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WashingtonDCTopRated / Financial Advisors

Best financial advisors in Washington, DC

Verified Washington financial advisors for wealth management, retirement planning, estate and tax strategy - serving Georgetown, Capitol Hill, Dupont Circle, Arlington, Alexandria, Silver Spring and beyond.

Rankings updated September 2026 from Google ratings and review volume - not paid placement

How to pick a financial advisor in Washington

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Searching for financial advisors near me in Washington? Everyone ranked below serves Washington and the surrounding neighborhoods, including Georgetown, Capitol Hill, Dupont Circle, Arlington, Alexandria, Silver Spring. Check the address and service area on a listing before you call, because the closest one is not always the one a search engine puts first.

The full Washington ranking

Top Independent
Capital Financial Planners
★★★★★ 5 · 72 Google reviews · Independent · Locally Owned
Same ranking, same score -- this is the highest-ranked independent, shown as a separate lens on the list below, not a different order.
1
MANNA WEALTH MANAGEMENT
★★★★★ 5 · 166 Google reviews · 1775 Tysons Blvd 5th floor
Unclaimed - is this yours?
2
Capital Financial Planners Independent · Locally Owned
★★★★★ 5 · 72 Google reviews · 4445 Willard Ave Ste 600
Unclaimed - is this yours?
3
VLP Financial Advisors Independent · Locally Owned
★★★★★ 5 · 56 Google reviews · 1751 Pinnacle Dr Suite 425
Unclaimed - is this yours?
4
Quantum Financial Advisors Independent · Locally Owned
★★★★★ 5 · 44 Google reviews · 51 Monroe St PH Suite 1902
Unclaimed - is this yours?
5
Illumint by Kevin Mahoney, CFP® Independent · Locally Owned
★★★★★ 5 · 36 Google reviews · Wonder Bread Factory
Unclaimed - is this yours?
6
Reston Wealth Management Independent · Locally Owned
★★★★★ 5 · 27 Google reviews · 1984 Isaac Newton Square Unit 107
Unclaimed - is this yours?
7
Values Added Financial Independent · Locally Owned
★★★★★ 5 · 18 Google reviews · 1323 Shepherd St NW
Unclaimed - is this yours?
8
Thrive Wealth Advisors Independent · Locally Owned
★★★★★ 5 · 16 Google reviews · 663 S Washington St
Unclaimed - is this yours?
9
Kathleen Finn, LLC Independent · Locally Owned
★★★★½ 4.9 · 122 Google reviews · 1316 Q St NW
Unclaimed - is this yours?
10
MANNA WEALTH MANAGEMENT
★★★★½ 4.9 · 29 Google reviews · 1100 15th St NW
Unclaimed - is this yours?
11
Monument Wealth Management Independent · Locally Owned
★★★★½ 4.9 · 29 Google reviews · 1940 Duke St Ste 6100
Unclaimed - is this yours?
12
Baltimore-Washington Financial Advisors Independent · Locally Owned
★★★★½ 4.7 · 35 Google reviews · 10960 Grantchester Wy Suite 110 Suite 110
Unclaimed - is this yours?

Financial Advisors in Washington: common questions

Who are the best financial advisors in Washington?

Based on Google ratings and review volume as of September 2026, the top rated financial advisors in Washington are MANNA WEALTH MANAGEMENT, Capital Financial Planners, VLP Financial Advisors. See the live ranked list, ratings, and contact details on this page.

How do I find financial advisors near me in Washington?

Every company ranked on this page serves Washington and the surrounding area, including Georgetown, Capitol Hill, Dupont Circle, Arlington, Alexandria, Silver Spring. Open any listing for its address, phone number and service area, then call the two or three closest to you. Distance is worth checking yourself: the nearest financial advisor is not automatically the best one, so this page ranks on rating and review volume first and leaves proximity to you.

How do I choose a financial advisor in Washington?

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

National resources

Useful national platforms for this category. These are not ranked listings: no ratings are involved and placement cannot be bought into the rankings above.

wealth.comOnline estate planning: wills, trusts and beneficiaries, built with advisors

Are you a top-rated Washington pro?

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Prefer to talk? Call or text the Top Rated directory on (813) 454-0813. This is our number, not the number of any business listed here.