Top 6 financial advisor firms in Fairfax

6 SEC-registered financial advisor firms are headquartered in Fairfax, VA, with $2.35B in combined regulatory assets under management. The largest by assets are Pine Harbor Wealth Management ($507M), Aspect Partners ($418M) and Professional Financial Solutions ($410M).

6
Financial advisor firms: $2.35B
Their combined AUM: $402M
Median firm AUM: 1,491
Clients of the top 6

The 6 largest by assets

1
Pine Harbor Wealth Management
RIA
$507M
0.00% to 0.89% a year
2
Aspect Partners
RIA
$418M
Regulatory AUM
3
Professional Financial Solutions
RIA
$410M
0.25% to 1.00% a year
4
Reframe Wealth
RIA
$395M
0.40% to 1.00% a year
5
Clarion Wealth Management Partners
RIA
$395M
Regulatory AUM
6
Campion Asset Management
RIA
$229M
0.40% to 1.00% a year

Profiles of the top 6

No. 1 · RIA

Pine Harbor Wealth Management

Pine Harbor Wealth Management is an investment adviser based in Fairfax, VA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $507 million, as filed on 23 February 2026.

Pine Harbor Wealth Management charges 0.00%–0.89% a year for its Portfolio Management Services.

Regulatory AUM: $507M
Clients: 159
Advisory staff: 1
Fee schedule: 0.00% to 0.89% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 8280 Willow Oaks Corporate Drive, Suite 600, Fairfax, VA 22031
Phone: 703-589-9100
Website: pineharborwealth.com

No. 2 · RIA

Aspect Partners

Aspect Partners is an investment adviser based in Fairfax, VA, registered with the SEC since 2022. 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 $418 million, as filed on 28 April 2026.

Regulatory AUM: $418M
Clients: 287
Advisory staff: 5
Founded: 1999
Custodians: Fidelity
Headquarters: 2677 Prosperity Ave, Suite 380, Fairfax, VA 22031
Phone: 703-916-8400
Website: aspect-partners.com

No. 3 · RIA

Professional Financial Solutions

Professional Financial Solutions is an investment adviser based in Fairfax, VA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $410 million, as filed on 6 February 2026.

Professional Financial Solutions charges 0.25%–1.00% a year for its Investment Management.

Regulatory AUM: $410M
Clients: 279
Advisory staff: 6
Founded: 1997
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 10517a West Drive, Fairfax, VA 22030-8144
Phone: 703-385-0870
Website: profinancialsolutions.com

No. 4 · RIA

Reframe Wealth

Reframe Wealth is an investment adviser based in Fairfax, 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 $395 million, as filed on 24 April 2026.

Reframe Wealth charges 0.40%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $395M
Clients: 235
Advisory staff: 4
Founded: 2021
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3251 Blenheim Boulevard, Suite 502, Fairfax, VA 22030
Phone: 571-354-8471

No. 5 · RIA

Clarion Wealth Management Partners

Clarion Wealth Management Partners is an investment adviser based in Fairfax, VA, registered with the SEC since 2025. 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 31 March 2026.

Regulatory AUM: $395M
Clients: 420
Advisory staff: 4
Founded: 2004
Custodians: Charles Schwab
Headquarters: 12500 Fair Lakes Circle, Suite 250, Fairfax, VA 22033
Phone: 703-631-4800
Website: clarionwealth.com

No. 6 · RIA

Campion Asset Management

Campion Asset Management is an investment adviser based in Fairfax, VA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $229 million, as filed on 4 March 2026.

Campion Asset Management charges 0.40%–1.00% a year for its Investment Management Services.

Regulatory AUM: $229M
Clients: 111
Advisory staff: 3
Fee schedule: 0.40% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 11325 Random Hills Road, Suite 360, A176, Fairfax, VA 22030
Phone: 703-848-0344
Website: campionam.com

Questions about financial advisors in Fairfax

How many financial advisor firms are headquartered in Fairfax?

6 SEC-registered financial advisor firms report their principal office in Fairfax, VA, managing $2.35B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Fairfax?

Pine Harbor Wealth Management, with $507M in regulatory assets under management on its latest Form ADV. The next largest are Aspect Partners ($418M) and Professional Financial Solutions ($410M).

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

How large is a typical financial advisor firm in Fairfax?

The median firm manages $402M in regulatory assets. That is the midpoint of the 6 firms headquartered in Fairfax.

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

How much do financial advisors in Fairfax charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.89% to 1.00% 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 Fairfax?

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

Fairfax has 6 financial advisor firms; see every adviser in the city →