Citywealth Leaders List: Top 40 Washington DC Wealth Advisors and Managers 2026
Byline: Karen Jones, founder of Citywealth, has more than 20 years’ experience in global private wealth.
Washington DC’s wealth market is changing, with AI, crypto and defence-tech entrepreneurs developing closer ties with policymakers as regulation, government contracts and national security become increasingly important to their businesses.
At the same time, UHNW families are increasingly mobile, with homes, businesses and investments spanning multiple US states and global jurisdictions. This is creating more complex tax, succession, regulatory and reputational issues, and greater demand for advisers who can coordinate them. Citywealth’s Top 40 recognises the leading professionals navigating this changing landscape.
Read the Washington DC article here
Compiled by: Karen Jones who is the founder of Citywealth and a wealth management commentator with more than 20 years’ experience across global private wealth, family offices and succession. Before founding Citywealth in 2005, she held commercial roles at The Times and The Sunday Times, London; Legal Business magazine and worked on the Asia Pacific Legal 500, launching related awards.
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Amanda Plonski
Managing Director, Wealth Advisor
Cresset
Ann M. Garfinkle
Attorney
Art & Estate Law
Beth Shapiro Kaufman
Partner; National Chair, Private Client Services
Lowenstein Sandler LLP
Coryn G. Rosenstock
Associate
Arnold & Porter
Darren Kataja
Wealth Advisor
Bernstein Private Wealth Management
David Kushner
Client Advisor
Bernstein Private Wealth Management
David Jonathan Taylor
Founder and Principal
Right Size Law PLLC
Deborah D. Cochran
Attorney
Cochran Law Group
Dianne C. Mehany
EY Private National Tax Leader
EY
Donald Kozusko
Counsel
Kozusko Harris Duncan
Eliza Erikson
Head of Impact Investing & Advice
Brown Advisory
Erica S. Nordberg
Private Wealth Counsel
BakerHostetler
Holly M. Bastian
Partner
ArentFox Schiff LLP
Jamison Sites
Principal, Business Tax Services
KPMG US
Jeffrey S. Tenenbaum
Managing Partner
Tenenbaum Law Group PLLC
Jonathan Legg
Financial Advisor
Morgan Stanley Wealth Management
Julie Curran Gerock
Partner
Maddox & Gerock, P.C.
Keegan Stroup
Office Managing Director
Andersen
Lars G. Okeson
Managing Director, Wealth Advisor
Cresset
Layla J. Asali
Member; Firm Vice Chair; Practice Lead, Transactional Tax Planning
Miller & Chevalier
Lydia E. Wolf
Senior Wealth Advisor
Wilmington Trust
Marianne R. Kayan
Americas EY Private Cross-border Advisory Leader and Principal
EY
Mercedes Kelley Tunstall
Partner
Hogan Lovells Cadwalader
Michael P. Vito
Partner; Vice Chair, Trusts & Estates
Lowenstein Sandler LLP
Molly F. James
Partner
ArentFox Schiff LLP
Morris Clarke
Managing Director, Private Client Advisor II
Bank of America Private Bank
Patrick Boyle
Managing Director, Southeast Region Head and Senior Investment Strategist
Bessemer Trust
Richard Louis
Founder and Attorney
The Law Firm of Richard Louis, PLLC
Robin Rathmell
Founding Partner
RATHMELL SHORT LLP
Sahel Ahyaie Assar
Shareholder; Blockchain and Digital Asset Practice Group Leader
Buchanan Ingersoll & Rooney PC
Sanford K. Ain
Principal
Ain & Bank, P.C.
Sarah Moore Johnson
Office Managing Partner
Harrison LLP
Tami F. Conetta
President, Greater Washington, D.C.
Northern Trust
William Leffingwell Jr.
Senior Portfolio Manager
Fiduciary Trust International
