SEC-registered investment advisers in Fairfax
7 SEC-registered investment advisers are headquartered in Fairfax, VA, with $2.75B in combined regulatory assets under management. 6 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 7
- Investment advisers
- $2.75B
- Combined regulatory AUM
- 6
- Financial advisor firms
All 7 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Pine Harbor Wealth Management | RIA | $507M |
| Aspect Partners | RIA | $418M |
| Professional Financial Solutions | RIA | $410M |
| Golden Spark Insights Merchant Banking Group | Asset manager | $400M |
| Reframe Wealth | RIA | $395M |
| Clarion Wealth Management Partners | RIA | $395M |
| Campion Asset Management | RIA | $229M |
Fairfax at a glance
Advisers headquartered here, by type
7
advisers
- Financial advisor firms (RIAs)$2.35B regulatory AUM6 (86%)
- Institutional managers$400M regulatory AUM1 (14%)
Other cities in Virginia
- Richmond50
- McLean31
- Charlottesville27
- Arlington21
- Virginia Beach19
- Alexandria16
- Reston13
- Vienna11
- Glen Allen7
- Lynchburg6
- Ashburn5
- Norfolk5