How many financial advisors are in Herndon, Virginia?

Falists lists 6 registered investment advisers with a principal office or filing address in Herndon, Virginia, based on public SEC IAPD data.

How do financial advisors in Herndon charge fees?

Fee structures vary by firm. In Herndon, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Herndon?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Virginia · 6 advisers

Financial Advisors in Herndon, Virginia

Looking for a financial advisor in Herndon, Virginia? Falists indexes 6 SEC-registered and state-registered investment advisers in Herndon — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.24B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement1 Institutional2

Top advisors in Herndon

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

NORTHWEST FINANCIAL ADVISORS LLC

Herndon, VA

AUM

$1.24B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

31 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

703-810-1072

Full profile Visit site →

HUGHES FINANCIAL SERVICES, LLC

Herndon, VA

AUM

$759.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

6 advisors

Clients

More than 500

Fees

Percentage of AUM

703-669-3660

Full profile Visit site →

BIRKS FINANCIAL CORP.

Herndon, VA

AUM

$290.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

703-481-6202

Full profile Visit site →

RR PORTFOLIOS, LLC

Herndon, VA

AUM

$30.5M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

(937) 802-4997

Full profile Visit site →

DREAM FINANCIAL PLANNING

Herndon, VA

AUM

$5.2M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(571) 910-1440

Full profile Visit site →

STERLING ADVISORY SERVICES, INC.

Herndon, VA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

703-471-6060

Full profileNo website

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Common questions

How many financial advisors are in Herndon, Virginia?: 6 registered investment advisers are listed in our Herndon directory, sourced from public SEC filings.
What types of advisors are in Herndon?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Herndon?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.