# 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.

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

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/district-of-columbia/

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