Top 3 financial advisor firms in Leesburg

3 SEC-registered financial advisor firms are headquartered in Leesburg, VA, with $2.96B in combined regulatory assets under management. The largest by assets are Steigerwald, Gordon & Koch ($1.32B), Toth Financial Advisory ($1.15B) and AMJ Financial Wealth Management ($482M).

3
Financial advisor firms: $2.96B
Their combined AUM: $1.15B
Median firm AUM: 1,834
Clients of the top 3

The 3 largest by assets

1
Steigerwald, Gordon & Koch
RIA
$1.32B
0.30% to 1.00% a year
2
Toth Financial Advisory
RIA
$1.15B
0.40% to 1.30% a year
3
AMJ Financial Wealth Management
RIA
$482M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Steigerwald, Gordon & Koch

Steigerwald, Gordon & Koch is an investment adviser based in Leesburg, VA, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.32 billion, as filed on 8 July 2026.

Steigerwald, Gordon & Koch charges 0.30%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $1.32B
Clients: 709
Advisory staff: 9
Founded: 1996
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 893-A Harrison Street, S.e., Leesburg, VA 20175
Phone: 703-777-8826
Website: sgkwealthadvisors.com

No. 2 · RIA

Toth Financial Advisory

Toth Financial Advisory is an investment adviser based in Leesburg, VA, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $1.15 billion, as filed on 10 March 2026.

Toth Financial Advisory charges 0.40%–1.30% a year for its Portfolio Management Using Individual Stocks.

Regulatory AUM: $1.15B
Clients: 655
Advisory staff: 10
Founded: 1986
Fee schedule: 0.40% to 1.30% a year
Custodians: Charles Schwab
Headquarters: 608 South King Street, Suite 300, Leesburg, VA 20175
Phone: 703-443-8684
Website: tothfinancial.com

No. 3 · RIA

AMJ Financial Wealth Management

AMJ Financial Wealth Management is an investment adviser based in Leesburg, VA, registered with the SEC since 2018. 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 $482 million, as filed on 19 March 2026.

Regulatory AUM: $482M
Clients: 470
Advisory staff: 7
Founded: 2012
Custodians: Charles Schwab
Headquarters: 44160 Scholar Plaza, Suite 490, Leesburg, VA 20176
Phone: 703-466-0477
Website: amjfinancial.com

Questions about financial advisors in Leesburg

How many financial advisor firms are headquartered in Leesburg?

3 SEC-registered financial advisor firms report their principal office in Leesburg, VA, managing $2.96B 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 Leesburg?

Steigerwald, Gordon & Koch, with $1.32B in regulatory assets under management on its latest Form ADV. The next largest are Toth Financial Advisory ($1.15B) and AMJ Financial Wealth Management ($482M).

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

How large is a typical financial advisor firm in Leesburg?

The median firm manages $1.15B in regulatory assets. That is the midpoint of the 3 firms headquartered in Leesburg.

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

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

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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