Ranking, District of Columbia

Fastest-growing wealth firms over one year, including broker-dealer firms in District of Columbia

As of October 2, 2026, Geometric Wealth Advisors, LLC ranked #1 in District of Columbia in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 36.9%, from a base of $971.6 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Fastest-growing wealth firms over one year, including broker-dealer firms in District of Columbia
Rank	Firm	City	Growth	Starting value
1	Geometric Wealth Advisors, LLC	Washington	36.9%	$971.6 million
2	Values Added Financial	Washington	33.9%	$234.2 million
3	Burkholder & Associates, LLC	Washington	25.7%	$228.6 million
4	Armstrong, Fleming & Moore, Inc.	Washington	13.9%	$1.1 billion
5	Donalies Financial Planning, LLC	Washington	13.5%	$180.2 million
6	Bryspen, Incorporated	Washington	12.1%	$293.8 million
7	Graham Capital Wealth Management, LLC	Washington	11.2%	$225.9 million
8	MZ Capital, LLC	Washington	6.3%	$141.2 million
9	Missionsquare Retirement Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Washington	5.9%	$6.0 billion
10	Washington Growth Strategies LLC	Washington	5.8%	$233.6 million
11	Folger Nolan Fleming Douglas Capital Management, Inc.	Washington	1.1%	$1.2 billion
12	Capital Investment Advisors	Washington D.C	-1.2%	$378.2 million
13	Folger Nolan Fleming Douglas Incorporated Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Washington	-7.0%	$857.7 million
14	Lynx Investment Advisory, LLC	Washington	-14.5%	$1.3 billion

14 firms ranked. Figures are as firms reported them on Form ADV.

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Fastest growing by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.