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AdvisorIQ

Ranking, District of Columbia

Independent RIAs with the most clients in District of Columbia

As of October 2, 2026, Atwood Financial Planning LLC ranked #1 in District of Columbia in AdvisorIQ's ranking of independent RIAs with the most clients, with 1,959.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients
1 Atwood Financial Planning LLC Washington 1,959
2 Folger Nolan Fleming Douglas Capital Management, Inc. Washington 976
3 Graham Capital Wealth Management, LLC Washington 710
4 Armstrong, Fleming & Moore, Inc. Washington 558
5 Capital Investment Advisors Washington D.C 437
6 Financial Advisor for You, LLC Washington 340
7 Geometric Wealth Advisors, LLC Washington 256
8 Lynx Investment Advisory, LLC Washington 239
9 Valor Wealth Partners Washington 211
10 Vivuto, LLC Washington 176
11 Donalies Financial Planning, LLC Washington 161
12 Values Added Financial Washington 115
13 Burkholder & Associates, LLC Washington 93
14 Cabildo Capital LLC Washington 80
15 Sullivan Wood Capital Management, LLC Washington 79
16 Bryspen, Incorporated Washington 72
17 MZ Capital, LLC Washington 71
18 Holistic Planners Washington 67
19 MKN Wealth Management LLC Washington 63
19 Capital Area Planning Group Washington 63
21 Katz-Moses Financial LLC Washington 59
22 Tyndale Investments, LLC Washington 56
23 Washington Growth Strategies LLC Washington 40
24 Steward Inc. Washington 39
25 Moneybylisa LLC Washington 37
26 Mabery Consulting, LLC Washington 33
27 Advocate Wealth, LLC Washington 32
28 Illumint Washington 28
29 The Money Mission Limited Liability Company Washington 10
30 SHB Advisors Washington 5
30 Lund Capital Management LLC Washington, Dc 5
32 R. Hilles Graham Washington 4
33 Mount Ararat Financial Services LLC Washington 3

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

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Most clients 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.