City
Wealth management firms in Fairfax, Virginia
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Fairfax, Virginia reported $2.6 billion in regulatory assets under management; the largest by assets was Pine Harbor Wealth Management LLC, with $507.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $129.1 million
- SEC-registered, of those listed
- 6 of 20 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pine Harbor Wealth Management LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | SEC | $507.1 million | 652 |
| 2 | Aspect Partners, LLC | SEC | $418.2 million | 973 |
| 3 | Professional Financial Solutions, LLC | SEC | $409.7 million | 911 |
| 4 | Reframe Wealth, LLC | SEC | $394.8 million | 662 |
| 5 | Clarion Wealth Management Partners | SEC | $394.8 million | 1,323 |
| 6 | Campion Asset Management, LLC | SEC | $228.8 million | 298 |
| 7 | Jason Howell Company | State | $64.5 million | 230 |
| 8 | Halo Capital Management | State | $55.0 million | 134 |
| 9 | Kingdom Capital Advisors, LLC | State | $25.6 million | 119 |
| 10 | Ellison Investment Advisors | State | $23.8 million | 67 |
| 11 | Empire Advisors Wealth Management LLC | State | $22.3 million | 59 |
| 12 | Commonwealth Asset Management Group LLC | State | $18.3 million | 109 |
| 13 | Family AI! Financial | State | $12.6 million | 25 |
| 14 | USA Retirement Income Solutions, LLC | State | $3.5 million | 2 |
| 15 | David B. Brandolph, J.D., CFP | State | $2.0 million | 10 |
| 16 | Auburn Skies Financial Advisors | State | $0 | 0 |
| 17 | David N. Hainsworth, C.P.A., P.C. | State | $0 | 0 |
| 18 | Ideaum LLC | State | $0 | 0 |
| 19 | Reliable Alliance Financial | State | $0 | 0 |
| 20 | Zefan & Company, LLC | State | $0 | 0 |
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
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.