# Financial advisors for charitable organizations in Washington, DC

> Find financial advisors in Washington, DC who work with charitable organizations. AdvisorCensus lists 147 investment advisory firms with a principal office in the Washington metro area that report charitable organizations among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/for-charities/page/2

## At a glance

- Investment advisory firms: 147
- Registration: SEC-registered investment adviser: 116, State-registered investment adviser: 31
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 65 (44%); Percentage of assets 140 (95%); Hourly charges 73 (50%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 99 (67%); Commissions 2 (1%); Performance-based fees 23 (16%); Other 13 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 12 (8%); $25 million to $100 million 14 (10%); $100 million to $500 million 47 (32%); $500 million to $1 billion 28 (19%); $1 billion to $5 billion 30 (20%); Over $5 billion 12 (8%); Not reported 4 (3%)
- Years registered: Under 5 years 27 (18%); 5 to 9 years 30 (20%); 10 to 19 years 42 (29%); 20 years or more 48 (33%)

## Firms (page 2 of 3, 51 to 100 of 147, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [FHL Investment Management Company, LLC](https://advisorcensus.com/firm/fhl-investment-management-company-llc-north-bethesda-md-293961) ([md](https://advisorcensus.com/firm/fhl-investment-management-company-llc-north-bethesda-md-293961.md)) | 293961 | North Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Performance fee |
| [Folger Nolan Fleming Douglas Capital Management, Inc.](https://advisorcensus.com/firm/folger-nolan-fleming-douglas-capital-management-inc-washington-dc-140444) ([md](https://advisorcensus.com/firm/folger-nolan-fleming-douglas-capital-management-inc-washington-dc-140444.md)) | 140444 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 48 | % of assets |
| [Folger Nolan Fleming Douglas Incorporated](https://advisorcensus.com/firm/folger-nolan-fleming-douglas-incorporated-washington-dc-319) ([md](https://advisorcensus.com/firm/folger-nolan-fleming-douglas-incorporated-washington-dc-319.md)) | 319 | Washington, DC | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets |
| [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 |
| [Glassman Wealth Services, LLC](https://advisorcensus.com/firm/glassman-wealth-services-llc-vienna-va-151478) ([md](https://advisorcensus.com/firm/glassman-wealth-services-llc-vienna-va-151478.md)) | 151478 | Vienna, VA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Goldsborough Capital Management, LLC](https://advisorcensus.com/firm/goldsborough-capital-management-llc-gaithersburg-md-163344) ([md](https://advisorcensus.com/firm/goldsborough-capital-management-llc-gaithersburg-md-163344.md)) | 163344 | Gaithersburg, MD | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Good News Financial & Investment Advisors, LLC](https://advisorcensus.com/firm/good-news-financial-and-investment-advisors-llc-largo-md-311935) ([md](https://advisorcensus.com/firm/good-news-financial-and-investment-advisors-llc-largo-md-311935.md)) | 311935 | Largo, MD | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Gritstone Asset Management LLC](https://advisorcensus.com/firm/gritstone-asset-management-llc-bethesda-md-298500) ([md](https://advisorcensus.com/firm/gritstone-asset-management-llc-bethesda-md-298500.md)) | 298500 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [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 |
| [Heritage Financial LLC](https://advisorcensus.com/firm/heritage-financial-llc-gainesville-va-285149) ([md](https://advisorcensus.com/firm/heritage-financial-llc-gainesville-va-285149.md)) | 285149 | Gainesville, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Hughes Financial Services, LLC](https://advisorcensus.com/firm/hughes-financial-services-llc-herndon-va-173195) ([md](https://advisorcensus.com/firm/hughes-financial-services-llc-herndon-va-173195.md)) | 173195 | Herndon, VA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Impact Capital, LLC](https://advisorcensus.com/firm/impact-capital-llc-rockville-md-297413) ([md](https://advisorcensus.com/firm/impact-capital-llc-rockville-md-297413.md)) | 297413 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, 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 |
| [Independent Financial Planning](https://advisorcensus.com/firm/independent-financial-planning-reston-va-173917) ([md](https://advisorcensus.com/firm/independent-financial-planning-reston-va-173917.md)) | 173917 | Reston, VA | State-registered investment adviser | $25 million to $100 million | 11 | % 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 |
| [Intervest Ltd](https://advisorcensus.com/firm/intervest-ltd-chevy-chase-md-104614) ([md](https://advisorcensus.com/firm/intervest-ltd-chevy-chase-md-104614.md)) | 104614 | Chevy Chase, MD | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Hourly, Fixed fee |
