Oakhurst Capital Management is a well-established investment advisory firm located in Washington, DC. With a team of five employees, four of whom specialize in providing investment advisory services, the firm offers a high level of expertise and personalized attention to their clients. Impressively, Oakhurst Capital Management manages an average of $980,000 in assets under management per investment advisor, showcasing their ability to handle significant portfolios and deliver tailored strategies. Their compensation structure includes various types, including subscription fees, ensuring transparency and aligning their interests with those of their clients. The firm serves over 20 individual clients and oversees a substantial amount of assets, with over $744,021,000 under management. Operating on a discretionary basis, Oakhurst Capital Management takes full responsibility for managing 100% of the assets entrusted to them, providing clients with peace of mind and confidence in their investment decisions. With two office locations in Washington, DC, Oakhurst Capital Management is well-positioned to serve a diverse client base. Their dedication to delivering exceptional service and expertise has allowed them to build lasting relationships with their clients. As a small investment advisory firm, Oakhurst Capital Management prioritizes personalized financial solutions and comprehensive wealth management strategies. Their commitment to excellence and experienced team members make them a trusted partner in helping clients achieve their financial goals.

Folger Nolan Fleming Douglas Capital Management, Inc., headquartered in Washington, DC, is a highly regarded local investment advisory firm. With a team of seven dedicated professionals, including six experienced investment advisors, the company offers comprehensive wealth management solutions. Each investment advisor oversees an average of $36,440,000 in assets under management, reflecting their expertise in providing tailored investment strategies. The firm's compensation structure encompasses various methods, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and objectives. With a focus on serving high net worth individuals, Folger Nolan Fleming Douglas Capital Management, Inc. manages an impressive portfolio of assets under management, totaling over $1,074,934,000. Notably, the firm operates on a discretionary basis, providing clients with the confidence and convenience of having their investments managed by professionals. Folger Nolan Fleming Douglas Capital Management, Inc. prides itself on its longstanding presence in the industry, with a team of advisors who possess extensive knowledge and expertise. Notable members include Lee Folger, David Brown, and Neil Folger, who have consistently demonstrated their commitment to delivering exceptional financial guidance and achieving clients' financial goals. With one office serving as the hub of operations, the firm is deeply rooted in the Washington, DC community, fostering strong relationships with its diverse clientele. As a trusted investment advisory firm, Folger Nolan Fleming Douglas Capital Management, Inc. combines its local presence, seasoned professionals, and client-centric approach to provide comprehensive and personalized wealth management services.

Marshfield Associates, headquartered in Washington, DC, is a reputable investment advisory firm with a strong presence in the industry. With a total of 23 employees, they have a dedicated team of 12 professionals who provide exceptional investment advisory services. The firm manages an average of approximately $60,170,000 in assets per investment advisor, which falls within the industry average range. Marshfield Associates follows a comprehensive compensation structure, offering various types of remuneration, including a percentage of assets under management and performance-based fees. Their client base consists of over 3,590 individual clients, entrusting the firm with an impressive $4,442,902,000 in assets under management. While Marshfield Associates primarily manages discretionary assets, it also possesses the expertise to handle employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. The firm's commitment to personalized service and tailored investment strategies has contributed to their success and built trust among their clients. With their roots deeply established in the Washington, DC community, Marshfield Associates operates from a single office, ensuring close proximity and accessibility for their clients. The firm takes pride in its team of experienced advisors, including Chad Goldberg, Elise Hoffmann, and Christopher Niemczewski, who boast impressive tenures at the company. Marshfield Associates' dedication to delivering exceptional investment advisory services, their strong asset management track record, and their commitment to building long-term client relationships position them as a leading player in the Washington, DC financial market.

Graham Capital Wealth Management, LLC is a trusted local investment advisory firm based out of Washington, D.C., DC. With over 480 individual clients and a remarkable $168,973,000 in assets under management, they have established themselves as a leading player in the industry. Driven by their commitment to providing excellent financial guidance, Graham Capital Wealth Management, LLC operates three offices strategically located to serve their diverse clientele. Their extensive expertise lies in managing employer 401Ks and individual assets, comprising approximately half of their impressive portfolio. Their team possesses a wealth of experience and knowledge in this space, ensuring top-tier service and tailored investment strategies for each client. The firm manages all assets on a discretionary basis, granting clients peace of mind and allowing the team to make informed investment decisions on their behalf. Graham Capital Wealth Management, LLC offers a flexible compensation structure, which includes a percentage of assets under management. Employing a team of six professionals, with five dedicated to providing expert investment advisory services, Graham Capital Wealth Management, LLC boasts an impressive average of $33,790,000 in assets under management per investment advisor. The firm takes pride in its longest-tenured advisors, such as Michael Berkhahn, Alex Graham, and Stash Graham, who bring invaluable wisdom and industry acumen to the team. With a proven track record of success and a commitment to delivering superior financial solutions, Graham Capital Wealth Management, LLC continues to be a trusted partner for individuals and employers seeking exceptional wealth management services.

