Investment Firms in Washington DC to Consider

Washington, DC is home to a diverse range of investment firms offering specialized wealth management, financial planning, and investment advisory services. Whether you’re an individual, family, or institution, these firms provide tailored solutions to help you achieve your financial goals. Below is a curated list of top investment firms in the DC area, along with their key services and contact details.

1. Balfour Hamilton

Balfour Hamilton LP is a Washington, D.C.-based investment and development consulting firm that offers a comprehensive suite of services encompassing wealth management, real estate investment, and development consulting. Their wealth management division provides financial planning, retirement planning, investment management, estate planning, business transaction advisory, and philanthropic services, in partnership with Sovereign Wealth Management, LLC. In real estate, they offer services such as market analysis, property acquisition, portfolio management, and value-add investments. Additionally, Balfour Hamilton operates an Assets Marketplace for buying and selling tangible and intangible assets. Their development consulting services include architectural and engineering solutions aimed at community improvement and environmental sustainability. The firm also engages in programs focused on capital gains and supports initiatives related to the Fourth Industrial Revolution (4IR).

🔹 Services: Wealth Management, Real Estate Investment, Development Consulting, Investment Management
📍 Address: 1732 Connecticut Ave NW Suite 400, Washington, MD 20816
📞 Phone: 877-832-5874
🔗 Website: Balfour Hamilton
📧 Contact: [email protected]

2. Cytonn Diaspora

Cytonn Diaspora, an initiative by Cytonn Investments, is designed to connect Kenyans living abroad with investment opportunities in Kenya, particularly in real estate and financial markets. The platform offers tailored investment products such as the Cytonn Money Market Fund for low-risk investors and the Cytonn High Yield Fund, which focuses on real estate-backed assets. Beyond investments, Cytonn Diaspora fosters community engagement among the Kenyan diaspora, provides career opportunities through its Independent Financial Advisor program, and ensures transparency by publicly releasing audited financial statements. With offices in Nairobi and Washington, D.C., the firm emphasizes personalized service and aims to empower the diaspora to build wealth and maintain strong ties to their homeland.

🔹 Services: Real Estate Investments, Financial Markets, Diaspora Community Engagement, Investment Management
📍 Address: 1775 I St NW, Washington, DC 20006
📞 Phone: 301-982-2560
🔗 Website: Cytonn Diaspora
📧 Contact: [email protected]

3. Capital Asset Management Group

Capital Asset Management Group, headquartered in Washington, D.C., is a fiduciary financial advisory firm offering comprehensive, education-based financial planning services tailored to individuals at various life stages, including young professionals, established professionals, and accomplished individuals, as well as businesses and institutions. Their offerings encompass financial planning, retirement planning, investment management, risk management, estate and legacy planning, and philanthropic gifting strategies. Utilizing their proprietary Integrated Independence Method (I²M), they guide clients through a structured five-step process to align financial strategies with personal goals, emphasizing a holistic approach that integrates tax, estate, and investment considerations. Through their investment division, Capital Investment Advisors, and insurance division, Capital Insurance Group, they provide tailored solutions, including socially-conscious and faith-based investment options. The firm’s commitment to client education and personalized service is further reflected in resources like books authored by CEO John Girouard, aiming to empower clients to take ownership of their financial futures.

🔹 Services: Financial Planning, Retirement Planning, Estate Planning, Investment Management
📍 Address: 1000 Potomac St NW #300, Washington, DC 20007
📞 Phone: 240-482-4000
🔗 Website: Capital Asset Management Group
📧 Contact: [email protected]

4. Starwood Capital

Starwood Capital Group is a private investment firm founded in 1991 by Barry Sternlicht, headquartered in Miami Beach, Florida. With approximately $115 billion in assets under management as of 2024, the firm specializes in global real estate investments, including office, retail, industrial, multi-family, hotel, land, and debt assets. Starwood Capital is known for its opportunistic investment approach, strategically shifting across geographies, asset classes, and positions in the capital stack to capitalize on evolving risk/return dynamics. The firm has developed several market-leading platforms to enhance operational efficiencies and maximize investment value. Notably, Starwood Real Estate Income Trust (SREIT), established in 2018, focuses on acquiring high-quality, income-producing real estate in high-growth U.S. markets, aiming to provide stable, tax-efficient income and capital appreciation over time. In response to market conditions, SREIT has implemented measures to limit investor redemptions to preserve liquidity.

🔹 Services: Global Real Estate Investments, Private Equity, Investment Management
📍 Address: 1255 23rd St NW, Washington, DC 20037
📞 Phone: 217-483-7109
🔗 Website: Starwood Capital
📧 Contact: [email protected]

5. GMS Capital Partners LLC

GMS Capital Partners LLC, established in 2017 and incorporated in Delaware, is an investment management firm that operates as the investment arm of GMS Holdings, a family-owned holding company with a globally diversified portfolio. The firm focuses on sourcing, arranging, and making investments across various asset classes, including private equity, venture capital, real estate, and other alternative investments. Its private equity division targets growth-oriented, high-potential companies primarily in the United States, while its venture investments platform is founder-centric, investing across multiple stages in technology sectors, both consumer and enterprise. GMS Capital Partners manages several investment vehicles on behalf of GMS Holdings, which has roots dating back to 1932 and a presence across industries such as life sciences, telecommunications, specialty contracting, energy, and agri-sciences. The firm leverages its global reach and diversified expertise to identify and nurture investment opportunities that align with its strategic objectives.

