City
Wealth management firms in Reston, Virginia
As of October 2, 2026, 27 wealth management firms, including broker-dealer firms, with their main office in Reston, Virginia reported $9.0 billion in regulatory assets under management; the largest by assets was The Burney Company, with $3.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 27
- Regulatory assets under management
- $9.0 billion
- Average per firm
- $331.8 million
- SEC-registered, of those listed
- 13 of 27 (48.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Burney Company | SEC | $3.6 billion | 4,528 |
| 2 | Acorn Financial Advisory Services, Inc. | SEC | $1.4 billion | 4,566 |
| 3 | Hopwood Financial Services, Inc. | SEC | $750.3 million | 1,068 |
| 4 | Reston Wealth Management | SEC | $589.9 million | 1,776 |
| 5 | Sentinel Wealth Management, Inc. | SEC | $388.8 million | 356 |
| 6 | Piedmont Wealth Advisory | SEC | $353.7 million | 615 |
| 7 | Integrated Financial Solutions, Inc. | SEC | $303.3 million | 338 |
| 8 | Preston Wealth Advisors, LLC. | SEC | $286.0 million | 886 |
| 9 | Investology Inc. | SEC | $250.0 million | 450 |
| 10 | Buchanan Wealth Management | SEC | $212.0 million | 473 |
| 11 | T.M. Wealth Management | SEC | $209.8 million | 475 |
| 12 | Brighter Financial Capital Management, LLC | SEC | $135.1 million | 780 |
| 13 | KCR Wealth Management, LLC | State | $95.4 million | 176 |
| 14 | Mitchell Advisory Inc | State | $94.2 million | 25 |
| 15 | Kaplan Wealth Management, Inc. | State | $89.0 million | 287 |
| 16 | Bull Bear Investment Management LLC | State | $66.6 million | 207 |
| 17 | Radvanyi Wealth Management LLC | State | $33.6 million | 91 |
| 18 | Guidepoint Financial Planning | State | $32.4 million | 23 |
| 19 | Continuum Wealth Strategies, LLC | State | $26.3 million | 14 |
| 20 | Oakton Financial, LLC | State | $20.4 million | 42 |
| 21 | Grayeli Investment Management | State | $17.9 million | 73 |
| 22 | Mehta Services Company | State | $14.6 million | 17 |
| 23 | Origin Wealth Management LLC | State | $770,895 | 8 |
| 24 | Grey Kirwan Financial | State | $0 | 0 |
| 25 | Professional Financial Services, Inc. | State | $0 | 0 |
| 26 | Tobi, Inc. | State | $0 | 0 |
| 27 | Vocare Wealth Advisors | SEC | $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.