GLASSMAN WEALTH SERVICES, LLC

RIASEC RegisteredEst. 2009

Total AUM

$2.6B

Discretionary

$2.4B

94% of AUM

Avg account

$842K

Accounts

3,038

Employees

Advisory reps

Firm details

Headquarters: VIENNA, Virginia
CRD number: 151478
Registered since: September 17, 2009
Website: www.glassmanwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI95.03%
Charitable Organizations2.47%
Pension & Profit Sharing Plans1.3%
Individuals1.21%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Glassman Wealth Services, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2009. The firm serves both individual and family clients as well as institutional accounts and operates as a capital allocator, meaning it constructs portfolios using third-party managers in addition to its own strategies. Fee arrangements include both percentage-of-AUM and fixed-fee models. Advisory offerings cover financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm identifies itself as an active ESG investor and allocates to nontraditional exposures such as digital currency through external managers. Glassman has been recognized in industry rankings, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ Top RIA lists (2022 and 2024).