# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: District of Columbia
- firms_listed: 14
- rows: rank: 1, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, state: DC, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107347/; rank: 2, crd: 288912, firm: Values Added Financial, city: Washington, state: DC, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288912/; rank: 3, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, state: DC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171670/; rank: 4, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, state: DC, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111814/; rank: 4, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, state: DC, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164700/; rank: 6, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, state: DC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288941/; rank: 6, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, state: DC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313338/; rank: 6, crd: 333056, firm: Capital Area Planning Group, city: Washington, state: DC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333056/; rank: 9, crd: 173815, firm: Financial Advisor for You, LLC, city: Washington, state: DC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173815/; rank: 9, crd: 311780, firm: Mabery Consulting, LLC, city: Washington, state: DC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311780/; rank: 9, crd: 314340, firm: Steward Inc., city: Washington, state: DC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314340/; rank: 9, crd: 315179, firm: Valor Wealth Partners, city: Washington, state: DC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315179/; rank: 9, crd: 330165, firm: Advocate Wealth, LLC, city: Washington, state: DC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330165/; rank: 9, crd: 331136, firm: Mount Ararat Financial Services LLC, city: Washington, state: DC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331136/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/district-of-columbia/

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