Ranking, District of Columbia
Independent RIAs with the most CFP professionals 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 CFP professionals, with 11.
Include wirehouses and broker-dealer firms
Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals |
|---|---|---|---|
| 1 | Armstrong, Fleming & Moore, Inc. | Washington | 11 |
| 2 | Values Added Financial | Washington | 5 |
| 3 | Geometric Wealth Advisors, LLC | Washington | 4 |
| 4 | Lynx Investment Advisory, LLC | Washington | 3 |
| 4 | Donalies Financial Planning, LLC | Washington | 3 |
| 6 | Atwood Financial Planning LLC | Washington | 2 |
| 6 | Burkholder & Associates, LLC | Washington | 2 |
| 6 | Capital Area Planning Group | Washington | 2 |
| 9 | Financial Advisor for You, LLC | Washington | 1 |
| 9 | Mabery Consulting, LLC | Washington | 1 |
| 9 | Steward Inc. | Washington | 1 |
| 9 | Valor Wealth Partners | Washington | 1 |
| 9 | Advocate Wealth, LLC | Washington | 1 |
| 9 | Mount Ararat Financial Services LLC | Washington | 1 |
14 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Independent RIAs with the most CFP professionals, nationally
- RIA market data for District of Columbia
- Largest independent RIAs by assets under management in District of Columbia
- Fastest-growing independent RIAs over one year in District of Columbia
- Fastest-growing independent RIAs over three years in District of Columbia
- Fastest-growing independent RIAs over five years in District of Columbia
- Independent RIAs with the biggest asset gains over one year in District of Columbia
- Independent RIAs with the most clients in District of Columbia
- Independent RIAs with the fastest client growth over one year in District of Columbia
- Independent RIAs with the most accounts in District of Columbia
- Independent RIAs with the most advisory staff in District of Columbia
- Independent RIAs with the most high net worth clients in District of Columbia
- Newest independent RIAs in District of Columbia
Most CFP professionals by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.