One wealth management firm in Washington, DC grew its assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Ranked by asset growth, advisory staff growth and net advisors gained.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Burkholder & Associates, LLC WASHINGTON | $186.5M → $287.4M | 1.54× 1.1× typical | 2 → 2 | 0 | Organic | Fidelity | 47.3 |
Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.