{"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 high net worth clients in District of Columbia","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most high net worth clients","how_it_is_computed":"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.","unit":"count","scope":"District of Columbia","firms_listed":27,"rows":[{"rank":1,"crd":140444,"firm":"Folger Nolan Fleming Douglas Capital Management, Inc.","city":"Washington","state":"DC","value":341,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140444/"},{"rank":2,"crd":288941,"firm":"Atwood Financial Planning LLC","city":"Washington","state":"DC","value":339,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288941/"},{"rank":3,"crd":107347,"firm":"Armstrong, Fleming & Moore, Inc.","city":"Washington","state":"DC","value":266,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107347/"},{"rank":4,"crd":171670,"firm":"Geometric Wealth Advisors, LLC","city":"Washington","state":"DC","value":239,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171670/"},{"rank":5,"crd":164700,"firm":"Donalies Financial Planning, LLC","city":"Washington","state":"DC","value":115,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164700/"},{"rank":6,"crd":118269,"firm":"Capital Investment Advisors","city":"Washington D.C","state":"DC","value":107,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118269/"},{"rank":7,"crd":111814,"firm":"Lynx Investment Advisory, LLC","city":"Washington","state":"DC","value":97,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111814/"},{"rank":8,"crd":288912,"firm":"Values Added Financial","city":"Washington","state":"DC","value":74,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288912/"},{"rank":9,"crd":313338,"firm":"Burkholder & Associates, LLC","city":"Washington","state":"DC","value":70,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313338/"},{"rank":10,"crd":281772,"firm":"Graham Capital Wealth Management, LLC","city":"Washington","state":"DC","value":62,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281772/"},{"rank":11,"crd":297330,"firm":"Cabildo Capital LLC","city":"Washington","state":"DC","value":59,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297330/"},{"rank":12,"crd":161819,"firm":"MKN Wealth Management LLC","city":"Washington","state":"DC","value":58,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161819/"},{"rank":13,"crd":109004,"firm":"Bryspen, Incorporated","city":"Washington","state":"DC","value":54,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109004/"},{"rank":14,"crd":333056,"firm":"Capital Area Planning Group","city":"Washington","state":"DC","value":49,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333056/"},{"rank":15,"crd":134726,"firm":"MZ Capital, LLC","city":"Washington","state":"DC","value":46,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134726/"},{"rank":16,"crd":315179,"firm":"Valor Wealth Partners","city":"Washington","state":"DC","value":45,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315179/"},{"rank":17,"crd":173815,"firm":"Financial Advisor for You, LLC","city":"Washington","state":"DC","value":35,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173815/"},{"rank":18,"crd":124146,"firm":"Sullivan Wood Capital Management, LLC","city":"Washington","state":"DC","value":32,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124146/"},{"rank":19,"crd":171774,"firm":"Washington Growth Strategies LLC","city":"Washington","state":"DC","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171774/"},{"rank":20,"crd":314340,"firm":"Steward Inc.","city":"Washington","state":"DC","value":16,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314340/"},{"rank":21,"crd":330165,"firm":"Advocate Wealth, LLC","city":"Washington","state":"DC","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330165/"},{"rank":22,"crd":304768,"firm":"Katz-Moses Financial LLC","city":"Washington","state":"DC","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304768/"},{"rank":23,"crd":324148,"firm":"Moneybylisa LLC","city":"Washington","state":"DC","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324148/"},{"rank":24,"crd":163581,"firm":"Tyndale Investments, LLC","city":"Washington","state":"DC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/163581/"},{"rank":24,"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":26,"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":27,"crd":331136,"firm":"Mount Ararat Financial Services LLC","city":"Washington","state":"DC","value":1,"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 high net worth clients, nationally","url":"https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/district-of-columbia/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/district-of-columbia/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}