DC · Washington

Fiduciary advisors in Washington, DC

7 advisors with offices in Washington. Credentials, fee structures, and minimums are disclosed on each listing.

7 listed
7 results in Washington

Northwestern Mutual - Washington

5.0(1)

Washington, District Of Columbia

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual - Washington is an insurance-based firm in Washington, District Of Columbia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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Washington Analysis, LLC

Washington, District Of Columbia

Washington Analysis provides policy and legal research services to institutional investors and wealth managers, focusing on how legislative, regulatory, and judicial developments affect financial markets. The firm operates from a 50-year history of analyzing policy impacts across regulated sectors including healthcare, energy, defense, financial services, and telecommunications, employing analysts with backgrounds in law, government, and investment management. Services include written research reports distributed via email and third-party platforms, direct analyst access, custom research projects, and a proprietary institutional research portal. The firm also offers legal expertise targeting event-driven and litigation-focused investment opportunities.

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Wise &Partners

Washington, District Of Columbia

Wise & Partners is a financial advisory firm located in Washington, D.C., serving professionals, families, and organizations with complex financial situations. The firm operates on a fiduciary standard and focuses on values-aligned planning with ongoing collaboration, using tools through &Partners and Fidelity to integrate financial data and monitor strategy adjustments. Their approach emphasizes relationship-building, clear communication, and adaptive guidance that evolves with clients' changing circumstances and life stages.

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Financial advisors in Washington, District of Columbia

Advisors serving Washington specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (District of Columbia's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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