DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 151478
VIENNA, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BARRY SCOTT GLASSMAN | Certified Financial Planner | VIENNA, VA | WASHINGTON, DC | NORTH BETHESDA, MD | 17 | 31 | 1 | no |
| TRAVIS JACOB RUSSELL | Certified Financial Planner | VIENNA, VA | NORTH BETHESDA, MD | WASHINGTON, DC | STOWE, VT | 14 | 18 | 1 | no |
| Lindsay Garland Shetterly | n/a | NORTH BETHESDA, MD | VIENNA, VA | 12 | 22 | 3 | no |
| ERIC SCOTT DUNNER | Certified Financial Planner | NORTH BETHESDA, MD | POTOMAC, MD | VIENNA, VA | 11 | 17 | 2 | no |
| COLIN MICHAEL GERRETY | Certified Financial Planner | BETHESDA, MD | VIENNA, VA | NORTH BETHESDA, MD | 11 | 11 | 1 | no |
| DANA GEORGE SIPPEL | Certified Financial Planner|Personal Financial Specialist | NORTH BETHESDA, MD | ROCKVILLE, MD | VIENNA, VA | 9 | 32 | 3 | no |
| Candace Marita Lee | Certified Financial Planner | VIENNA, VA | Washington, DC | North Bethesda, MD | 9 | 11 | 1 | no |
| David DeChiara Levitt | Certified Financial Planner | VIENNA, VA | FALLS CHURCH, VA | NORTH BETHESDA, MD | 8 | 12 | 1 | no |
| DONALD ALLEN GRESH | Certified Financial Planner | LEESBURG, VA | VIENNA, VA | NORTH BETHESDA, MD | 4 | 11 | 1 | no |
| Patrick Francis McNamara | Certified Financial Planner | ROCKVILLE, MD | NORTH BETHESDA, MD | VIENNA, VA | 2 | 11 | 2 | no |
| Jennifer Stewart | Certified Financial Planner | WASHINGTON, DC | BETHESDA, MD | VIENNA, VA | 1 | 13 | 1 | no |
| Jhonny Antenor Merida Soto | Certified Financial Planner | ARLINGTON, VA | FALLS CHURCH, VA | VIENNA, VA | BETHESDA, MD | 1 | 10 | 1 | no |
| Maxwell Rader Elsasser | Certified Financial Planner | VIENNA, VA | NORTH BETHESDA, MD | WASHINGTON, DC | 0 | 11 | n/a | no |
| Matthew Conley McNally | n/a | VIENNA, VA | NORTH BETHESDA, MD | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GLASSMAN, BARRY, SCOTT | MEMBER / CHIEF COMPLIANCE OFFICER | E | yes | 09/2009 | Aug 11, 2026 | Aug 11, 2026 |
| Cheplak, Laura, Barnett | CHIEF OPERATING OFFICER | Na | no | 07/2021 | Aug 11, 2026 | Aug 11, 2026 |
| DUNNER, ERIC, SCOTT | Member | Na | no | 01/2024 | Aug 11, 2026 | Aug 11, 2026 |
| RUSSELL, TRAVIS, JACOB | Member | A | no | 01/2019 | Aug 11, 2026 | Aug 11, 2026 |
| Shetterly, Lindsay, Garland | Member | A | no | 01/2019 | Aug 11, 2026 | Aug 11, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NORTH BETHESDA | Md | United States | 11 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 21, 2026 | $2.6B | $2.4B | 21 | 13 | 16 | n/a | n/a |
| 2024 | Mar 29, 2025 | $2.2B | $2.0B | 18 | 13 | 13 | n/a | n/a |
| 2023 | Mar 26, 2024 | $2.1B | $1.9B | 18 | 11 | 12 | n/a | n/a |
| 2022 | Mar 28, 2023 | $1.9B | $1.9B | 18 | 12 | 4 | n/a | n/a |
| 2021 | Mar 29, 2022 | $1.9B | $1.9B | 15 | 9 | 1 | n/a | n/a |
| 2020 | Mar 29, 2021 | $1.7B | $1.7B | 13 | 9 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $1.5B | $1.5B | 11 | 9 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $1.4B | $1.4B | 11 | 8 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $1.1B | $1.1B | 12 | 8 | 0 | n/a | n/a |
| 2016 | Mar 23, 2017 | $953M | $953M | 11 | 7 | n/a | n/a | n/a |
| 2015 | Mar 26, 2016 | $790M | $790M | 11 | 7 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $818M | $818M | 9 | 5 | n/a | n/a | n/a |
| 2013 | Mar 6, 2014 | $736M | $736M | 8 | 5 | n/a | n/a | n/a |
| 2012 | Mar 20, 2013 | $635M | $635M | 6 | 3 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $505M | $505M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.6B | $2.2B | 16.5% | $1.9B | 10.3% | 21 | 18 | 16 | 13 |