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 histories from consumer agencies
  • Advice to help you get the best service and value

Subscribe and see 696 Washington, DC area financial advisors


Page 3 of 35696 results
BusinessDistanceRatingsMost Recent Comment

Merrill Lynch Wealth Management

8075 Leesburg Pike #600
Vienna, VA 22182 703-734-8000

Ratings:
?
?%    
?
Our advisor, Jim Flannery, has provided superb guidance and recommendations... - Apr 27, 2020

See all comments

Morgan Stanley Wealth Management

7500 Old Georgetown Rd Fl 10
Bethesda, MD 20814 301-657-6300

Ratings:
?
?%    
?
They do not stand behind their actions. When they make a mistake, they shrug... - Jul 26, 2018

See all comments

Wells Fargo Advisors

1133 Connecticut Ave NW Fl 9
Washington, DC 20036 202-861-4400

Ratings:
?
?%    
?
Fees are high. - Jul 15, 2021

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

Connemara Group

11300 Rockville Pike #712
Rockville, MD 20852 301-321-3600

Ratings:
?
?%    
?
Tom Conway and company do a great job handling my investments at a very reasonable... - Oct 17, 2023

See all comments

Merrill Lynch Wealth Management

1152 15th St NW #6000
Washington, DC 20005 202-862-2664

Ratings:
?
?%    
?
Our financial advisor is terrific to work with and this is a long term relationship.... - Jul 07, 2024

See all comments

Keen & Pocock

10300 Eaton Pl #470
Fairfax, VA 22030 703-691-9200

Ratings:
?
?%    
?
we worked with mark keen, who is highly knowledgeable and professional. mark... - May 07, 2024

See all comments

Kilner Capital Advisors

438 N Frederick Ave #465
Gaithersburg, MD 20877 301-840-0501

Ratings:
?
?%    
?
Truly looks out for your best interests. Thoroughly explains his recommendations.... - May 06, 2024

See all comments

Morgan Stanley Wealth Management

1747 Pennsylvania Ave NW #900
Washington, DC 20006 202-292-5400

Ratings:
?
?%    
?
Deborah DeNooy provides excellent, caring service. - Oct 29, 2025

See all comments

Northwest Services

200 Spring St #120
Herndon, VA 20170 703-810-1072

Ratings:
?
?%    
?
Really excellent advice over the years. Our investments have performed very... - Oct 26, 2025

See all comments

Chevy Chase Trust

7501 Wisconsin Ave #1500-W
Bethesda, MD 20814 240-497-5000

Ratings:
?
?%    
?
I just joined this firm. They've been doing my spouse's account... - Jul 27, 2025

See all comments

Fidelity Investments

11957 Democracy Dr
Reston, VA 20190 800-227-0584

Ratings:
?
?%    
?
Team in the Reston office is great! - May 17, 2024

See all comments

RBC Wealth Management

5425 Wisconsin Ave #301
Chevy Chase, MD 20815 301-907-2772

Ratings:
?
?%    
?
I found RBC Advisors at this location to be lag-lag in their knowledge of stocks,... - Nov 05, 2025

See all comments

Wells Fargo Advisors

1753 Pinnacle Dr
McLean, VA 22102 703-760-5350

Ratings:
?
?%    
?
George Deegan is our advisor and he is wonderful. - Oct 10, 2019

See all comments

Armstrong Fleming & Moore

1850 M St NW #1010-S
Washington, DC 20036 202-887-8135

Ratings:
?
?%    
?
Armstrong Fleming and Moore have advised me for decades and are responsive... - May 22, 2025

See all comments

Cerity Partners

1900 Campus Commons Dr #500
Reston, VA 20191 703-889-1111

Ratings:
?
?%    
?
Changed the name to FJY Financial and change address to1900 Campus Commons... - Dec 22, 2021

See all comments

D'Orazio Associates

7600 Leesburg Pike
Falls Church, VA 22043 703-917-0007

Ratings:
?
?%    
?
Everyone is friendly and quite knowledgeable. I trust their judgment and have... - Apr 14, 2020

See all comments

Fidelity Investments

1901 Towne Centre Blvd #135
Annapolis, MD 21401 800-544-1441

Ratings:
?
?%    
?
Highly recommend Ally Harrison at this office. - Feb 17, 2018

See all comments

Financial Services Advisory

1 Church St #901
Rockville, MD 20850 301-949-7300

Ratings:
?
?%    
?
We've been using them for about 25 years. They have done very well in... - Oct 24, 2024

See all comments

First Command Financial Advisor

13625 Office Pl #201
Woodbridge, VA 22192 703-897-8787

Ratings:
?
?%    
?
Been a client for over 45 years — 25 w/Bill Cultice. We have total... - Nov 12, 2025

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.