIAMS
Bree Clements COTA
BEN G BATES
CANDICE EZZAT DAVIS
NICHOLAS LORENZO DITERLIZZI
ROLAND QUINTANILLA
DANIEL RYAN STEWART
DARYL CHARLES PEREIRA DENNIS
John Thomas Gray
RAUL BONINI
Brandi Kachouri
MARCUS BRYANT MARSHALL
AMAYA ARANTZAZU FINE
KENNETH James HARTOS
Nicholas Larry
Ryan Watson
DANIEL KIERATH
Erik M. Gabrich
Jacob A Hoffman
Joshua Nicholas Dalafu
Victoria L Harrison
Amy Elizabeth Dinges
Robert Soriano
JEFFRY DONALD COOK
CHARLES FRANCIS MANSFIELD
Peter Davidson Ganey
James C Cantela
MARY JEAN RORVIK
Michael A Reilly
MATTHEW PORTER BARTON
ISAIAH VALENTINE CARTER
Erica E Rodriguez
CHRISTINA ANN CLEMONS
TIMOTHY DAVID OSTER
Robert D Wilson
Paul Hellman
RYAN MICHAEL BERTRAND
SCOTT ROBENALT SEIDEL
LARAMY AYERS
DEBRA JEAN ADAIR
DENNEY R DOMANTAY
JENNIFER ANN PERRY
CARTER MACKENZIE MOSS
Jeffrey James Hartung
Brian Sherman
DAVID EUGENE SHARER
Manuel Beltran Zuniga
JACOB DREILING
Bryce Michael Thalacker
Zachary Pitman
SETH MICHAEL LEWIS
NANCY AGAIBY
MARK A TOMASINI
ANDREW AUSTIN MCFALLS
Dayla Cabeza de Vaca
HAROLD HUBERT MICHAEL
STEVEN BRAD FEIGELIS
Jason M White
David Gordon NeSmith
Ian T Swafford
Kevin Zickler
ANDRE DAVID ROBINSON
Gregory Madison
Sally DeWitt
JASON CHARLES CLARK
Nadia Omar Schmidt
JAMES ARNOLD SULLIVAN
Rajasak Gunpai Leksang
JOHN RUSSELL INGRAM
RUSSELL HARRISON GOHAGAN POPA
Dtrajon Moore
Helen Jenniferlyn McCall

Within 25 miles of Washington, DC, Best Investors lists 831 registered investment advisory firms with 2,043 offices nearby, managing about $24.9T in combined regulatory AUM across 4,100,917 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Washington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM