# 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.

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

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: 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 clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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-clients/district-of-columbia/

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