Ranking, District of Columbia

Wealth firms with the most high net worth 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 high net worth clients, including broker-dealer firms, with 390.

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

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.

Wealth firms with the most high net worth clients, including broker-dealer firms in District of Columbia
Rank	Firm	City	Most high net worth 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	390
2	Folger Nolan Fleming Douglas Capital Management, Inc.	Washington	341
3	Atwood Financial Planning LLC	Washington	339
4	Armstrong, Fleming & Moore, Inc.	Washington	266
5	Geometric Wealth Advisors, LLC	Washington	239
6	Donalies Financial Planning, LLC	Washington	115
7	Capital Investment Advisors	Washington D.C	107
8	Lynx Investment Advisory, LLC	Washington	97
9	Values Added Financial	Washington	74
10	Burkholder & Associates, LLC	Washington	70
11	Graham Capital Wealth Management, LLC	Washington	62
12	Cabildo Capital LLC	Washington	59
13	MKN Wealth Management LLC	Washington	58
14	Bryspen, Incorporated	Washington	54
15	Capital Area Planning Group	Washington	49
16	MZ Capital, LLC	Washington	46
17	Valor Wealth Partners	Washington	45
18	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	42
19	Financial Advisor for You, LLC	Washington	35
20	Sullivan Wood Capital Management, LLC	Washington	32
21	Washington Growth Strategies LLC	Washington	18
22	Steward Inc.	Washington	16
23	Advocate Wealth, LLC	Washington	10
24	Katz-Moses Financial LLC	Washington	9
25	Moneybylisa LLC	Washington	6
26	Tyndale Investments, LLC	Washington	5
26	SHB Advisors	Washington	5
28	R. Hilles Graham	Washington	4
29	Mount Ararat Financial Services LLC	Washington	1

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

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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.