Capital Investment Advisors, based out of Washington D.C., DC, is a leading local investment advisory firm serving over 520 individual clients. With a robust portfolio of over $283,719,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Capital Investment Advisors operates from two well-equipped offices, strategically positioned to cater to their clients' diverse needs. The firm boasts extensive expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management sourced from these areas. Their success in this space can be attributed to their team's in-depth knowledge and experience. In fact, 97% of the assets they manage are under their discretion, showcasing their commitment to providing personalized and tailored investment solutions. Capital Investment Advisors offers a flexible compensation structure that aligns with their clients' preferences. They provide various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and fair remuneration. With a total of 16 dedicated employees, Capital Investment Advisors maintains a favorable advisor-to-client ratio. Nine of these professionals specialize in investment advisory services, ensuring that each client receives personalized attention and comprehensive financial guidance. On average, each investment advisor at the firm oversees approximately $31,520,000 in assets under management. Notably, Capital Investment Advisors takes pride in its long-tenured advisors, such as Marjorie Opalski, Samuel Boyd, and John Girouard. Their expertise and commitment contribute to the firm's stellar reputation and the exceptional service they deliver to their clients. In summary, Capital Investment Advisors is a reputable investment advisory firm in Washington D.C., DC, focused on building and preserving wealth for their clients. With their extensive experience, personalized approach, and dedicated team, they are well-positioned to provide expert financial guidance and investment management services.

Bryspen, Incorporated is a leading investment advisory firm based out of Washington, DC. With a team of two highly skilled professionals, they specialize in providing top-notch investment advisory services to their discerning clientele. Bryspen boasts an impressive average of approximately $130,550,000 in assets under management per investment advisor, which significantly surpasses the industry standard. Their outstanding performance has garnered them a reputation for excellence and trustworthiness in the financial sector. Bryspen's compensation structure is diverse and caters to the unique needs of their clients. They offer various types of fees, including a percentage of assets under management, fixed fees, and performance-based fees. This flexibility ensures that clients receive tailored services and aligns the firm's success with the success of their clients' investments. With a strong focus on individual clients, Bryspen manages over 0 individual accounts, amounting to an impressive total of over $220,201,000 in assets under management. The firm primarily serves high net worth individuals, carefully crafting investment strategies to preserve and grow their wealth. Bryspen, Incorporated operates from two offices strategically located in Washington, DC, allowing them to serve their clients with efficiency and convenience. Among their accomplished team is Leah Bryan, one of the firm's longest-tenured registered advisors, who has been with Bryspen since 2018. Leah's expertise and dedication contribute to the firm's success and its ability to provide exceptional service to its clients. Overall, Bryspen, Incorporated stands out as a small but mighty investment advisory firm, delivering exceptional results and tailored investment solutions to its esteemed clientele in the nation's capital and beyond.

Frango Financial is a small investment advisory firm based out of Washington, DC, with a strong focus on providing personalized financial services. With two dedicated employees, they specialize in offering comprehensive investment advisory services to a diverse range of clients. The firm manages an impressive average of approximately $75,360,000 in assets under management per investment advisor, which falls in line with the industry average. Frango Financial's compensation structure is designed to suit the unique needs of their clients, offering various options such as a percentage of assets under management and fixed fees. Their client base consists of over 30 individuals, with total assets under management exceeding $97,600,000. The firm primarily manages assets for high net worth individuals, although they also have the expertise to handle employer funds, though representing less than 30% of their assets under management. Operating from a single office in Washington, DC, Frango Financial has built a solid reputation for its commitment to personalized service and attention to detail. Frances Goldman and Pamela Khinda, two of the longest tenured registered advisors with the firm, bring a wealth of experience and expertise to their clientele. Through their dedication, Frango Financial strives to help their clients achieve their financial goals and secure their financial future.

