District of Columbia · 31 firms
Trust & Estate Advisors in District of Columbia
Advisers working with trusts, estates, and charitable organizations. Browse 31 advisers in District of Columbia matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in District of Columbia
ROCK CREEK GROUP LLC
Washington, DC
AUM
$18.38B
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
202-331-3400
F/M INVESTMENTS LLC
Washington, DC
AUM
$17.74B
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-839-4910
MARSHFIELD ASSOCIATES
Washington, DC
AUM
$8.12B
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
202-828-6200
MISSIONSQUARE RETIREMENT
Washington, DC
AUM
$6.31B
Team
174 advisors
Clients
—
Fees
Percentage of AUM
202-962-4600
MARTIS CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$2.46B
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
202-975-1281
ARMSTRONG, FLEMING & MOORE, INC.
Washington, DC
AUM
$1.27B
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
202-887-8135
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
Washington, DC
AUM
$1.21B
Team
7 advisors
Clients
—
Fees
Percentage of AUM
202-626-5220
LYNX INVESTMENT ADVISORY, LLC
Washington, DC
AUM
$1.11B
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
202-833-3700
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Washington, DC
AUM
$797.4M
Team
22 advisors
Clients
—
Fees
Percentage of AUM
202-626-5300
BRYSPEN, INCORPORATED
Washington, DC
AUM
$329.3M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
4045458000
CAPITAL INVESTMENT ADVISORS
Washington D.c., DC
AUM
$302.3M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
240-482-4000
BURKHOLDER & ASSOCIATES, LLC
Washington, DC
AUM
$287.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-778-9970
AUM
$271.9M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
571-244-8764
ACCION IMPACT MANAGEMENT LLC
Washington, DC
AUM
$262.2M
Team
12 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
202-813-9844
AUM
$253.3M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
202-770-2007
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Washington, DC
AUM
$251.2M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
202-780-7726
WASHINGTON GROWTH STRATEGIES LLC
Washington, DC
AUM
$247.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2027400217
TERRA ALPHA INVESTMENTS LLC
Washington, DC
AUM
$193.0M
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-361-6721
AUM
$180.2M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-716-4303
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$87.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
202-775-8484
CAPITAL AREA PLANNING GROUP
Washington, DC
AUM
$64.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
202-916-5624
AUM
$64.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(202) 450-0784
VALOR WEALTH PARTNERS
Washington, DC
AUM
$63.5M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-648-2700
GOLDEN EAGLE CAPITAL ADVISORS, INC.
Dubai, DC
AUM
$46.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +4 more
+97144484674
132 total advisers in District of Columbia. Browse all District of Columbia advisors