# Largest independent RIAs by assets under management in District of Columbia

As of October 2, 2026, Geometric Wealth Advisors, LLC ranked #1 in District of Columbia in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $1.3 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/district-of-columbia/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.
- unit: usd
- scope: District of Columbia
- firms_listed: 30
- rows: rank: 1, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, state: DC, value: 1330410000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171670/; rank: 2, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, state: DC, value: 1272666171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107347/; rank: 3, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, state: DC, value: 1212124375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140444/; rank: 4, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, state: DC, value: 1114497872, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111814/; rank: 5, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, state: DC, value: 373620678, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118269/; rank: 6, crd: 109004, firm: Bryspen, Incorporated, city: Washington, state: DC, value: 329346574, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109004/; rank: 7, crd: 288912, firm: Values Added Financial, city: Washington, state: DC, value: 313672262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288912/; rank: 8, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, state: DC, value: 287361178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313338/; rank: 9, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, state: DC, value: 251227810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281772/; rank: 10, crd: 171774, firm: Washington Growth Strategies LLC, city: Washington, state: DC, value: 247180436, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171774/; rank: 11, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, state: DC, value: 204548423, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164700/; rank: 12, crd: 134726, firm: MZ Capital, LLC, city: Washington, state: DC, value: 150122656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134726/; rank: 13, crd: 124146, firm: Sullivan Wood Capital Management, LLC, city: Washington, state: DC, value: 87748054, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124146/; rank: 14, crd: 314340, firm: Steward Inc., city: Washington, state: DC, value: 66369028, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314340/; rank: 15, crd: 297330, firm: Cabildo Capital LLC, city: Washington, state: DC, value: 66000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297330/; rank: 16, crd: 333056, firm: Capital Area Planning Group, city: Washington, state: DC, value: 64839123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333056/; rank: 17, crd: 315179, firm: Valor Wealth Partners, city: Washington, state: DC, value: 63452474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315179/; rank: 18, crd: 163581, firm: Tyndale Investments, LLC, city: Washington, state: DC, value: 46000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163581/; rank: 19, crd: 161819, firm: MKN Wealth Management LLC, city: Washington, state: DC, value: 33715176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161819/; rank: 20, crd: 304768, firm: Katz-Moses Financial LLC, city: Washington, state: DC, value: 25437540, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304768/; rank: 21, crd: 330165, firm: Advocate Wealth, LLC, city: Washington, state: DC, value: 25395829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330165/; rank: 22, crd: 170529, firm: SHB Advisors, city: Washington, state: DC, value: 21925322, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170529/; rank: 23, crd: 116815, firm: R. Hilles Graham, city: Washington, state: DC, value: 19683915, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116815/; rank: 24, crd: 170933, firm: Holistic Planners, city: Washington, state: DC, value: 15802984, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170933/; rank: 25, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, state: DC, value: 15750000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288941/; rank: 26, crd: 283113, firm: The Pursuit, Inc., city: Washington, state: DC, value: 8591875, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283113/; rank: 27, crd: 300385, firm: Vivuto, LLC, city: Washington, state: DC, value: 8100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300385/; rank: 28, crd: 311780, firm: Mabery Consulting, LLC, city: Washington, state: DC, value: 1136751, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311780/; rank: 29, crd: 325897, firm: Lund Capital Management LLC, city: Washington, Dc, state: DC, value: 1000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325897/; rank: 30, crd: 331136, firm: Mount Ararat Financial Services LLC, city: Washington, state: DC, value: 350615, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331136/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for District of Columbia](https://advisoriq.com/ria/states/district-of-columbia/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/district-of-columbia/

License: https://advisoriq.com/license/