Based out of Washington, DC, UNISON is a small investment advisory firm with a strong focus on delivering top-notch services. With a single office, the firm consists of a dedicated team of one employee, all of whom are highly skilled in providing expert investment advisory services. UNISON distinguishes itself in the industry with an impressive average of approximately $1,626,730,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a fair and aligned approach to client success. Notably, UNISON manages 100% of their clients' assets on a discretionary basis, showcasing their expertise in making independent investment decisions. UNISON predominantly serves high-net-worth individuals, exemplifying their commitment to catering to clients with significant financial portfolios. With over 50 individual clients, UNISON oversees a substantial sum of over $1,626,734,000 in assets under management. Nir Kaissar, one of the firm's longest-tenured registered advisors, has been an integral part of UNISON since 2013. With an established presence in the investment advisory field, UNISON continues to provide personalized and effective strategies that help their clients achieve their financial goals.

Lynx Investment Advisory, LLC is a reputable local investment advisory firm headquartered in Washington, DC, with two offices. With 12 dedicated professionals on their team, they possess a wealth of experience and expertise in providing comprehensive investment advisory services. Among their employees, 9 individuals specialize in offering personalized investment advice to clients. Lynx Investment Advisory maintains an impressive average of approximately $73,470,000 in assets under management per investment advisor, placing them on par with industry standards. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet clients' unique needs. The firm boasts a substantial client base, with over 130 individual clients entrusting them with their investments, totaling more than $896,026,000 in assets under management. While 401K and individual accounts comprise less than 30% of their managed assets, Lynx Investment Advisory also possesses the expertise and capability to effectively manage employer funds. Distinguishing themselves further, 21% of the assets they oversee are handled on a discretionary basis, showcasing their aptitude for making informed investment decisions on behalf of their clients. Notable individuals among the firm's long-tenured advisors include Kara Lilian, Heather Errigo, and Lara Hines, who contribute their extensive knowledge and proficiency to the team. With a solid reputation, a strong client base, and a team of experienced professionals, Lynx Investment Advisory, LLC stands out as a reliable and capable investment advisory firm, committed to delivering personalized financial solutions to their valued clients.

Washington Growth Strategies LLC is a small investment advisory firm headquartered in Washington, DC. With a total of 2 employees, they specialize in providing expert investment advice to a diverse clientele. Their team of highly skilled professionals offers comprehensive financial solutions tailored to meet the unique needs and goals of their clients. The firm boasts an impressive average of approximately $41,870,000 in assets under management per investment advisor, a testament to their expertise and successful track record. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees. Washington Growth Strategies LLC takes pride in serving over 10 individual clients, managing an impressive $184,816,000 in assets. The majority of these assets are entrusted to the firm by high-net-worth individuals seeking personalized investment strategies and superior financial guidance. At Washington Growth Strategies LLC, all assets managed are under a discretionary arrangement, providing clients with the confidence that their investments are being handled by experienced professionals with a deep understanding of the market. With two offices, the company has established a strong presence in the Washington, DC area. Coe Magruder and Connor Reilly, two of the longest-tenured registered advisors with the firm, contribute their extensive knowledge and expertise to ensure the success of Washington Growth Strategies LLC and the satisfaction of their valued clients.

Armstrong, Fleming & Moore, Inc., based out of Washington, DC, is a reputable local investment advisory firm with a dedicated team of 20 employees. With a strong focus on providing investment advisory services, 16 of their skilled professionals specialize in delivering expert guidance to clients. Their impressive track record demonstrates their ability to manage substantial assets, averaging around $110,180,000 per investment advisor, aligning with industry standards. As an established firm, Armstrong, Fleming & Moore, Inc. caters to a diverse clientele, serving over 150 individual clients and overseeing a significant total of $876,868,000 in assets under management. The firm primarily focuses on managing the financial portfolios of high net worth individuals, reflecting their expertise in catering to this specific market segment. With 84% of the assets under their management being discretionary, clients rely on Armstrong, Fleming & Moore, Inc.'s expertise and discretion when making investment decisions. Their comprehensive compensation structure includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and results. Beyond investment advisory services, the firm also offers additional financial services, including acting as a registered representative of a broker-dealer and serving as an insurance broker or agent. This diversification allows Armstrong, Fleming & Moore, Inc. to provide holistic financial guidance and meet the diverse needs of their clientele. At Armstrong, Fleming & Moore, Inc., clients benefit from the expertise of their experienced advisors. Christopher Rivers, Ryan Fleming, and Mary Moore are among the longest tenured professionals, showcasing their commitment and industry knowledge. With a strong local presence and one office, the firm is dedicated to delivering exceptional financial services to their valued clients in the Washington, DC area and beyond.