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Top RIA Firms in Reston, Virginia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Reston, Virginia. This hub covers 13 matching firms with $24.1B in total reported AUM and median AUM of $353.7M.

Firms

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 May 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 Mar 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 Jan 2026	—	—	—	—	0 employees+0.0% 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 Apr 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 Mar 2026	+$75.3M+55.1%	+$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 Feb 2026	+$23.0M+20.5%	—	—	+$23.0M+20.5%	+2 employees+100.0% over 1Y	+48 accounts+6.6% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.