Best Financial Advisors in WASHINGTON, District of Columbia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WASHINGTON
Page 1 of 3 · 56 firms
FIDUCIARY COUNSELORS INC.
WASHINGTON, DC · Since 1999
ACON EQUITY MANAGEMENT L.L.C.
WASHINGTON, DC · Since 2012
MARSHFIELD ASSOCIATES
WASHINGTON, DC · Since 2009
F/M INVESTMENTS LLC
WASHINGTON, DC · Since 2019
PALADIN CAPITAL MANAGEMENT, LLC
WASHINGTON, DC · Since 2002
ACON LATAM MANAGEMENT, L.L.C.
WASHINGTON, DC · Since 2012
MARTIS CAPITAL MANAGEMENT, LLC
WASHINGTON, DC · Since 2018
BRYSPEN, INCORPORATED
WASHINGTON, DC · Since 2000
CLOUD CAPITAL ADVISORS LLC
WASHINGTON, DC · Since 2022
BLACK CHAMBER PARTNERS, LLC
WASHINGTON, DC · Since 2019
CWCI LLC
WASHINGTON, DC · Since 2008
PRP REAL ASSETS ADVISORS, LLC
WASHINGTON, DC · Since 2025
ACON INVESTMENTS MANAGEMENT, LLC
WASHINGTON, DC · Since 2012
MICROVEST CAPITAL MANAGEMENT
WASHINGTON, DC · Since 2010
MISSIONSQUARE RETIREMENT
WASHINGTON, DC · Since 1983
THE CARLYLE GROUP
WASHINGTON, DC · Since 1996
IG4 CAPITAL ADVISORS US LLC
WASHINGTON, DC · Since 2022
BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL
WASHINGTON, DC · Since 2019
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
OAKHURST CAPITAL ADVISORS, LLC
WASHINGTON, DC · Since 2020
ROCK CREEK GROUP LLC
WASHINGTON, DC · Since 2003
EIG MANAGEMENT COMPANY, LLC
WASHINGTON, DC · Since 2010
MISSIONSQUARE INVESTMENTS
WASHINGTON, DC · Since 1999
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.