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Halpern Financial Recognized in the Top 20 Largest Wealth Management Firms in Greater D.C. Thumbnail

Halpern Financial Recognized in the Top 20 Largest Wealth Management Firms in Greater D.C.

In the media

Halpern Financial has been named to the 2022 list of the Top 20 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.


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