Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Washington, DC
Every SEC-registered financial advisor at a firm office in Washington who lists the Certified Financial Planner designation, A to Z.
The short answer
120 CFP professionals work in Washington; the most are at Armstrong, Fleming & Moore, Inc. (10). 83 are also registered broker representatives.
CFP advisors in Washington, A to Z
Every advisor in Washington →- Nona AvetisyanMorgan Stanley · Certified Financial Planner
- Sean W. BakerMorgan Stanley · Certified Financial Planner
- Rick A. BarayMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
- Angela M. BeckhamCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Adam BellaciccoEdward Jones · Certified Financial Planner
- Brian E. BerlanTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Kimberly L. BleckBurkholder & Associates, LLC · Certified Financial Planner
- Michael J. BotteF/M Investments LLC · Certified Financial Planner
- Patrick BransfordOppenheimer & Co. Inc. · Certified Financial Planner
- Joseph M. BrodeckiAlliancebernstein L.P. · Certified Financial Planner
- Rosalyn K. BrownPrincipal Securities, Inc. · Certified Financial Planner
- Nicholas E. BurkholderBurkholder & Associates, LLC · Certified Financial Planner
- Lucas CampbellArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- James C. CantelaMissionsquare Retirement · Certified Financial Planner
- Murray CarterJanney Montgomery Scott LLC · Certified Financial Planner
- Carolyn B. CatlinLynx Investment Advisory, LLC · Certified Financial Planner
- Shahriar A. ChowdhuryWells Fargo Clearing Services, LLC · Certified Financial Planner
- Anthony M. CitroCharles Schwab & Co., Inc. · Certified Financial Planner
- Jason C. ClarkMissionsquare Wealth Management · Certified Financial Planner
- Teresa A. ClasbyMorgan Stanley · Certified Financial Planner
- Anthony H. CortinaLynx Investment Advisory, LLC · Certified Financial Planner
- Timothy C. CoughlinEdgemoor Investment Advisors, Inc. · Certified Financial Planner
- Michael R. CuozzoCondor Capital Wealth Management · Certified Financial Planner
- Edward J. DahlMorgan Stanley · Certified Financial Planner
- David R. DansbyJanney Montgomery Scott LLC · Certified Financial Planner
- Joseph L. Davis Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Justin B. DeanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Deborah J. DenooyMorgan Stanley · Certified Financial Planner
- Christopher J. DetmerSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Leland DetmerSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Charles E. DonaliesDonalies Financial Planning, LLC · Certified Financial Planner
- Radley L. EllenbogenXml Financial Group · Certified Financial Planner
- Heather T. ErrigoCibc Private Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Sherman M. EthridgeCapital Area Planning Group · Certified Financial Planner
- Kelsey E. FeeleyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kathleen FinnCatoctin Ridge Wealth Partner · Certified Financial Planner
- Jeremiah FitzgibbonsRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan M. FlemingArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Erik T. FrommJanney Montgomery Scott LLC · Certified Financial Planner
- Irina GabidullinaDonalies Financial Planning, LLC · Certified Financial Planner
- Mindy E. GasthalterCw Advisors, LLC · Certified Financial Planner
- Michael A. GaysWells Fargo Clearing Services, LLC · Certified Financial Planner
- Adam P. GiammarinaroCommonwealth Financial Network · Certified Financial Planner
- Dennis P. GogartyRaffa Investment Advisers · Certified Financial Planner
- Frances E. GoldmanMercer Global Advisors Inc. · Certified Financial Planner
- Colleen C. GormleyRBC Capital Markets, LLC · Certified Financial Planner
- John T. GrayMissionsquare Retirement · Certified Financial Planner
- Lori A. GulinAtwood Financial Planning LLC · Certified Financial Planner
- Antwone HarrisOsaic Advisory Services, LLC · Certified Financial Planner
- Paula A. HeichelWells Fargo Clearing Services, LLC · Certified Financial Planner
- Paul HellmanMissionsquare Retirement · Certified Financial Planner
- Kevin T. HenryOppenheimer & Co. Inc. · Certified Financial Planner
- Marguerite C. HodgkinsUBS Financial Services Inc. · Certified Financial Planner
- Carl L. HolubowichArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Margaret H. HorsleyGlassy Mountain Advisors, Inc. · Certified Financial Planner
- Susan M. HovanecRBC Capital Markets, LLC · Certified Financial Planner
- Frederick W. HubachGenerational Private Wealth · Certified Financial Planner
- Emily M. HuffmanRBC Capital Markets, LLC · Certified Financial Planner
- Joseph W. KantakevichUnited Brokerage Services, Inc. · Certified Financial Planner
- Joshua A. KaplanArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Zachary J. KarrStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Zachary A. KaufmanArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Kenneth R. KillfoilRaymond James & Associates, Inc. · Certified Financial Planner
