Firms by city
Registered investment advisers in Vienna, VA
11 SEC-registered advisers headquartered in Vienna, listed by regulatory assets under management as reported on Form ADV.
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11 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| SSB Wealth Management | Vienna, VA | $2.73B |
| Glassman Wealth Services | Vienna, VA | $2.56B |
| Navy Federal Investment Services | Vienna, VA | $2.1B |
| D'Orazio & Associates | Vienna, VA | $1.44B |
| Yeske Buie | Vienna, VA | $1.07B |
| Allegiance Financial Group Advisory Services | Vienna, VA | $675M |
| Capitol Private Wealth Group | Vienna, VA | $562M |
| Kirk Capital Advisors | Vienna, VA | $205M |
| Ategra Capital Management | Vienna, VA | $190M |
| Pactolus Private Wealth Management | Vienna, VA | $188M |
| Templer Wealth Management | Vienna, VA | $103M |
- Headquarters
- Vienna, VA
- Regulatory AUM
- $2.73B
- Headquarters
- Vienna, VA
- Regulatory AUM
- $2.56B
- Headquarters
- Vienna, VA
- Regulatory AUM
- $2.1B
- Headquarters
- Vienna, VA
- Regulatory AUM
- $1.44B
- Headquarters
- Vienna, VA
- Regulatory AUM
- $1.07B
- Headquarters
- Vienna, VA
- Regulatory AUM
- $675M
- Headquarters
- Vienna, VA
- Regulatory AUM
- $562M
- Headquarters
- Vienna, VA
- Regulatory AUM
- $205M
- Headquarters
- Vienna, VA
- Regulatory AUM
- $190M
- Headquarters
- Vienna, VA
- Regulatory AUM
- $188M
- Headquarters
- Vienna, VA
- Regulatory AUM
- $103M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Vienna on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Virginia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.