Virginia · 22 advisers
Financial Advisors in Vienna, Virginia
Looking for a financial advisor in Vienna, Virginia? Falists indexes 22 SEC-registered and state-registered investment advisers in Vienna — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 20 firms list a website you can visit directly. Firms in this directory manage up to $2.73B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
22
With website
20
Largest AUM
$2.73B
Financial planning
17
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Vienna
Ranked by AUM · Fees, team & specialties at a glance
REMBERT PENDLETON JACKSON
Vienna, VA
AUM
$2.73B
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-821-6655
GLASSMAN WEALTH SERVICES, LLC
Vienna, VA
AUM
$2.56B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-534-4444
NAVY FEDERAL INVESTMENT SERVICES, LLC
Vienna, VA
AUM
$2.10B
Team
147 advisors
Clients
More than 500
Fees
Percentage of AUM
703-206-1517
D'ORAZIO WEALTH ADVISORS
Vienna, VA
AUM
$1.44B
Team
7 advisors
Clients
251-500
Fees
Fixed fees; PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS
703-269-3100
YESKE BUIE INC.
Vienna, VA
AUM
$1.07B
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
800-772-1887
ALLEGIANCE FINANCIAL GROUP
Vienna, VA
AUM
$675.0M
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(703) 242-7900
CAPITOL PRIVATE WEALTH GROUP LLC
Vienna, VA
AUM
$562.1M
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 226-0008
ADVISORS FINANCIAL, INC.
Vienna, VA
AUM
$321.2M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 883-0300
KIRK CAPITAL ADVISORS LLC
Vienna, VA
AUM
$204.9M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888.340.5475
ATEGRA CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$190.2M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-564-9131
PACTOLUS
Vienna, VA
AUM
$187.8M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
571-297-6364
TEMPLER WEALTH MANAGEMENT, LLC
Vienna, VA
AUM
$102.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-927-4126
AURORA POINTE CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$72.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
571-260-0483
SOVEREIGN
Vienna, VA
AUM
$70.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(703) 713-2954
CONNOR CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$46.8M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-714-6692
DISCOVERY WEALTH PLANNING LLC
Vienna, VA
AUM
$34.2M
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
703-281-3735
3SUMMIT INVESTMENT MANAGEMENT, LLC
Vienna, VA
AUM
$28.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
571-565-2161
MITCO ASSET MANAGEMENT
Vienna, VA
AUM
$98.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
703-304-6725
MCKINNEY FINANCIAL PLANNING & MANAGEMENT
Vienna, VA
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
703-281-9221
More cities in Virginia
Common questions
- How many financial advisors are in Vienna, Virginia?
- 22 registered investment advisers are listed in our Vienna directory, sourced from public SEC filings.
- What types of advisors are in Vienna?
- 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 Vienna?
- 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.