🔹 Services: Private Equity, Venture Capital, Real Estate, Investment Management
📍 Address: 888 17th St NW STE 1000, Washington, DC 20006
📞 Phone: 212-929-1097
🔗 Website: GMS Capital Partners
📧 Contact: [email protected]

6. CrossBoundary

CrossBoundary Group is a mission-driven investment firm dedicated to unlocking capital for sustainable growth and strong returns in underserved markets. Through its advisory arm, CrossBoundary Advisory, the firm provides transaction and strategy advisory services to investors, fund managers, companies, donors, and governments, facilitating capital mobilization in sectors such as clean energy, healthcare, and digital infrastructure. Its investment platforms—including CrossBoundary Energy, CrossBoundary Access, CrossBoundary Real Estate, and the Fund for Nature—directly deploy capital to develop renewable energy solutions, mini-grids, affordable housing, and nature-based projects across emerging markets. With a global presence and a team of professionals combining local expertise with international experience, CrossBoundary aims to bridge capital gaps and drive transformative impact in frontier economies.

🔹 Services: Advisory Services, Renewable Energy Investments, Real Estate, Investment Management
📍 Address: 1801 Pennsylvania Avenue NW 11th Floor, Washington, DC 20006
📞 Phone: 211-108-9771
🔗 Website: CrossBoundary
📧 Contact: [email protected]

7. The McPherson Splain Group

The McPherson Splain Group of Raymond James, based in Washington, D.C., offers personalized financial planning and investment management services tailored to individual client goals, risk tolerance, and time horizons. Led by seasoned advisors Brian McPherson and John Splain, the team provides a comprehensive suite of services, including retirement planning, estate and trust strategies, education funding, portfolio management, and philanthropic giving. They serve a diverse clientele—business owners, corporate executives, healthcare professionals, retirees, and families—emphasizing a consultative, goal-driven approach that integrates Raymond James’ extensive resources with personalized attention. Their process involves understanding client objectives, devising tailored investment strategies, and implementing plans to support personal goals through professional investment management and strategic planning. With a commitment to building long-term relationships, the group leverages decades of experience and the robust infrastructure of Raymond James to guide clients through complex financial landscapes.

🔹 Services: Financial Planning, Retirement Planning, Estate Planning, Investment Management
📍 Address: 1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006
📞 Phone: 202-872-5900
🔗 Website: The McPherson Splain Group
📧 Contact: [email protected]

8. Pan African Capital Group LLC

Pan African Capital Group (PACG) is a Washington, D.C.-based private equity and investment banking firm focused exclusively on Sub-Saharan Africa. Leveraging a pool of permanent capital, PACG makes direct, long-term investments primarily in the financial services, manufacturing, and agribusiness sectors across the continent. The firm also manages and advises on both single-country and pan-African funds, such as Sankofa Venture Partners, which supports early-stage, tech-enabled African businesses. Beyond capital deployment, PACG offers advisory services in structured lending, corporate finance, and other transactions, aiming to enhance the competitiveness of its partners on a global scale. With a team experienced in African markets and strong local networks, PACG adopts a holistic investment approach that includes advocacy and development work to maximize the effectiveness of its capital. Notable investments include the International Bank (Liberia) Ltd and initiatives in renewable energy infrastructure, reflecting the firm’s commitment to fostering sustainable growth in the region.

🔹 Services: Private Equity, Investment Banking, Advisory Services, Investment Management
📍 Address: 1100 Connecticut Ave NW #330, Washington, DC 20036
📞 Phone: 202-887-1772
🔗 Website: Pan African Capital Group
📧 Contact: [email protected]

9. Armstrong Fleming & Moore

Armstrong, Fleming & Moore, Inc. (AFM), founded in 1983 and based in Washington, D.C., is a fiduciary financial advisory firm with over 40 years of experience in delivering personalized financial planning and investment management services. Emphasizing a holistic approach, AFM offers comprehensive services including retirement, tax, estate, education, insurance planning, and cash flow analysis, tailoring strategies to align with clients’ unique life goals and circumstances. The firm is led by a team of seasoned professionals, such as principals Ryan Fleming, Mary L. Moore, and Chris Rivers, who prioritize building long-term relationships and guiding clients through various life stages with patience and personalized attention. AFM’s commitment to community involvement and its pioneering role in the financial planning industry underscore its dedication to both client success and societal impact. As a fiduciary, the firm ensures that all advice and strategies are crafted with the clients’ best interests at heart, providing a trustworthy partnership in navigating the complexities of financial independence.

🔹 Services: Financial Planning, Retirement Planning, Estate Planning, Investment Management
📍 Address: 1800 M St NW Suite 1010S, Washington, DC 20036
📞 Phone: 202-887-8135
🔗 Website: Armstrong Fleming & Moore
📧 Contact: [email protected]

10. Raffa Investment Advisers

Raffa Advisers provides comprehensive financial and consulting services tailored to nonprofits, foundations, and mission-driven organizations. Their expertise includes accounting, tax strategy, risk management, and investment advisory to help clients achieve their social impact goals. With decades of experience, Raffa’s team combines financial rigor with a deep understanding of the nonprofit sector. They empower organizations with data-driven insights and scalable solutions for sustainable growth. Trusted by the social sector, Raffa Advisers bridges financial excellence with purposeful mission advancement.

🔹 Services: Nonprofit Financial Advisory, Tax Strategy, Risk Management, Investment Management
📍 Address: 1899 L St NW #850, Washington, DC 20006
📞 Phone: 202-955-6734
🔗 Website: Raffa Advisers
📧 Contact: [email protected]

Washington, DC’s investment landscape offers a wide array of firms specializing in wealth management, private equity, real estate, and mission-driven investing. Whether you’re seeking personalized financial planning, global real estate opportunities, or impact-focused investments, these firms provide expert guidance tailored to your needs. By leveraging their expertise, you can make informed decisions to secure your financial future.

For more information, visit the respective websites or contact the firms directly to explore how they can assist you in achieving your financial goals.