- Kathleen C. KochRaymond James & Associates, Inc. · Certified Financial Planner
- Anne F. LambTruist Advisory Services, Inc. · Certified Financial Planner
- Andrew S. LeonardGeometric Wealth Advisors, LLC · Certified Financial Planner
- Dawn M. Mabery ChestnutMabery Consulting, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin P. MahoneyIllumint · Certified Financial Planner
- John D. MajkowskiSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Sumedha MalhotraArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- James I. MallinsonAlliancebernstein L.P. · Certified Financial Planner
- William R. ManchWells Fargo Clearing Services, LLC · Certified Financial Planner
- David J. ManukjanMayflower Advisors · Certified Financial Planner
- Mary L. MathiasRBC Capital Markets, LLC · Certified Financial Planner
- David A. McGaugheyOppenheimer & Co. Inc. · Certified Financial Planner
- Harrison C. McQuaigRothschild Capital Partners · Certified Financial Planner
- Christine R. MistrDominion Financial Consultants, LLC · Certified Financial Planner
- Mark MolowaMML Investors Services, LLC · Certified Financial Planner
- Mary L. MooreArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Thomas Scott S. MoranMorgan Stanley · Certified Financial Planner
- Don C. MortonEdward Jones · Certified Financial Planner
- Grantham MyersMorgan Stanley · Certified Financial Planner
- Ryan A. MyersVoya Financial Advisors, Inc. · Certified Financial Planner
- David P. NanigianMount Ararat Financial Services LLC · Certified Financial Planner
- Nicola L. O'NeilUBS Financial Services Inc. · Certified Financial Planner
- Chidozie A. ObidegwuStrategic Advisers LLC · Certified Financial Planner
- Cary M. PiligianMorgan Stanley · Certified Financial Planner
- Steven E. PilkertonCharles Schwab & Co., Inc. · Certified Financial Planner
- Skyler H. PotterRaymond James & Associates, Inc. · Certified Financial Planner
- Christopher J. RiversArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Christopher L. RockwellJanney Montgomery Scott LLC · Certified Financial Planner
- Ehijie M. SadoValues Added Financial · Certified Financial Planner
- Amit ShashidharanRBC Capital Markets, LLC · Certified Financial Planner
- Kevin F. ShawCitizens Securities, Inc. · Certified Financial Planner
- Fred C. SimpkinsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Derek C. SmithTruist Advisory Services, Inc. · Certified Financial Planner
- James A. SmithMission Wealth Management, LP · Certified Financial Planner
- Samuel M. SolondzTruist Advisory Services, Inc. · Certified Financial Planner
- Gary M. Stevens IICreative Planning · Certified Financial Planner
- Mitchell K. StrobelArmstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Camille J. SvitekEvermay Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Cristi M. TannerMeritas Wealth Management, LLC · Certified Financial Planner
- Steven D. TaylorVoya Financial Advisors, Inc. · Certified Financial Planner
- Eric J. TeichbergJ.P. Morgan Securities LLC · Certified Financial Planner
- Jacob B. TelleriaCetera Investment Advisers LLC · Certified Financial Planner
- David P. TenerelliValues Added Financial · Certified Financial Planner
- Eleanor L. TennysonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sallie M. ThompsonCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Spenser P. ThompsonMorgan Stanley · Certified Financial Planner
- Stephen M. ThomsenStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Andrew VethCharles Schwab & Co., Inc. · Certified Financial Planner
- Ariel Z. WeisbardValues Added Financial · Certified Financial Planner
- Eli WeissmanAdvocate Wealth, LLC · Certified Financial Planner
- Theadora M. Westlake-StearnsValues Added Financial · Certified Financial Planner
- Ryan J. WhyteJ.P. Morgan Securities LLC · Certified Financial Planner
- Nathan A. WilliamsTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Stephen M. WintermeierLynx Investment Advisory, LLC · Certified Financial Planner
- John K. Wittelsberger Jr.Armstrong, Fleming & Moore, Inc. · Certified Financial Planner
- Michael S. WroblewskiFinancial Advisor For You, LLC · Certified Financial Planner
- Christopher L. YoungRaymond James & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Washington
Armstrong, Fleming & Moore, Inc. 10Morgan Stanley 10Wells Fargo Clearing Services, LLC 6RBC Capital Markets, LLC 5Raymond James & Associates, Inc. 5Janney Montgomery Scott LLC 4Values Added Financial 4Cetera Investment Advisers LLC 3Charles Schwab & Co., Inc. 3Edward Jones 3Lynx Investment Advisory, LLC 3Missionsquare Retirement 3Oppenheimer & Co. Inc. 3Steward Partners Investment Advisory, LLC 3Stifel, Nicolaus & Company, Incorporated 3
Questions
How many CFP financial advisors are in Washington, DC?
120 SEC-registered investment adviser representatives at firm offices in Washington, District of Columbia list the CFP designation; Armstrong, Fleming & Moore, Inc. employs the most of them (10).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.