We Asked Every Client the Same One Question. How would you describe us to a friend?
No cherry-picking. No edits. Just honest answers from the families we serve.
The testimonials presented are from current clients of Glassman Wealth Services. No direct or indirect compensation was provided, and there is no conflict of interest resulting from the testimonial. We are sharing all of the responses with their approval. Each client’s experiences are different, may not be representative of the experience of all clients, and are not a guarantee of future performance or success.
The Just One Client™ Difference
Most firms maximize profits by minimizing time with clients-hundreds of clients per advisor, rushed meetings, checkbox financial planning.
We do the opposite.
Low client-to-advisor ratios
We intentionally keep these ratios low
so we can spend more time with you, not less.
Comprehensive, in-house expertise
We coordinate with outside CPAs, attorneys, and insurance agents to make sure we are on one team, with one strategy, truly working together for our clients.
Proactive, not reactive
We reach out to you throughout the year as your life changes and opportunities arise. You’re never waiting for an annual review to address what matters now.
This is what it means to be treated like our only client-even when you’re not.
More than a Boutique Wealth and Asset Management Firm
Watch how Glassman Wealth goes above and beyond to help every client achieve their financial goals and live their best lives.
Our Company Culture Drives Your Experience
And possibly your success. See how our Full Fiduciary culture enriches lives
by bringing together innovative ideas and beneficial connections.
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The Proactive Leadership
Your Financial Life Deserves
Why are you paying advisors who aren’t talking to each other?
Your advisors are individually smart and caring. But you’re still missing the most significant part: them working as a team.
At Glassman, we bring that leadership to you. We don’t just manage your investments-we proactively coordinate every critical area of your financial life, from tax strategy and estate planning to insurance and healthcare decisions. While other firms focus narrowly on asset management, we ensure nothing falls through the cracks.
This is wealth management that goes way beyond percentages and pie charts.
Glassman Wealth is a boutique wealth and asset management firm that manages key areas of your financial life.
Investment Management
With over $2B in Assets Under Management (AUM) as of 9/30/24, our clients benefit from access to the full range of investment options, from low-cost index funds to complex private equity. And because we’re a boutique wealth and asset management fiduciary, our recommendations are based on experience and merit, not hidden compensation.
Fiduciary Investment Advisors
Holistic Financial Planning
Your financial well-being goes far beyond investments. By taking a holistic approach, you’ll benefit from complete coordination among your tax, estate planning, and insurance advisors. Imagine the power of having your whole team at the same table. How refreshing!
Financial Planning
Retirement Planning
It’s not a calculator. It’s a conversation. Nobody can predict the future. But let’s model your potential futures. What happens when you add the beach house? Let’s start with your baseline projection-and dream from there.
Retirement Financial Planning
Tax and Estate Planning
Having fewer clients per financial advisor gives us the time to be proactive and lead conversations with your other advisors to brainstorm, strategize, and implement tax, estate, and insurance strategies.
Tax, Estate, and Insurance Strategies
Lifestyle
Our clients lean on us when life happens. Whether it’s health coverage before Medicare kicks in, keeping you from getting hacked, or helping you with VIP travel, it’s all part of our curious and caring nature.
Lifestyle Planning
LEARNING
G-Wisdom
G-Wisdom is our center for insights that help our clients better understand what’s going on in the world and how it applies to their financial well-being.
Events
We’ve built relationships with some of the world’s top thought leaders across finance, politics, and innovation, and our event series brings their expertise to you.
Explore Insights
Guides
Our in-depth guides for wealth and asset management help clarify some of the most difficult and confusing financial decisions our clients need to make.
Download Guides
Our recent insights
The question I’ve been getting more than any other lately is simple: Are we in a stock market bubble? It’s a fair thing to ask. When you look at the size, strength, and swagger of today’s market leaders, it’s hard not to feel a sense of déjà vu. I lived through the tech bubble and […]
We’re honored to share that seven of our advisors have once again been named to Washingtonian’s Top Financial Advisers list in their February 2026 issue. This recognition reflects our team’s commitment to the collaborative, client-centered approach that defines our work. Our Honored Advisors Why We Value This Recognition Unlike rankings based on assets under management […]
The “One Big Beautiful Bill Act” in 2025 created a new savings vehicle called the Trump Account, designed to give children a head start on retirement savings. With the federal government offering a $1,000 pilot contribution for eligible children born between 2025 and 2028, it’s an opportunity worth understanding. While Trump Accounts may encourage early […]
Important Disclosure Information
*Please Note: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GWS is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors (see participation criteria/methodology). Unless expressly indicated to the contrary, GWS did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of GWS by any of its clients.
ANY QUESTIONS: Glassman Wealth Services, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Awards Criteria
Awards, rankings, and/or recognition by unaffiliated rating services and publications: are absolutely not indicative of GWS’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if GWS is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of GWS by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
Barron’s Top Advisors – 2025
Published May 2025
Advisors who wish to be ranked must first pass a prequalification then fill out a survey with more than 100 questions about their practices. Barron’s verifies that data with the advisors’ firms and with regulatory databases, then applies their rankings formula to the data to generate a ranking. The formula features three major categories: 1) assets, 2) revenue, and 3) quality of practice.
We do not pay a fee to be included on the list. For more information, please visit: Barron’s Top Advisors Methodology – Barron’s
Washington Business Journal Best Places to Work – 2025
Rankings were determined by Omaha, Nebraska-based Quantum Workplace and are based on each company’s score on an employment engagement survey. To qualify for the small company category, firms must have between 10 and 24 local employees in the Washington region. Quantum queries, evaluates, and scores participating companies in categories ranking from team effectiveness, trust in senior leadership and alignment with company goals.
Inc. Best Workplaces – 2025
To be eligible for Inc. Best Workplaces awards, companies must submit an application, complete the Quantum Workplace employee survey, and meet each of the following qualifications:
- Be independent (not a subsidiary or division of another company)
- Be based in the United States
- Have at least 5 permanent employees
- Have been in business at least 2 years
- Have total annual revenue less than $1 billion