You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 682 Washington, DC area financial advisors


Page 10 of 35682 results
BusinessDistanceRatingsMost Recent Comment

AXA Advisors

6200 Old Dobbin Ln #100
Columbia, MD 21045 410-309-3600

Ratings:
?
?%    
?
Nancy Groff has worked with us for many years; she has successfully managed... - Jan 18, 2020

See all comments

Bay Harbor Wealth Management

201 International Cir #520
Hunt Valley, MD 21030 410-403-2060

Ratings:
?
?%    
?
No raters have left a written comment.

Bridgemark Wealth Management

1 Research Ct #240
Rockville, MD 20850 301-850-0680

Ratings:
?
?%    
?
No raters have left a written comment.

Brown Advisory

1801 Pennsylvamia Ave NW #1300
Washington, DC 20006 240-200-3300

Ratings:
?
?%    
?
Every client at Brown has a team of specialists who support each other and... - Oct 25, 2022

See all comments

Capital Asset Management

12510 Prosperity Dr
Silver Spring, MD 20904 301-680-0840

Ratings:
?
?%    
?
I feel like I can ask Ed any question, no matter how dumb it may seem. - Aug 14, 2015

See all comments

Capital Financial Planners

2 Wisconsin Cir #700
Chevy Chase, MD 20815 240-316-3956

Ratings:
?
?%    
?
Focused on federal employees; helps to develop personalized retirement... - Feb 25, 2023

See all comments

Carmichael Hill Associates

18 E Diamond Ave
Gaithersburg, MD 20877 301-217-9300

Ratings:
?
?%    
?
No raters have left a written comment.

Chesapeake Financial Strtgs

7501 Greenway Center Dr #420
Greenbelt, MD 20770 301-474-8300

Ratings:
?
?%    
?
Donald L Moore (Chesapeake Financial Services) has been my financial advisor... - Nov 09, 2017

See all comments

Davenport & Co

904 Princess Anne St #102
Fredericksburg, VA 22401 540-373-1863

Ratings:
?
?%    
?
No raters have left a written comment.

Dellinger Wealth Management

719 Pine St
Herndon, VA 20170 703-796-1007

Ratings:
?
?%    
?
No raters have left a written comment.

Edelman Financial Engines

7250 Woodmont Ave #315
Bethesda, MD 20814 301-543-8881

Ratings:
?
?%    
?
No raters have left a written comment.

Edward Jones

10619 Jones St #201-A
Fairfax, VA 22030 703-273-2390

Ratings:
?
?%    
?
I highly recommend Tony Tenorio at Edward Jones in Fairfax. The service is... - Jan 17, 2021

See all comments

Edward Jones

2329 Dulles Station Blvd #B
Herndon, VA 20171 571-376-5460

Ratings:
?
?%    
?
Derek R Sorensen is friendly and helpful, looking out for our financial interests.... - Mar 01, 2025

See all comments

Edward Jones

400 Holiday Ct #107
Warrenton, VA 20186 540-349-9741

Ratings:
?
?%    
?
Have used Stan Parks to manage my stock portfolio since 1990. Have always exceeded... - May 16, 2020

See all comments

Evermay Wealth Management

1776 Wilson Blvd #520
Arlington , VA 22209 703-822-5696

Ratings:
?
?%    
?
No raters have left a written comment.

Financial Advisor For You

1820 Wyoming Ave NW
Washington, DC 20009 202-257-6499

Ratings:
?
?%    
?
Mike is a for fee planner who charges one flat rate. He helped us see how much... - Sep 05, 2017

See all comments

Lee Sipe & Associates

15245 Shady Grove Rd #240
Rockville, MD 20850 301-216-1111

Ratings:
?
?%    
?
Thomas Lee is a terrific financial advisor who produces excellent results.... - Jan 04, 2024

See all comments

Legacy Planning Advisors

PO Box 50681
Arlington, VA 22205 703-298-9133

Ratings:
?
?%    
?
I needed advice on my current financial status, as I was considering a change... - Mar 01, 2025

See all comments

Merrill Lynch Wealth Management

1900 Duke St
Alexandria, VA 22314 703-683-6012

Ratings:
?
?%    
?
Comments refer to Mitch Kernus and his staff. - Nov 26, 2014

See all comments

Morgan Stanley Wealth Management

333 John Carlyle St #650
Alexandria, VA 22314 703-549-8282

Ratings:
?
?%    
?
My financial guy stays on top of my complete portfolio as I was a relative. - Apr 14, 2020

See all comments

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.