Peakstone Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$255,192,855
Clients
319
36% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
319
Very HighAverage account size
$799,978
About
Peakstone Financial Advisors serves individuals (including high‑net‑worth and non‑HNW clients), corporations, and employer‑sponsored defined contribution plans with financial planning, portfolio and wealth management, participant education, and standalone consulting. The firm provides both discretionary and non‑discretionary portfolio management and offers retirement plan consulting and participant enrollment support as part of its services.
The firm customizes portfolios using asset‑allocation principles and a mix of fundamental, technical and cyclical analysis, drawing on model portfolios as guidelines while tailoring allocations to each client’s goals and risk tolerance. Peakstone also engages third‑party asset managers for portions of client portfolios when appropriate and monitors those managers for alignment with client objectives.
Notably, Peakstone sponsors a Schwab wrap‑fee program and, unlike most peers, may use borrowing (margin) and derivatives in separately managed accounts to implement strategies. The firm also offers educational seminars and participant workshops for plan sponsors and clients and maintains relationships that allow advisory representatives to implement commission‑based and insurance products as needed; it recently expanded its use of third‑party asset managers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Retirement plan consulting
Expertise
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Fee options
Standalone financial planning services: $1,000 initial plan fee plus $800 annually for updates.
$0 - $2,500,000: 1.10% annually $2,500,000 - $5,000,000: 1.00% annually $5,000,000 - Negotiable: Negotiable
Commissions charged by broker-dealer IFG for certain securities transactions; commissions are in addition to advisory fees and apply to assets sold on commission basis.
Consultation services typically $400 - $500 per hour, negotiable.
Account minimum: $500,000
Main office location
Peakstone Financial Advisors
8401 Connecticut Avenue, Suite 401
Chevy Chase MD 20815-5833, United States
Number of offices
2
Most active in
Peakstone Financial Advisors has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · Maryland · New York · Pennsylvania · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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