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Find Retirement Advisors for Retirement Planning in District Of Columbia

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Top 15 Retirement Planning firms in District Of Columbia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1001 Pennsylvania Avenue, N.W., Suite 220 South
Washington, DC, 20004-2505
$273,608,034,9666391010
A percentage of AUM, Fixed fees, Performance Based
2

777 North Capitol Street Ne, Suite 600,
Washington, DC, 20002-4240
$49,409,331,7664387
A percentage of AUM
3

2050 M Street Nw, 2nd Floor
Washington, DC, 20036
$38,423,403,1421279210
A percentage of AUM
4

600 New Hampshire Avenue, N.W., Suite 1200
Washington, DC, 20037
$20,803,317,37274132
A percentage of AUM, Performance Based
5

1133 Connecticut Ave., N.W., Suite #810
Washington, DC, 20036
$17,740,436,3826171
A percentage of AUM, Fixed fees, Performance Based
6

700 12th Street Nw, Suite 700
Washington, DC, 20005-4052
$14,483,338,840128
Hourly charges, Fixed fees
7

3050 K. St Nw, Suite 201
Washington, DC, 20007
$12,845,275,039353067
A percentage of AUM, Fixed fees
8

1700 Pennsylvania Ave Nw, 6th Floor
Washington, DC, 20006
$7,653,189,9112943
A percentage of AUM, Performance Based, Other (PROJECT MGT FEES & ASSET ADMIN FEES (SEE SCHEDULE D - MISC))
9

21 Dupont Circle Nw, Suite 500
Washington, DC, 20036
$6,401,521,223528824
A percentage of AUM, Performance Based
10

2100 Pennsylvania Ave Nw, Suite 300n
Washington, DC, 20037
$6,326,781,1445416
A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
11

1900 K Street Nw, Suite 650
Washington, DC, 20006
$6,268,301,1032667
A percentage of AUM, Performance Based
12

777 North Capitol Street Ne, Suite 600,
Washington, DC, 20002-4240
$6,106,587,64259323623
A percentage of AUM
13

2001 M St., N.W., Suite 300
Washington, DC, 20036
$5,524,835,8631850
A percentage of AUM, Performance Based
14

1133 Connecticut Ave, Nw, Suite 700
Washington, DC, 20036
$5,280,491,8622330
A percentage of AUM, Performance Based
15

11 Dupont Circle Nw, 9th Floor
Washington, DC, 20036
$2,868,475,000150
A percentage of AUM, Other (REIMBURSEMENTS, CARRIED INTEREST)

Information on Top Retirement Planning firms in District Of Columbia

QualificationsFirm CRD# 111128

Assets Under Management $273,608,034,966

No. Of Clients639

Clients Per Financial Advisor1

THE CARLYLE GROUP is a financial advisory firm situated in Washington, District of Columbia. With a nearly $274B assets under management, the firm specializes in crafting personalized retirement planning solutions for 639 clients. The team consists of 1010 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 109138

Assets Under Management $49,409,331,766

No. Of Clients43

Clients Per Financial Advisor0

MISSIONSQUARE INVESTMENTS is a financial advisory firm situated in Washington, District of Columbia. With a nearly $49B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 285127

Assets Under Management $38,423,403,142

No. Of Clients1279

Clients Per Financial Advisor6

CALVERT RESEARCH AND MANAGEMENT is a financial advisory firm situated in Washington, District of Columbia. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1279 clients. The team consists of 210 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (MODEL PORTFOLIOS; ENVIRONMENTAL, SOCIAL, & GOVERNANCE; SCREENING AGENT SERVICES)
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QualificationsFirm CRD# 154302

Assets Under Management $20,803,317,372

No. Of Clients74

Clients Per Financial Advisor1

EIG MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Washington, District of Columbia. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 74 clients. The team consists of 132 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 125409

Assets Under Management $17,740,436,382

No. Of Clients61

Clients Per Financial Advisor1

THE ROCK CREEK GROUP, LP is a financial advisory firm situated in Washington, District of Columbia. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 71 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (INVESTMENT ADVISORY SERVICES TO NON-PROFITS, ENDOWMENTS, FOUNDATIONS, OTHER INSTITUTIONAL INVESTORS AND INVESTMENT VEHICLES)
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QualificationsFirm CRD# 111827

Assets Under Management $14,483,338,840

No. Of Clients12

Clients Per Financial Advisor2

FIDUCIARY COUNSELORS INC. is a financial advisory firm situated in Washington, District of Columbia. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 304405

Assets Under Management $12,845,275,039

No. Of Clients3530

Clients Per Financial Advisor53

F/M INVESTMENTS LLC is a financial advisory firm situated in Washington, District of Columbia. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3530 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 161478

Assets Under Management $7,653,189,911

No. Of Clients29

Clients Per Financial Advisor1

MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION is a financial advisory firm situated in Washington, District of Columbia. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PROJECT MGT FEES & ASSET ADMIN FEES (SEE SCHEDULE D - MISC))

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 150614

Assets Under Management $6,401,521,223

No. Of Clients5288

Clients Per Financial Advisor220

MARSHFIELD ASSOCIATES is a financial advisory firm situated in Washington, District of Columbia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5288 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 160802

Assets Under Management $6,326,781,144

No. Of Clients54

Clients Per Financial Advisor3

ACCOLADE PARTNERS is a financial advisory firm situated in Washington, District of Columbia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 285045

Assets Under Management $6,268,301,103

No. Of Clients26

Clients Per Financial Advisor0

GRAIN MANAGEMENT, LLC is a financial advisory firm situated in Washington, District of Columbia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (MANAGE SIX POOLED ASSET ACQUISITION VEHICLES THAT INVEST PRIMARILY IN SPECTRUM LICENSES AND SIMILAR ASSETS)
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QualificationsFirm CRD# 108783

Assets Under Management $6,106,587,642

No. Of Clients59323

Clients Per Financial Advisor95

MISSIONSQUARE RETIREMENT is a financial advisory firm situated in Washington, District of Columbia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59323 clients. The team consists of 623 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 157315

Assets Under Management $5,524,835,863

No. Of Clients18

Clients Per Financial Advisor0

INVICTUS CAPITAL PARTNERS is a financial advisory firm situated in Washington, District of Columbia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 159517

Assets Under Management $5,280,491,862

No. Of Clients23

Clients Per Financial Advisor1

ACON EQUITY MANAGEMENT L.L.C. is a financial advisory firm situated in Washington, District of Columbia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 172036

Assets Under Management $2,868,475,000

No. Of Clients15

Clients Per Financial AdvisorInfinity

FUNDRISE ADVISORS, LLC is a financial advisory firm situated in Washington, District of Columbia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (REIMBURSEMENTS
  • CARRIED INTEREST)

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
View Full Profile

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