DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
D'Orazio Wealth Advisors
Legal name D'Orazio & Associates, Inc.
Latest filing Mar 31, 2026
First filing on the tape Feb 23, 2012 · 31 filings
SEC status approved since Dec 8, 2004
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.4B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$160M
derived; firm RAUM over IAPD count
Employees
11
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.4B as of Mar 31, 2026
Feb 23, 2012$517M then
HNW client RAUM$1.4B as of Mar 31, 2026
Mar 29, 2018$929M then
State-registered IARs (5.B.3)7 as of Mar 31, 2026
Feb 23, 20120 then
Employees (5.A)11 as of Mar 31, 2026
Feb 1, 20137 then
Private funds: no history
RAUM +9.1% over the last fiscal year+12% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $160MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 32derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.2MderivedHNW RAUM over HNW clients
- Average account
- $5.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.1%derived
- Compensation
- fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.4B98%
- Individuals$25.3M1.8%
- Individual clients
- 64reported
- HNW clients
- 227reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 291reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joseph Anthony DorazioCertified Financial Planner | Falls Church, Va | Dec 13, 2004 | 35 y | 1 |
| Jennifer Durrette VanlandinghamCertified Financial Planner | Falls Church, Va | Jan 6, 2005 | 24 y | 1 |
| David B TrennerCertified Financial Planner | Vienna, Va | May 29, 2013 | 14 y | 0 |
| Jeremy Lynn MeekCertified Financial Planner | Vienna, Va | Aug 18, 2014 | 19 y | 2 |
| Andrew Todd EskelsenChartered Financial Analyst | Vienna, Va | Oct 20, 2020 | 13 y | 1 |
| Benjamin Richard CorsonChartered Financial Analyst | Vienna, Va | Apr 24, 2023 | 15 y | 2 |
| Sebastian Andres FloreroCertified Financial Planner | Vienna, Va | Aug 2, 2024 | 11 y | 0 |
| Bailey Marie Schmitz | Vienna, Va | Jan 5, 2026 | 10 y | 0 |
| Luke William Griffin | Vienna, Va | May 15, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Natasha Glennie Cashman to Capital Assets Planning IncorporatedNov 1, 2019 · RIA to a state-registered adviser
- Andrew Joseph Miller to Olio Financial PlanningDec 31, 2015 · Other
- Jeremy Lynn Meek to West Financial Services, Inc.Apr 27, 2011 · Other
- Christopher Anthony Schipske to Asset & Financial Planning, LtdDec 19, 2006 · Other
Joined, latest
- Benjamin Richard Corson from Hemington Wealth ManagementApr 24, 2023 · RIA to RIA
- Andrew Todd Eskelsen from West Financial Services, Inc.Oct 20, 2020 · Other
- Jeremy Lynn Meek from West Financial Services, Inc.Aug 18, 2014 · Other
- Christopher Anthony Schipske from Prostatis Financial Advisors GroupFeb 7, 2006 · Other
- Jennifer Durrette Vanlandingham from Rembert Pendleton JacksonJan 6, 2005 · Other
- Joseph Anthony Dorazio from Rembert Pendleton JacksonDec 13, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Todd Andrew Eskelsen · Shareholder, Treasurer, Secretarycontrolsince 02/2023 · owns 25% to 50%
- Lynn Jeremy Meek · Shareholder; Vice Presidentcontrolsince 01/2018 · owns 25% to 50%
- B David Trenner · Shareholder; President And Chief Compliance Officercontrolsince 04/2019 · owns 25% to 50%
- Jennifer Vanlandingham · Vice President; Trustee Ofcontrolsince 02/2023 · owns less than 5%
Related persons
Schedule D 7.A
- Joseph A. D'Orazioinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vienna, Va · principal | 9 | 2 | 0 | ||
| Falls Church, Va | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Mar 31, 2026accounts (Item 5.F.2.f) moved from 1,860.0 to 291.0 (-84.0%) between the annual amendments of 2025-03-14 and 2026-03-31; the peer median change was +6.0% (1206 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 0.5% percentile
