{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most accounts in District of Columbia","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most accounts","how_it_is_computed":"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.","unit":"count","scope":"District of Columbia","firms_listed":30,"rows":[{"rank":1,"crd":171670,"firm":"Geometric Wealth Advisors, LLC","city":"Washington","state":"DC","value":2081,"base_value":null,"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":1841,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107347/"},{"rank":3,"crd":118269,"firm":"Capital Investment Advisors","city":"Washington D.C","state":"DC","value":1640,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118269/"},{"rank":4,"crd":281772,"firm":"Graham Capital Wealth Management, LLC","city":"Washington","state":"DC","value":1251,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281772/"},{"rank":5,"crd":288912,"firm":"Values Added Financial","city":"Washington","state":"DC","value":513,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288912/"},{"rank":6,"crd":140444,"firm":"Folger Nolan Fleming Douglas Capital Management, Inc.","city":"Washington","state":"DC","value":488,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140444/"},{"rank":7,"crd":164700,"firm":"Donalies Financial Planning, LLC","city":"Washington","state":"DC","value":460,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164700/"},{"rank":8,"crd":313338,"firm":"Burkholder & Associates, LLC","city":"Washington","state":"DC","value":404,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313338/"},{"rank":9,"crd":315179,"firm":"Valor Wealth Partners","city":"Washington","state":"DC","value":317,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315179/"},{"rank":10,"crd":109004,"firm":"Bryspen, Incorporated","city":"Washington","state":"DC","value":277,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109004/"},{"rank":11,"crd":304768,"firm":"Katz-Moses Financial LLC","city":"Washington","state":"DC","value":275,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304768/"},{"rank":12,"crd":111814,"firm":"Lynx Investment Advisory, LLC","city":"Washington","state":"DC","value":236,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111814/"},{"rank":13,"crd":314340,"firm":"Steward Inc.","city":"Washington","state":"DC","value":226,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314340/"},{"rank":14,"crd":333056,"firm":"Capital Area Planning Group","city":"Washington","state":"DC","value":224,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333056/"},{"rank":15,"crd":300385,"firm":"Vivuto, LLC","city":"Washington","state":"DC","value":138,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300385/"},{"rank":16,"crd":124146,"firm":"Sullivan Wood Capital Management, LLC","city":"Washington","state":"DC","value":128,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124146/"},{"rank":17,"crd":171774,"firm":"Washington Growth Strategies LLC","city":"Washington","state":"DC","value":119,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171774/"},{"rank":18,"crd":297330,"firm":"Cabildo Capital LLC","city":"Washington","state":"DC","value":80,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297330/"},{"rank":19,"crd":134726,"firm":"MZ Capital, LLC","city":"Washington","state":"DC","value":71,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134726/"},{"rank":20,"crd":330165,"firm":"Advocate Wealth, LLC","city":"Washington","state":"DC","value":69,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330165/"},{"rank":21,"crd":170933,"firm":"Holistic Planners","city":"Washington","state":"DC","value":64,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170933/"},{"rank":22,"crd":161819,"firm":"MKN Wealth Management LLC","city":"Washington","state":"DC","value":63,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161819/"},{"rank":23,"crd":283113,"firm":"The Pursuit, Inc.","city":"Washington","state":"DC","value":34,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283113/"},{"rank":24,"crd":163581,"firm":"Tyndale Investments, LLC","city":"Washington","state":"DC","value":30,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/163581/"},{"rank":25,"crd":116815,"firm":"R. Hilles Graham","city":"Washington","state":"DC","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116815/"},{"rank":26,"crd":331136,"firm":"Mount Ararat Financial Services LLC","city":"Washington","state":"DC","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331136/"},{"rank":27,"crd":170529,"firm":"SHB Advisors","city":"Washington","state":"DC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170529/"},{"rank":27,"crd":325897,"firm":"Lund Capital Management LLC","city":"Washington, Dc","state":"DC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325897/"},{"rank":29,"crd":288941,"firm":"Atwood Financial Planning LLC","city":"Washington","state":"DC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288941/"},{"rank":29,"crd":311780,"firm":"Mabery Consulting, LLC","city":"Washington","state":"DC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311780/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most accounts, nationally","url":"https://advisoriq.com/ria/rankings/most-accounts/"},{"title":"RIA market data for District of Columbia","url":"https://advisoriq.com/ria/states/district-of-columbia/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-accounts/district-of-columbia/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-accounts/district-of-columbia/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}