City
Independent RIAs in Herndon, Virginia
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Herndon, Virginia reported $1.1 billion in regulatory assets under management; the largest by assets was Hughes Financial Services, LLC, with $759.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $137.0 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hughes Financial Services, LLC | SEC | $759.8 million | 2,327 |
| 2 | Birks Financial Corp. | SEC | $290.6 million | 628 |
| 3 | RR Portfolios, LLC | State | $30.5 million | 50 |
| 4 | Proforza Advisors LLC | State | $9.5 million | 25 |
| 5 | Dream Financial Planning | State | $5.2 million | 44 |
| 6 | Cedarstream Wealth, LLC | State | $0 | 0 |
| 7 | Finpowered Female LLC | State | $0 | 0 |
| 8 | Gilmore Financial Planning | State | $0 | 0 |
Independent RIAs 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.