Best Financial Advisors in WASHINGTON, District of Columbia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WASHINGTON
BRYSPEN, INCORPORATED
WASHINGTON, DC · Since 2000
FIDUCIARY COUNSELORS INC.
WASHINGTON, DC · Since 1999
PALADIN CAPITAL MANAGEMENT, LLC
WASHINGTON, DC · Since 2002
CWCI LLC
WASHINGTON, DC · Since 2008
MARSHFIELD ASSOCIATES
WASHINGTON, DC · Since 2009
ACON EQUITY MANAGEMENT L.L.C.
WASHINGTON, DC · Since 2012
ACON LATAM MANAGEMENT, L.L.C.
WASHINGTON, DC · Since 2012
ACON INVESTMENTS MANAGEMENT, LLC
WASHINGTON, DC · Since 2012
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
WASHINGTON, DC · Since 2019
TERRA ALPHA INVESTMENTS LLC
WASHINGTON, DC · Since 2021
HINDUJA-LYNX INVESTMENT ADVISORY, LLC
WASHINGTON, DC · Since 2018
MARTIS CAPITAL MANAGEMENT, LLC
WASHINGTON, DC · Since 2018
F/M INVESTMENTS LLC
WASHINGTON, DC · Since 2019
OAKHURST CAPITAL ADVISORS, LLC
WASHINGTON, DC · Since 2020
CLOUD CAPITAL ADVISORS LLC
WASHINGTON, DC · Since 2022
APIS & HERITAGE CAPITAL PARTNERS, LLC
WASHINGTON, DC · Since 2025
IG4 CAPITAL ADVISORS US LLC
WASHINGTON, DC · Since 2022
AZORIA CAPITAL, INC.
WASHINGTON, DC · Since 2025
PRP REAL ASSETS ADVISORS, LLC
WASHINGTON, DC · Since 2025
BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL
WASHINGTON, DC · Since 2019
BLACK CHAMBER PARTNERS, LLC
WASHINGTON, DC · Since 2019
MICROVEST CAPITAL MANAGEMENT
WASHINGTON, DC · Since 2010
MISSIONSQUARE WEALTH MANAGEMENT
WASHINGTON, DC · Since 2026
ARMSTRONG, FLEMING & MOORE, INC.
WASHINGTON, DC · Since 1991
MISSIONSQUARE RETIREMENT
WASHINGTON, DC · Since 1983
MISSIONSQUARE INVESTMENTS
WASHINGTON, DC · Since 1999
THE CARLYLE GROUP
WASHINGTON, DC · Since 1996
LYNX INVESTMENT ADVISORY, LLC
WASHINGTON, DC · Since 1997
ROCK CREEK GROUP LLC
WASHINGTON, DC · Since 2003
NATIONAL REAL ESTATE ADVISORS
WASHINGTON, DC · Since 2009
EIG MANAGEMENT COMPANY, LLC
WASHINGTON, DC · Since 2010
ORIDIAN CAPITAL MANAGEMENT, L.P.
WASHINGTON, DC · Since 2011
IRON POINT PARTNERS, LLC
WASHINGTON, DC · Since 2012
INVICTUS CAPITAL PARTNERS
WASHINGTON, DC · Since 2018
JUGGERNAUT MANAGEMENT, LLC
WASHINGTON, DC · Since 2012
ACCOLADE PARTNERS
WASHINGTON, DC · Since 2012
MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION
WASHINGTON, DC · Since 2012
SEAF
WASHINGTON, DC · Since 2012
WASHINGTON GROWTH STRATEGIES LLC
WASHINGTON, DC · Since 2014
FUNDRISE ADVISORS, LLC
WASHINGTON, DC · Since 2014
QUONA CAPITAL MANAGEMENT LLC
WASHINGTON, DC · Since 2015
ASTRA CAPITAL MANAGEMENT LLC
WASHINGTON, DC · Since 2018
GRAIN MANAGEMENT, LLC
WASHINGTON, DC · Since 2018
BIG LEAGUE ADVANTAGE
WASHINGTON, DC · Since 2022
GODSPEED CAPITAL MANAGEMENT LP
WASHINGTON, DC · Since 2024
LIBERTY STRATEGIC CAPITAL
WASHINGTON, DC · Since 2021
SELECT INVESTMENT SOLUTIONS, LLC
WASHINGTON, DC · Since 2022
CAPITOL MERIDIAN PARTNERS LP
WASHINGTON, DC · Since 2022
ACCION IMPACT MANAGEMENT LLC
WASHINGTON, DC · Since 2022
NEW CATALYST
WASHINGTON, DC · Since 2024
DARBY OVERSEAS PARTNERS, L.P.
WASHINGTON, DC · Since 2012
EMERGING CAPITAL PARTNERS
WASHINGTON, DC · Since 2025
EUPHRATES ADVISORS
WASHINGTON, DC · Since 2022
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
WASHINGTON, DC · Since 1977
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
WASHINGTON, DC · Since 2007
CALVERT RESEARCH AND MANAGEMENT
WASHINGTON, DC · Since 2016
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in WASHINGTON?
The median advisory fee in WASHINGTON, DC is 0.95% of assets under management per year, based on Form ADV filings from 56 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.