# Independent RIAs in District of Columbia

As of October 2, 2026, 40 independent wealth management RIAs based in District of Columbia reported $7.7 billion in regulatory assets under management; the largest by assets was Geometric Wealth Advisors, LLC, with $1.3 billion.

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

## Facts

- state: District of Columbia
- code: DC
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 11065, firms: 40, median_raum: 65419561.5, raum: 7658077121, advisory_employees: 112, avg_account: 692099.152372345, band_100m_250m: 3, band_100m_250m_raum: 601851515, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 4, band_1b_5b_raum: 4929698418, band_250m_500m: 5, band_250m_500m_raum: 1555228502, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 18, band_lt100m_raum: 571298686, bd_affiliated_share: 0.025, cfp_professionals: 38, clients: 7077, custody_share: 0.175, employees: 168, fee_aum_pct_share: 0.875, fee_commissions_share: 0.025, fee_fixed_share: 0.6, fee_hourly_share: 0.45, fee_other_share: 0.05, fee_performance_share: 0.1, fee_subscription_share: 0.025, financial_planning_share: 0.7, firms_with_raum: 30, iars: 107, mean_raum: 255269237.366667, new_firms: 6, p25_raum: 20244266.75, p75_raum: 278327836, p90_raum: 1124260522.3, raum_discretionary: 6488899900, top10_share: 0.879085865763769, independent_sec: accounts: 9385, firms: 13, median_raum: 313672262, raum: 7102528435, advisory_employees: 81, avg_account: 756795.784230154, band_100m_250m: 3, band_100m_250m_raum: 601851515, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 4, band_1b_5b_raum: 4929698418, band_250m_500m: 5, band_250m_500m_raum: 1555228502, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 1, band_lt100m_raum: 15750000, bd_affiliated_share: 0.0769230769230769, cfp_professionals: 30, clients: 5687, custody_share: 0.461538461538462, employees: 129, fee_aum_pct_share: 0.923076923076923, fee_commissions_share: 0.0769230769230769, fee_fixed_share: 0.692307692307692, fee_hourly_share: 0.538461538461538, fee_other_share: 0, fee_performance_share: 0.153846153846154, fee_subscription_share: 0, financial_planning_share: 0.846153846153846, firms_with_raum: 13, iars: 74, mean_raum: 546348341.153846, new_firms: 0, p25_raum: 247180436, p75_raum: 1114497872, p90_raum: 1260557811.8, raum_discretionary: 5948514876, raum_growth_1y: 0.476497167793848, successions: 0, top10_share: 0.947846589789823, state: accounts: 1680, firms: 27, median_raum: 25395829, raum: 555548686, advisory_employees: 31, avg_account: 330683.741666667, band_100m_250m: 0, band_100m_250m_raum: 0, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 17, band_lt100m_raum: 555548686, bd_affiliated_share: 0, cfp_professionals: 8, clients: 1390, custody_share: 0.037037037037037, employees: 39, fee_aum_pct_share: 0.851851851851852, fee_commissions_share: 0, fee_fixed_share: 0.555555555555556, fee_hourly_share: 0.407407407407407, fee_other_share: 0.0740740740740741, fee_performance_share: 0.0740740740740741, fee_subscription_share: 0.037037037037037, financial_planning_share: 0.62962962962963, firms_with_raum: 17, iars: 33, mean_raum: 32679334.4705882, new_firms: 6, p25_raum: 8591875, p75_raum: 63452474, p90_raum: 66147611.2, raum_discretionary: 540385024, top10_share: 0.901599731260997
- broker_dealer_affiliated_not_included: firms: 3, raum: 7105567958
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 10; as_of: 2019-10-01, value: 9; as_of: 2020-10-01, value: 11; as_of: 2021-10-04, value: 8; as_of: 2022-10-03, value: 12; as_of: 2023-10-05, value: 10; as_of: 2024-10-01, value: 12; as_of: 2025-09-02, value: 9; as_of: 2026-10-02, value: 13, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 5956272599; as_of: 2019-10-01, value: 4638037281; as_of: 2020-10-01, value: 5288347944; as_of: 2021-10-04, value: 5847104238; as_of: 2022-10-03, value: 6370542565; as_of: 2023-10-05, value: 3977224417; as_of: 2024-10-01, value: 4759423142; as_of: 2025-09-02, value: 4810390829; as_of: 2026-10-02, value: 7102528435, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 6446; as_of: 2019-10-01, value: 5116; as_of: 2020-10-01, value: 5852; as_of: 2021-10-04, value: 5452; as_of: 2022-10-03, value: 6599; as_of: 2023-10-05, value: 5507; as_of: 2024-10-01, value: 5928; as_of: 2025-09-02, value: 6373; as_of: 2026-10-02, value: 9385, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 477911754.5; as_of: 2019-10-01, value: 205602199; as_of: 2020-10-01, value: 232380671; as_of: 2021-10-04, value: 619486579.5; as_of: 2022-10-03, value: 263015868; as_of: 2023-10-05, value: 202508543; as_of: 2024-10-01, value: 201039511.5; as_of: 2025-09-02, value: 293772159; as_of: 2026-10-02, value: 313672262
- top_10: largest: rank: 1, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 1330410000; rank: 2, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 1272666171; rank: 3, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 1212124375; rank: 4, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: 1114497872; rank: 5, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: 373620678; rank: 6, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: 329346574; rank: 7, crd: 288912, firm: Values Added Financial, city: Washington, value: 313672262; rank: 8, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 287361178; rank: 9, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 251227810; rank: 10, crd: 171774, firm: Washington Growth Strategies LLC, city: Washington, value: 247180436, fastest-growing: rank: 1, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 0.369330480239857; rank: 2, crd: 288912, firm: Values Added Financial, city: Washington, value: 0.33907087789745; rank: 3, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 0.257153505955371; rank: 4, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 0.138768839227616; rank: 5, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, value: 0.135259632827175; rank: 6, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: 0.121095256681556; rank: 7, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 0.11231358340915; rank: 8, crd: 134726, firm: MZ Capital, LLC, city: Washington, value: 0.0632251078277593; rank: 9, crd: 171774, firm: Washington Growth Strategies LLC, city: Washington, value: 0.0581130518900841; rank: 10, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 0.0114089415567198, fastest-growing-3-year: rank: 1, crd: 288912, firm: Values Added Financial, city: Washington, value: 0.360142703415269; rank: 2, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 0.313225870223144; rank: 3, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 0.254108048836936; rank: 4, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: 0.143609496907102; rank: 5, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 0.141344628550777; rank: 6, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 0.132209256823971; rank: 7, crd: 171774, firm: Washington Growth Strategies LLC, city: Washington, value: 0.101771873871146; rank: 8, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: 0.0754399086242379; rank: 9, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: 0.0619437594826939; rank: 10, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 0.0408508384373509, fastest-growing-5-year: rank: 1, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 0.265466666918575; rank: 2, crd: 288912, firm: Values Added Financial, city: Washington, value: 0.242726535059597; rank: 3, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 0.153704888616965; rank: 4, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 0.134688359310074; rank: 5, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: 0.0924341817719256; rank: 6, crd: 171774, firm: Washington Growth Strategies LLC, city: Washington, value: 0.0738711718724283; rank: 7, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 0.0654132226607469; rank: 8, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: 0.057095341848866; rank: 9, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 0.0417642808586749; rank: 10, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: 0.0367859393751462, biggest-asset-gains: rank: 1, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 358833000; rank: 2, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 155085388; rank: 3, crd: 288912, firm: Values Added Financial, city: Washington, value: 79426064; rank: 4, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 58780359; rank: 5, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: 35574415; rank: 6, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 25367213; rank: 7, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, value: 24370764; rank: 8, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, value: 15750000; rank: 9, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 13673061; rank: 10, crd: 171774, firm: Washington Growth Strategies LLC, city: Washington, value: 13575496, most-clients: rank: 1, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, value: 1959; rank: 2, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 976; rank: 3, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 710; rank: 4, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 558; rank: 5, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: 437; rank: 6, crd: 173815, firm: Financial Advisor for You, LLC, city: Washington, value: 340; rank: 7, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 256; rank: 8, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: 239; rank: 9, crd: 315179, firm: Valor Wealth Partners, city: Washington, value: 211; rank: 10, crd: 300385, firm: Vivuto, LLC, city: Washington, value: 176, client-growth: rank: 1, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 0.154471544715447; rank: 2, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, value: 0.102739726027397; rank: 3, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 0.0801687763713079; rank: 4, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 0.079303675048356; rank: 5, crd: 288912, firm: Values Added Financial, city: Washington, value: 0.0747663551401869; rank: 6, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, value: 0.0431309904153354; rank: 7, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 0.00826446280991733; rank: 8, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: -0.0323886639676113; rank: 9, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: -0.283606557377049; rank: 10, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: -0.54140127388535, most-accounts: rank: 1, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 2081; rank: 2, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 1841; rank: 3, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: 1640; rank: 4, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 1251; rank: 5, crd: 288912, firm: Values Added Financial, city: Washington, value: 513; rank: 6, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 488; rank: 7, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, value: 460; rank: 8, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 404; rank: 9, crd: 315179, firm: Valor Wealth Partners, city: Washington, value: 317; rank: 10, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: 277, most-advisory-staff: rank: 1, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 17; rank: 2, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: 10; rank: 3, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 9; rank: 3, crd: 288912, firm: Values Added Financial, city: Washington, value: 9; rank: 5, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 7; rank: 5, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 7; rank: 7, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, value: 6; rank: 8, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: 5; rank: 9, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, value: 4; rank: 10, crd: 109004, firm: Bryspen, Incorporated, city: Washington, value: 2, most-hnw-clients: rank: 1, crd: 140444, firm: Folger Nolan Fleming Douglas Capital Management, Inc., city: Washington, value: 341; rank: 2, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, value: 339; rank: 3, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 266; rank: 4, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 239; rank: 5, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, value: 115; rank: 6, crd: 118269, firm: Capital Investment Advisors, city: Washington D.C, value: 107; rank: 7, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: 97; rank: 8, crd: 288912, firm: Values Added Financial, city: Washington, value: 74; rank: 9, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 70; rank: 10, crd: 281772, firm: Graham Capital Wealth Management, LLC, city: Washington, value: 62, most-cfp-professionals: rank: 1, crd: 107347, firm: Armstrong, Fleming & Moore, Inc., city: Washington, value: 11; rank: 2, crd: 288912, firm: Values Added Financial, city: Washington, value: 5; rank: 3, crd: 171670, firm: Geometric Wealth Advisors, LLC, city: Washington, value: 4; rank: 4, crd: 111814, firm: Lynx Investment Advisory, LLC, city: Washington, value: 3; rank: 4, crd: 164700, firm: Donalies Financial Planning, LLC, city: Washington, value: 3; rank: 6, crd: 288941, firm: Atwood Financial Planning LLC, city: Washington, value: 2; rank: 6, crd: 313338, firm: Burkholder & Associates, LLC, city: Washington, value: 2; rank: 6, crd: 333056, firm: Capital Area Planning Group, city: Washington, value: 2; rank: 9, crd: 173815, firm: Financial Advisor for You, LLC, city: Washington, value: 1; rank: 9, crd: 311780, firm: Mabery Consulting, LLC, city: Washington, value: 1, newest: rank: 1, crd: 333056, firm: Capital Area Planning Group, city: Washington, value: 64839123; rank: 2, crd: 337287, firm: Blu Capital, city: Washington, value: 0; rank: 2, crd: 337512, firm: Rockbound Capital LLC, city: Washington, value: 0; rank: 2, crd: 339567, firm: Tempus Wealth Partners, city: Washington, value: 0; rank: 2, crd: 341518, firm: Artha Investments L.L.C., city: Washington, value: 0; rank: 2, crd: 344528, firm: Greenhouse Investments LLC, city: Washington, value: 0
- cities: name: Washington, independent_rias: 38, raum: 7283456443, url: https://advisoriq.com/ria/states/district-of-columbia/washington/
- iar_ce_status: in effect

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in District of Columbia](https://advisoriq.com/ria/rankings/largest/district-of-columbia/)
- [Fastest-growing independent RIAs over one year in District of Columbia](https://advisoriq.com/ria/rankings/fastest-growing/district-of-columbia/)
- [Fastest-growing independent RIAs over three years in District of Columbia](https://advisoriq.com/ria/rankings/fastest-growing-3-year/district-of-columbia/)
- [Fastest-growing independent RIAs over five years in District of Columbia](https://advisoriq.com/ria/rankings/fastest-growing-5-year/district-of-columbia/)
- [IAR CE in District of Columbia](https://advisoriq.com/ce/iar/district-of-columbia/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/district-of-columbia/

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