# Financial advisors for businesses in Washington, DC

> AdvisorCensus lists 128 investment advisory firms with a principal office in the Washington metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/for-businesses/page/2

## At a glance

- Investment advisory firms: 128
- Registration: SEC-registered investment adviser: 94, State-registered investment adviser: 34
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 45 (35%); Percentage of assets 118 (92%); Hourly charges 56 (44%); Subscription fees (newsletter or periodical) 4 (3%); Fixed fees 83 (65%); Commissions 4 (3%); Performance-based fees 23 (18%); Other 15 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 10 (8%); $25 million to $100 million 16 (13%); $100 million to $500 million 41 (32%); $500 million to $1 billion 17 (13%); $1 billion to $5 billion 24 (19%); Over $5 billion 13 (10%); Not reported 7 (5%)
- Years registered: Under 5 years 34 (27%); 5 to 9 years 30 (23%); 10 to 19 years 30 (23%); 20 years or more 34 (27%)

## Firms (page 2 of 3, 51 to 100 of 128, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Foxman Asset Advisors Inc.](https://advisorcensus.com/firm/foxman-asset-advisors-inc-rockville-md-310637) ([md](https://advisorcensus.com/firm/foxman-asset-advisors-inc-rockville-md-310637.md)) | 310637 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [FSA Wealth Partners](https://advisorcensus.com/firm/fsa-wealth-partners-rockville-md-104513) ([md](https://advisorcensus.com/firm/fsa-wealth-partners-rockville-md-104513.md)) | 104513 | Rockville, MD | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee |
| [Golden Spark Insights](https://advisorcensus.com/firm/golden-spark-insights-fairfax-va-339382) ([md](https://advisorcensus.com/firm/golden-spark-insights-fairfax-va-339382.md)) | 339382 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Subscription, Performance fee |
| [Graham Capital Wealth Management, LLC](https://advisorcensus.com/firm/graham-capital-wealth-management-llc-washington-dc-281772) ([md](https://advisorcensus.com/firm/graham-capital-wealth-management-llc-washington-dc-281772.md)) | 281772 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Guidance Investments, LLC](https://advisorcensus.com/firm/guidance-investments-llc-reston-va-119897) ([md](https://advisorcensus.com/firm/guidance-investments-llc-reston-va-119897.md)) | 119897 | Reston, VA | State-registered investment adviser | Under $25 million | 14 | Performance fee |
| [Halo Capital Management](https://advisorcensus.com/firm/halo-capital-management-fairfax-va-154898) ([md](https://advisorcensus.com/firm/halo-capital-management-fairfax-va-154898.md)) | 154898 | Fairfax, VA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Heritage Investors Management Corp](https://advisorcensus.com/firm/heritage-investors-management-corp-bethesda-md-110420) ([md](https://advisorcensus.com/firm/heritage-investors-management-corp-bethesda-md-110420.md)) | 110420 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 51 | % of assets, Hourly, Fixed fee |
| [Hillman Capital Management Inc](https://advisorcensus.com/firm/hillman-capital-management-inc-bethesda-md-110096) ([md](https://advisorcensus.com/firm/hillman-capital-management-inc-bethesda-md-110096.md)) | 110096 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Homestead Advisers Corp.](https://advisorcensus.com/firm/homestead-advisers-corp-arlington-va-109845) ([md](https://advisorcensus.com/firm/homestead-advisers-corp-arlington-va-109845.md)) | 109845 | Arlington, VA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Other |
| [Hopwood Financial Services, Inc.](https://advisorcensus.com/firm/hopwood-financial-services-inc-reston-va-127927) ([md](https://advisorcensus.com/firm/hopwood-financial-services-inc-reston-va-127927.md)) | 127927 | Reston, VA | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [Hoxton Planning & Management, LLC](https://advisorcensus.com/firm/hoxton-planning-and-management-llc-shepherdstown-wv-319087) ([md](https://advisorcensus.com/firm/hoxton-planning-and-management-llc-shepherdstown-wv-319087.md)) | 319087 | Shepherdstown, WV | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Impactassets Capital Partners PB LLC](https://advisorcensus.com/firm/impactassets-capital-partners-pb-llc-bethesda-md-317840) ([md](https://advisorcensus.com/firm/impactassets-capital-partners-pb-llc-bethesda-md-317840.md)) | 317840 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Subscription, Fixed fee |
| [Inaltis Capital Management, LLC](https://advisorcensus.com/firm/inaltis-capital-management-llc-bethesda-md-159923) ([md](https://advisorcensus.com/firm/inaltis-capital-management-llc-bethesda-md-159923.md)) | 159923 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Institutional Shareholder Services Inc.](https://advisorcensus.com/firm/institutional-shareholder-services-inc-rockville-md-111940) ([md](https://advisorcensus.com/firm/institutional-shareholder-services-inc-rockville-md-111940.md)) | 111940 | Rockville, MD | SEC-registered investment adviser | Not reported | 28 | Subscription, Fixed fee, Other |
