AdvisorGrade

Financial advisers in Ashburn, VA

5 registered investment adviser firms in Ashburn managing $1.5B in assets, based on public SEC Form ADV filings.

The Lewis Financial Group

Ashburn, VA · Est. 2021

Local
Fee-based
AUM
$482M
Per adviser
$161M
Advisers
3

No reported disclosures

Abich Financial Wealth Management, LLC

Ashburn, VA · Est. 2023

Local
Fee-based
AUM
$395M
Per adviser
$79M
Advisers
5

No reported disclosures

Houlihan Financial Resource Group, Ltd.

Ashburn, VA · Est. 2002

Local
Fee-only
AUM
$357M
Per adviser
$119M
Advisers
3

No reported disclosures

Arbor Private Wealth, LLC

Ashburn, VA · Est. 2021

Local
Fee-based
AUM
$160M
Per adviser
$80M
Advisers
2

No reported disclosures

Allridge Wealth Management, INC

Ashburn, VA · Est. 2026

Local
Fee-only
AUM
$103M
Per adviser
$52M
Advisers
2

No reported disclosures