What changed
consecutive filings, newest first
- Accounts · 1,860 to 291Mar 14, 2025 to Mar 31, 2026
- Advisory employees · 6 to 7Mar 14, 2025 to Mar 31, 2026
- HNW clients · 234 to 227Mar 14, 2025 to Mar 31, 2026
- Individual clients · 51 to 64Mar 14, 2025 to Mar 31, 2026
- Employees · 10 to 11Mar 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $1.4BMar 14, 2025 to Mar 31, 2026
- HNW RAUM · $1.3B to $1.4BMar 14, 2025 to Mar 31, 2026
- Individual RAUM · $27.2M to $25.3MMar 14, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $2.3MMar 14, 2025 to Mar 31, 2026
- RAUM · $1.3B to $1.4BMar 14, 2025 to Mar 31, 2026
- Financial planning clients · 251-500 to 251-500Feb 24, 2025 to Mar 14, 2025
- Accounts · 1,741 to 1,860Mar 27, 2024 to Feb 24, 2025
- Business name · D'ORAZIO & ASSOCIATES, INC. to D'ORAZIO WEALTH ADVISORSMar 27, 2024 to Feb 24, 2025
- HNW clients · 222 to 234Mar 27, 2024 to Feb 24, 2025
- Individual clients · 40 to 51Mar 27, 2024 to Feb 24, 2025
- Employees · 9 to 10Mar 27, 2024 to Feb 24, 2025
- HQ city · FALLS CHURCH to VIENNAMar 27, 2024 to Feb 24, 2025
- State-registered IARs · 6 to 7Mar 27, 2024 to Feb 24, 2025
- Discretionary RAUM · $1.2B to $1.3BMar 27, 2024 to Feb 24, 2025
- HNW RAUM · $1.2B to $1.3BMar 27, 2024 to Feb 24, 2025
- Individual RAUM · $18.3M to $27.2MMar 27, 2024 to Feb 24, 2025
- RAUM · $1.2B to $1.3BMar 27, 2024 to Feb 24, 2025
- Accounts · 1,525 to 1,741Mar 2, 2023 to Mar 27, 2024
- Advisory employees · 5 to 6Mar 2, 2023 to Mar 27, 2024
- HNW clients · 227 to 222Mar 2, 2023 to Mar 27, 2024
- Individual clients · 41 to 40Mar 2, 2023 to Mar 27, 2024
- State-registered IARs · 5 to 6Mar 2, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.0B to $1.2BMar 2, 2023 to Mar 27, 2024
- HNW RAUM · $1.0B to $1.2BMar 2, 2023 to Mar 27, 2024
- Individual RAUM · $15.1M to $18.3MMar 2, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $1.6M to $0Mar 2, 2023 to Mar 27, 2024
- RAUM · $1.0B to $1.2BMar 2, 2023 to Mar 27, 2024
- Accounts · 1,722 to 1,525Nov 21, 2022 to Mar 2, 2023
- HNW clients · 247 to 227Nov 21, 2022 to Mar 2, 2023
- Individual clients · 23 to 41Nov 21, 2022 to Mar 2, 2023
- Employees · 8 to 9Nov 21, 2022 to Mar 2, 2023
- Discretionary RAUM · $1.2B to $1.0BNov 21, 2022 to Mar 2, 2023
- HNW RAUM · $1.2B to $1.0BNov 21, 2022 to Mar 2, 2023
- Individual RAUM · $11.8M to $15.1MNov 21, 2022 to Mar 2, 2023
- Non-discretionary RAUM · $1.9M to $1.6MNov 21, 2022 to Mar 2, 2023
Signals
2 dated events
- Todd Andrew Eskelsen (Shareholder, Treasurer, Secretary) appeared on Schedule A of D'Orazio Wealth AdvisorsMar 2, 2023 · Control person joined · fact
- Anthony Joseph Dorazio (President & Chief Compliance Officer) no longer on Schedule A of D'Orazio Wealth Advisors (listed 2022-11-21, absent 2023-03-02)Mar 2, 2023 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ate@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jdv@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jlm@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- mlr@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- saf@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jad@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- dbt@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ccd@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- bms@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- brc@dorazioadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 703-269-3100reportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $160Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026