MASON INVESTMENT ADVISORY SERVICES INC
Reston, VA
AUM
$15.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-716-6000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA, RESTON
21 advisers found
THE BURNEY COMPANY
Reston, VA
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
866-928-7639
ACORN FINANCIAL ADVISORY SERVICES, INC.
Reston, VA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(703) 293-3100
HOPWOOD FINANCIAL SERVICES, INC.
Reston, VA
AUM
$750.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
703-787-0008
RESTON WEALTH MANAGEMENT
Reston, VA
AUM
$589.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
703-481-2280
SENTINEL WEALTH MANAGEMENT, INC.
Reston, VA
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
703-787-5770
PIEDMONT WEALTH ADVISORY
Reston, VA
AUM
$353.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(571) 313-5125
INTEGRATED FINANCIAL SOLUTIONS, INC.
Reston, VA
AUM
$303.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-295-9200
PRESTON WEALTH ADVISORS, LLC.
Reston, VA
AUM
$286.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Performance-based fees +1 more
703-757-0419
INVESTOLOGY INC.
Reston, VA
AUM
$250.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
703-429-1975
BUCHANAN WEALTH MANAGEMENT
Reston, VA
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-956-2633
T.M. WEALTH MANAGEMENT
Reston, VA
AUM
$209.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(703) 537-8351
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-796-0957
KCR WEALTH MANAGEMENT, LLC
Reston, VA
AUM
$95.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(703) 722-2212
MITCHELL ADVISORY INC
Reston, VA
AUM
$94.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-481-9868
KAPLAN WEALTH MANAGEMENT, INC.
Reston, VA
AUM
$89.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 352-1780
BULL BEAR INVESTMENT MANAGEMENT LLC
Reston, VA
AUM
$66.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
703-774-3520
RADVANYI WEALTH MANAGEMENT LLC
Reston, VA
AUM
$33.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
571-218-0276
OAKTON FINANCIAL, LLC
Reston, VA
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
(703) 871-5014
ORIGIN WEALTH MANAGEMENT LLC
Reston, VA
AUM
$771K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
703-386-7088
GREY KIRWAN FINANCIAL
Reston, VA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-592-3944