AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / Charles Schwab
Financial advisors in Washington, DC using Charles Schwab
121 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 8th Street Investments, LLC | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
| Abich Financial Wealth Management, LLC | Ashburn | SEC-registered investment adviser | $100 million to $500 million |
| Acorn Financial Advisory Services, Inc. | Reston | SEC-registered investment adviser | $1 billion to $5 billion |
| Acts Financial Advisors | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Aegis Wealth | Bethesda | SEC-registered investment adviser | $500 million to $1 billion |
| Akre Capital Management, LLC | Middleburg | SEC-registered investment adviser | Over $5 billion |
| Alexander Randolph Advisory Inc | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Allegiance Financial Group | Vienna | SEC-registered investment adviser | $500 million to $1 billion |
| Allridge Wealth Management, Inc | Ashburn | SEC-registered investment adviser | $100 million to $500 million |
| Alpha Financial Advisors, LLC | McLean | SEC-registered investment adviser | $100 million to $500 million |
| AMJ Financial Wealth Management LLC | Leesburg | SEC-registered investment adviser | $100 million to $500 million |
| Andersen | McLean | SEC-registered investment adviser | Over $5 billion |
| Arbor Private Wealth, LLC | Ashburn | SEC-registered investment adviser | $100 million to $500 million |
| Azzad Asset Management, Inc. | Falls Church | SEC-registered investment adviser | $1 billion to $5 billion |
| Bestgate Wealth Advisors, LLC | Frederick | SEC-registered investment adviser | $100 million to $500 million |
| Birks Financial Corp. | Herndon | SEC-registered investment adviser | $100 million to $500 million |
| Bluelist Partners, LLC | Occoquan | SEC-registered investment adviser | $100 million to $500 million |
| Bluestone® Financial Advisors, LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Bogart Wealth, LLC | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Bontempo Ohly Capital Management, LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Brighter Financial Capital Management, LLC | Reston | SEC-registered investment adviser | $100 million to $500 million |
| Broad Run Investment Management, LLC | Arlington | SEC-registered investment adviser | $500 million to $1 billion |
| Bull Harbor Capital LLC. | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Campion Asset Management, LLC | Fairfax | SEC-registered investment adviser | $100 million to $500 million |
| Capital Squared Financial LLC | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Capitol Financial Consultants, Inc. | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Capitol Private Wealth Group LLC | Vienna | SEC-registered investment adviser | $500 million to $1 billion |
| Capitol Wealth Management, Inc. | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Carderock Capital Management, Inc. | Chevy Chase | SEC-registered investment adviser | $500 million to $1 billion |
| Centurion Wealth Management | McLean | SEC-registered investment adviser | $500 million to $1 billion |
| CJC Wealth Management | Olney | SEC-registered investment adviser | $100 million to $500 million |
| Clarion Wealth Management Partners | Fairfax | SEC-registered investment adviser | $100 million to $500 million |
| Cope Connelly | Arlington | SEC-registered investment adviser | $100 million to $500 million |
| Corbett Road Capital Management, LLC | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Councilor Wealth LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| D'Orazio Wealth Advisors | Vienna | SEC-registered investment adviser | $1 billion to $5 billion |
| Decisionmap Wealth Management, LLC | Great Falls | SEC-registered investment adviser | $100 million to $500 million |
| Delta Financial Advisors, Inc | Kensington | SEC-registered investment adviser | $100 million to $500 million |
| Edgemoor Investment Advisors, Inc. | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Evermay Wealth Management, LLC | Arlington | SEC-registered investment adviser | $1 billion to $5 billion |
| Evolutionary Tree Capital Management, LLC | Alexandria | SEC-registered investment adviser | $25 million to $100 million |
| Fairfax Global Investment Management LLC | Middleburg | SEC-registered investment adviser | $100 million to $500 million |
| FBB Capital Partners | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| FSA Wealth Partners | Rockville | SEC-registered investment adviser | $500 million to $1 billion |
| Generational Private Wealth | Leesbrug | SEC-registered investment adviser | $100 million to $500 million |
| Geometric Wealth Advisors, LLC | Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Glassman Wealth Services, LLC | Vienna | SEC-registered investment adviser | $1 billion to $5 billion |
| Glassy Mountain Advisors, Inc. | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Glover Park Wealth Management, LLC | Arlington | SEC-registered investment adviser | $100 million to $500 million |
| Heritage Financial LLC | Gainesville | SEC-registered investment adviser | $100 million to $500 million |
| Hillman Capital Management Inc | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Hopwood Financial Services, Inc. | Reston | SEC-registered investment adviser | $500 million to $1 billion |
| Houlihan Financial Resource Group, Ltd. | Ashburn | SEC-registered investment adviser | $100 million to $500 million |
| Hoxton Planning & Management, LLC | Shepherdstown | SEC-registered investment adviser | $500 million to $1 billion |
| Hughes Financial Services, LLC | Herndon | SEC-registered investment adviser | $500 million to $1 billion |
| HZ Investments Inc. | Chevy Chase | SEC-registered investment adviser | $500 million to $1 billion |
| Impact Capital, LLC | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Impactassets Capital Partners PB LLC | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Ivy League Financial Advisors LLC | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Kendall Capital Management | Rockville | SEC-registered investment adviser | $500 million to $1 billion |
