{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most clients in District of Columbia","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"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.","unit":"count","scope":"District of Columbia","firms_listed":33,"rows":[{"rank":1,"crd":288941,"firm":"Atwood Financial Planning LLC","city":"Washington","state":"DC","value":1959,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288941/"},{"rank":2,"crd":140444,"firm":"Folger Nolan Fleming Douglas Capital Management, Inc.","city":"Washington","state":"DC","value":976,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140444/"},{"rank":3,"crd":281772,"firm":"Graham Capital Wealth Management, LLC","city":"Washington","state":"DC","value":710,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281772/"},{"rank":4,"crd":107347,"firm":"Armstrong, Fleming & Moore, Inc.","city":"Washington","state":"DC","value":558,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107347/"},{"rank":5,"crd":118269,"firm":"Capital Investment Advisors","city":"Washington D.C","state":"DC","value":437,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118269/"},{"rank":6,"crd":173815,"firm":"Financial Advisor for You, LLC","city":"Washington","state":"DC","value":340,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173815/"},{"rank":7,"crd":171670,"firm":"Geometric Wealth Advisors, LLC","city":"Washington","state":"DC","value":256,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171670/"},{"rank":8,"crd":111814,"firm":"Lynx Investment Advisory, LLC","city":"Washington","state":"DC","value":239,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111814/"},{"rank":9,"crd":315179,"firm":"Valor Wealth Partners","city":"Washington","state":"DC","value":211,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315179/"},{"rank":10,"crd":300385,"firm":"Vivuto, LLC","city":"Washington","state":"DC","value":176,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300385/"},{"rank":11,"crd":164700,"firm":"Donalies Financial Planning, LLC","city":"Washington","state":"DC","value":161,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164700/"},{"rank":12,"crd":288912,"firm":"Values Added Financial","city":"Washington","state":"DC","value":115,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288912/"},{"rank":13,"crd":313338,"firm":"Burkholder & Associates, LLC","city":"Washington","state":"DC","value":93,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313338/"},{"rank":14,"crd":297330,"firm":"Cabildo Capital LLC","city":"Washington","state":"DC","value":80,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297330/"},{"rank":15,"crd":124146,"firm":"Sullivan Wood Capital Management, LLC","city":"Washington","state":"DC","value":79,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124146/"},{"rank":16,"crd":109004,"firm":"Bryspen, Incorporated","city":"Washington","state":"DC","value":72,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109004/"},{"rank":17,"crd":134726,"firm":"MZ Capital, LLC","city":"Washington","state":"DC","value":71,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134726/"},{"rank":18,"crd":170933,"firm":"Holistic Planners","city":"Washington","state":"DC","value":67,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170933/"},{"rank":19,"crd":161819,"firm":"MKN Wealth Management LLC","city":"Washington","state":"DC","value":63,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161819/"},{"rank":19,"crd":333056,"firm":"Capital Area Planning Group","city":"Washington","state":"DC","value":63,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333056/"},{"rank":21,"crd":304768,"firm":"Katz-Moses Financial LLC","city":"Washington","state":"DC","value":59,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304768/"},{"rank":22,"crd":163581,"firm":"Tyndale Investments, LLC","city":"Washington","state":"DC","value":56,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/163581/"},{"rank":23,"crd":171774,"firm":"Washington Growth Strategies LLC","city":"Washington","state":"DC","value":40,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171774/"},{"rank":24,"crd":314340,"firm":"Steward Inc.","city":"Washington","state":"DC","value":39,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314340/"},{"rank":25,"crd":324148,"firm":"Moneybylisa LLC","city":"Washington","state":"DC","value":37,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324148/"},{"rank":26,"crd":311780,"firm":"Mabery Consulting, LLC","city":"Washington","state":"DC","value":33,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311780/"},{"rank":27,"crd":330165,"firm":"Advocate Wealth, LLC","city":"Washington","state":"DC","value":32,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330165/"},{"rank":28,"crd":290263,"firm":"Illumint","city":"Washington","state":"DC","value":28,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290263/"},{"rank":29,"crd":310126,"firm":"The Money Mission Limited Liability Company","city":"Washington","state":"DC","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310126/"},{"rank":30,"crd":170529,"firm":"SHB Advisors","city":"Washington","state":"DC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170529/"},{"rank":30,"crd":325897,"firm":"Lund Capital Management LLC","city":"Washington, Dc","state":"DC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325897/"},{"rank":32,"crd":116815,"firm":"R. Hilles Graham","city":"Washington","state":"DC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116815/"},{"rank":33,"crd":331136,"firm":"Mount Ararat Financial Services LLC","city":"Washington","state":"DC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331136/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most clients, nationally","url":"https://advisoriq.com/ria/rankings/most-clients/"},{"title":"RIA market data for District of Columbia","url":"https://advisoriq.com/ria/states/district-of-columbia/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-clients/district-of-columbia/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/district-of-columbia/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}