City
Wealth management firms in Vienna, Virginia
As of October 2, 2026, 25 wealth management firms, including broker-dealer firms, with their main office in Vienna, Virginia reported $12.1 billion in regulatory assets under management; the largest by assets was Rembert Pendleton Jackson, with $2.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 25
- Regulatory assets under management
- $12.1 billion
- Average per firm
- $484.5 million
- SEC-registered, of those listed
- 10 of 25 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rembert Pendleton Jackson 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 | $2.7 billion | 5,377 |
| 2 | Glassman Wealth Services, LLC | SEC | $2.6 billion | 3,038 |
| 3 | Navy Federal Investment Services, 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 | $2.1 billion | 8,783 |
| 4 | D'Orazio Wealth Advisors | SEC | $1.4 billion | 291 |
| 5 | Yeske Buie Inc. | SEC | $1.1 billion | 1,495 |
| 6 | Allegiance Financial Group | SEC | $675.0 million | 1,525 |
| 7 | Capitol Private Wealth Group LLC | SEC | $562.1 million | 2,157 |
| 8 | Kirk Capital Advisors LLC | SEC | $204.9 million | 401 |
| 9 | Pactolus 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 | $187.8 million | 447 |
| 10 | Templer Wealth Management, LLC | SEC | $102.9 million | 181 |
| 11 | Mitco Asset Management | State | $98.5 million | 74 |
| 12 | Aurora Pointe Capital Management, LLC | State | $72.2 million | 35 |
| 13 | Sovereign | State | $70.7 million | 201 |
| 14 | Birch Street Financial Advisors | State | $63.6 million | 85 |
| 15 | Connor Capital Management, LLC | State | $46.8 million | 60 |
| 16 | Discovery Wealth Planning LLC | State | $34.2 million | 40 |
| 17 | Lifelaidout LLC | State | $28.6 million | 41 |
| 18 | 3SUMMIT Investment Management, LLC | State | $28.2 million | 115 |
| 19 | Alphaplus Wealth Management LLC | State | $23.0 million | 89 |
| 20 | YZ Financial Advisors LLC | State | $9.4 million | 45 |
| 21 | Lewis-Berkeley Asset Management | State | $7.3 million | 13 |
| 22 | Missions Services, LLC | State | $2.1 million | 5 |
| 23 | B.G. Kaserman & Associates L.L.C. | State | $574,159 | 6 |
| 24 | Solution Factory, LLC | State | $300,000 | 1 |
| 25 | McKinney Financial Planning & Management | 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.