Advisors Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Vienna, VA. Its latest Form ADV filing, dated March 26, 2026, reports $321M in regulatory assets under management, 7 employees, and 723 accounts.
Assets Under Management
$321M
Employees
7
Offices
--
Total Clients
225
Primary office
VIENNA, VA
8391 OLD COURTHOUSE ROAD, SUITE 205, VIENNA, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
125
2
HNWI
42.2%
95
3
Corporations
2.2%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$321Mas of March 26, 2026
Discretionary100.0%
$321M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$321M
Total Accounts723
10Y AUM Change+$212M (+195.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee32:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.