# Financial advisors for charitable organizations in Washington, DC

> Find financial advisors in Washington, DC who work with charitable organizations. AdvisorCensus lists 147 investment advisory firms with a principal office in the Washington metro area that report charitable organizations among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/for-charities/page/3

## At a glance

- Investment advisory firms: 147
- Registration: SEC-registered investment adviser: 116, State-registered investment adviser: 31
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 65 (44%); Percentage of assets 140 (95%); Hourly charges 73 (50%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 99 (67%); Commissions 2 (1%); Performance-based fees 23 (16%); Other 13 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 12 (8%); $25 million to $100 million 14 (10%); $100 million to $500 million 47 (32%); $500 million to $1 billion 28 (19%); $1 billion to $5 billion 30 (20%); Over $5 billion 12 (8%); Not reported 4 (3%)
- Years registered: Under 5 years 27 (18%); 5 to 9 years 30 (20%); 10 to 19 years 42 (29%); 20 years or more 48 (33%)

## Firms (page 3 of 3, 101 to 147 of 147, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [People First Financial Advisors](https://advisorcensus.com/firm/people-first-financial-advisors-landover-md-143919) ([md](https://advisorcensus.com/firm/people-first-financial-advisors-landover-md-143919.md)) | 143919 | Landover, MD | State-registered investment adviser | Not reported | 19 | Hourly, Fixed fee, Other |
| [Petra Wealth Management](https://advisorcensus.com/firm/petra-wealth-management-spotsylvania-va-332830) ([md](https://advisorcensus.com/firm/petra-wealth-management-spotsylvania-va-332830.md)) | 332830 | Spotsylvania, VA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Piedmont Financial Consulting](https://advisorcensus.com/firm/piedmont-financial-consulting-laurel-md-314420) ([md](https://advisorcensus.com/firm/piedmont-financial-consulting-laurel-md-314420.md)) | 314420 | Laurel, MD | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Piedmont Wealth Advisory](https://advisorcensus.com/firm/piedmont-wealth-advisory-reston-va-333693) ([md](https://advisorcensus.com/firm/piedmont-wealth-advisory-reston-va-333693.md)) | 333693 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Piedmont Wealth Management](https://advisorcensus.com/firm/piedmont-wealth-management-alexandria-va-340285) ([md](https://advisorcensus.com/firm/piedmont-wealth-management-alexandria-va-340285.md)) | 340285 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Portfolio Advisory Group, Inc.](https://advisorcensus.com/firm/portfolio-advisory-group-inc-alexandria-va-116011) ([md](https://advisorcensus.com/firm/portfolio-advisory-group-inc-alexandria-va-116011.md)) | 116011 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Preston Wealth Advisors, LLC.](https://advisorcensus.com/firm/preston-wealth-advisors-llc-reston-va-165983) ([md](https://advisorcensus.com/firm/preston-wealth-advisors-llc-reston-va-165983.md)) | 165983 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee, Other |
| [Professional Financial Solutions, LLC](https://advisorcensus.com/firm/professional-financial-solutions-llc-fairfax-va-114957) ([md](https://advisorcensus.com/firm/professional-financial-solutions-llc-fairfax-va-114957.md)) | 114957 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [QP Consulting](https://advisorcensus.com/firm/qp-consulting-takoma-park-md-129601) ([md](https://advisorcensus.com/firm/qp-consulting-takoma-park-md-129601.md)) | 129601 | Takoma Park, MD | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Other |
| [Quantum Financial Advisors Inc](https://advisorcensus.com/firm/quantum-financial-advisors-inc-rockville-md-113563) ([md](https://advisorcensus.com/firm/quantum-financial-advisors-inc-rockville-md-113563.md)) | 113563 | Rockville, MD | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [R. Hilles Graham](https://advisorcensus.com/firm/r-hilles-graham-washington-dc-116815) ([md](https://advisorcensus.com/firm/r-hilles-graham-washington-dc-116815.md)) | 116815 | Washington, DC | State-registered investment adviser | Under $25 million | 32 | % of assets, Fixed fee |
| [Raffa Investment Advisers](https://advisorcensus.com/firm/raffa-investment-advisers-washington-dc-136971) ([md](https://advisorcensus.com/firm/raffa-investment-advisers-washington-dc-136971.md)) | 136971 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee |
| [Red Sky Capital Management](https://advisorcensus.com/firm/red-sky-capital-management-frederick-md-151808) ([md](https://advisorcensus.com/firm/red-sky-capital-management-frederick-md-151808.md)) | 151808 | Frederick, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Rembert Pendleton Jackson](https://advisorcensus.com/firm/rembert-pendleton-jackson-vienna-va-306510) ([md](https://advisorcensus.com/firm/rembert-pendleton-jackson-vienna-va-306510.md)) | 306510 | Vienna, VA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [Research Financial Strategies](https://advisorcensus.com/firm/research-financial-strategies-rockville-md-153247) ([md](https://advisorcensus.com/firm/research-financial-strategies-rockville-md-153247.md)) | 153247 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [Reston Wealth Management](https://advisorcensus.com/firm/reston-wealth-management-reston-va-148816) ([md](https://advisorcensus.com/firm/reston-wealth-management-reston-va-148816.md)) | 148816 | Reston, VA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee, Commissions |
