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Largest RIA Firms in Reston, Virginia by AUM
Explore registered investment advisers headquartered in Reston, Virginia, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 13 firms with $24.1B in total reported AUM and median AUM of $353.7M.
Firms
13
Matching current profiles
Total AUM
$24.1B
Reported regulatory AUM
Median AUM
$353.7M
Across firms with AUM
Largest firm
$15.7B
Mason Investment Advisory Services INC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Mason Investment Advisory Services INC CRD 111113 · Corporation | RESTON, VA | $15.7B Mar 2026 | +$3.5B+28.9% | +$4.4B+39.6% | +$7.3B+88.1% | +$13.2B+528.7% | 0 employees+0.0% over 3Y | +360 accounts+45.7% over 3Y |
| 2. The Burney Company CRD 106945 · Corporation | RESTON, VA | $3.6B Mar 2026 | +$907.9M+33.9% | +$1.3B+59.5% | +$1.5B+72.0% | +$2.9B+407.6% | +5 employees+12.2% over 3Y | +353 accounts+8.5% over 3Y |
| 3. Acorn Financial Advisory Services, INC. CRD 116763 · Corporation | RESTON, VA | $1.4B Jun 2026 | +$164.1M+13.3% | +$361.6M+34.9% | +$205.2M+17.2% | +$1.3B+868.6% | -19 employees-63.3% over 3Y | +317 accounts+7.5% over 3Y |
| 4. Hopwood Financial Services, INC. CRD 127927 · Corporation | RESTON, VA | $750.3M Aug 2026 | +$83.7M+12.6% | +$264.0M+54.3% | +$298.4M+66.0% | +$562.8M+300.2% | +2 employees+22.2% over 3Y | +42 accounts+4.1% over 3Y |
| 5. Reston Wealth Management CRD 148816 · Limited Liability Company | RESTON, VA | $589.9M Mar 2026 | +$178.2M+43.3% | +$179.9M+43.9% | +$266.4M+82.4% | +$486.3M+469.0% | 0 employees+0.0% over 3Y | +1,318 accounts+287.8% over 3Y |
| 6. Sentinel Wealth Management, INC. CRD 122235 · Corporation | RESTON, VA | $388.8M Apr 2026 | +$50.1M+14.8% | +$134.2M+52.7% | +$151.8M+64.1% | +$256.6M+194.1% | 0 employees+0.0% over 3Y | +21 accounts+6.3% over 3Y |
| 7. Piedmont Wealth Advisory CRD 333693 · Limited Liability Company | RESTON, VA | $353.7M Sep 2026 | +$85.9M+32.1% | — | — | — | 0 employees+0.0% over 1Y | +97 accounts+18.7% over 1Y |
| 8. Integrated Financial Solutions, INC. CRD 112038 · Corporation | RESTON, VA | $303.3M Feb 2026 | +$134.7M+79.9% | +$147.9M+95.2% | — | +$175.1M+136.5% | 0 employees+0.0% over 3Y | +102 accounts+43.2% over 3Y |
| 9. Preston Wealth Advisors, LLC. CRD 165983 · Limited Liability Company | RESTON, VA | $286.0M Mar 2026 | +$24.7M+9.5% | +$93.3M+48.4% | +$76.3M+36.4% | +$184.5M+181.7% | -2 employees-28.6% over 3Y | -86 accounts-8.8% over 3Y |
| 10. Investology INC. CRD 130408 · Corporation | RESTON, VA | $250.0M Oct 2026 | +$50.0M+25.0% | — | — | +$112.0M+81.2% | 0 employees+0.0% over 1Y | +25 accounts+5.9% over 1Y |
| 11. Buchanan Wealth Management CRD 316629 · Limited Liability Company | RESTON, VA | $212.0M Aug 2026 | +$54.7M+34.8% | +$103.3M+95.0% | — | — | 0 employees+0.0% over 3Y | +87 accounts+22.5% over 3Y |
| 12. T.m. Wealth Management CRD 287965 · Limited Liability Company | RESTON, VA | $209.8M Mar 2026 | +$82.8M+65.2% | +$92.1M+78.3% | — | +$92.1M+78.3% | +4 employees+200.0% over 3Y | +197 accounts+70.9% over 3Y |
| 13. Brighter Financial Capital Management, LLC CRD 300619 · Limited Liability Company | RESTON, VA | $135.1M Sep 2026 | +$18.7M+16.1% | — | — | +$23.0M+20.5% | +2 employees+66.7% over 1Y | -60 accounts-7.1% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.