Financial Advisors in District of Columbia
Browse 92 financial advisors in District of Columbia.
abs cp, inc.
washington, DC
accion impact management llc
washington, DC
accolade partners
washington, DC
acon equity management l.l.c.
washington, DC
acon investments management, llc
washington, DC
acon latam management, l.l.c.
washington, DC
adelphi capital advisory, llc
washington, DC
aeb capital
washington, DC
apis & heritage capital partners, llc
washington, DC
arborview capital
washington, DC
ardent venture partners, llc
washington, DC
armstrong, fleming & moore, inc.
washington, DC
astra capital management llc
washington, DC
avenue growth partners llc
washington, DC
azoria capital, inc.
washington, DC
big league advantage
washington, DC
black chamber partners, llc
washington, DC
black economic alliance ventures, llc
washington, DC
blue like an orange sustainable capital
washington, DC
bryspen, incorporated
washington, DC
c5 capital usa llc
washington, DC
calvert research and management
washington, DC
capital investment advisors
washington d.c., DC
capitol meridian partners lp
washington, DC
centerharbor canapi ventures investment advisor llp
washington, DC
cloud capital advisors llc
washington, DC
compass point asset management, llc
washington, DC
compound capital holdings llc
washington, DC
construct capital
washington, DC
cwci llc
washington, DC
darby overseas partners, l.p.
washington, DC
decentral park advisors, llc
washington, DC
eig management company, llc
washington, DC
emerging capital partners
washington, DC
epsilon health investors, llc
washington dc, DC
escp mgmt llc
washington, DC
euphrates advisors
washington, DC
f/m investments llc
washington, DC
fenway summer investment management llc
washington, DC
fiduciary counselors inc.
washington, DC
folger nolan fleming douglas capital management, inc.
washington, DC
folger nolan fleming douglas incorporated
washington, DC
fundrise advisors, llc
washington, DC
generational equity labs, inc
washington, DC
godspeed capital management lp
washington, DC
graham capital wealth management, llc
washington, DC
grain management, llc
washington, DC
h&a investment manager llc
washington, DC
helios digital ventures advisors llc
washington, DC
hinduja-lynx investment advisory, llc
washington, DC
i2i ventures
washington, DC
ig4 capital advisors us llc
washington, DC
invictus capital partners
washington, DC
iron point partners, llc
washington, DC
juggernaut management, llc
washington, DC
lap latin american partners
washington, DC
liberty strategic capital
washington, DC
lynx investment advisory, llc
washington, DC
marshfield associates
washington, DC
martis capital management, llc
washington, DC
mc2 investment management, llc
washington, DC
meridiam infrastructure north america corporation
washington, DC
microvest capital management
washington, DC
missionsquare investments
washington, DC
missionsquare retirement
washington, DC
missionsquare wealth management
washington, DC
multiplier capital, llc
washington, DC
national real estate advisors
washington, DC
new catalyst
washington, DC
oakhurst capital advisors, llc
washington, DC
oridian capital management, l.p.
washington, DC
paladin capital management, llc
washington, DC
periwinkle trading llc
washington, DC
prp real assets advisors, llc
washington, DC
quona capital management llc
washington, DC
resiliencevc
washington, DC
revolution growth management company, inc.
washington, DC
revolution ventures management company, inc.
washington, DC
rotr management company, inc.
washington, DC
sax capital llc
washington, DC
seaf
washington, DC
select investment solutions, llc
washington, DC
starbridge venture capital llc
washington, DC
terra alpha investments llc
washington, DC
the brydon group
washington, DC
the carlyle group
washington, DC
the rock creek group, lp
washington, DC
updata partners
washington, DC
village capital
washington, DC
washington growth strategies llc
washington, DC
working capital
washington d.c., DC
zeal capital management, llc
washington dc, DC
Frequently Asked Questions
How much does a financial advisor cost in District of Columbia?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.