| [Rock Creek Group LLC](https://advisorcensus.com/firm/rock-creek-group-llc-washington-dc-125409) ([md](https://advisorcensus.com/firm/rock-creek-group-llc-washington-dc-125409.md)) | 125409 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Rockbridge Asset Management, LLC](https://advisorcensus.com/firm/rockbridge-asset-management-llc-alexandria-va-329880) ([md](https://advisorcensus.com/firm/rockbridge-asset-management-llc-alexandria-va-329880.md)) | 329880 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Safe Harbor Investment Advisors, LLC](https://advisorcensus.com/firm/safe-harbor-investment-advisors-llc-monrovia-md-145916) ([md](https://advisorcensus.com/firm/safe-harbor-investment-advisors-llc-monrovia-md-145916.md)) | 145916 | Monrovia, MD | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee |
| [Sands Capital Horizons, LLC](https://advisorcensus.com/firm/sands-capital-horizons-llc-arlington-va-335568) ([md](https://advisorcensus.com/firm/sands-capital-horizons-llc-arlington-va-335568.md)) | 335568 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [Sands Capital Management, LLC](https://advisorcensus.com/firm/sands-capital-management-llc-arlington-va-137610) ([md](https://advisorcensus.com/firm/sands-capital-management-llc-arlington-va-137610.md)) | 137610 | Arlington, VA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee |
| [Sargent Investment Group](https://advisorcensus.com/firm/sargent-investment-group-bethesda-md-297499) ([md](https://advisorcensus.com/firm/sargent-investment-group-bethesda-md-297499.md)) | 297499 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Spire Wealth Management, LLC](https://advisorcensus.com/firm/spire-wealth-management-llc-mclean-va-113908) ([md](https://advisorcensus.com/firm/spire-wealth-management-llc-mclean-va-113908.md)) | 113908 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Subscription, Fixed fee |
| [Standard Partners LLC](https://advisorcensus.com/firm/standard-partners-llc-bethesda-md-167956) ([md](https://advisorcensus.com/firm/standard-partners-llc-bethesda-md-167956.md)) | 167956 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Steigerwald, Gordon & Koch - Wealth Advisors](https://advisorcensus.com/firm/steigerwald-gordon-and-koch-wealth-advisors-leesburg-va-111685) ([md](https://advisorcensus.com/firm/steigerwald-gordon-and-koch-wealth-advisors-leesburg-va-111685.md)) | 111685 | Leesburg, VA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly, Fixed fee |
| [Strategic Investment Management, LLC](https://advisorcensus.com/firm/strategic-investment-management-llc-arlington-va-104862) ([md](https://advisorcensus.com/firm/strategic-investment-management-llc-arlington-va-104862.md)) | 104862 | Arlington, VA | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Fixed fee, Performance fee |
| [Terra Alpha Investments LLC](https://advisorcensus.com/firm/terra-alpha-investments-llc-washington-dc-288690) ([md](https://advisorcensus.com/firm/terra-alpha-investments-llc-washington-dc-288690.md)) | 288690 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [The Burney Company](https://advisorcensus.com/firm/the-burney-company-reston-va-106945) ([md](https://advisorcensus.com/firm/the-burney-company-reston-va-106945.md)) | 106945 | Reston, VA | SEC-registered investment adviser | $1 billion to $5 billion | 52 | % of assets, Fixed fee |
| [The Edgar Lomax Company](https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444) ([md](https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444.md)) | 105444 | Alexandria, VA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee, Performance fee |
| [The Hoerner Planning Group, LLC](https://advisorcensus.com/firm/the-hoerner-planning-group-llc-middleburg-va-139464) ([md](https://advisorcensus.com/firm/the-hoerner-planning-group-llc-middleburg-va-139464.md)) | 139464 | Middleburg, VA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee |
| [The Ithaka Group, LLC](https://advisorcensus.com/firm/the-ithaka-group-llc-arlington-va-146975) ([md](https://advisorcensus.com/firm/the-ithaka-group-llc-arlington-va-146975.md)) | 146975 | Arlington, VA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Performance fee |
| [Tollefson and Company Investment Management LLC](https://advisorcensus.com/firm/tollefson-and-company-investment-management-llc-washington-dc-153092) ([md](https://advisorcensus.com/firm/tollefson-and-company-investment-management-llc-washington-dc-153092.md)) | 153092 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Torray Investment Partners LLC](https://advisorcensus.com/firm/torray-investment-partners-llc-bethesda-md-105818) ([md](https://advisorcensus.com/firm/torray-investment-partners-llc-bethesda-md-105818.md)) | 105818 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 54 | % of assets |
