Ranking, District of Columbia

Wealth firms with the most clients, including broker-dealer firms in District of Columbia

As of October 2, 2026, Missionsquare Retirement ranked #1 in District of Columbia in AdvisorIQ's ranking of wealth firms with the most clients, including broker-dealer firms, with 43,791.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the most clients, including broker-dealer firms in District of Columbia
Rank	Firm	City	Most clients
1	Missionsquare Retirement Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Washington	43,791
2	Atwood Financial Planning LLC	Washington	1,959
3	Folger Nolan Fleming Douglas Capital Management, Inc.	Washington	976
4	Graham Capital Wealth Management, LLC	Washington	710
5	Armstrong, Fleming & Moore, Inc.	Washington	558
6	Folger Nolan Fleming Douglas Incorporated Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Washington	524
7	Capital Investment Advisors	Washington D.C	437
8	Financial Advisor for You, LLC	Washington	340
9	Geometric Wealth Advisors, LLC	Washington	256
10	Lynx Investment Advisory, LLC	Washington	239
11	Valor Wealth Partners	Washington	211
12	Vivuto, LLC	Washington	176
13	Donalies Financial Planning, LLC	Washington	161
14	Values Added Financial	Washington	115
15	Burkholder & Associates, LLC	Washington	93
16	Cabildo Capital LLC	Washington	80
17	Sullivan Wood Capital Management, LLC	Washington	79
18	Bryspen, Incorporated	Washington	72
19	MZ Capital, LLC	Washington	71
20	Holistic Planners	Washington	67
21	MKN Wealth Management LLC	Washington	63
21	Capital Area Planning Group	Washington	63
23	Katz-Moses Financial LLC	Washington	59
24	Tyndale Investments, LLC	Washington	56
25	Washington Growth Strategies LLC	Washington	40
26	Steward Inc.	Washington	39
27	Moneybylisa LLC	Washington	37
28	Mabery Consulting, LLC	Washington	33
29	Advocate Wealth, LLC	Washington	32
30	Illumint	Washington	28
31	The Money Mission Limited Liability Company	Washington	10
32	SHB Advisors	Washington	5
32	Lund Capital Management LLC	Washington, Dc	5
34	R. Hilles Graham	Washington	4
35	Mount Ararat Financial Services LLC	Washington	3

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

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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.