City
Wealth management firms in Leesburg, Virginia
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Leesburg, Virginia reported $3.5 billion in regulatory assets under management; the largest by assets was Steigerwald, Gordon & Koch - Wealth Advisors, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $216.7 million
- SEC-registered, of those listed
- 5 of 16 (31.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Steigerwald, Gordon & Koch - Wealth Advisors | SEC | $1.3 billion | 730 |
| 2 | Toth Financial Advisory Corp | SEC | $1.2 billion | 2,352 |
| 3 | Amj Financial Wealth Management LLC | SEC | $481.8 million | 1,862 |
| 4 | Ean Equity Financial Services LLC | SEC | $144.7 million | 154 |
| 5 | Rathnam Capital, LLC | State | $81.1 million | 116 |
| 6 | Brass Capital | State | $75.6 million | 210 |
| 7 | Reye Partners Asset Management LLC | State | $73.8 million | 61 |
| 8 | Berg Faircloth Investment Advisors | State | $41.0 million | 188 |
| 9 | Sampatti Financial LLC | State | $34.0 million | 115 |
| 10 | Allen Investment Management | State | $31.4 million | 91 |
| 11 | KO Financial | State | $19.3 million | 97 |
| 12 | Noorvest LLC | State | $4.5 million | 38 |
| 13 | Magpie Consulting LLC | State | $2.9 million | 12 |
| 14 | Opportunity Cost Investors LLC | State | $50,293 | 5 |
| 15 | Esmeb Inc | SEC | $26,364 | 4 |
| 16 | Variplan, LLC | 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.