| [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 |
| [Kendall Capital Management](https://advisorcensus.com/firm/kendall-capital-management-rockville-md-134740) ([md](https://advisorcensus.com/firm/kendall-capital-management-rockville-md-134740.md)) | 134740 | Rockville, MD | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Keystone Asset Management, Inc.](https://advisorcensus.com/firm/keystone-asset-management-inc-mclean-va-130101) ([md](https://advisorcensus.com/firm/keystone-asset-management-inc-mclean-va-130101.md)) | 130101 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [KFA Private Wealth Group, LLC](https://advisorcensus.com/firm/kfa-private-wealth-group-llc-tyson-va-281678) ([md](https://advisorcensus.com/firm/kfa-private-wealth-group-llc-tyson-va-281678.md)) | 281678 | Tyson, VA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Kilner Capital Advisors, LLC](https://advisorcensus.com/firm/kilner-capital-advisors-llc-gaithersburg-md-139521) ([md](https://advisorcensus.com/firm/kilner-capital-advisors-llc-gaithersburg-md-139521.md)) | 139521 | Gaithersburg, MD | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [Kirk Capital Advisors LLC](https://advisorcensus.com/firm/kirk-capital-advisors-llc-vienna-va-312401) ([md](https://advisorcensus.com/firm/kirk-capital-advisors-llc-vienna-va-312401.md)) | 312401 | Vienna, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [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 |
| [LGG Financial](https://advisorcensus.com/firm/lgg-financial-bethesda-md-305002) ([md](https://advisorcensus.com/firm/lgg-financial-bethesda-md-305002.md)) | 305002 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Lynx Investment Advisory, LLC](https://advisorcensus.com/firm/lynx-investment-advisory-llc-washington-dc-111814) ([md](https://advisorcensus.com/firm/lynx-investment-advisory-llc-washington-dc-111814.md)) | 111814 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, 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 |
| [Martis Capital Management, LLC](https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437) ([md](https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437.md)) | 296437 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |
| [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 |
| [MER Capital Management, LLC](https://advisorcensus.com/firm/mer-capital-management-llc-alexandria-va-300869) ([md](https://advisorcensus.com/firm/mer-capital-management-llc-alexandria-va-300869.md)) | 300869 | Alexandria, VA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [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 |
| [Middleton Advisory](https://advisorcensus.com/firm/middleton-advisory-bethesda-md-155334) ([md](https://advisorcensus.com/firm/middleton-advisory-bethesda-md-155334.md)) | 155334 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Miller Capital Management, Inc.](https://advisorcensus.com/firm/miller-capital-management-inc-bethesda-md-115475) ([md](https://advisorcensus.com/firm/miller-capital-management-inc-bethesda-md-115475.md)) | 115475 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [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 |
| [Montgomery Investment Management Inc](https://advisorcensus.com/firm/montgomery-investment-management-inc-rockville-md-105417) ([md](https://advisorcensus.com/firm/montgomery-investment-management-inc-rockville-md-105417.md)) | 105417 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets |
| [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 |
| [MV Capital Management, Inc.](https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034) ([md](https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034.md)) | 139034 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, 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 |
| [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 |
| [Omega Wealth Management LLC](https://advisorcensus.com/firm/omega-wealth-management-llc-arlington-va-132580) ([md](https://advisorcensus.com/firm/omega-wealth-management-llc-arlington-va-132580.md)) | 132580 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Ortman Financial Planning](https://advisorcensus.com/firm/ortman-financial-planning-north-bethesda-md-281944) ([md](https://advisorcensus.com/firm/ortman-financial-planning-north-bethesda-md-281944.md)) | 281944 | North Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Washington, DC work with charitable organizations?**
147 investment advisory firms with a principal office in the Washington metro area report charitable organizations 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 charitable organizations in Washington, DC: 147 firms from Form ADV filings as of October 2026.