Glassman Wealth Services, LLC (“Company“) is an SEC registered investment adviser located in Vienna, Virginia.
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 the 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’s web site or incorporated herein, and takes no responsibility therefor. 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). Neither the Company’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Company is engaged, or continues to be engaged, to provide investment advisory services. The Company’s registration status does not imply a specific level of skill or training.
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 nor 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 the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.
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.
Important Disclosure Regarding Tamarac
Please Note: Do not rely on performance displayed in Tamarac. Due to issues with manual and force-reconciliation, performance displayed in Tamarac may be inaccurate, and capital flows and distributions may not be accurate for accounts not held with Schwab or Fidelity. Inaccurate performance may be displayed as either positive or negative account performance. For accurate account additions, withdrawals, and value changes, please rely solely on the quarterly statement received from the account custodian.
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.
Barron’s Top Advisor – 2024
Published May 2024.
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 of calculations: 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: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04
Worth Top RIA Firms – 2024
Published May 2024.
The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for Form N-PX disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures.
We do not pay a fee to be included on the list. For more information, please visit: https://worth.com/leading-advisors/methodology/
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 – 2024 (February), 2023 (March, July, December), 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:
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- Reputation: A history of satisfied customers giving excellent recommendations
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- Qualifications: Established in their industry with licensing, accreditations, and awards
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- Experience: Masters of their craft, based on years of practical experience and education
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- Engagement: Approachable and responsive to clients and available for new business
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- 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 – 2024, 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 – 2024, 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:
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- Be independent (not a subsidiary or division of another company)
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- Be based in the United States
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- Have at least 5 permanent employees
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- Have been in business at least 2 years
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- Have total annual revenue less than $1 billion
Washingtonian: DC’s Best Financial Advisers – 2024, 2023, 2022, 2021
The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award. The 2024 award was published in January 2024. The 2023 award was published in January 2023. 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 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.
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.