How many financial advisors are in Leesburg, Virginia?

Falists lists 7 registered investment advisers with a principal office or filing address in Leesburg, Virginia, based on public SEC IAPD data.

How do financial advisors in Leesburg charge fees?

Fee structures vary by firm. In Leesburg, 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 Leesburg?

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 · 7 advisers

Financial Advisors in Leesburg, Virginia

Looking for a financial advisor in Leesburg, Virginia? Falists indexes 7 SEC-registered and state-registered investment advisers in Leesburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.32B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.32B

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts5 Retirement3 Institutional3

Top advisors in Leesburg

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

View all 7 →

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Leesburg, VA

AUM

$1.32B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

703-777-8826

Full profile Visit site →

TOTH FINANCIAL ADVISORY CORP

Leesburg, VA

AUM

$1.15B

Wealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

703-443-8684

Full profile Visit site →

AMJ FINANCIAL WEALTH MANAGEMENT LLC

Leesburg, VA

AUM

$481.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

703-466-0477

Full profile Visit site →

RATHNAM CAPITAL, LLC

Leesburg, VA

AUM

$81.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

703-245-6662

Full profile Visit site →

BERG FAIRCLOTH INVESTMENT ADVISORS

Leesburg, VA

AUM

$41.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

Fees

Percentage of AUM; Hourly charges

(703) 821-1040

Full profile Visit site →

SWAN & LEGEND

Leesburg, VA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

703-646-9445

Full profile Visit site →

MERITOAK CAPITAL LLC

Leesburg, VA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

1-703-909-1176

Full profileNo website

More cities in Virginia

Richmond (79)Arlington (53)Mclean (49)Alexandria (41)Charlottesville (39)Virginia Beach (32)Reston (31)Vienna (22)Fairfax (17)Roanoke (16)Glen Allen (15)Norfolk (13)

Common questions

How many financial advisors are in Leesburg, Virginia?: 7 registered investment advisers are listed in our Leesburg directory, sourced from public SEC filings.
What types of advisors are in Leesburg?: 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 Leesburg?: 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.