| Kilner Capital Advisors, LLC | Gaithersburg | SEC-registered investment adviser | $100 million to $500 million |
| Kirk Capital Advisors LLC | Vienna | SEC-registered investment adviser | $100 million to $500 million |
| Lafayette Investments, Inc. | Ashton | SEC-registered investment adviser | $500 million to $1 billion |
| Legacy Wealth Management Inc. | Manassas | SEC-registered investment adviser | $100 million to $500 million |
| LGG Financial | Bethesda | SEC-registered investment adviser | $500 million to $1 billion |
| Lynx Investment Advisory, LLC | Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Macroview Investment Management LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| McLean Asset Management Corp. | Tysons | SEC-registered investment adviser | $500 million to $1 billion |
| Meridian Financial Partners LLC | Warrenton | SEC-registered investment adviser | $500 million to $1 billion |
| Montgomery Investment Management Inc | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Monument Wealth Management | Alexandria | SEC-registered investment adviser | $500 million to $1 billion |
| My Wealth Management, Inc | Germantown | SEC-registered investment adviser | $100 million to $500 million |
| NEXUS338 | Cabin John | SEC-registered investment adviser | $100 million to $500 million |
| Olio Financial Planning | McLean | SEC-registered investment adviser | $500 million to $1 billion |
| Opulen Financial Group, LLC | Arlington | SEC-registered investment adviser | $100 million to $500 million |
| Peakstone Financial Advisors | Chevy Chase | SEC-registered investment adviser | $100 million to $500 million |
| Pennington Partners & Co., LLC | Bethesda | SEC-registered investment adviser | Over $5 billion |
| Piedmont Wealth Management | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
| Pine Harbor Wealth Management LLC | Fairfax | SEC-registered investment adviser | $500 million to $1 billion |
| Planvest Financial, Inc. | Gaithersburg | SEC-registered investment adviser | $100 million to $500 million |
| Pointoak Retirement Advisors | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Portfolio Advisory Group, Inc. | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
| Potomac | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Preston Wealth Advisors, LLC. | Reston | SEC-registered investment adviser | $100 million to $500 million |
| Professional Financial Solutions, LLC | Fairfax | SEC-registered investment adviser | $100 million to $500 million |
| Promethium | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| QP Consulting | Takoma Park | SEC-registered investment adviser | $500 million to $1 billion |
| Quantum Financial Advisors Inc | Rockville | SEC-registered investment adviser | $500 million to $1 billion |
| Raffa Investment Advisers | Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Reframe Wealth, LLC | Fairfax | SEC-registered investment adviser | $100 million to $500 million |
| Rembert Pendleton Jackson | Vienna | SEC-registered investment adviser | $1 billion to $5 billion |
| Research Financial Strategies | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Reston Wealth Management | Reston | SEC-registered investment adviser | $500 million to $1 billion |
| Sagevest Wealth Management | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Sanchez & Zures, LLC | McLean | SEC-registered investment adviser | $100 million to $500 million |
| Sandbox Financial Partners, LLC | Bethesda | SEC-registered investment adviser | $500 million to $1 billion |
| Sargent Investment Group | Bethesda | SEC-registered investment adviser | $1 billion to $5 billion |
| Schaeffer Financial LLC | Rockville | SEC-registered investment adviser | $100 million to $500 million |
| Select Investment Solutions, LLC | Washington | SEC-registered investment adviser | $25 million to $100 million |
| Sherman Wealth Management LLC | Gaithersburg | SEC-registered investment adviser | $100 million to $500 million |
| Spire Wealth Management, LLC | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Standard Partners LLC | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Steigerwald, Gordon & Koch - Wealth Advisors | Leesburg | SEC-registered investment adviser | $1 billion to $5 billion |
| T.M. Wealth Management | Reston | SEC-registered investment adviser | $100 million to $500 million |
| The Burney Company | Reston | SEC-registered investment adviser | $1 billion to $5 billion |
| The Ithaka Group, LLC | Arlington | SEC-registered investment adviser | $500 million to $1 billion |
| Thinagee Investments Inc. | Bethesda | SEC-registered investment adviser | $100 million to $500 million |
| Tollefson and Company Investment Management LLC | Washington | SEC-registered investment adviser | $100 million to $500 million |
| Torray Investment Partners LLC | Bethesda | SEC-registered investment adviser | $500 million to $1 billion |
| Toth Financial Advisory Corp | Leesburg | SEC-registered investment adviser | $1 billion to $5 billion |
| Trio Wealth Management, LLC | Great Falls | SEC-registered investment adviser | $100 million to $500 million |
| Tritonpoint Capital, LLC | Chevy Chase | SEC-registered investment adviser | $100 million to $500 million |
| Tritonpoint Wealth, LLC | Chevy Chase | SEC-registered investment adviser | $1 billion to $5 billion |
| Turning Point Financial | Frederick | SEC-registered investment adviser | $100 million to $500 million |
| Veridian Capital Partners | Frederick | SEC-registered investment adviser | $500 million to $1 billion |
| Warner Financial, Inc | Bethesda | SEC-registered investment adviser | $500 million to $1 billion |
| Washington Growth Strategies LLC | Washington | SEC-registered investment adviser | $100 million to $500 million |
| Wellington Consulting Services Inc | Chantilly | SEC-registered investment adviser | $1 billion to $5 billion |
| West Financial Services, Inc. | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Westbourne Investments, Inc. | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
| Yeske Buie Inc. | Vienna | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Washington, DC using Charles Schwab. https://advisorcensus.com/advisors/dc/washington/custodians/charles-schwab https://advisorcensus.com/advisors/dc/washington/custodians/charles-schwab