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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 - June 18, 2024

Washington has 26 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.

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List of Qualified Retirement Planning Advisors in Washington, District of Columbia

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Erich 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

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Michael 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

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Adam 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

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Scott 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

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Young Park
CFP®
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

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Kevin 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

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Bryan 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

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Diamond 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

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Eric Riddell
CFP®, APMA®
Ameriprise Financial

Qualifications
CRD# 4707769
Firm CRD# 6363
Series 7

Minimum Assets Required
Not Specified

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.

Compensation/Fee

Fee-Based

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Bob Howard
Prudential

Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

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

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Darren 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

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Frank 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

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MY Wealth Management, Inc.
CFP®, ChFC®

Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65

Minimum Assets Required
$250,000

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-Based, Flat Fee, Based on Assets

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Doug 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

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Nilos 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

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Jessica 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

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Ashley 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

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Geoffrey 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

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Annette Quigley
CFP®, CRC®
Prudential

Qualifications
CRD# 3128633
Firm CRD# 5685
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Washington, District of Columbia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
THE CARLYLE GROUP
1001 Pennsylvania Avenue, N.W., Suite 220 South
Washington, DC, 20004-2505
$243,968,240,3476321018
A Percentage of AUM, Fixed Fees, Performance Based
2
MISSIONSQUARE INVESTMENTS
777 North Capitol Street Ne, Suite 600,
Washington, DC, 20002-4240
$45,598,276,1594370
A Percentage of AUM
3
CALVERT RESEARCH AND MANAGEMENT
2050 M Street Nw,
Washington, DC, 20036
$33,598,717,2961005256
A Percentage of AUM
4
EIG MANAGEMENT COMPANY, LLC
600 New Hampshire Avenue, N.W., Suite 1200
Washington, DC, 20037
$20,874,498,72473134
A Percentage of AUM, Performance Based
5
THE ROCK CREEK GROUP, LP
1133 Connecticut Ave., N.W., Suite #810
Washington, DC, 20036
$15,742,493,0756070
A Percentage of AUM, Fixed Fees, Performance Based
6
FIDUCIARY COUNSELORS INC.
700 12th Street Nw, Suite 700
Washington, DC, 20005-4052
$15,666,887,132148
Hourly charges, Fixed Fees
7
INVICTUS CAPITAL PARTNERS
2001 M St., N.W., Suite 300
Washington, DC, 20036
$5,959,720,9371644
A Percentage of AUM, Performance Based
8
ACCOLADE PARTNERS
2100 Pennsylvania Ave Nw, Suite 300n
Washington, DC, 20037
$5,840,935,0305317
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
$5,050,575,7852630
A Percentage of AUM, Performance Based
10
GRAIN MANAGEMENT, LLC
1900 K Street Nw, Suite 650
Washington, DC, 20006
$4,905,972,3621666
A Percentage of AUM, Performance Based
11
57 STARS LLC
616 H. Street N.W., Suite 450
Washington, DC, 20001
$4,722,137,9521622
A Percentage of AUM, Fixed Fees, Performance Based
12
MARSHFIELD ASSOCIATES
21 Dupont Circle Nw, Suite 500
Washington, DC, 20036
$4,442,901,880464023
A Percentage of AUM, Performance Based
13
FUNDRISE ADVISORS, LLC
11 Dupont Circle Nw, 9th Floor
Washington, DC, 20036
$3,335,990,000150
A Percentage of AUM, Other (REIMBURSEMENTS, CARRIED INTEREST)
14
LIBERTY STRATEGIC CAPITAL
2099 Pennsylvania Avenue Nw,
Washington, DC, 20006
$3,169,737,687320
A Percentage of AUM, Performance Based
15
MARTIS CAPITAL MANAGEMENT, LLC
2020 K Street Nw, Suite 720
Washington, DC, 20006
$1,887,717,5192019
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
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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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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