Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Washington, District of Columbia
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Washington, District of Columbia
Last Updated - April 13, 2024Washington has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 55 non-vetted advisors in your local area. These retirement advisors in Washington, District of Columbia have an average of 18 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Washington, District of Columbia
VERIFIED Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDErich Imphong
CFP®
Plotkin Financial Advisors, LLC
Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDAdam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDScott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDYoung Park
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDKevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDBryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDarren Colananni
CFP®, CPWA®, CIMA®, ChFC®
Centurion Wealth Management
Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDFrank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDDoug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDNilos T. Sakellariou
CFM
NTS Bearing-Total Wealth Management.
Qualifications
CRD# 2108146
Firm CRD# 124504
Series 7, 10, 31, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Risk Management.
Compensation/Fee
Fee-Only
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDJessica Light
CFP®
Prudential
Qualifications
CRD# 6838355
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDGeoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Washington, District of Columbia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | THE CARLYLE GROUP 1001 Pennsylvania Avenue, N.W., Suite 220 South Washington, DC, 20004-2505 | $243,968,240,347 | 632 | 1018 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | MISSIONSQUARE INVESTMENTS 777 North Capitol Street Ne, Suite 600, Washington, DC, 20002-4240 | $45,598,276,159 | 43 | 70 | A Percentage of AUM |
| 3 | CALVERT RESEARCH AND MANAGEMENT 2050 M Street Nw, Washington, DC, 20036 | $33,598,717,296 | 1005 | 256 | A Percentage of AUM |
| 4 | EIG MANAGEMENT COMPANY, LLC 600 New Hampshire Avenue, N.W., Suite 1200 Washington, DC, 20037 | $20,874,498,724 | 73 | 134 | A Percentage of AUM, Performance Based |
| 5 | THE ROCK CREEK GROUP, LP 1133 Connecticut Ave., N.W., Suite #810 Washington, DC, 20036 | $15,742,493,075 | 60 | 70 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | FIDUCIARY COUNSELORS INC. 700 12th Street Nw, Suite 700 Washington, DC, 20005-4052 | $15,666,887,132 | 14 | 8 | Hourly charges, Fixed Fees |
| 7 | INVICTUS CAPITAL PARTNERS 2001 M St., N.W., Suite 300 Washington, DC, 20036 | $5,959,720,937 | 16 | 44 | A Percentage of AUM, Performance Based |
| 8 | ACCOLADE PARTNERS 2100 Pennsylvania Ave Nw, Suite 300n Washington, DC, 20037 | $5,840,935,030 | 53 | 17 | A Percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER) |
| 9 | ACON EQUITY MANAGEMENT L.L.C. 1133 Connecticut Ave, Nw, Suite 700 Washington, DC, 20036 | $5,050,575,785 | 26 | 30 | A Percentage of AUM, Performance Based |
| 10 | GRAIN MANAGEMENT, LLC 1900 K Street Nw, Suite 650 Washington, DC, 20006 | $4,905,972,362 | 16 | 66 | A Percentage of AUM, Performance Based |
| 11 | 57 STARS LLC 616 H. Street N.W., Suite 450 Washington, DC, 20001 | $4,722,137,952 | 16 | 22 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | MARSHFIELD ASSOCIATES 21 Dupont Circle Nw, Suite 500 Washington, DC, 20036 | $4,442,901,880 | 4640 | 23 | A Percentage of AUM, Performance Based |
| 13 | FUNDRISE ADVISORS, LLC 11 Dupont Circle Nw, 9th Floor Washington, DC, 20036 | $3,335,990,000 | 15 | 0 | A Percentage of AUM, Other (REIMBURSEMENTS, CARRIED INTEREST) |
| 14 | LIBERTY STRATEGIC CAPITAL 2099 Pennsylvania Avenue Nw, Washington, DC, 20006 | $3,169,737,687 | 3 | 20 | A Percentage of AUM, Performance Based |
| 15 | MARTIS CAPITAL MANAGEMENT, LLC 2020 K Street Nw, Suite 720 Washington, DC, 20006 | $1,887,717,519 | 20 | 19 | A Percentage of AUM, Performance Based, Other (LOWER OF PORTFOLIO COSTS OR FAIR VALUE) |
Information on Top Retirement Planning firms in Washington, District of Columbia
QualificationsFirm CRD# 111128
Assets Under Management $243,968,240,347
No. Of Clients632
Clients Per Financial Advisor1
THE CARLYLE GROUP is a financial advisory firm situated in Washington, District of Columbia. With a nearly $244B assets under management, the firm specializes in crafting personalized retirement planning solutions for 632 clients. The team consists of 1018 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
- Portfolio Management for Business
QualificationsFirm CRD# 109138
Assets Under Management $45,598,276,159
No. Of Clients43
Clients Per Financial Advisor1
MISSIONSQUARE INVESTMENTS is a financial advisory firm situated in Washington, District of Columbia. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 70 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
QualificationsFirm CRD# 285127
Assets Under Management $33,598,717,296
No. Of Clients1005
Clients Per Financial Advisor4
CALVERT RESEARCH AND MANAGEMENT is a financial advisory firm situated in Washington, District of Columbia. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1005 clients. The team consists of 256 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 154302
Assets Under Management $20,874,498,724
No. Of Clients73
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 73 clients. The team consists of 134 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
- Portfolio Management for Business
QualificationsFirm CRD# 125409
Assets Under Management $15,742,493,075
No. Of Clients60
Clients Per Financial Advisor1
THE ROCK CREEK GROUP, LP is a financial advisory firm situated in Washington, District of Columbia. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 70 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
- Portfolio Management for Business
QualificationsFirm CRD# 111827
Assets Under Management $15,666,887,132
No. Of Clients14
Clients Per Financial Advisor2
FIDUCIARY COUNSELORS INC. is a financial advisory firm situated in Washington, District of Columbia. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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 Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 157315
Assets Under Management $5,959,720,937
No. Of Clients16
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 16 clients. The team consists of 44 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
- Portfolio Management for Business
QualificationsFirm CRD# 160802
Assets Under Management $5,840,935,030
No. Of Clients53
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 53 clients. The team consists of 17 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
QualificationsFirm CRD# 159517
Assets Under Management $5,050,575,785
No. Of Clients26
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 26 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
QualificationsFirm CRD# 285045
Assets Under Management $4,905,972,362
No. Of Clients16
Clients Per Financial Advisor0
GRAIN MANAGEMENT, LLC 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 16 clients. The team consists of 66 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
QualificationsFirm CRD# 135202
Assets Under Management $4,722,137,952
No. Of Clients16
Clients Per Financial Advisor1
57 STARS LLC 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 16 clients. The team consists of 22 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
- Selection of Other Advisors
QualificationsFirm CRD# 150614
Assets Under Management $4,442,901,880
No. Of Clients4640
Clients Per Financial Advisor202
MARSHFIELD ASSOCIATES is a financial advisory firm situated in Washington, District of Columbia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4640 clients. The team consists of 23 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 172036
Assets Under Management $3,335,990,000
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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 314378
Assets Under Management $3,169,737,687
No. Of Clients3
Clients Per Financial Advisor0
LIBERTY STRATEGIC CAPITAL 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 3 clients. The team consists of 20 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
QualificationsFirm CRD# 296437
Assets Under Management $1,887,717,519
No. Of Clients20
Clients Per Financial Advisor1
MARTIS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Washington, District of Columbia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (LOWER OF PORTFOLIO COSTS OR FAIR VALUE)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.