# 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/3

## 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 3 of 7, 101 to 150 of 341, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Decisionmap Wealth Management, LLC](https://advisorcensus.com/firm/decisionmap-wealth-management-llc-great-falls-va-328429) ([md](https://advisorcensus.com/firm/decisionmap-wealth-management-llc-great-falls-va-328429.md)) | 328429 | Great Falls, VA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Delta Financial Advisors, Inc](https://advisorcensus.com/firm/delta-financial-advisors-inc-kensington-md-121907) ([md](https://advisorcensus.com/firm/delta-financial-advisors-inc-kensington-md-121907.md)) | 121907 | Kensington, MD | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Different Investments, LLC](https://advisorcensus.com/firm/different-investments-llc-ashburn-va-301962) ([md](https://advisorcensus.com/firm/different-investments-llc-ashburn-va-301962.md)) | 301962 | Ashburn, VA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Discovery Wealth Planning LLC](https://advisorcensus.com/firm/discovery-wealth-planning-llc-vienna-va-321055) ([md](https://advisorcensus.com/firm/discovery-wealth-planning-llc-vienna-va-321055.md)) | 321055 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 4 | Hourly, Fixed fee |
| [District Capital Management, LLC](https://advisorcensus.com/firm/district-capital-management-llc-washington-dc-167317) ([md](https://advisorcensus.com/firm/district-capital-management-llc-washington-dc-167317.md)) | 167317 | Washington, DC | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Dominion Financial Consultants, LLC](https://advisorcensus.com/firm/dominion-financial-consultants-llc-washington-dc-149284) ([md](https://advisorcensus.com/firm/dominion-financial-consultants-llc-washington-dc-149284.md)) | 149284 | Washington, DC | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Doxa Capital, LLC](https://advisorcensus.com/firm/doxa-capital-llc-arlington-va-174851) ([md](https://advisorcensus.com/firm/doxa-capital-llc-arlington-va-174851.md)) | 174851 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Dream Financial Planning](https://advisorcensus.com/firm/dream-financial-planning-herndon-va-304086) ([md](https://advisorcensus.com/firm/dream-financial-planning-herndon-va-304086.md)) | 304086 | Herndon, VA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Dudley Capital Management LLC](https://advisorcensus.com/firm/dudley-capital-management-llc-middleburg-va-282958) ([md](https://advisorcensus.com/firm/dudley-capital-management-llc-middleburg-va-282958.md)) | 282958 | Middleburg, VA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Edgemoor Investment Advisors, Inc.](https://advisorcensus.com/firm/edgemoor-investment-advisors-inc-bethesda-md-109104) ([md](https://advisorcensus.com/firm/edgemoor-investment-advisors-inc-bethesda-md-109104.md)) | 109104 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [EJF Capital LP](https://advisorcensus.com/firm/ejf-capital-lp-arlington-va-138854) ([md](https://advisorcensus.com/firm/ejf-capital-lp-arlington-va-138854.md)) | 138854 | Arlington, VA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee, Other |
| [Elite Financial Group](https://advisorcensus.com/firm/elite-financial-group-gaithersburg-md-315997) ([md](https://advisorcensus.com/firm/elite-financial-group-gaithersburg-md-315997.md)) | 315997 | Gaithersburg, MD | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Ellison Investment Advisors](https://advisorcensus.com/firm/ellison-investment-advisors-fairfax-va-116393) ([md](https://advisorcensus.com/firm/ellison-investment-advisors-fairfax-va-116393.md)) | 116393 | Fairfax, VA | State-registered investment adviser | Under $25 million | 30 | % of assets, Hourly |
| [Emerald Investments, Inc.](https://advisorcensus.com/firm/emerald-investments-inc-arlington-va-120750) ([md](https://advisorcensus.com/firm/emerald-investments-inc-arlington-va-120750.md)) | 120750 | Arlington, VA | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Fixed fee |
| [Empire Advisors Wealth Management LLC](https://advisorcensus.com/firm/empire-advisors-wealth-management-llc-fairfax-va-324031) ([md](https://advisorcensus.com/firm/empire-advisors-wealth-management-llc-fairfax-va-324031.md)) | 324031 | Fairfax, VA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Evermay Wealth Management, LLC](https://advisorcensus.com/firm/evermay-wealth-management-llc-arlington-va-149230) ([md](https://advisorcensus.com/firm/evermay-wealth-management-llc-arlington-va-149230.md)) | 149230 | Arlington, VA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Evolutionary Tree Capital Management, LLC](https://advisorcensus.com/firm/evolutionary-tree-capital-management-llc-alexandria-va-291127) ([md](https://advisorcensus.com/firm/evolutionary-tree-capital-management-llc-alexandria-va-291127.md)) | 291127 | Alexandria, VA | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [F/M Investments LLC](https://advisorcensus.com/firm/f-m-investments-llc-washington-dc-304405) ([md](https://advisorcensus.com/firm/f-m-investments-llc-washington-dc-304405.md)) | 304405 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Fairfax Global Investment Management LLC](https://advisorcensus.com/firm/fairfax-global-investment-management-llc-middleburg-va-314171) ([md](https://advisorcensus.com/firm/fairfax-global-investment-management-llc-middleburg-va-314171.md)) | 314171 | Middleburg, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Family Office Research, LLC](https://advisorcensus.com/firm/family-office-research-llc-bethesda-md-144136) ([md](https://advisorcensus.com/firm/family-office-research-llc-bethesda-md-144136.md)) | 144136 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [FBB Capital Partners](https://advisorcensus.com/firm/fbb-capital-partners-bethesda-md-108967) ([md](https://advisorcensus.com/firm/fbb-capital-partners-bethesda-md-108967.md)) | 108967 | Bethesda, MD | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Ferguson-Johnson Wealth Management, Inc.](https://advisorcensus.com/firm/ferguson-johnson-wealth-management-inc-rockville-md-109232) ([md](https://advisorcensus.com/firm/ferguson-johnson-wealth-management-inc-rockville-md-109232.md)) | 109232 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly |
| [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 |
| [Ficadenti Tandon Asset Management, Inc.](https://advisorcensus.com/firm/ficadenti-tandon-asset-management-inc-mclean-va-116003) ([md](https://advisorcensus.com/firm/ficadenti-tandon-asset-management-inc-mclean-va-116003.md)) | 116003 | McLean, VA | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Performance fee |
| [First Georgetown Securities, Inc](https://advisorcensus.com/firm/first-georgetown-securities-inc-alexandria-va-5871) ([md](https://advisorcensus.com/firm/first-georgetown-securities-inc-alexandria-va-5871.md)) | 5871 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Fischer Wealth Advisors, LLC](https://advisorcensus.com/firm/fischer-wealth-advisors-llc-alexandria-va-281113) ([md](https://advisorcensus.com/firm/fischer-wealth-advisors-llc-alexandria-va-281113.md)) | 281113 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Florin Group, LLC](https://advisorcensus.com/firm/florin-group-llc-mclean-va-168196) ([md](https://advisorcensus.com/firm/florin-group-llc-mclean-va-168196.md)) | 168196 | McLean, VA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed 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 |
| [Foundry Capital Management](https://advisorcensus.com/firm/foundry-capital-management-arlington-va-172083) ([md](https://advisorcensus.com/firm/foundry-capital-management-arlington-va-172083.md)) | 172083 | Arlington, VA | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [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 |
| [Generational Private Wealth](https://advisorcensus.com/firm/generational-private-wealth-leesbrug-va-324954) ([md](https://advisorcensus.com/firm/generational-private-wealth-leesbrug-va-324954.md)) | 324954 | Leesbrug, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Geometric Wealth Advisors, LLC](https://advisorcensus.com/firm/geometric-wealth-advisors-llc-washington-dc-171670) ([md](https://advisorcensus.com/firm/geometric-wealth-advisors-llc-washington-dc-171670.md)) | 171670 | Washington, DC | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [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 |
| [Glassy Mountain Advisors, Inc.](https://advisorcensus.com/firm/glassy-mountain-advisors-inc-bethesda-md-314937) ([md](https://advisorcensus.com/firm/glassy-mountain-advisors-inc-bethesda-md-314937.md)) | 314937 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Glover Park Wealth Management, LLC](https://advisorcensus.com/firm/glover-park-wealth-management-llc-arlington-va-309793) ([md](https://advisorcensus.com/firm/glover-park-wealth-management-llc-arlington-va-309793.md)) | 309793 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, 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 |
| [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 |
| [Grey Owl Capital Management, LLC](https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998) ([md](https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998.md)) | 149998 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 8 | % 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 |
| [H. L. Lichstrahl & Company, LLC](https://advisorcensus.com/firm/h-l-lichstrahl-and-company-llc-arlington-va-112124) ([md](https://advisorcensus.com/firm/h-l-lichstrahl-and-company-llc-arlington-va-112124.md)) | 112124 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [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 |
| [Harbour Capital Advisors, LLC](https://advisorcensus.com/firm/harbour-capital-advisors-llc-tysons-corner-va-157266) ([md](https://advisorcensus.com/firm/harbour-capital-advisors-llc-tysons-corner-va-157266.md)) | 157266 | Tysons Corner, VA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed 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 |
| [Hillebrand Financial Planning LLC](https://advisorcensus.com/firm/hillebrand-financial-planning-llc-reston-va-133235) ([md](https://advisorcensus.com/firm/hillebrand-financial-planning-llc-reston-va-133235.md)) | 133235 | Reston, VA | State-registered investment adviser | $25 million to $100 million | 21 | % 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 |
| [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 |
| [Houlihan Financial Resource Group, Ltd.](https://advisorcensus.com/firm/houlihan-financial-resource-group-ltd-ashburn-va-116670) ([md](https://advisorcensus.com/firm/houlihan-financial-resource-group-ltd-ashburn-va-116670.md)) | 116670 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly |

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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.