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Research / Organic Growers

The fastest-growing RIAs in Washington, DC.

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.

#FirmAssets, end of 2023 → 2025GrowthAdvisory staffNet advisors, 12 moHow they grewMain custodianScore
1Burkholder & Associates, LLC
WASHINGTON
$186.5M → $287.4M1.54×
1.1× typical
2 → 20
Organic
Fidelity47.3

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.

How we ranked