Rialytix insights

Top RIA Firms in Vienna, Virginia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Vienna, Virginia. This hub covers 11 matching firms with $12.0B in total reported AUM and median AUM of $675.0M.

Firms

Matching current profiles

Total AUM

$12.0B

Reported regulatory AUM

Median AUM

$675.0M

Across firms with AUM

Largest firm

$2.7B

Rembert Pendleton Jackson

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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. Rembert Pendleton Jackson CRD 306510 · Corporation	VIENNA, VA	$2.7B Mar 2026	+$349.4M+14.7%	+$1.0B+58.3%	+$1.0B+61.2%	—	+5 employees+33.3% over 3Y	+1,330 accounts+32.9% over 3Y
2. Glassman Wealth Services, LLC CRD 151478 · Limited Liability Company	VIENNA, VA	$2.6B Apr 2026	+$362.5M+16.5%	+$649.6M+34.1%	+$894.6M+53.8%	+$2.1B+528.1%	+3 employees+16.7% over 3Y	+588 accounts+24.0% over 3Y
3. Navy Federal Investment Services, LLC CRD 138459 · Limited Liability Company	VIENNA, VA	$2.1B May 2026	+$386.5M+22.6%	+$1.2B+146.4%	+$1.4B+189.2%	+$1.9B+1039.5%	+70 employees+51.5% over 3Y	-42,516 accounts-82.9% over 3Y
4. D'Orazio Wealth Advisors CRD 131976 · Corporation	VIENNA, VA	$1.4B Mar 2026	+$120.6M+9.1%	+$427.6M+42.1%	+$303.2M+26.6%	+$925.6M+179.0%	+2 employees+22.2% over 3Y	-1,234 accounts-80.9% over 3Y
5. Yeske Buie INC. CRD 143234 · Corporation	VIENNA, VA	$1.1B Feb 2026	+$196.3M+22.5%	+$217.0M+25.5%	+$325.7M+43.8%	+$731.6M+216.6%	+2 employees+13.3% over 3Y	+233 accounts+18.5% over 3Y
6. Allegiance Financial Group CRD 313110 · Limited Liability Company	VIENNA, VA	$675.0M May 2026	+$170.0M+33.7%	+$346.4M+105.4%	—	—	+2 employees+20.0% over 3Y	+253 accounts+19.9% over 3Y
7. Capitol Private Wealth Group LLC CRD 283257 · Limited Liability Company	VIENNA, VA	$562.1M Apr 2026	+$111.4M+24.7%	+$306.1M+119.6%	+$348.9M+163.6%	+$456.4M+431.8%	+1 employees+14.3% over 3Y	+1,698 accounts+369.9% over 3Y
8. Advisors Financial, INC. CRD 144837 · Corporation	VIENNA, VA	$321.2M Mar 2026	+$28.7M+9.8%	+$83.0M+34.9%	+$87.6M+37.5%	+$253.4M+374.0%	-2 employees-22.2% over 3Y	+10 accounts+1.4% over 3Y
9. Kirk Capital Advisors LLC CRD 312401 · Limited Liability Company	VIENNA, VA	$204.9M Mar 2026	+$25.7M+14.3%	—	—	+$96.9M+89.7%	+1 employees+25.0% over 1Y	+1 accounts+0.3% over 1Y
10. Ategra Capital Management, LLC CRD 164245 · Limited Liability Company	VIENNA, VA	$190.2M Mar 2026	+$72.9M+62.2%	-$137.6M-42.0%	-$35.2M-15.6%	+$80.5M+73.5%	-6 employees-54.5% over 3Y	-166 accounts-98.8% over 3Y
11. Pactolus CRD 155195 · Limited Liability Company	VIENNA, VA	$187.8M Mar 2026	+$2.0M+1.1%	-$78.5M-29.5%	-$97.2M-34.1%	-$11.5M-5.8%	+4 employees+30.8% over 3Y	+106 accounts+31.1% over 3Y

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.