City
Independent RIAs in Oakton, Virginia
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Oakton, Virginia reported $253.1 million in regulatory assets under management; the largest by assets was Demand Wealth, with $164.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $253.1 million
- Average per firm
- $50.6 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Demand Wealth | SEC | $164.6 million | 315 |
| 2 | The Knowles Company, LLC | State | $58.1 million | 161 |
| 3 | Banyantree Wealth Management | State | $16.4 million | 30 |
| 4 | Olsen Family Financial, LLC | State | $14.0 million | 199 |
| 5 | Cedar Grove Financial Planning, LLC | 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.