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Top Rated Financial Advisors in Washington, District-of-columbia

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Washington, District-of-columbia is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Washington, District-of-columbia with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Washington, District-of-columbia near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Erich Imphong

Plotkin Financial Advisors, LLC

CFP^®

Erich Imphong, a financial fiduciary, provides financial services to clients in the Chevy Chase, Maryland area. Erich holds a CFP^® certification. Erich has over 13 years of experience.

Chevy Chase, MD

Telephone Advisor

Telephone: 301-907-9790

Visit Advisor Website

https://pfallc.com/

View Research Report

Additional Information:

Years of Experience:
13 Years

Fee Structure

Fee-Based
Commissions
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Portfolio Management
Retirement Planning
Money Management
Financial Planning for Individuals
Tax Advice and Services
Estate Planning & Trusts

Name(s) of Custodian(s):
Charles Schwab

Michael T. Jobe

Glover Park Wealth Management, LLC

Michael T. Jobe, a financial fiduciary, provides financial services to clients in the Arlington, Virginia area. Michael has over 13 years of experience.

Arlington, VA

Telephone Advisor

Telephone: 202-926-3725

Visit Advisor Website

www.gloverparkwealth.com

View Research Report

Additional Information:

Years of Experience:
13 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $25,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab & Co., Inc.

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Alexandria, Virginia area.

Alexandria, VA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Chris Passarelli

Bull Run Investment Management

Chris Passarelli, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Chris has over 10 years of experience.

McLean, VA

Telephone Advisor

Telephone: 703-344-6844

Visit Advisor Website

https://www.bullrunim.com/

View Research Report

Additional Information:

Years of Experience:
10 Years

Fee Structure

Fee-Only
Flat Fee

Asset Requirement: $0

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
Wealth Management
Money Management
Risk Management

Name(s) of Custodian(s):
Charles Schwab

Manuel Gonzalez Teran

Prime Capital Financial

Manuel Gonzalez Teran, a financial fiduciary, provides financial services to clients in the Bethesda, Maryland area. Manuel has over 9 years of experience.

Bethesda, MD

Telephone Advisor

Telephone: 240-377-3386

Visit Advisor Website

https://primefinancialdc.com/

View Research Report

Additional Information:

Years of Experience:
9 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Fidelity Invesments

Bryan Beatty

Egan, Berger and Weiner, LLC

Accredited Investment Fiduciary® (AIF), CFP®

Bryan Beatty, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bryan holds a Accredited Investment Fiduciary® (AIF), CFP® certification. Bryan has over 31 years of experience.

Vienna, VA

Telephone Advisor

Telephone: 703-506-0843

Visit Advisor Website

View Research Report

Additional Information:

Years of Experience:
31 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $0

Name(s) of Custodian(s):
Pershing

Bob Howard

Prudential

Bob Howard, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bob has over years of experience.

Vienna, VA

Telephone Advisor

Telephone: 703-245-5027

Visit Advisor Website

https://integratedwealthadvisors.com/

View Research Report

Skip Thompson

Prudential

Skip Thompson, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Skip has over years of experience.

Vienna, VA

Telephone Advisor

Telephone: 703-623-1364

Visit Advisor Website

https://integratedwealthadvisors.com/

View Research Report

Additional Information:

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Vienna, Virginia area.

Vienna, VA

Telephone Advisor

Telephone: 703-288-0500

Visit Advisor Website

https://savantwealth.com/

View Research Report

Additional Information:

Years of Experience:
35 Years

Fee Structure

Fee-Only
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity

Centurion Wealth Management, LLC

CFP^®, CPWA^®, CIMA^®, ChFC^®

Centurion Wealth Management, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the McLean, Virginia area.

McLean, VA

Telephone Advisor

Telephone: 571-765-2301

Visit Advisor Website

https://centurionwealth.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $1,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)

Tom Hagigh

EPE Wealth Advisors

Tom Hagigh, a financial fiduciary, provides financial services to clients in the Crownsville, Maryland area. Tom has over 30 years of experience.

