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 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 18, 2025Washington 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Washington, District of Columbia
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
VERIFIEDMichael 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDBob 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
VERIFIEDSkip 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom 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
VERIFIEDMY 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDChris 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
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 | 1001 Pennsylvania Avenue, N.W., Suite 220 South Washington, DC, 20004-2505 | $273,608,034,966 | 639 | 1010 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 777 North Capitol Street Ne, Suite 600, Washington, DC, 20002-4240 | $49,409,331,766 | 43 | 87 | A percentage of AUM |
| 3 | 2050 M Street Nw, 2nd Floor Washington, DC, 20036 | $38,423,403,142 | 1279 | 210 | A percentage of AUM |
| 4 | 600 New Hampshire Avenue, N.W., Suite 1200 Washington, DC, 20037 | $20,803,317,372 | 74 | 132 | A percentage of AUM, Performance Based |
| 5 | 1133 Connecticut Ave., N.W., Suite #810 Washington, DC, 20036 | $17,740,436,382 | 61 | 71 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 700 12th Street Nw, Suite 700 Washington, DC, 20005-4052 | $14,483,338,840 | 12 | 8 | Hourly charges, Fixed fees |
| 7 | 3050 K. St Nw, Suite 201 Washington, DC, 20007 | $12,845,275,039 | 3530 | 67 | A percentage of AUM, Fixed fees |
| 8 | 1700 Pennsylvania Ave Nw, 6th Floor Washington, DC, 20006 | $7,653,189,911 | 29 | 43 | 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 | $6,401,521,223 | 5288 | 24 | A percentage of AUM, Performance Based |
| 10 | 2100 Pennsylvania Ave Nw, Suite 300n Washington, DC, 20037 | $6,326,781,144 | 54 | 16 | A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER) |
| 11 | 1900 K Street Nw, Suite 650 Washington, DC, 20006 | $6,268,301,103 | 26 | 67 | A percentage of AUM, Performance Based |
| 12 | 777 North Capitol Street Ne, Suite 600, Washington, DC, 20002-4240 | $6,106,587,642 | 59323 | 623 | A percentage of AUM |
| 13 | 2001 M St., N.W., Suite 300 Washington, DC, 20036 | $5,524,835,863 | 18 | 50 | A percentage of AUM, Performance Based |
| 14 | 1133 Connecticut Ave, Nw, Suite 700 Washington, DC, 20036 | $5,280,491,862 | 23 | 30 | A percentage of AUM, Performance Based |
| 15 | 11 Dupont Circle Nw, 9th Floor Washington, DC, 20036 | $2,868,475,000 | 15 | 0 | 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
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
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)
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
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)
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
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
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
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
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
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)
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
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
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
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