Glassman Wealth Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vienna, VA. Its latest Form ADV filing, dated April 21, 2026, reports $2.6B in regulatory assets under management, 21 employees, 16 offices, and 3,038 accounts.
Assets Under Management
$2.6B
Employees
21
Offices
16 offices
Total Clients
399
Primary office
VIENNA, VA
8000 TOWERS CRESCENT DRIVE, SUITE 1450, VIENNA, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.7% of total clients.
Top client categories% of clientsClients
1
HNWI
75.7%
302
2
Individuals
14.3%
57
3
Pension Plans
8.8%
35
4
Charitable
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of April 21, 2026
Discretionary94.0%
$2.4B
94% of total RAUM94.0%
Non-discretionary6.0%
$152M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.6B
Total Accounts3,038
10Y AUM Change+$1.6B (+168.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee19:1
10Y Employee Change+10 (+90.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.