| [Izuchi LLC](https://advisorcensus.com/firm/izuchi-llc-beltsville-md-332923) ([md](https://advisorcensus.com/firm/izuchi-llc-beltsville-md-332923.md)) | 332923 | Beltsville, MD | State-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Kingdom Capital Advisors, LLC](https://advisorcensus.com/firm/kingdom-capital-advisors-llc-fairfax-va-316530) ([md](https://advisorcensus.com/firm/kingdom-capital-advisors-llc-fairfax-va-316530.md)) | 316530 | Fairfax, VA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee |
| [Lafayette Investments, Inc.](https://advisorcensus.com/firm/lafayette-investments-inc-ashton-md-22471) ([md](https://advisorcensus.com/firm/lafayette-investments-inc-ashton-md-22471.md)) | 22471 | Ashton, MD | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Fixed fee |
| [Law & Associates Inc](https://advisorcensus.com/firm/law-and-associates-inc-glen-echo-md-105350) ([md](https://advisorcensus.com/firm/law-and-associates-inc-glen-echo-md-105350.md)) | 105350 | Glen Echo, MD | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Hourly, Fixed fee, Other |
| [Legacy Wealth Management Inc.](https://advisorcensus.com/firm/legacy-wealth-management-inc-manassas-va-173453) ([md](https://advisorcensus.com/firm/legacy-wealth-management-inc-manassas-va-173453.md)) | 173453 | Manassas, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Lucrum Capital Advisors](https://advisorcensus.com/firm/lucrum-capital-advisors-mclean-va-324409) ([md](https://advisorcensus.com/firm/lucrum-capital-advisors-mclean-va-324409.md)) | 324409 | McLean, VA | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee, Performance fee |
| [Macroview Investment Management LLC](https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621) ([md](https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621.md)) | 149621 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [Marshfield Associates](https://advisorcensus.com/firm/marshfield-associates-washington-dc-150614) ([md](https://advisorcensus.com/firm/marshfield-associates-washington-dc-150614.md)) | 150614 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee |
| [Mason Investment Advisory Services Inc](https://advisorcensus.com/firm/mason-investment-advisory-services-inc-reston-va-111113) ([md](https://advisorcensus.com/firm/mason-investment-advisory-services-inc-reston-va-111113.md)) | 111113 | Reston, VA | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Fixed fee |
| [McLaughlin Ryder Investments, Inc.](https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529) ([md](https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529.md)) | 147529 | Alexandria, VA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [McLean Asset Management Corp.](https://advisorcensus.com/firm/mclean-asset-management-corp-tysons-va-108067) ([md](https://advisorcensus.com/firm/mclean-asset-management-corp-tysons-va-108067.md)) | 108067 | Tysons, VA | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly, Fixed fee |
| [Meridian Financial Partners LLC](https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969) ([md](https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969.md)) | 281969 | Warrenton, VA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Mission: Advice](https://advisorcensus.com/firm/mission-advice-shepherdstown-wv-300473) ([md](https://advisorcensus.com/firm/mission-advice-shepherdstown-wv-300473.md)) | 300473 | Shepherdstown, WV | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Mitco Asset Management](https://advisorcensus.com/firm/mitco-asset-management-vienna-va-116123) ([md](https://advisorcensus.com/firm/mitco-asset-management-vienna-va-116123.md)) | 116123 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Performance fee |
| [Monocacy Wealth Management, LLC](https://advisorcensus.com/firm/monocacy-wealth-management-llc-frederick-md-315979) ([md](https://advisorcensus.com/firm/monocacy-wealth-management-llc-frederick-md-315979.md)) | 315979 | Frederick, MD | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Moore Wealth](https://advisorcensus.com/firm/moore-wealth-frederick-md-323374) ([md](https://advisorcensus.com/firm/moore-wealth-frederick-md-323374.md)) | 323374 | Frederick, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Munoz Group](https://advisorcensus.com/firm/munoz-group-arlington-va-164381) ([md](https://advisorcensus.com/firm/munoz-group-arlington-va-164381.md)) | 164381 | Arlington, VA | State-registered investment adviser | Under $25 million | 13 | Hourly, Fixed fee |
| [New Century Advisors, LLC](https://advisorcensus.com/firm/new-century-advisors-llc-chevy-chase-md-122478) ([md](https://advisorcensus.com/firm/new-century-advisors-llc-chevy-chase-md-122478.md)) | 122478 | Chevy Chase, MD | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Performance fee, Other |
| [NEXUS338](https://advisorcensus.com/firm/nexus338-cabin-john-md-315250) ([md](https://advisorcensus.com/firm/nexus338-cabin-john-md-315250.md)) | 315250 | Cabin John, MD | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Noordzee Capital LLC](https://advisorcensus.com/firm/noordzee-capital-llc-bethesda-md-332664) ([md](https://advisorcensus.com/firm/noordzee-capital-llc-bethesda-md-332664.md)) | 332664 | Bethesda, MD | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee, Other |
