# Financial advisors for high-net-worth individuals in Washington, DC

> AdvisorCensus lists 341 investment advisory firms with a principal office in the Washington metro area that report high-net-worth individuals 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-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 341
- Registration: SEC-registered investment adviser: 199, State-registered investment adviser: 142
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 154 (45%); Percentage of assets 321 (94%); Hourly charges 179 (52%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 221 (65%); Commissions 7 (2%); Performance-based fees 32 (9%); Other 31 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 47 (14%); $25 million to $100 million 83 (24%); $100 million to $500 million 112 (33%); $500 million to $1 billion 37 (11%); $1 billion to $5 billion 38 (11%); Over $5 billion 14 (4%); Not reported 10 (3%)
- Years registered: Under 5 years 104 (30%); 5 to 9 years 80 (23%); 10 to 19 years 89 (26%); 20 years or more 68 (20%)

## Firms (page 2 of 7, 51 to 100 of 341, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Birks Financial Corp.](https://advisorcensus.com/firm/birks-financial-corp-herndon-va-118623) ([md](https://advisorcensus.com/firm/birks-financial-corp-herndon-va-118623.md)) | 118623 | Herndon, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Blackfield Capital Management LLC](https://advisorcensus.com/firm/blackfield-capital-management-llc-rockville-md-331774) ([md](https://advisorcensus.com/firm/blackfield-capital-management-llc-rockville-md-331774.md)) | 331774 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Blue Like an Orange Sustainable Capital](https://advisorcensus.com/firm/blue-like-an-orange-sustainable-capital-washington-dc-291948) ([md](https://advisorcensus.com/firm/blue-like-an-orange-sustainable-capital-washington-dc-291948.md)) | 291948 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Bluelist Partners, LLC](https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568) ([md](https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568.md)) | 304568 | Occoquan, VA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Bluestone® Financial Advisors, LLC](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946) ([md](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946.md)) | 146946 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee |
| [BNB Wealth Mangagement, LLC](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702) ([md](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702.md)) | 107702 | Silver Spring, MD | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [Bogart Wealth, LLC](https://advisorcensus.com/firm/bogart-wealth-llc-mclean-va-283886) ([md](https://advisorcensus.com/firm/bogart-wealth-llc-mclean-va-283886.md)) | 283886 | McLean, VA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Bontempo Ohly Capital Management, LLC](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804) ([md](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804.md)) | 132804 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Brighter Financial Capital Management, LLC](https://advisorcensus.com/firm/brighter-financial-capital-management-llc-reston-va-300619) ([md](https://advisorcensus.com/firm/brighter-financial-capital-management-llc-reston-va-300619.md)) | 300619 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Broad Run Investment Management, LLC](https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067) ([md](https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067.md)) | 165067 | Arlington, VA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets |
| [Brown / Miller Wealth Management, LLC](https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742) ([md](https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742.md)) | 305742 | McLean, VA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Bryspen, Incorporated](https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004) ([md](https://advisorcensus.com/firm/bryspen-incorporated-washington-dc-109004.md)) | 109004 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Buchanan Wealth Management](https://advisorcensus.com/firm/buchanan-wealth-management-reston-va-316629) ([md](https://advisorcensus.com/firm/buchanan-wealth-management-reston-va-316629.md)) | 316629 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Bull Bear Investment Management LLC](https://advisorcensus.com/firm/bull-bear-investment-management-llc-reston-va-174038) ([md](https://advisorcensus.com/firm/bull-bear-investment-management-llc-reston-va-174038.md)) | 174038 | Reston, VA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Bull Harbor Capital LLC.](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995) ([md](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995.md)) | 324995 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Bull Run Investment Management LLC](https://advisorcensus.com/firm/bull-run-investment-management-llc-mclean-va-306763) ([md](https://advisorcensus.com/firm/bull-run-investment-management-llc-mclean-va-306763.md)) | 306763 | McLean, VA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Burkholder & Associates, LLC](https://advisorcensus.com/firm/burkholder-and-associates-llc-washington-dc-313338) ([md](https://advisorcensus.com/firm/burkholder-and-associates-llc-washington-dc-313338.md)) | 313338 | Washington, DC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [C.L. Sheldon & Company, LLC](https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582) ([md](https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582.md)) | 152582 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [Cadence Planning, LLC](https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663) ([md](https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663.md)) | 319663 | Frederick, MD | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Calvert Research and Management](https://advisorcensus.com/firm/calvert-research-and-management-washington-dc-285127) ([md](https://advisorcensus.com/firm/calvert-research-and-management-washington-dc-285127.md)) | 285127 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 10 | % of assets |
| [Campion Asset Management, LLC](https://advisorcensus.com/firm/campion-asset-management-llc-fairfax-va-134002) ([md](https://advisorcensus.com/firm/campion-asset-management-llc-fairfax-va-134002.md)) | 134002 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Capital Area Planning Group](https://advisorcensus.com/firm/capital-area-planning-group-washington-dc-333056) ([md](https://advisorcensus.com/firm/capital-area-planning-group-washington-dc-333056.md)) | 333056 | Washington, DC | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Capital Fiduciary Advisors](https://advisorcensus.com/firm/capital-fiduciary-advisors-ashburn-va-312704) ([md](https://advisorcensus.com/firm/capital-fiduciary-advisors-ashburn-va-312704.md)) | 312704 | Ashburn, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Capital Financial, LLC](https://advisorcensus.com/firm/capital-financial-llc-olney-md-122844) ([md](https://advisorcensus.com/firm/capital-financial-llc-olney-md-122844.md)) | 122844 | Olney, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Capital Investment Advisors](https://advisorcensus.com/firm/capital-investment-advisors-washington-d-c-dc-118269) ([md](https://advisorcensus.com/firm/capital-investment-advisors-washington-d-c-dc-118269.md)) | 118269 | Washington D.c., DC | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Capital Squared Financial LLC](https://advisorcensus.com/firm/capital-squared-financial-llc-rockville-md-326861) ([md](https://advisorcensus.com/firm/capital-squared-financial-llc-rockville-md-326861.md)) | 326861 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Capitol Financial Consultants, Inc.](https://advisorcensus.com/firm/capitol-financial-consultants-inc-mclean-va-109800) ([md](https://advisorcensus.com/firm/capitol-financial-consultants-inc-mclean-va-109800.md)) | 109800 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets, Hourly, Fixed fee, Commissions |
