Financial advisers in Vienna, VA

11 registered investment adviser firms in Vienna managing $11.8B in assets, based on public SEC Form ADV filings.

Rembert Pendleton Jackson

Vienna, VA · Est. 2020

RegionalInternational

Fee-based

AUM: $2.7B
Per adviser: $182M
Advisers: 15

No reported disclosures

Glassman Wealth Services, LLC

Vienna, VA · Est. 2009

Regional

Fee-based

AUM: $2.6B
Per adviser: $197M
Advisers: 13

No reported disclosures

Navy Federal Investment Services, LLC

Vienna, VA · Est. 2007

National

Fee-only

AUM: $2.1B
Per adviser: $14M
Advisers: 147

No reported disclosures

D'Orazio Wealth Advisors

Vienna, VA · Est. 2004

Local

Fee-based

AUM: $1.4B
Per adviser: $206M
Advisers: 7

No reported disclosures

Yeske Buie INC.

Vienna, VA · Est. 2007

Local

Fee-only

AUM: $1.1B
Per adviser: $119M
Advisers: 9

No reported disclosures

Allegiance Financial Group

Vienna, VA · Est. 2021

LocalInternational

Fee-based

AUM: $675M
Per adviser: $56M
Advisers: 12

No reported disclosures

Capitol Private Wealth Group LLC

Vienna, VA · Est. 2017

Local

Fee-based

AUM: $562M
Per adviser: $80M
Advisers: 7

No reported disclosures

Kirk Capital Advisors LLC

Vienna, VA · Est. 2023

Local

Fee-only

AUM: $205M
Per adviser: $51M
Advisers: 4

No reported disclosures

Ategra Capital Management, LLC

Vienna, VA · Est. 2018

Local

Fee-only

AUM: $190M
Per adviser: $48M
Advisers: 4

No reported disclosures

Pactolus

Vienna, VA · Est. 2010

Local

Fee-based

AUM: $188M
Per adviser: $94M
Advisers: 2

No reported disclosures

Templer Wealth Management, LLC

Vienna, VA · Est. 2026

Local

Fee-based

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures