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 872 Washington, DC area financial advisors


Page 1 of 44872 results
BusinessDistanceRatingsMost Recent Comment

Edelman Financial Services

4000 Legato Rd Fl 9
Fairfax, VA 22033 703-818-0800

Ratings:
?
?%    
?
John Davis is excellent. - Oct 08, 2022

See all comments

Cassaday & Company

8180 Greensboro Dr #1180
McLean, VA 22102 703-506-8200

Ratings:
?
?%    
?
Highly recommended. Have been a client for nine years -- very pleased with... - Oct 24, 2022

See all comments

Fidelity Investments

7501 Wisconsin Ave #150W
Bethesda, MD 20814 800-531-2419

Ratings:
?
?%    
?
Fidelity Investments takes good care of me and my money. - May 21, 2020

See all comments

Baltimore-Washington Financial Advisors

5950 Symphony Woods Rd Ste 600
Columbia, MD 21044 410-461-3900

Ratings:
?
?%    
?
A good firm to work with. - Jun 27, 2022

See all comments

Egan Berger & Weiner

1919 Gallows Rd #980
Vienna, VA 22182 703-506-0030

Ratings:
?
?%    
?
Fabulous and exceptional advice. - Nov 11, 2020

See all comments

Merrill Lynch Wealth Management

1152 15th St NW Ste 6000
Washington, DC 20005 202-659-7222

Ratings:
?
?%    
?
My financial advisor provides expert and seasoned advice which consistently... - Jun 15, 2022

See all comments

Wells Fargo Advisors

1650 Tysons Blvd Ste 500
Mc Lean, VA 22102 703-893-5700

Ratings:
?
?%    
?
John Sabir is dedicated professional and provides best service to his clients. - Feb 23, 2021

See all comments

Fidelity Investments

1861 International Dr
McLean, VA 22102 800-543-8736

Ratings:
?
?%    
?
Absolutely superb. Can't recommend highly enough. As much "hand-holding"... - May 28, 2020

See all comments

FBB Capital Partners

4520 East West Hwy Ste 450
Bethesda, MD 20814 301-657-8870

Ratings:
?
?%    
?
Pricing based on value of portfolio. If your portfolio's stocks go up,... - Nov 26, 2022

See all comments

Ameriprise Financial

6400 Goldsboro Rd #550
Bethesda, MD 20817 301-320-0500

Ratings:
?
?%    
?
Better to work with a fee-for-service advisor. These advisors are good but... - Apr 12, 2021

See all comments

Ameriprise Financial

6400 Goldsboro Rd #540
Bethesda, MD 20817 301-986-0087

Ratings:
?
?%    
?
Brian Thoms is fantastic! - Jan 14, 2022

See all comments

Merrill Lynch Wealth Management

11921 Rockville Pike Ste 201
Rockville, MD 20852 301-468-3000

Ratings:
?
?%    
?
Financial management at it's best. Extremely happy for the great care... - Jul 14, 2022

See all comments

Merrill Lynch Wealth Management

11951 Freedom Dr Ste 1750
Reston, VA 20190 703-464-8800

Ratings:
?
?%    
?
The Merrill Lynch team of Brian Arezzo and Brian Chirles in the Reston office... - Feb 04, 2021

See all comments

TIAA-CREF

3050 Chain Bridge Rd Ste 400
Fairfax, VA 22030 703-383-5190

Ratings:
?
?%    
?
Has been slipping from the best to so so in the last few years. - Sep 24, 2022

See all comments

Morgan Stanley Wealth Management

1650 Tysons Blvd #1000
McLean, VA 22102 703-556-8100

Ratings:
?
?%    
?
They respond immediately to any question, and are professional and personable! - Jun 17, 2021

See all comments

Edelman Financial Services

6550 Rock Spring Dr Ste 510
Bethesda, MD 20817 301-530-3494

Ratings:
?
?%    
?
Very responsive and thorough. - Feb 04, 2021

See all comments

Fidelity Investments

1900 K St NW
Washington, DC 20006 202-463-0496

Ratings:
?
?%    
?
Fidelity is the best investment firm that I have dealt with. - May 27, 2020

See all comments

Financial Advantage Associates

1803 Research Blvd Ste 401
Rockville, MD 20850 301-610-0071

Ratings:
?
?%    
?
Have worked with Jason Silverberg for years and are very pleased. - Apr 24, 2021

See all comments

UBS Financial Services

1501 K St NW Ste 1100
Washington, DC 20005 202-585-4000

Ratings:
?
?%    
?
Very knowledgeable about financial markets - Sep 18, 2021

See all comments

West Financial Services

2010 Corporate Ridge #530
McLean, VA 22102 703-847-2500

Ratings:
?
?%    
?
Excellent team of financial advisors, pleasant, professional, knowledgeable... - May 04, 2021

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.