Important Disclosure Information

Glassman Wealth Services, LLC (“Company”) is an SEC registered investment adviser located in Vienna, Virginia. A copy of the Company's current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

The Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by  the Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of the Company’s current written disclosure Brochure and Form CRS discussing the Company’s business operations, services, and fees is available on this web site and/or from Company upon written request.  The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by  the Company), will be profitable or equal any historical performance level(s).

Certain portions of the Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting, or tax advice.

 

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, 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 the Company 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, Company 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 Company by any of its clients.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless the Company, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from  the Company.

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 adviser.

Bethesda Magazine Top Financial Professionals 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.

Washington Business Journal Best Places To Work

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.

The Financial Times Top 300 Registered Investment Advisors

The Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times. FT 300 assesses registered investment advisers (RIAs) on desirable traits for investors. To ensure a list of established companies with substantial expertise, they examine the database of RIAs registered with the US Securities and Exchange Commission and select those that reported to the SEC that they had $300m or more in assets under management (AUM). The FT invited qualifying RIA companies — more than 2,000 — to complete a lengthy application. Some 725 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.

Neither the RIA firms nor their employees pay a fee to The Financial Times for inclusion in the FT 300.

Barron’s Top 1,200 Financial Advisors

Criteria include the volume of assets overseen by advisors and their teams, revenue they generate for the firm, and the quality of the advisor’s practice. Advisors are required to complete a questionnaire with over 100 questions primarily focused on the size of the assets they manage, how much revenue they generate, and their compliance and regulatory record.

Inc. 5000

All of the following must be true of your company in order to qualify for the 2015 Inc. 5000. Your company must:

  1. Have generated revenue by March 31, 2011;
  2. Have generated at least $100,000 in revenue in 2011;
  3. Have generated at least $2 million in revenue in 2014;
  4. Be privately held, for profit; based in the U.S., and independent (not a subsidiary or division of another company).

Schwab Impact Pacesetter Award

Singles out a leader of the future—an up-and-coming independent advisory firm with a track record of less than 10 years. The stand-out firm will have exhibited initiative, growth and promise, as well as a focused use of technology as a way to extend its reach, responsiveness and growth. The award includes a $15,000 donation to a charity designated by the firm.

Washingtonian: DC's Best Financial Advisers

Survey of hundreds of area financial professionals. Fee-only advisors 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.

Washington Business Journal: Washington’s Premier Wealth Advisors, 2014, 2013, 2012, 2011

National Association of Board Certified Advisory Practices (NABCAP) and its board of directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the information submitted by advisory practices. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective and helps add transparency for the investor’s benefit.

Smart CEO: Wealth Management Reader’s Choice Award, 2015, 2013

Greater Washington area’s top wealth managers based on responses from Smart CEO readers, a survey completed by the financial advisor and the evaluated by an independent committee and selected based on their commitment to their business and individual clients.

Financial Advisor: Top 200 Fee-Only Advisors, 2013, 2012, 2011

Assets under management, growth in assets, assets per client, growth in assets per client and the percentage change in number of clients.

Northern Virginia: Expert Financial Advisors, 2013, 2012, 2011

Enlisted input from the Certified Financial Planner Board of Standards, Inc. which grants and upholds the CFP® designation as the recognized standard of excellence in personal financial planning.

Alliance for Workplace Excellence Award, 2013

Applicants undergo a comprehensive evaluation process in order to be considered for these awards. The winners demonstrate outstanding commitment to balanced leadership and the overall success of their workforce.

They are assessed in the following areas:

  • Innovative corporate culture and management practices
  • Family and employee friendly policies and programs
  • Strong health and wellness initiatives
  • Employee growth and learning opportunities
  • Commitment to corporate, social and civic responsibility
  • Diversity and inclusion practices
  • Flexible work environment
  • Safety and security

Financial Planning: Top Emerging RIAs

RIA Database, which compiled the rankings, determines its list based on discretionary and non-discretionary assets under management listed on SEC Form ADV. The list of top RIAs by growth ranks firms by AUM, inclusive only of those with assets that have grown 30% or more since Dec. 31, 2008.

Advisor One: 2011 Top Wealth Managers

Survey of wealth managers to include total assets under management, along with various other measures, including average AUM per client.

Data analysis completed by Philip Palaveev, Jonathan McQuade and Fusion Advisor Network.

Investment News: Up-and-Coming RIAs and The Fast Movers

Growth in discretionary assets under management from December 31, 2008 to December 31, 2010 as reported to SEC. Greater than 50% of their business must serve the retail marketplace. Must provide financial planning services, portfolio management for individuals, or conduct due diligence on third party advisers; must not be doing business as a broker/dealer, bank or insurance company, charge commissions, or have registered representative employees at the firm. A dominant portion of their business must not be invested in proprietary products.

Barrons: Top 1,000 State-by-State and Virginia Business: The Winner’s Circle

Professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction reports, and may include in-depth interviews and discussions with senior management, peers and customers. Advisors are also ranked on varying types of revenues and assets advised by the financial professional, with weightings associated for each as of January 31, 2009 and March 31, 2008 respectively.

Institutional Investor: 20 Rising Stars of Wealth Management

Culled from top investment banks, commercial banks and independent advisors and nominated by their peers, 45 years of age or younger, manage more than $1 million in investable assets per client.

Medical Economics: 150 Best Financial Advisors for Doctors, November 2008

Industry knowledge, minimum 10 years of experience and credentials/certifications were taken into consideration, as well as those who work with or specialize in physician businesses or the medical field. Must be in good standing with the Securities and Exchange Commission and other governing organizations.

Registered Rep: Top 100 Independent Advisors in America

Advisors were ranked by assets under management. The ranking is also validated via direct survey.

Barron’s Winner’s Circle: Virginia Business

Minimum of seven years of financial services experience and other weighted requirements ranging from acceptable compliance records and wealth management focus to customer satisfaction reports. Advisors are then ranked based on an algorithm that weighs varying types of revenues, custodied and non-custodied assets advised by the financial professional, and individual vs. institutional assets.

Investment News Community Leadership Award

Advisor who is nominated for service as a volunteer board member or committee member and has made an outstanding contribution of at least five years served “with distinction.”

Reuters: Top Advisor Award

Assets under management, assets per client, client type and total clients.

Based on assets under management as of March 31, 2008 as reported to SEC and a survey that may include acceptable compliance records, client retention reports and customer satisfaction reports.

Expertise: Best Financial Advisors in Washington, DC, 2021

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.

Glassman Wealth Blog

Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Glassman Wealth Services, LLC ["Glassman Wealth"]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Glassman Wealth. To the extent that a reader has any questions regarding the applicability of any specific issue discussed to his/her  individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Glassman Wealth is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of Glassman Wealth's current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.glassmanwealth.com. Please Note:  Glassman Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Glassman Wealth's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Glassman Wealth client, please contact Glassman Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.