What Glassman Wealth Services does

Glassman Wealth Services is a fee-only fiduciary registered investment adviser founded in 2010 by Barry Glassman and headquartered in Vienna, Virginia, with a second office in North Bethesda, Maryland. The firm serves high-net-worth individuals and families in the Washington DC metropolitan area, operating under a $2 million minimum investable-asset threshold and reporting more than $2.5 billion in assets under management across 4,000+ families as of early 2026. Its service model is built around a "Just One Client" philosophy with intentionally low client-to-advisor ratios and proactive year-round engagement, distinguishing it from larger-scale RIAs and positioning it as a family-office-style alternative without requiring family-office-scale wealth.

The firm's product suite is organized into five core service modules: Investment Management (spanning low-cost index funds through private equity, supported by custom performance reporting), Holistic Financial Planning (coordinating tax, insurance, estate, education, and debt planning, anchored by an annual Wealth Advisor Summit that brings together each client's external CPA, attorney, and insurance advisors), Retirement Planning (with stress testing and scenario modeling), Tax/Estate/Insurance coordination, and Lifestyle Enhancement (covering Social Security, Medicare, RMDs, long-term care, and digital security). Supporting these are educational content assets including the G-Wisdom insights hub, downloadable guides on GRAT, Medicare, RMD, DAF, and 529 topics, and an event series featuring outside thought leaders.

The business model is asset-based recurring revenue, with advisory fees ranging from 0.25% to 1% of AUM depending on complexity, plus optional flat annual fees for clients with complex planning needs, concentrated stock positions, or significant unmanaged assets. The firm is privately held with no disclosed PE backing, founder-controlled, and differentiated regionally through extensive thought leadership (Barry Glassman's CNBC Digital Financial Advisor Council membership, Forbes.com columns, and Financial Planning magazine contributions) and an unusually deep bench of credentialed advisors holding CFP®, CIMA®, CPA/PFS, EA, AEP, and J.D. designations. The technology stack is conventional for the segment — Tamarac for client portal/portfolio reporting, custom dashboards, and partnerships with external research firms for portfolio modeling — with no AI/ML capabilities, proprietary trading algorithms, or public APIs disclosed.

Name

Glassman Wealth Services

Legal name

Glassman Wealth Services, LLC

Website

https://glassmanwealth.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Glassman Wealth Services is a fee-only fiduciary RIA in Vienna, Virginia serving DC-area high-net-worth families ($2M+ minimum) with personalized investment management, holistic financial planning, and coordinated retirement, tax, and estate advisory across $2.5B+ in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Estate planning

Headquarters

HQ city

Vienna

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Assets Under Management (AUM) Advisory Fees: Fee-only fiduciary wealth management services charged as a percentage of assets under management. Typically ranges from 0.25% to 1% of AUM depending on complexity and service level. Also offers flat annual fee structure for clients with complex planning needs, concentrated stock positions, or significant assets held outside managed accounts.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Glassman Wealth Services is a fee-only fiduciary registered investment adviser delivering personalized wealth management to high-net-worth individuals and families. Its offering combines investment management (spanning low-cost index funds to private equity), holistic financial planning, retirement planning, tax and estate coordination, insurance review, and lifestyle guidance, delivered through low client-to-advisor ratios and an annual Wealth Advisor Summit that brings together clients' CPAs, attorneys, and insurance agents.

Product overview

Glassman Wealth Services offers a unified wealth management platform built around its 'Just One Client' philosophy, combining five core service modules: Investment Management (accessing index funds through private equity), Holistic Financial Planning, Retirement Planning, Tax/Estate/Insurance coordination, and Lifestyle Enhancement. Supporting these core services are educational resources including G-Wisdom insights content, downloadable Guides on specific financial topics, and Events programming. The firm differentiates through low client-to-advisor ratios and proactive coordination among clients' professional advisors (CPAs, attorneys, insurance agents). Custom performance reporting provides clients with portfolio visibility beyond standard brokerage statements.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Personalized investment portfolio management combining research, due diligence, and portfolio modeling for high-net-worth clients, with access to a full range of investment options from low-cost index funds to complex private equity, dedicated advisor oversight, and custom performance reporting.
• Holistic Financial Planning Comprehensive financial planning that coordinates tax strategy, insurance coverage, estate planning, education planning, debt, and mortgages into a unified financial picture, including the annual Wealth Advisor Summit that convenes all of the client's professional advisors.
• Retirement Planning Dynamic retirement planning process involving stress testing, scenario modeling, and collaborative discussions to build confidence in retirement preparedness, focusing on flexibility rather than simple calculator outputs.
• Tax, Estate Planning, and Insurance Strategic tax advice coordinated with CPAs, insurance policy reviews (life, disability, property, casualty, healthcare, Medicare), and estate planning document review with asset titling and beneficiary designation assistance.
• Lifestyle Enhancement

Quantifiable outcome

• Over $2.5 Billion in Assets Under Management
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Mercer Advisors: Fee-only RIA aggregator delivering comprehensive planning, tax, and estate services to affluent families, competing for the same HNW client profile and a likely consolidator of firms like Glassman.
• Edelman Financial Engines: Large fee-based independent RIA serving mass-affluent and HNW households with holistic financial planning and investment management — the same core offering as Glassman at far greater scale.
• Mariner Wealth Advisors: National RIA providing wealth management and financial planning to HNW clients; comparable fiduciary model with a rapidly scaling, multi-office structure.
• Creative Planning: National fee-only RIA offering integrated wealth management, tax, and estate planning for HNW clients, directly overlapping Glassman's model but with a nationwide, acquisitive footprint.

Direct peers

• Wealthspire Advisors: Fee-only fiduciary RIA offering integrated planning and investment management to HNW families, closely matching Glassman's positioning and East Coast presence.
• Savant Wealth Management: Fee-only fiduciary RIA delivering comprehensive planning and investment management to affluent families, comparable in model and client segment to Glassman.
• Cerity Partners: Independent fee-only wealth manager serving HNW and UHNW clients with tax, estate, and investment coordination, mirroring Glassman's family-office-style approach.
• Colony Group: Independent RIA offering holistic wealth management including tax and estate planning for HNW clients, aligning closely with Glassman's service breadth.

Regional players

• Chevy Chase Trust: Washington DC-area wealth and investment management firm serving HNW families, competing directly in Glassman's home metro market.

Emerging players

• Brighton Jones: Fee-only RIA emphasizing personalized, relationship-driven holistic wealth management for affluent clients, similar in ethos and service model to Glassman.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/glassmanwealth
• YouTubeyoutube.com/channel/UC7X3jRJ7dZN7iAQI8f6kG9w
• Facebookfacebook.com/glassmanwealth
• LinkedInlinkedin.com/company/glassman-wealth-services
• Instagraminstagram.com/glassmanwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Glassman Wealth Services