Ranking, District of Columbia

Wealth firms with the most accounts, including broker-dealer firms in District of Columbia

As of October 2, 2026, Missionsquare Retirement ranked #1 in District of Columbia in AdvisorIQ's ranking of wealth firms with the most accounts, including broker-dealer firms, with 53,695.

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

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.

Wealth firms with the most accounts, including broker-dealer firms in District of Columbia
Rank	Firm	City	Most accounts
1	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	53,695
2	Geometric Wealth Advisors, LLC	Washington	2,081
3	Armstrong, Fleming & Moore, Inc.	Washington	1,841
4	Capital Investment Advisors	Washington D.C	1,640
5	Graham Capital Wealth Management, LLC	Washington	1,251
6	Values Added Financial	Washington	513
7	Folger Nolan Fleming Douglas Capital Management, Inc.	Washington	488
8	Donalies Financial Planning, LLC	Washington	460
9	Burkholder & Associates, LLC	Washington	404
10	Valor Wealth Partners	Washington	317
11	Bryspen, Incorporated	Washington	277
12	Katz-Moses Financial LLC	Washington	275
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	262
14	Lynx Investment Advisory, LLC	Washington	236
15	Steward Inc.	Washington	226
16	Capital Area Planning Group	Washington	224
17	Vivuto, LLC	Washington	138
18	Sullivan Wood Capital Management, LLC	Washington	128
19	Washington Growth Strategies LLC	Washington	119
20	Cabildo Capital LLC	Washington	80
21	MZ Capital, LLC	Washington	71
22	Advocate Wealth, LLC	Washington	69
23	Holistic Planners	Washington	64
24	MKN Wealth Management LLC	Washington	63
25	The Pursuit, Inc.	Washington	34
26	Tyndale Investments, LLC	Washington	30
27	R. Hilles Graham	Washington	10
28	Mount Ararat Financial Services LLC	Washington	8
29	SHB Advisors	Washington	5
29	Lund Capital Management LLC	Washington, Dc	5
31	Atwood Financial Planning LLC	Washington	4
31	Mabery Consulting, LLC	Washington	4

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

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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.