| [Toth Financial Advisory Corp](https://advisorcensus.com/firm/toth-financial-advisory-corp-leesburg-va-104952) ([md](https://advisorcensus.com/firm/toth-financial-advisory-corp-leesburg-va-104952.md)) | 104952 | Leesburg, VA | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets, Performance fee |
| [Trio Wealth Management, LLC](https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042) ([md](https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042.md)) | 328042 | Great Falls, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Tritonpoint Wealth, LLC](https://advisorcensus.com/firm/tritonpoint-wealth-llc-chevy-chase-md-328398) ([md](https://advisorcensus.com/firm/tritonpoint-wealth-llc-chevy-chase-md-328398.md)) | 328398 | Chevy Chase, MD | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Trumbower Financial Advisors LLC](https://advisorcensus.com/firm/trumbower-financial-advisors-llc-bethesda-md-107495) ([md](https://advisorcensus.com/firm/trumbower-financial-advisors-llc-bethesda-md-107495.md)) | 107495 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Fixed fee |
| [Turning Point Financial](https://advisorcensus.com/firm/turning-point-financial-frederick-md-301282) ([md](https://advisorcensus.com/firm/turning-point-financial-frederick-md-301282.md)) | 301282 | Frederick, MD | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Variplan, LLC](https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361) ([md](https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361.md)) | 143361 | Ashburn, VA | State-registered investment adviser | Not reported | 19 | Hourly, Fixed fee |
| [Veridian Capital Partners](https://advisorcensus.com/firm/veridian-capital-partners-frederick-md-314290) ([md](https://advisorcensus.com/firm/veridian-capital-partners-frederick-md-314290.md)) | 314290 | Frederick, MD | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Warner Financial, Inc](https://advisorcensus.com/firm/warner-financial-inc-bethesda-md-135303) ([md](https://advisorcensus.com/firm/warner-financial-inc-bethesda-md-135303.md)) | 135303 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Wesling Financial Planning Services Corp.](https://advisorcensus.com/firm/wesling-financial-planning-services-corp-alexandria-va-141424) ([md](https://advisorcensus.com/firm/wesling-financial-planning-services-corp-alexandria-va-141424.md)) | 141424 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [West Financial Services, Inc.](https://advisorcensus.com/firm/west-financial-services-inc-mclean-va-137497) ([md](https://advisorcensus.com/firm/west-financial-services-inc-mclean-va-137497.md)) | 137497 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Widmann Financial Services](https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106) ([md](https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106.md)) | 289106 | Bowie, MD | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Wiseman & Associates Wealth Management](https://advisorcensus.com/firm/wiseman-and-associates-wealth-management-middleburg-va-169677) ([md](https://advisorcensus.com/firm/wiseman-and-associates-wealth-management-middleburg-va-169677.md)) | 169677 | Middleburg, VA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [XML Financial Group](https://advisorcensus.com/firm/xml-financial-group-bethesda-md-284987) ([md](https://advisorcensus.com/firm/xml-financial-group-bethesda-md-284987.md)) | 284987 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Yeske Buie Inc.](https://advisorcensus.com/firm/yeske-buie-inc-vienna-va-143234) ([md](https://advisorcensus.com/firm/yeske-buie-inc-vienna-va-143234.md)) | 143234 | Vienna, VA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets |

- Previous page: https://advisorcensus.com/advisors/dc/washington/for-charities/page/2.md

## Questions people ask

**Which financial advisors in Washington, DC work with charitable organizations?**
147 investment advisory firms with a principal office in the Washington metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Washington, DC?**
AdvisorCensus lists 682 investment advisory firms with a principal office in the Washington metro area, from Form ADV filings as of October 2026: 320 SEC-registered, 218 state-registered, and 144 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Washington, DC?**
192 of the 682 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Washington, DC offer financial planning?**
320 of the 538 firms in Washington, DC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Washington, DC fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 192 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors for charitable organizations in Washington, DC: 147 firms from Form ADV filings as of October 2026.