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For asset managers

Ranking, District of Columbia

Independent RIAs with the most high net worth clients in District of Columbia

As of October 2, 2026, Folger Nolan Fleming Douglas Capital Management, Inc. ranked #1 in District of Columbia in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 341.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. 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.

Independent RIAs with the most high net worth clients in District of Columbia
Rank Firm City Most high net worth clients
1 Folger Nolan Fleming Douglas Capital Management, Inc. Washington 341
2 Atwood Financial Planning LLC Washington 339
3 Armstrong, Fleming & Moore, Inc. Washington 266
4 Geometric Wealth Advisors, LLC Washington 239
5 Donalies Financial Planning, LLC Washington 115
6 Capital Investment Advisors Washington D.C 107
7 Lynx Investment Advisory, LLC Washington 97
8 Values Added Financial Washington 74
9 Burkholder & Associates, LLC Washington 70
10 Graham Capital Wealth Management, LLC Washington 62
11 Cabildo Capital LLC Washington 59
12 MKN Wealth Management LLC Washington 58
13 Bryspen, Incorporated Washington 54
14 Capital Area Planning Group Washington 49
15 MZ Capital, LLC Washington 46
16 Valor Wealth Partners Washington 45
17 Financial Advisor for You, LLC Washington 35
18 Sullivan Wood Capital Management, LLC Washington 32
19 Washington Growth Strategies LLC Washington 18
20 Steward Inc. Washington 16
21 Advocate Wealth, LLC Washington 10
22 Katz-Moses Financial LLC Washington 9
23 Moneybylisa LLC Washington 6
24 Tyndale Investments, LLC Washington 5
24 SHB Advisors Washington 5
26 R. Hilles Graham Washington 4
27 Mount Ararat Financial Services LLC Washington 1

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

More rankings

Most high net worth 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.