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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 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 registration checks. 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 24, 2025

Washington has 24 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 54 non-vetted advisors in your local area. These retirement advisors in Washington, District of Columbia have an average of 20 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
$25,000

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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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Chris Passarelli
Bull Run Investment Management

Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Flat Fee

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
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Bob Howard
Prudential

Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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Skip Thompson
Prudential

Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Not Specified

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advisor

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Tom Hagigh
EPE Wealth Advisors

Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65

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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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MY Wealth Management, Inc.
CFP®, ChFC®

Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
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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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advisor
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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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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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advisor
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Chris Schiesser
CFP®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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Top 15 Retirement Planning firms in Washington, 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 Washington, 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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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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