DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Glassman Wealth Services, LLC
Latest filing Aug 11, 2026
First filing on the tape Dec 19, 2011 · 60 filings
SEC status approved since Sep 17, 2009
RAUM
$2.6B
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
96%
$2.5B individuals and HNW
Advisors
14
registered through the firm on IAPD
RAUM per advisor
$183M
derived; firm RAUM over IAPD count
Employees
21
13 advisory (5.B.1)
Offices
16
beyond the principal office
Private funds
0
reported on Schedule D
History
60 filings and snapshots on the tape
RAUM$2.6B as of Aug 11, 2026
Mar 29, 2012$505M then
HNW client RAUM$2.4B as of Aug 11, 2026
Mar 28, 2018$940M then
State-registered IARs (5.B.3)13 as of Aug 11, 2026
Mar 29, 20120 then
Employees (5.A)21 as of Aug 11, 2026
Mar 20, 20136 then
Private funds: no history
RAUM +17% over the last fiscal year+10% a year over threeIARs 12 to 13offices 13 to 16
Practice profile
derived from the filing of Aug 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $183MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 26derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.0MderivedHNW RAUM over HNW clients
- Average account
- $841,624derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 3.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 0.8derived17 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +8.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $1.1B, 243 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.4B95%
- Charitable organizations$63.1M2.5%
- Pension and profit-sharing plans$33.1M1.3%
- Individuals$31.0M1.2%
- Individual clients
- 57reported
- HNW clients
- 302reported
- Pension plan clients
- 35reported
- Charitable clients
- 5reported
- Accounts
- 3,038reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 243 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
14 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Barry Scott GlassmanCertified Financial Planner | Vienna, Va | Sep 17, 2009 | 31 y | 1 |
| Travis Jacob RussellCertified Financial Planner | Vienna, Va | Sep 22, 2011 | 18 y | 1 |
| Lindsay Garland Shetterly | North Bethesda, Md | Aug 13, 2014 | 22 y | 3 |
| Eric Scott DunnerCertified Financial Planner | North Bethesda, Md | Apr 14, 2015 | 17 y | 2 |
| Colin Michael GerretyCertified Financial Planner | Bethesda, Md | Apr 24, 2015 | 11 y | 1 |
| Dana George SippelCertified Financial Planner, Personal Financial Specialist | North Bethesda, Md | Apr 21, 2017 | 32 y | 3 |
| Candace Marita LeeCertified Financial Planner | Vienna, Va | Jun 20, 2017 | 11 y | 1 |
| David Dechiara LevittCertified Financial Planner | Vienna, Va | Jul 3, 2018 | 12 y | 1 |
| Donald Allen GreshCertified Financial Planner | Leesburg, Va | Jun 22, 2022 | 11 y | 1 |
| Patrick Francis McnamaraCertified Financial Planner | Rockville, Md | Feb 6, 2024 | 11 y | 2 |
| Jennifer StewartCertified Financial Planner | Washington, Dc | Jan 16, 2025 | 13 y | 1 |
| Jhonny Antenor Merida SotoCertified Financial Planner | Arlington, Va | Jan 29, 2025 | 10 y | 1 |
| Maxwell Rader ElsasserCertified Financial Planner | Vienna, Va | Nov 11, 2025 | 11 y | 0 |
| Matthew Conley Mcnally | Vienna, Va | Jun 30, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Sean Beznicki to Cetera Investment Advisers LLCJul 6, 2022 · RIA to affiliated broker-dealer or bank
- Brandon Beckner to Filament, LLCApr 10, 2017 · Other
- Nathan Michael Sonnenberg to PitcairnMar 15, 2016 · Other
- Jessica Rada Ness to Cjm Wealth Advisers, Ltd.Apr 28, 2014 · Other
Joined, latest
- Jhonny Antenor Merida Soto from Edelman Financial EnginesJan 29, 2025 · RIA to RIA
- Jennifer Stewart from Evermay Wealth Management, LLCJan 16, 2025 · RIA to RIA
- Patrick Francis Mcnamara from PathstoneFeb 6, 2024 · RIA to RIA
- Donald Allen Gresh from Family Office Research, LLCJun 22, 2022 · RIA to RIA
- Sean Beznicki from Artemis Financial AdvisorsMar 31, 2020 · RIA to RIA
- David Dechiara Levitt from Alpha Financial Advisors, LLCJul 3, 2018 · RIA to RIA
- Candace Marita Lee from Fjy FinancialJun 20, 2017 · Other
- Dana George Sippel from West Financial Services, Inc.Apr 21, 2017 · Other
- Colin Michael Gerrety from Fortigent, LLCApr 24, 2015 · Other
- Eric Scott Dunner from Signator Investors, Inc.Apr 14, 2015 · Other
- Lindsay Garland Shetterly from Highline Wealth Management, LLCAug 13, 2014 · Other
- Nathan Michael Sonnenberg from Fortigent, LLCJan 30, 2014 · Other
- Travis Jacob Russell from Convergent Wealth Advisors, LLCSep 22, 2011 · Other
