Glassman Wealth Services, LLC

RIASEC Registered
Total AUM
$2.6B
Discretionary
$2.4B
94% of AUM
Avg account
$842K
Accounts
3,038
Employees
21
Advisory reps
15

Firm details

Headquarters
Vienna, Virginia
CRD number
151478
Registered since
September 17, 2009
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 6%, US Government Bonds 4%, State & Local Bonds 2%, Private Funds 2%, Cash & Cash Equivalents 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities6%
  • US Government Bonds4%
  • State & Local Bonds2%
  • Private Funds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 280

Active vs passive

$804M in ETFs

Passive

81%

$647M

Active

19%

$157M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$197M286,57924.50%

Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
8000 Towers Crescent Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth