City
Wealth management firms in Washington, District of Columbia
As of October 2, 2026, 41 wealth management firms, including broker-dealer firms, with their main office in Washington, District of Columbia reported $14.4 billion in regulatory assets under management; the largest by assets was Missionsquare Retirement, with $6.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 41
- Regulatory assets under management
- $14.4 billion
- Average per firm
- $351.0 million
- SEC-registered, of those listed
- 15 of 41 (36.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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. | SEC | $6.3 billion | 53,695 |
| 2 | Geometric Wealth Advisors, LLC | SEC | $1.3 billion | 2,081 |
| 3 | Armstrong, Fleming & Moore, Inc. | SEC | $1.3 billion | 1,841 |
| 4 | Folger Nolan Fleming Douglas Capital Management, Inc. | SEC | $1.2 billion | 488 |
| 5 | Lynx Investment Advisory, LLC | SEC | $1.1 billion | 236 |
| 6 | 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. | SEC | $797.4 million | 262 |
| 7 | Bryspen, Incorporated | SEC | $329.3 million | 277 |
| 8 | Values Added Financial | SEC | $313.7 million | 513 |
| 9 | Burkholder & Associates, LLC | SEC | $287.4 million | 404 |
| 10 | Graham Capital Wealth Management, LLC | SEC | $251.2 million | 1,251 |
| 11 | Washington Growth Strategies LLC | SEC | $247.2 million | 119 |
| 12 | Donalies Financial Planning, LLC | SEC | $204.5 million | 460 |
| 13 | MZ Capital, LLC | SEC | $150.1 million | 71 |
| 14 | Sullivan Wood Capital Management, LLC | State | $87.7 million | 128 |
| 15 | Steward Inc. | State | $66.4 million | 226 |
| 16 | Cabildo Capital LLC | State | $66.0 million | 80 |
| 17 | Capital Area Planning Group | State | $64.8 million | 224 |
| 18 | Valor Wealth Partners | State | $63.5 million | 317 |
| 19 | Tyndale Investments, LLC | State | $46.0 million | 30 |
| 20 | MKN Wealth Management LLC | State | $33.7 million | 63 |
| 21 | Katz-Moses Financial LLC | State | $25.4 million | 275 |
| 22 | Advocate Wealth, LLC | State | $25.4 million | 69 |
| 23 | SHB Advisors | State | $21.9 million | 5 |
| 24 | R. Hilles Graham | State | $19.7 million | 10 |
| 25 | Holistic Planners | State | $15.8 million | 64 |
| 26 | Atwood Financial Planning LLC | SEC | $15.8 million | 4 |
| 27 | The Pursuit, Inc. | State | $8.6 million | 34 |
| 28 | Vivuto, LLC | State | $8.1 million | 138 |
| 29 | Mabery Consulting, LLC | State | $1.1 million | 4 |
| 30 | Mount Ararat Financial Services LLC | State | $350,615 | 8 |
| 31 | Artha Investments L.L.C. | State | $0 | 0 |
| 32 | Blu Capital | State | $0 | 0 |
| 33 | Financial Advisor for You, LLC | State | $0 | 0 |
| 34 | Greenhouse Investments LLC | State | $0 | 0 |
| 35 | Illumint | State | $0 | 0 |
| 36 | Missionsquare Wealth Management 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. | SEC | $0 | 0 |
| 37 | Moneybylisa LLC | State | $0 | 0 |
| 38 | Rockbound Capital LLC | State | $0 | 0 |
| 39 | Tempus Wealth Partners | State | $0 | 0 |
| 40 | The Money Mission Limited Liability Company | State | $0 | 0 |
| 41 | Tyus Financial Group LLC | State | $0 | 0 |
Wealth management firms in District of Columbia, including every city.
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.