Top 5 financial advisor firms in Ashburn

5 SEC-registered financial advisor firms are headquartered in Ashburn, VA, with $1.5B in combined regulatory assets under management. The largest by assets are Genesis Private Wealth ($482M), Abich Financial Wealth Management ($395M) and Houlihan Financial Resource Group ($357M).

5
Financial advisor firms: $1.5B
Their combined AUM: $357M
Median firm AUM: 1,134
Clients of the top 5

The 5 largest by assets

1
Genesis Private Wealth
RIA
$482M
Regulatory AUM
2
Abich Financial Wealth Management
RIA
$395M
Regulatory AUM
3
Houlihan Financial Resource Group
RIA
$357M
0.50% to 1.00% a year
4
Arbor Private Wealth
RIA
$160M
0.38% to 1.25% a year
5
Allridge Wealth Management, P.C.
RIA
$103M
0.45% to 1.00%

Profiles of the top 5

No. 1 · RIA

Genesis Private Wealth

Genesis Private Wealth is an investment adviser based in Ashburn, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $482 million, as filed on 16 July 2026.

Regulatory AUM: $482M
Clients: 308
Advisory staff: 3
Custodians: Wells Fargo Clearing Services
Headquarters: 20755 Williamsport Place, Suite 140, Ashburn, VA 20147
Phone: 703-288-1272
Website: thelewisfinancialgroup.com

No. 2 · RIA

Abich Financial Wealth Management

Abich Financial Wealth Management is an investment adviser based in Ashburn, VA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $395 million, as filed on 30 March 2026.

Regulatory AUM: $395M
Clients: 523
Advisory staff: 5
Founded: 2020
Custodians: Charles Schwab
Headquarters: 20135 Lakeview Center Plaza, #110, Ashburn, VA 20147
Phone: 571-577-9968
Website: abichfinancial.com

No. 3 · RIA

Houlihan Financial Resource Group

Houlihan Financial Resource Group is an investment adviser based in Ashburn, VA, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $357 million, as filed on 24 March 2026.

Houlihan Financial Resource Group charges 0.50%–1.00% a year for its Asset Management.

Regulatory AUM: $357M
Clients: 171
Advisory staff: 3
Founded: 1999
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 20405 Exchange Street, Suite 371, Ashburn, VA 20147
Phone: 703-796-0800
Website: houlihanfinancial.com

No. 4 · RIA

Arbor Private Wealth

Arbor Private Wealth is an investment adviser based in Ashburn, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $160 million, as filed on 25 February 2026.

Arbor Private Wealth charges 0.375%–1.25% a year for its Wealth management fees.

Regulatory AUM: $160M
Clients: 101
Advisory staff: 2
Fee schedule: 0.38% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 44679 Endicott Drive, Suite 300, Ashburn, VA 20147
Phone: 703-559-7975
Website: arborpw.com

No. 5 · RIA

Allridge Wealth Management, P.C.

Allridge Wealth Management, P.C. is an investment adviser based in Ashburn, VA, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $103 million, as filed on 27 March 2026.

Allridge Wealth Management, P.C. charges 0.45%–1.00% for its Assets Under Management (Continuing Services Agreement). The brochure does not state whether the rate is annual.

Regulatory AUM: $103M
Clients: 31
Advisory staff: 2
Fee schedule: 0.45% to 1.00%
Custodians: Charles Schwab
Headquarters: 20130 Lakeview Center Plaza, 400, Ashburn, VA 20147
Phone: 703-840-5500
Website: allridgewealth.com

Questions about financial advisors in Ashburn

How many financial advisor firms are headquartered in Ashburn?

5 SEC-registered financial advisor firms report their principal office in Ashburn, VA, managing $1.5B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Ashburn?

Genesis Private Wealth, with $482M in regulatory assets under management on its latest Form ADV. The next largest are Abich Financial Wealth Management ($395M) and Houlihan Financial Resource Group ($357M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Ashburn?

The median firm manages $357M in regulatory assets. That is the midpoint of the 5 firms headquartered in Ashburn.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Ashburn charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Ashburn?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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