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For asset managers
AdvisorIQ

Ranking, District of Columbia

Independent RIAs with the most accounts in District of Columbia

As of October 2, 2026, Geometric Wealth Advisors, LLC ranked #1 in District of Columbia in AdvisorIQ's ranking of independent RIAs with the most accounts, with 2,081.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Rank Firm City Most accounts
1 Geometric Wealth Advisors, LLC Washington 2,081
2 Armstrong, Fleming & Moore, Inc. Washington 1,841
3 Capital Investment Advisors Washington D.C 1,640
4 Graham Capital Wealth Management, LLC Washington 1,251
5 Values Added Financial Washington 513
6 Folger Nolan Fleming Douglas Capital Management, Inc. Washington 488
7 Donalies Financial Planning, LLC Washington 460
8 Burkholder & Associates, LLC Washington 404
9 Valor Wealth Partners Washington 317
10 Bryspen, Incorporated Washington 277
11 Katz-Moses Financial LLC Washington 275
12 Lynx Investment Advisory, LLC Washington 236
13 Steward Inc. Washington 226
14 Capital Area Planning Group Washington 224
15 Vivuto, LLC Washington 138
16 Sullivan Wood Capital Management, LLC Washington 128
17 Washington Growth Strategies LLC Washington 119
18 Cabildo Capital LLC Washington 80
19 MZ Capital, LLC Washington 71
20 Advocate Wealth, LLC Washington 69
21 Holistic Planners Washington 64
22 MKN Wealth Management LLC Washington 63
23 The Pursuit, Inc. Washington 34
24 Tyndale Investments, LLC Washington 30
25 R. Hilles Graham Washington 10
26 Mount Ararat Financial Services LLC Washington 8
27 SHB Advisors Washington 5
27 Lund Capital Management LLC Washington, Dc 5
29 Atwood Financial Planning LLC Washington 4
29 Mabery Consulting, LLC Washington 4

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

More rankings

Most accounts 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.