City
Wealth management firms in Ashburn, Virginia
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Ashburn, Virginia reported $1.7 billion in regulatory assets under management; the largest by assets was The Lewis Financial Group, with $482.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $121.5 million
- SEC-registered, of those listed
- 5 of 14 (35.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Lewis Financial Group | SEC | $482.4 million | 691 |
| 2 | Abich Financial Wealth Management, LLC | SEC | $394.7 million | 1,354 |
| 3 | Houlihan Financial Resource Group, Ltd. | SEC | $357.2 million | 564 |
| 4 | Arbor Private Wealth, LLC | SEC | $160.1 million | 267 |
| 5 | Allridge Wealth Management, Inc | SEC | $103.3 million | 129 |
| 6 | Capital Fiduciary Advisors | State | $72.0 million | 143 |
| 7 | Hillebrand Financial Planning LLC | State | $59.1 million | 174 |
| 8 | Stonebrook Investment, LLC | State | $38.1 million | 81 |
| 9 | Next Play Financial | State | $16.7 million | 76 |
| 10 | Different Investments, LLC | State | $14.3 million | 70 |
| 11 | E J Financial Corp. | State | $2.1 million | 6 |
| 12 | Pivot Capital Management, LLC | State | $569,496 | 3 |
| 13 | Aris Alpha LLC | State | $217,000 | 4 |
| 14 | RGC Wealth Planning Group | State | $0 | 0 |
Wealth management firms in Virginia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.