# 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.

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

## 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: 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: 1841, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311780/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/district-of-columbia/

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