| [Noorvest LLC](https://advisorcensus.com/firm/noorvest-llc-mclean-va-325403) ([md](https://advisorcensus.com/firm/noorvest-llc-mclean-va-325403.md)) | 325403 | McLean, VA | State-registered investment adviser | Under $25 million | 3 | Fixed fee, Other |
| [Northwest Financial Advisors LLC](https://advisorcensus.com/firm/northwest-financial-advisors-llc-herndon-va-166769) ([md](https://advisorcensus.com/firm/northwest-financial-advisors-llc-herndon-va-166769.md)) | 166769 | Herndon, VA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly |
| [Olio Financial Planning](https://advisorcensus.com/firm/olio-financial-planning-mclean-va-282355) ([md](https://advisorcensus.com/firm/olio-financial-planning-mclean-va-282355.md)) | 282355 | McLean, VA | SEC-registered investment adviser | $500 million to $1 billion | 8 | Hourly, Fixed fee |
| [Peak Investment Advisors, Inc.](https://advisorcensus.com/firm/peak-investment-advisors-inc-germantown-md-117875) ([md](https://advisorcensus.com/firm/peak-investment-advisors-inc-germantown-md-117875.md)) | 117875 | Germantown, MD | State-registered investment adviser | $100 million to $500 million | 3 | % of assets, Other |
| [People First Financial Advisors](https://advisorcensus.com/firm/people-first-financial-advisors-landover-md-143919) ([md](https://advisorcensus.com/firm/people-first-financial-advisors-landover-md-143919.md)) | 143919 | Landover, MD | State-registered investment adviser | Not reported | 19 | Hourly, Fixed fee, Other |
| [Personal Financial Partners](https://advisorcensus.com/firm/personal-financial-partners-chevy-chase-md-331381) ([md](https://advisorcensus.com/firm/personal-financial-partners-chevy-chase-md-331381.md)) | 331381 | Chevy Chase, MD | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Petra Wealth Management](https://advisorcensus.com/firm/petra-wealth-management-spotsylvania-va-332830) ([md](https://advisorcensus.com/firm/petra-wealth-management-spotsylvania-va-332830.md)) | 332830 | Spotsylvania, VA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Piedmont Financial Consulting](https://advisorcensus.com/firm/piedmont-financial-consulting-laurel-md-314420) ([md](https://advisorcensus.com/firm/piedmont-financial-consulting-laurel-md-314420.md)) | 314420 | Laurel, MD | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Piedmont Wealth Management](https://advisorcensus.com/firm/piedmont-wealth-management-alexandria-va-340285) ([md](https://advisorcensus.com/firm/piedmont-wealth-management-alexandria-va-340285.md)) | 340285 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Planvest Financial, Inc.](https://advisorcensus.com/firm/planvest-financial-inc-gaithersburg-md-290306) ([md](https://advisorcensus.com/firm/planvest-financial-inc-gaithersburg-md-290306.md)) | 290306 | Gaithersburg, MD | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Poder Wealth Advisors](https://advisorcensus.com/firm/poder-wealth-advisors-bethesda-md-332301) ([md](https://advisorcensus.com/firm/poder-wealth-advisors-bethesda-md-332301.md)) | 332301 | Bethesda, MD | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Commissions |
| [Professional Financial Solutions, LLC](https://advisorcensus.com/firm/professional-financial-solutions-llc-fairfax-va-114957) ([md](https://advisorcensus.com/firm/professional-financial-solutions-llc-fairfax-va-114957.md)) | 114957 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Promethium](https://advisorcensus.com/firm/promethium-bethesda-md-329565) ([md](https://advisorcensus.com/firm/promethium-bethesda-md-329565.md)) | 329565 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Quona Capital Management LLC](https://advisorcensus.com/firm/quona-capital-management-llc-washington-dc-277131) ([md](https://advisorcensus.com/firm/quona-capital-management-llc-washington-dc-277131.md)) | 277131 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Raffa Investment Advisers](https://advisorcensus.com/firm/raffa-investment-advisers-washington-dc-136971) ([md](https://advisorcensus.com/firm/raffa-investment-advisers-washington-dc-136971.md)) | 136971 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee |
| [Rembert Pendleton Jackson](https://advisorcensus.com/firm/rembert-pendleton-jackson-vienna-va-306510) ([md](https://advisorcensus.com/firm/rembert-pendleton-jackson-vienna-va-306510.md)) | 306510 | Vienna, VA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |

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## Questions people ask

**Which financial advisors in Washington, DC work with businesses?**
128 investment advisory firms with a principal office in the Washington metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Washington, DC?**
AdvisorCensus lists 682 investment advisory firms with a principal office in the Washington metro area, from Form ADV filings as of October 2026: 320 SEC-registered, 218 state-registered, and 144 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Washington, DC?**
192 of the 682 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Washington, DC offer financial planning?**
320 of the 538 firms in Washington, DC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Washington, DC fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 192 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors for businesses in Washington, DC: 128 firms from Form ADV filings as of October 2026.