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AdvisorIQ

Ranking, District of Columbia

Independent RIAs with the most advisory staff in District of Columbia

As of October 2, 2026, Armstrong, Fleming & Moore, Inc. ranked #1 in District of Columbia in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 17.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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 advisory staff
1 Armstrong, Fleming & Moore, Inc. Washington 17
2 Lynx Investment Advisory, LLC Washington 10
3 Geometric Wealth Advisors, LLC Washington 9
3 Values Added Financial Washington 9
5 Folger Nolan Fleming Douglas Capital Management, Inc. Washington 7
5 Graham Capital Wealth Management, LLC Washington 7
7 Atwood Financial Planning LLC Washington 6
8 Capital Investment Advisors Washington D.C 5
9 Donalies Financial Planning, LLC Washington 4
10 Bryspen, Incorporated Washington 2
10 MZ Capital, LLC Washington 2
10 Holistic Planners Washington 2
10 Burkholder & Associates, LLC Washington 2
10 Steward Inc. Washington 2
10 Valor Wealth Partners Washington 2
10 Capital Area Planning Group Washington 2
17 R. Hilles Graham Washington 1
17 Sullivan Wood Capital Management, LLC Washington 1
17 MKN Wealth Management LLC Washington 1
17 Tyndale Investments, LLC Washington 1
17 SHB Advisors Washington 1
17 Washington Growth Strategies LLC Washington 1
17 Financial Advisor for You, LLC Washington 1
17 The Pursuit, Inc. Washington 1
17 Illumint Washington 1
17 Cabildo Capital LLC Washington 1
17 Vivuto, LLC Washington 1
17 Katz-Moses Financial LLC Washington 1
17 The Money Mission Limited Liability Company Washington 1
17 Mabery Consulting, LLC Washington 1
17 Moneybylisa LLC Washington 1
17 Lund Capital Management LLC Washington, Dc 1
17 Advocate Wealth, LLC Washington 1
17 Mount Ararat Financial Services LLC Washington 1
17 Tyus Financial Group LLC Washington 1
17 Blu Capital Washington 1
17 Rockbound Capital LLC Washington 1
17 Tempus Wealth Partners Washington 1
17 Artha Investments L.L.C. Washington 1
17 Greenhouse Investments LLC Washington 1

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

More rankings

Most advisory staff 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.