Expertise - 20 Best Washington, DC Financial Advisors - 2023
Bethesda Magazine names Top Financial Professionals 2022
Barry Glassman is honored to be chosen by his peers and listed among the area's top financial professionals.
Inc. Best Workplaces 2022
Glassman Wealth is delighted and humbled to be named to Inc.'s Best Workplaces once again this year.
Washingtonian - Washington, DC's Best Financial Advisors - 2022
NorthernVirginia Magazine - Top Financial Professionals - 2022
Glassman Wealth recognized as the #1 Best Place to Work by the Washington Business Journal
Glassman Wealth Services is both humbled and thrilled to be named the #1 Best Place to Work by the Washington Business Journal, our 7th time in a row on the list. And this year marks the third time we have placed #1 in small companies, and highest rank overall. What's it like working at the #1 Best Place to Work? Find out HERE.
Inc. Best Workplaces 2021
Glassman Wealth Services is extremely grateful and excited to be named as one of Inc.'s Best Workplaces again in 2021!
Expertise - Best Financial Advisors in Washington, DC - 2021
Washingtonian - Washington, DC's Best Financial Advisors: Fee-Only Financial Planners - 2021
Glassman Wealth Services' Lindsay Shetterly, Candace Lee, Dana Sippel, Travis Russell, and Barry Glassman are honored to be chosen by their peers and listed among the area's top fee-only financial advisors by Washingtonian.
Washington Business Journal names Glassman Wealth a Best Place to Work
Through an especially challenging year for all, Glassman Wealth is both humbled and thrilled to be named a Best Place to Work once again by the Washington Business Journal.
Inc. Best Workplaces 2020
We are honored to be recognized by Inc. Magazine as one of their 2020 Best Workplaces. This is the fourth year in a row that we have been named a best workplace and we're thrilled to be included.
Glassman Wealth recognized as a Best Place to Work by the Washington Business Journal
At Glassman Wealth Services not only are we passionate about enriching the lives of our clients, but through our focus on transparency and culture we hope to do the same for the members of our team. We are thrilled that this has been recognized by the Washington Business Journal, and we are honored to be one of the 2019 Best Places to Work. Read more HERE.
Washingtonian - 50 Great Places to Work
What makes a Great Place to Work? The Washingtonian Magazine's survey found employers offering interesting work, great pay and benefits, chances to learn and grow, and an emphasis on work/life balance. Glassman Wealth Services couldn't be more proud to be selected as a top choice again in 2019: 50 Great Places to Work in Washington, DC.
Glassman Wealth Named Inc. Best Workplace 2019
Glassman Wealth Services is extremely grateful and excited to be named as one of Inc.'s Best Workplaces again in 2019!
Barry Glassman named FPA 2018 Planner of the Year
Glassman Wealth Named Inc. Best Workplace 2018
We are honored that this has been recognized by Inc. Magazine and we have been named one of their 2018 Best Workplaces. This is the second year in a row that we have been named a best workplace, a list they just began producing in 2016, we’re thrilled to be included. Read more HERE.
Glassman Wealth Named Washington Business Journal 2018 Best Place to Work
Culture has always been the core of Glassman Wealth Services. Not only do we strive to enrich the lives of our clients, but by creating a culture of transparency and curiosity we aspire to enrich the lives of our employees as well. We are honored that this has been recognized by the Washington Business Journal, and we were named one of the Journal’s 2018 Best Places to Work. Read more HERE.
Glassman Wealth named one of Advisory HQ's “10 Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State)”
We are thrilled that our firm has been recognized by AdvisoryHQ as one of the 10 Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State). It is an honor that our company culture, and passion for enriching the lives of our clients, has been recognized on this platform. Read more HERE.
Washingtonian - 50 Great Places to Work
The Washingtonian Magazine conducts a search to find the very best places to work in the Washington, D.C. metro area. Glassman Wealth Services is honored to be selected as a top choice in 2017: 50 Great Places to Work in Washington, DC
Inc. Magazine Best Workplaces 2017
Washington Business Journal - 2017 Best Places to Work
The Washington Business Journal searches to find the very best places to work in the Washington, D.C metro area, and Glassman Wealth is thrilled to be named in the Top 3 Small Businesses for the third year in a row.
Washington Business Journal – 2016 Best Places to Work
The Washington Business Journal conducts a search to find the very best places to work in the Washington, D.C. metro area. Glassman Wealth Services is honored to be selected as a top choice of Best Places to Work in 2016 in the small company category.
Financial Advisor Top Financial Advisor Award 2015
Glassman Wealth Services is honored to be named one of the Top Financial Advisors and one of the Top RIAs again this year.