- Jessica Rada Ness from Osaic Wealth, Inc.Sep 17, 2009 · Other
- Barry Scott Glassman from Cassaday & Co IncSep 17, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Barry Glassman · Member / Chief Compliance Officercontrolsince 09/2009 · owns 75% or more
- Barnett Laura Cheplak · Chief Operating Officersince 07/2021 · owns less than 5%
- Scott Eric Dunner · Membersince 01/2024 · owns less than 5%
- Jacob Travis Russell · Membersince 01/2019 · owns 5% to 10%
- Garland Lindsay Shetterly · Membersince 01/2019 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vienna, Va · principal | 14 | 2 | 0 | ||
| North Bethesda, Md | 12 | 2 | 0 | ||
| Washington, Dc | 5 | 1 | 0 | ||
| Bethesda, Md | 3 | 0 | 0 | ||
| Falls Church, Va | 2 | 0 | 0 | ||
| Rockville, Md | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- North Bethesda, MD11 employees
- , 1 employees
What changed
consecutive filings, newest first
- Other offices · 15 to 16Mar 23, 2026 to Apr 21, 2026
- Accounts · 2,839 to 3,038Dec 18, 2025 to Mar 23, 2026
- HNW clients · 276 to 302Dec 18, 2025 to Mar 23, 2026
- Individual clients · 65 to 57Dec 18, 2025 to Mar 23, 2026
- Pension plan clients · 37 to 35Dec 18, 2025 to Mar 23, 2026
- Assets in custody · $1.0B to $1.1BDec 18, 2025 to Mar 23, 2026
- Employees · 18 to 21Dec 18, 2025 to Mar 23, 2026
- State-registered IARs · 12 to 13Dec 18, 2025 to Mar 23, 2026
- Discretionary RAUM · $2.0B to $2.4BDec 18, 2025 to Mar 23, 2026
- HNW RAUM · $2.1B to $2.4BDec 18, 2025 to Mar 23, 2026
- Individual RAUM · $35.9M to $31.0MDec 18, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $151M to $152MDec 18, 2025 to Mar 23, 2026
- Pension RAUM · $29.9M to $33.1MDec 18, 2025 to Mar 23, 2026
- RAUM · $2.2B to $2.6BDec 18, 2025 to Mar 23, 2026
- Other offices · 14 to 15Oct 31, 2025 to Dec 18, 2025
- Other offices · 13 to 14Jun 25, 2025 to Oct 31, 2025
- Financial planning clients · 251-500 to 251-500May 21, 2025 to Jun 25, 2025
- Accounts · 2,720 to 2,839Nov 27, 2024 to Mar 29, 2025
- Advisory employees · 11 to 13Nov 27, 2024 to Mar 29, 2025
- HNW clients · 268 to 276Nov 27, 2024 to Mar 29, 2025
- Individual clients · 64 to 65Nov 27, 2024 to Mar 29, 2025
- Pension plan clients · 31 to 37Nov 27, 2024 to Mar 29, 2025
- Assets in custody · $940M to $1.0BNov 27, 2024 to Mar 29, 2025
- State-registered IARs · 11 to 12Nov 27, 2024 to Mar 29, 2025
- Other offices · 11 to 13Nov 27, 2024 to Mar 29, 2025
- Discretionary RAUM · $1.9B to $2.0BNov 27, 2024 to Mar 29, 2025
- HNW RAUM · $1.9B to $2.1BNov 27, 2024 to Mar 29, 2025
- Individual RAUM · $34.8M to $35.9MNov 27, 2024 to Mar 29, 2025
- Non-discretionary RAUM · $138M to $151MNov 27, 2024 to Mar 29, 2025
- Pension RAUM · $45.8M to $29.9MNov 27, 2024 to Mar 29, 2025
- RAUM · $2.1B to $2.2BNov 27, 2024 to Mar 29, 2025
- Other offices · 12 to 11Aug 8, 2024 to Nov 6, 2024
- Accounts · 2,634 to 2,720Nov 8, 2023 to Mar 26, 2024
- Advisory employees · 12 to 11Nov 8, 2023 to Mar 26, 2024
- HNW clients · 259 to 268Nov 8, 2023 to Mar 26, 2024
- Individual clients · 66 to 64Nov 8, 2023 to Mar 26, 2024
- Pension plan clients · 32 to 31Nov 8, 2023 to Mar 26, 2024
- Assets in custody · $759M to $940MNov 8, 2023 to Mar 26, 2024
- Discretionary RAUM · $1.7B to $1.9BNov 8, 2023 to Mar 26, 2024
- HNW RAUM · $1.7B to $1.9BNov 8, 2023 to Mar 26, 2024
Signals
2 dated events
- Glassman Wealth Services, Llc reported 12 offices beyond its principal office, up from 5 (2023-07-28 to 2023-11-08)Nov 8, 2023 · Office count change · derived
- Sean Beznicki left Glassman Wealth Services, Llc for Cetera Investment Advisers Llc (registered 2023-06-29)Jul 6, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- Glassman Wealth Services, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- info@glassmanwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- laurac@glassmanwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 703-534-4444reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 301-371-2900reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 703-485-0561reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/glassman-wealth-servicesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- GLASSMANWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 703-534-4444reportedpublic record, Form ADV, Aug 11, 2026
- Contact form
- glassmanwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- glassmanwealth.com/about/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $183Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026