Crownsville, MD

Telephone Advisor

Telephone: 410-923-8686

Visit Advisor Website

https://epewealthadvisors.com/

View Research Report

Additional Information:

Years of Experience:
30 Years

Fee Structure

Fee-Based
Commissions
Based on Assets

Asset Requirement: $500,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

MY Wealth Management, Inc.

CFP^®, ChFC^®

MY Wealth Management, Inc., a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Germantown, Maryland area.

Germantown, MD

Telephone Advisor

Telephone: 301-330-7900

Visit Advisor Website

www.my-wealthmgmt.com

View Research Report

Additional Information:

Years of Experience:
28 Years

Fee Structure

Fee-Based
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab and Interactive Brokers

Doug Miller J.D.

Northwestern Mutual

CFP^®, CLU^®

Doug Miller J.D., a financial fiduciary, provides financial services to clients in the Ellicott City, Maryland area. Doug holds a CFP^®, CLU^® certification. Doug has over 21 years of experience.

Ellicott City, MD

Telephone Advisor

Telephone: 443-956-1216

Visit Advisor Website

http://dougmiller.nm.com/

View Research Report

Additional Information:

Years of Experience:
21 Years

Fee Structure

Fee-Based
Commissions
Flat Fee
Based on Assets

Asset Requirement: $50,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

CFM

Nilos T. Sakellariou, a financial fiduciary, provides financial services to clients in the Annapolis, Maryland area. Nilos holds a CFM certification. Nilos has over 29 years of experience.

Annapolis, MD

Telephone Advisor

Telephone: 410-263-1313

Visit Advisor Website

https://aretewealth.com/branch/nts-bearing/

View Research Report

Additional Information:

Years of Experience:
29 Years

Fee Structure

Fee-Only

Asset Requirement: $500,000

Financial Services Provided:

Portfolio Management
Risk Management

Michael Miles

Variplan, LLC

CFP^®

Michael Miles, a financial fiduciary, provides financial services to clients in the Sterling, Virginia area. Michael holds a CFP^® certification. Michael has over 27 years of experience.

Sterling, VA

Telephone Advisor

Telephone: 800-923-7616

Visit Advisor Website

https://www.variplan.com/

View Research Report

Additional Information:

Years of Experience:
27 Years

Fee Structure

Fee-Only
Hourly
Flat Fee

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Schwab

Edelman Financial Engines, LLC

Patrick Durbin, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Annapolis, Maryland area.

Annapolis, MD

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Seth Gusman, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Ellicott City, Maryland area.

Ellicott City, MD

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Scarborough Capital Management

Scarborough Capital Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Annapolis, Maryland area.

Annapolis, MD

Telephone Advisor

Telephone: 410-573-5700

Visit Advisor Website

www.scmadvice.com

View Research Report

Additional Information:

Name(s) of Custodian(s):
Charles Schwab & Co.

Facet

Facet , a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Baltimore, Maryland area.

Baltimore, MD

Telephone Advisor

Telephone: 443-376-6222

Visit Advisor Website

https://facetwealth.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Flat Fee

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Geoffrey Burroughs

Harbor Investment Advisory

CFP^®, Financial Planning Specialist, CDFA^®

Geoffrey Burroughs, a financial fiduciary, provides financial services to clients in the Lutherville, Maryland area. Geoffrey holds a CFP^®, Financial Planning Specialist, CDFA^® certification. Geoffrey has over 12 years of experience.

Lutherville, MD

Telephone Advisor

Telephone: 410-659-8905

Visit Advisor Website

https://harborinvestmentadvisory.com/horizon-group/

View Research Report

Additional Information:

Years of Experience:
12 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Name(s) of Custodian(s):
Pershing LLC

Chris Schiesser

Prudential

CFP^®

Chris Schiesser, a financial fiduciary, provides financial services to clients in the Hunt Valley, Maryland area. Chris holds a CFP^® certification. Chris has over 11 years of experience.

Hunt Valley, MD

Telephone Advisor

Telephone: 410-937-7578

Visit Advisor Website

https://www.prudential.com/advisor/chris-schiesser

View Research Report

Additional Information:

Years of Experience:
11 Years

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