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 4 of 35696 results
BusinessDistanceRatingsMost Recent Comment

Hemington Wealth Management

7651 Leesburg Pike
Falls Church, VA 22043 703-828-2479

Ratings:
?
?%    
?
HWM's Financial Advisors are excellent and my wife and I have used them... - Feb 26, 2026

See all comments

Medallion Financial Group

13 E Deer Park Dr
Gaithersburg, MD 20877 301-990-9704

Ratings:
?
?%    
?
Financial planning done with Medallion over thirty years ago has paid off well.... - Oct 24, 2025

See all comments

RPJ Advisors

7647 Leesburg Pike
Falls Church, VA 22043 703-821-6655

Ratings:
?
?%    
?
Very supportive, informative, prompt. I have been with them for several years... - Sep 12, 2019

See all comments

Savant Wealth Management

1430 Spring Hill Rd #400
McLean, VA 22102 703-288-0500

Ratings:
?
?%    
?
For the past 20+ years, Savant has consistently been rated within the... - Apr 09, 2020

See all comments

Edelman Financial Engines

1 Research Ct #450
Rockville, MD 20850 301-587-1132

Ratings:
?
?%    
?
Excellent firm to work with. - Jan 30, 2021

See all comments

Ferguson Johnson Wealth Management

51 Monroe St #PE-25
Rockville, MD 20850 301-670-0994

Ratings:
?
?%    
?
I have been very pleased with their service in a number of ways. I like their... - Oct 08, 2022

See all comments

Halpern Financial

11 N Washington St #720
Rockville, MD 20850 240-268-1000

Ratings:
?
?%    
?
I have total faith that these folks know what they are doing and will manage... - Apr 14, 2020

See all comments

Heritage Investors Management

7101 Wisconsin Ave #950
Bethesda, MD 20814 301-951-0440

Ratings:
?
?%    
?
long-term satisfied client - May 09, 2024

See all comments

Hughes Financial Services

2201 Cooperative Way #150
Herndon, VA 20171 703-669-3660

Ratings:
?
?%    
?
A family owned firm that has grown substantially over the years that we have... - Nov 20, 2025

See all comments

Jacques Financial

1700 E Gude Dr
Rockville, MD 20850 301-738-1303

Ratings:
?
?%    
?
Have worked with them for over 30 years. Outstanding service. Thoughtful suggestions... - Jun 16, 2025

See all comments

Janney Montgomery Scott

1255 23rd St NW #150
Washington, DC 20037 202-955-4300

Ratings:
?
?%    
?
Our advisor is easy to reach and he contacts us a few times a year for a call/visit.... - Feb 01, 2020

See all comments

KFA Private Wealth Group

8000 Towers Crescent Dr #1250
Mclean, VA 22182 703-462-9475

Ratings:
?
?%    
?
Thoughtful, individualized, responsive - Oct 08, 2022

See all comments

Law & Associates

6111 Tulane Ave
Glen Echo, MD 20812 301-229-8500

Ratings:
?
?%    
?
Janice Henderson is a fantastic advisor. - Nov 21, 2017

See all comments

PNC Wealth Management

7200 Wisconsin Ave #100
Bethesda, MD 20814 301-215-7900

Ratings:
?
?%    
?
Individual advisor personable. Corporate approach is unethical. They’re... - Jan 11, 2020

See all comments

Raymond James

7501 Wisconsin Ave #740-W
Bethesda, MD 20814 833-936-0964

Ratings:
?
?%    
?
Amy Sachs of Steward Partners has been a good and reliable financial advisor. - Oct 24, 2022

See all comments

RBC Wealth Management

1700 Pennsylvania Ave NW #700
Washington, DC 20006 800-227-0308

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

Robert W Baird & Co

11951 Freedom Dr Fl 14
Reston, VA 20190 571-203-1600

Ratings:
?
?%    
?
Have both a financial adviser and stock market adviser on my accounts with... - Apr 19, 2020

See all comments

USAA Investment Services

9800 Fredericksburg Rd
San Antonio, TX 78288 877-314-2255

Ratings:
?
?%    
?
has been helpful with suggestions. - Jul 16, 2017

See all comments

Varilpan

19775 Belmont Executive Plz #320
Ashburn, VA 20147 703-771-8194

Ratings:
?
?%    
?
We have been with Mike Miles of Variplan for over 5 years now. He is well versed... - Jul 06, 2021

See all comments

XML Financial Group

1 Preserve Pkwy #120
Rockville, MD 20852 301-770-5234

Ratings:
?
?%    
?
We work with Noory Enayat. - Nov 04, 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.