City
Wealth management firms in Herndon, Virginia
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Herndon, Virginia reported $2.3 billion in regulatory assets under management; the largest by assets was Northwest Financial Advisors LLC, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $2.3 billion
- Average per firm
- $260.0 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Northwest Financial Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.2 billion | 2,756 |
| 2 | Hughes Financial Services, LLC | SEC | $759.8 million | 2,327 |
| 3 | Birks Financial Corp. | SEC | $290.6 million | 628 |
| 4 | RR Portfolios, LLC | State | $30.5 million | 50 |
| 5 | Proforza Advisors LLC | State | $9.5 million | 25 |
| 6 | Dream Financial Planning | State | $5.2 million | 44 |
| 7 | Cedarstream Wealth, LLC | State | $0 | 0 |
| 8 | Finpowered Female LLC | State | $0 | 0 |
| 9 | Gilmore Financial Planning | 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.