Glassman Wealth Named #1 ‘Best Places to Work’ 2015 by Washington Business Journal
Each year, the Washington Business Journal conducts a search to find the very best places to work in the Washington, D.C. metro area. Glassman Wealth Services is honored to be selected as their top choice of Best Places to Work in 2015 in the small company category.
*Please Note: Limitations. 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 adviser. Rankings are generally limited to participating advisers (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, 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 adviser.
InvestmentNews Best Places to Work for Financial Advisors — 2023
Participating organizations must complete a two-part process to be considered for inclusion on the list. The first part consists of evaluating each registered company's workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which companies are included on the list. Best Companies Group (BCG) manages the overall registration and survey process and also analyzes the data and uses our expertise to determine the final rankings.
Bethesda Magazine Top Financial Professionals — 2022
In summer 2022, Bethesda Magazine sent a survey to hundreds of financial professionals in Montgomery County and Upper Northwest D.C. asking, "If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?" The 2022 list represents those who earned the greatest number of endorsements from their peers. Individuals were not allowed to nominate themselves. Bethesda Magazine fact-checked all nominees before notifying them that they were going to be listed in the November/December 2022 issue. There is no fee to be named one of Bethesda Magazine's Top Financial Professionals.
Expertise: Best Financial Advisors in Washington, DC — 2023 (March, July), 2021 (January, February, April, May, June, August, September)
Each month, Expertise researches more than 60,000 businesses to help customers find the best-qualified professionals for their needs.
Custom tools and resources are used to analyze publicly available data within a given business category and geographical area. Contact and license information is verified to assure selected candidates are actively doing business and are in good standing in their communities.
Next, in-house software grades each business across the following selection criteria:
- Reputation: A history of satisfied customers giving excellent recommendations
- Qualifications: Established in their industry with licensing, accreditations, and awards
- Experience: Masters of their craft, based on years of practical experience and education
- Engagement: Approachable and responsive to clients and available for new business
- Professionalism: Dedicated to providing consistently quality work and impeccable customer service
Finally, the best are hand-picked through a manual review to verify each company on the list is truly one of the best.
Washington Business Journal Best Places To Work — 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
Rankings were determined by Omaha, Nebraska-based Quantum Workplace and are based on each company's score on an employee 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 ranging from team effectiveness, trust in senior leadership and alignment with company goals.
Inc. Best Workplaces — 2023, 2022, 2021, 2020, 2019, 2018, 2017
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
Washingtonian: DC's Best Financial Advisers — 2022, 2021
The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award. The 2022 award was published in March 2022. The 2021 award was published in January 2021.
Fee-only advisers include certified financial planners who do not accept commissions or referral fees. To arrive at the names of the area’s 201 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations.
Washingtonian: 50 Great Places to Work — 2019, 2017
To put together our list, we first released an application that any organization could fill out, asking about such measures as healthcare and vacation benefits, staff turnover, and charitable outreach. Then we surveyed a sampling of each applicant's staff. The 7,500 employee surveys we received were largely what determined our 50 winners. After all, a company may offer amazing benefits on paper, but it's not a great place to work if staffers aren't happy there. Once all the survey data was in, it was analyzed by Leora Lawton of TechSociety Research in California, who also designed the survey. We compared like with like: small workplaces with other small workplaces, information-technology firms with other IT firms, and so on.
In all, nearly 200 companies participated, and the competition was tough—employers don't go through the process if they don't believe they're a great place to work. Still, if a company isn't listed, it doesn't necessarily mean it's not a great workplace—it could simply mean it chose not to apply.
Financial Planning Association of the National Capital Area: Planner of the Year Award — 2018
The Financial Planning Association (FPA) award recognizes the achievement of a financial planner who:
- Promotes the financial planning profession,
- Does a considerable amount of community and charitable work,
- Has gained media recognition,
- Is a strong mentor,
- Is innovative with financial planning techniques and practice management,
- Has received individual or firm recognition, and
- Is a current FPA member.
This award was open for submissions for the entire year of 2018.
AdvisoryHQ: 10 Best Financial Advisors in D.C., Maryland, and Virginia — 2018
AdvisoryHQ developed a breakthrough "Top-Down Advisor Selection Methodology" that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Data was gathered from March 2017 through March 2018.
Financial Advisor: America's Top RIAs — 2022, 2015
Award criteria included: assets under management, growth in assets, assets per client, growth in assets per client and the percentage change in number of clients. Surveys were collected from the end of March through mid-April.
NorthernVirginia Magazine: Top Financial Professionals — 2022
Methodology: To compile the Top Financial Professionals listing, we sent surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Surveys were open from March 6 through April 14 and those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities.
*Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if GWS is engaged, or continues to be engaged, to provide investment advisory services.