HNW client percentage for Team firms serving clients in District Of Columbia

Team firms active in District Of Columbia 60 firms

Very Low 8%-16%

Low 16%-27%

Typical 27%-49%

High 49%-66%

Very High 66%-97%

5th 20th 40th 60th 80th 95th

Median: 45%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Sun Global LLC	Typical 45%	5	11	$420K
Total Alignment Wealth Advisors, LLC	Very High 100%	28	28	—
Rothschild Capital Partners	Very High 89%	57	64	$3.3M
Folger Nolan Fleming Douglas Incorporated	Low 16%	42	257	$3.1M
Partners Capital Services, Inc.	High 56%	118	210	$310K
Fidelis Capital	Very High 80%	175	218	$8.7M
Values Added Financial	Very High 66%	74	112	$2.8M
Capital Synergy Partners	Typical 34%	114	331	$310K
Highline Wealth Partners	Typical 28%	91	320	$2.3M
MBI LLC	High 50%	95	191	$1.6M
Glassy Mountain Advisors, Inc.	Very High 66%	84	127	$2.9M
Lynx Investment Advisory, LLC	Typical 45%	97	214	$4.2M
Churchill Financial Advisors, LLC	Typical 42%	45	108	$4.8M
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Glassman Wealth Services, LLC	Very High 84%	302	359	$6.9M
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Crew Capital Management, LTD.	Typical 30%	60	203	$1.2M
Evermay Wealth Management, LLC	Typical 42%	234	558	$2.4M
Craft Wealth Services	Very Low 15%	34	222	$530K
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
Westbourne Investment Advisors Inc.	Typical 36%	68	187	$2.3M
Curio Wealth, LLC	Very Low 14%	50	354	$1.3M
Marotta Wealth Management, Inc.	High 52%	185	354	$1.9M
Fortress Private Ledger, LLC	Very Low 14%	98	681	$690K
Trumbower Financial Advisors LLC	High 65%	159	246	$8.1M
Emerald Advisors, LLC	Very High 70%	151	215	$4.4M
Strathmore Capital Advisors	Typical 48%	237	493	$1.6M
Condor Capital Wealth Management	High 49%	424	869	$2.4M
Armstrong, Fleming & Moore, Inc.	High 49%	266	539	$2.3M
Meritas Wealth Management, LLC	High 53%	172	324	$1.8M
Chesapeake Investment Management LLC	Very High 100%	391	391	$500K
Aspect Partners, LLC	Typical 45%	126	280	$1.4M
Torrey Growth & Income Advisors, LLC	Low 22%	64	293	$1.1M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Preston Wealth Advisors, LLC.	Low 21%	64	301	$810K
Bright Road Wealth Management, LLC	Low 17%	104	614	$680K
Edgemoor Investment Advisors, Inc.	High 49%	153	312	$4.1M
Buttonwood Financial Advisors, Inc.	Typical 47%	152	321	$1.5M
Capital Investment Advisors	Low 19%	79	417	$680K
Axiom Value Wealth Management LLC	Low 17%	61	351	$270K
Wealthcrest Financial Services, LLC	High 61%	232	380	$1.3M
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Romano Wealth Management	High 51%	478	934	$1.5M
Seneca Financial Advisors LLC	Typical 45%	159	353	$2.3M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Graham Capital Wealth Management, LLC	Very Low 9%	62	705	$350K
Aviso Wealth Management	Low 17%	158	913	$640K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Folger Nolan Fleming Douglas Capital Management, Inc.	Very High 71%	341	478	$2.5M
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support