Halpern Financial is Named a Top 10 Largest Wealth Management Firm in Greater D.C.

Halpern Financial is pleased to announce a new feather in its cap! Halpern Financial has been named to the 2020 list of the Top 10 Largest Wealth Management Firms in Greater D.C. by the Washington Business Journal.

Firms applied for consideration, and the Washington Business Journal evaluated them based on a survey of quantitative factors such as AUM and number of employees, as well as qualitative information about the firms’ services.

Halpern Financial only participates in listings based on objective criteria and/or nominations from peers. The firm does not participate in pay-to-play award programs. Learn more about Halpern Financial’s other awards and accolades!