Glassman Wealth Services, LLC

RIASEC Registered

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, owner-operated registered investment adviser organized as an LLC. The firm has been registered with the SEC since 2009 and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Compensation is primarily a percentage of assets under management, supplemented by fixed fees. The firm identifies as a capital allocator and reports active incorporation of ESG considerations into its investment process. Glassman has received industry recognition, including placement on the Financial Times Top 300 RIA list (2020) and inclusion on Forbes’ Top RIA Firms lists in 2022 and 2024.