| [Capitol Private Wealth Group LLC](https://advisorcensus.com/firm/capitol-private-wealth-group-llc-vienna-va-283257) ([md](https://advisorcensus.com/firm/capitol-private-wealth-group-llc-vienna-va-283257.md)) | 283257 | Vienna, VA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Capitol Wealth Management, Inc.](https://advisorcensus.com/firm/capitol-wealth-management-inc-mclean-va-114994) ([md](https://advisorcensus.com/firm/capitol-wealth-management-inc-mclean-va-114994.md)) | 114994 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Carderock Capital Management, Inc.](https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570) ([md](https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570.md)) | 104570 | Chevy Chase, MD | SEC-registered investment adviser | $500 million to $1 billion | 39 | % of assets, Hourly |
| [Cassaday & Company, Inc.](https://advisorcensus.com/firm/cassaday-and-company-inc-mclean-va-317672) ([md](https://advisorcensus.com/firm/cassaday-and-company-inc-mclean-va-317672.md)) | 317672 | McLean, VA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Other |
| [Catoctin Ridge Wealth Partner](https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113) ([md](https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113.md)) | 333113 | Thurmont, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Centurion Wealth Management](https://advisorcensus.com/firm/centurion-wealth-management-mclean-va-317929) ([md](https://advisorcensus.com/firm/centurion-wealth-management-mclean-va-317929.md)) | 317929 | McLean, VA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Performance fee |
| [CHC Financial Solutions, LLC](https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881) ([md](https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881.md)) | 339881 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee, Other |
| [Chesapeake Investment Management LLC](https://advisorcensus.com/firm/chesapeake-investment-management-llc-mclean-va-119010) ([md](https://advisorcensus.com/firm/chesapeake-investment-management-llc-mclean-va-119010.md)) | 119010 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [Chevy Chase Trust Company](https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742) ([md](https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742.md)) | 110742 | Bethesda, MD | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Fixed fee |
| [Churchill Research Inc.](https://advisorcensus.com/firm/churchill-research-inc-falls-church-va-142372) ([md](https://advisorcensus.com/firm/churchill-research-inc-falls-church-va-142372.md)) | 142372 | Falls Church, VA | State-registered investment adviser | Not reported | 19 | Other |
| [CJC Wealth Management](https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288) ([md](https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288.md)) | 325288 | Olney, MD | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [CJM Wealth Advisers, Ltd.](https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750) ([md](https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750.md)) | 107750 | Falls Church, VA | SEC-registered investment adviser | $1 billion to $5 billion | 47 | % of assets, Fixed fee, Other |
| [Clarion Wealth Management Partners](https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243) ([md](https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243.md)) | 334243 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Commissions |
| [Commonwealth Asset Management Group LLC](https://advisorcensus.com/firm/commonwealth-asset-management-group-llc-fairfax-va-158514) ([md](https://advisorcensus.com/firm/commonwealth-asset-management-group-llc-fairfax-va-158514.md)) | 158514 | Fairfax, VA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Connor Capital Management, LLC](https://advisorcensus.com/firm/connor-capital-management-llc-vienna-va-155893) ([md](https://advisorcensus.com/firm/connor-capital-management-llc-vienna-va-155893.md)) | 155893 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Contrary Investment Advisors](https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958) ([md](https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958.md)) | 154958 | Arlington, VA | State-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Cope Connelly](https://advisorcensus.com/firm/cope-connelly-arlington-va-311665) ([md](https://advisorcensus.com/firm/cope-connelly-arlington-va-311665.md)) | 311665 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Coretegic Capital, LLC](https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343) ([md](https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343.md)) | 291343 | Arlington, VA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Councilor Wealth LLC](https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858) ([md](https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858.md)) | 170858 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Craftwork Capital LLC](https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626) ([md](https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626.md)) | 311626 | Alexandria, VA | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [CWM Financial Group, Inc.](https://advisorcensus.com/firm/cwm-financial-group-inc-rockville-md-117255) ([md](https://advisorcensus.com/firm/cwm-financial-group-inc-rockville-md-117255.md)) | 117255 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [D'Orazio Wealth Advisors](https://advisorcensus.com/firm/d-orazio-wealth-advisors-vienna-va-131976) ([md](https://advisorcensus.com/firm/d-orazio-wealth-advisors-vienna-va-131976.md)) | 131976 | Vienna, VA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | Fixed fee, Other |
| [David N. Hainsworth, C.P.A., P.C.](https://advisorcensus.com/firm/david-n-hainsworth-c-p-a-p-c-fairfax-va-281182) ([md](https://advisorcensus.com/firm/david-n-hainsworth-c-p-a-p-c-fairfax-va-281182.md)) | 281182 | Fairfax, VA | State-registered investment adviser | Not reported | 10 | % of assets, Hourly, Fixed fee, Other |

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## Questions people ask

**Which financial advisors in Washington, DC work with high-net-worth individuals?**
341 investment advisory firms with a principal office in the Washington metro area report high-net-worth individuals 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 high-net-worth individuals in Washington, DC: 341 firms from Form ADV filings as of October 2026.