# 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/4

## 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 4 of 7, 151 to 200 of 341, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Houstoun Capital Management, Inc.](https://advisorcensus.com/firm/houstoun-capital-management-inc-bethesda-md-117496) ([md](https://advisorcensus.com/firm/houstoun-capital-management-inc-bethesda-md-117496.md)) | 117496 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [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 |
| [HZ Investments Inc.](https://advisorcensus.com/firm/hz-investments-inc-chevy-chase-md-312268) ([md](https://advisorcensus.com/firm/hz-investments-inc-chevy-chase-md-312268.md)) | 312268 | Chevy Chase, MD | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets |
| [Iconic Wealth Management](https://advisorcensus.com/firm/iconic-wealth-management-alexandria-va-287846) ([md](https://advisorcensus.com/firm/iconic-wealth-management-alexandria-va-287846.md)) | 287846 | Alexandria, VA | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [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 |
| [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 |
| [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 |
| [Integrated Financial Solutions, Inc.](https://advisorcensus.com/firm/integrated-financial-solutions-inc-reston-va-112038) ([md](https://advisorcensus.com/firm/integrated-financial-solutions-inc-reston-va-112038.md)) | 112038 | Reston, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [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 |
| [Ithaka Financial Planning, LLC](https://advisorcensus.com/firm/ithaka-financial-planning-llc-chevy-chase-md-153244) ([md](https://advisorcensus.com/firm/ithaka-financial-planning-llc-chevy-chase-md-153244.md)) | 153244 | Chevy Chase, MD | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Ivy League Financial Advisors LLC](https://advisorcensus.com/firm/ivy-league-financial-advisors-llc-rockville-md-119145) ([md](https://advisorcensus.com/firm/ivy-league-financial-advisors-llc-rockville-md-119145.md)) | 119145 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 20 | % 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 |
| [Jacques Advisors, LLC](https://advisorcensus.com/firm/jacques-advisors-llc-rockville-md-116102) ([md](https://advisorcensus.com/firm/jacques-advisors-llc-rockville-md-116102.md)) | 116102 | Rockville, MD | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Jade & Cowry LLC](https://advisorcensus.com/firm/jade-and-cowry-llc-arlington-va-154129) ([md](https://advisorcensus.com/firm/jade-and-cowry-llc-arlington-va-154129.md)) | 154129 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Kaplan Wealth Management, Inc.](https://advisorcensus.com/firm/kaplan-wealth-management-inc-reston-va-167880) ([md](https://advisorcensus.com/firm/kaplan-wealth-management-inc-reston-va-167880.md)) | 167880 | Reston, VA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Katz Family Financial Advisors, LLC](https://advisorcensus.com/firm/katz-family-financial-advisors-llc-alexandria-va-133600) ([md](https://advisorcensus.com/firm/katz-family-financial-advisors-llc-alexandria-va-133600.md)) | 133600 | Alexandria, VA | State-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [KCR Wealth Management, LLC](https://advisorcensus.com/firm/kcr-wealth-management-llc-reston-va-170798) ([md](https://advisorcensus.com/firm/kcr-wealth-management-llc-reston-va-170798.md)) | 170798 | Reston, VA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, 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 |
| [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 |
| [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 |
| [KYO Asset Management, LLC](https://advisorcensus.com/firm/kyo-asset-management-llc-annandale-va-331281) ([md](https://advisorcensus.com/firm/kyo-asset-management-llc-annandale-va-331281.md)) | 331281 | Annandale, VA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [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 |
| [Lasting Legacy Wealth Management, LLC](https://advisorcensus.com/firm/lasting-legacy-wealth-management-llc-alexandria-va-328107) ([md](https://advisorcensus.com/firm/lasting-legacy-wealth-management-llc-alexandria-va-328107.md)) | 328107 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, 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 |
| [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 |
| [Lifelaidout LLC](https://advisorcensus.com/firm/lifelaidout-llc-vienna-va-332992) ([md](https://advisorcensus.com/firm/lifelaidout-llc-vienna-va-332992.md)) | 332992 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Lifetime Financial](https://advisorcensus.com/firm/lifetime-financial-takoma-park-md-312171) ([md](https://advisorcensus.com/firm/lifetime-financial-takoma-park-md-312171.md)) | 312171 | Takoma Park, MD | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Luminate Financial Planning](https://advisorcensus.com/firm/luminate-financial-planning-sterling-va-289287) ([md](https://advisorcensus.com/firm/luminate-financial-planning-sterling-va-289287.md)) | 289287 | Sterling, VA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Massie Financial Planning Inc.](https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095) ([md](https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095.md)) | 324095 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [McGinn Penninger Investment Management Inc.](https://advisorcensus.com/firm/mcginn-penninger-investment-management-inc-alexandria-va-107396) ([md](https://advisorcensus.com/firm/mcginn-penninger-investment-management-inc-alexandria-va-107396.md)) | 107396 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets |
| [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 |
| [Meritis Wealth Management, Inc.](https://advisorcensus.com/firm/meritis-wealth-management-inc-potomac-md-336539) ([md](https://advisorcensus.com/firm/meritis-wealth-management-inc-potomac-md-336539.md)) | 336539 | Potomac, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [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 |
| [Millennium Financial Services LLP](https://advisorcensus.com/firm/millennium-financial-services-llp-rockville-md-118082) ([md](https://advisorcensus.com/firm/millennium-financial-services-llp-rockville-md-118082.md)) | 118082 | Rockville, MD | State-registered investment adviser | Under $25 million | 29 | % of assets, Hourly |
| [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 |
| [Missionsquare Retirement](https://advisorcensus.com/firm/missionsquare-retirement-washington-dc-108783) ([md](https://advisorcensus.com/firm/missionsquare-retirement-washington-dc-108783.md)) | 108783 | Washington, DC | SEC-registered investment adviser | Over $5 billion | 43 | % of assets |

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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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- [Financial advisors in Ashburn, VA](https://advisorcensus.com/advisors/dc/washington/ashburn) (https://advisorcensus.com/advisors/dc/washington/ashburn.md)
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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.