Top 10 financial advisor firms in Reston

12 SEC-registered financial advisor firms are headquartered in Reston, VA, with $8.47B in combined regulatory assets under management. The largest by assets are The Burney ($3.59B), Acorn Financial Advisory Services ($1.4B) and Hopwood Financial Services ($750M).

12
Financial advisor firms: $8.47B
Their combined AUM: $329M
Median firm AUM: 6,902
Clients of the top 10

The 10 largest by assets

1
The Burney
RIA
$3.59B
Regulatory AUM
2
Acorn Financial Advisory Services
RIA
$1.4B
0.60% to 1.70% a year
3
Hopwood Financial Services
RIA
$750M
0.30% to 1.00% a year
4
Reston Wealth Management
RIA
$590M
0.80% to 1.25% a year
5
Sentinel Wealth Management
RIA
$389M
0.20% to 1.00% a year
6
Oak Barrel Wealth Advisory
RIA
$354M
Regulatory AUM
7
Integrated Financial Solutions
RIA
$303M
Regulatory AUM
8
Preston Wealth Advisors
RIA
$286M
1.00% to 1.60% a year
9
Investology
RIA
$250M
1.25% to 1.65%
10
Buchanan Wealth Management
RIA
$212M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

The Burney

The Burney is an investment adviser based in Reston, VA, registered with the SEC since 1974. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and investment companies. Its regulatory assets under management total $3.59 billion, as filed on 30 March 2026.

Regulatory AUM: $3.59B
Clients: 1,926
Advisory staff: 42
Founded: 1974
Custodians: Charles Schwab
Headquarters: 1800 Alexander Bell Drive, Suite 510, Reston, VA 20191
Phone: 866-928-7639
Website: burneyadvisorservices.com

No. 2 · RIA

Acorn Financial Advisory Services

Acorn Financial Advisory Services is an investment adviser based in Reston, VA, registered with the SEC since 2006. 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 $1.4 billion, as filed on 15 June 2026.

Acorn Financial Advisory Services charges 0.60%–1.70% a year for its Portfolio Management - Investment Management Program.

Regulatory AUM: $1.4B
Clients: 2,619
Advisory staff: 11
Fee schedule: 0.60% to 1.70% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 1900 Campus Commons Drive, Suite 600, Reston, VA 20191
Phone: 703-293-3100
Website: acorn-financial.com

No. 3 · RIA

Hopwood Financial Services

Hopwood Financial Services is an investment adviser based in Reston, VA, registered with the SEC since 2003. 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 $750 million, as filed on 19 August 2026.

Hopwood Financial Services charges 0.30%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $750M
Clients: 288
Advisory staff: 6
Founded: 2003
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 10740 Parkridge BLVD., Suite 150, Reston, VA 20191
Phone: 703-787-0008
Website: hopwoodfinancial.com

No. 4 · RIA

Reston Wealth Management

Reston Wealth Management is an investment adviser based in Reston, VA, registered with the SEC since 2009. 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 $590 million, as filed on 20 March 2026.

Reston Wealth Management charges 0.80%–1.25% a year for its Account management.

Regulatory AUM: $590M
Clients: 491
Advisory staff: 3
Founded: 2003
Fee schedule: 0.80% to 1.25% a year
Custodians: LPL Financial, Charles Schwab, Fidelity
Headquarters: 1984 Isaac Newton Square West, Suite 107, Reston, VA 20190-5039
Phone: 703-481-2280
Website: restonwealth.com

No. 5 · RIA

Sentinel Wealth Management

Sentinel Wealth Management is an investment adviser based in Reston, 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 $389 million, as filed on 27 April 2026.

Sentinel Wealth Management charges 0.20%–1.00% a year for its Investment Management.

Regulatory AUM: $389M
Clients: 97
Advisory staff: 2
Founded: 2002
Fee schedule: 0.20% to 1.00% a year
Custodians: Fidelity
Headquarters: 11710 Plaza America Drive, Suite 2000, Reston, VA 20190
Phone: 703-787-5770
Website: sentinelwealth.com

No. 6 · RIA

Oak Barrel Wealth Advisory

Oak Barrel Wealth Advisory is an investment adviser based in Reston, VA, registered with the SEC since 2024. 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 $354 million, as filed on 2 September 2026.

Regulatory AUM: $354M
Clients: 215
Advisory staff: 3
Founded: 2024
Custodians: Raymond James
Headquarters: 12030 Sunrise Valley Drive, Suite 325, Reston, VA 20191
Phone: 571-313-5125
Website: piedmontwealthadvisory.com

No. 7 · RIA

Integrated Financial Solutions

Integrated Financial Solutions is an investment adviser based in Reston, VA, registered with the SEC since 2021. 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 $303 million, as filed on 9 February 2026.

Regulatory AUM: $303M
Clients: 237
Advisory staff: 1
Founded: 2001
Custodians: Pershing
Headquarters: 11872 Sunrise Valley Drive, Suite 200, Reston, VA 20191
Phone: 703-295-9200

No. 8 · RIA

Preston Wealth Advisors

Preston Wealth Advisors is an investment adviser based in Reston, VA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $286 million, as filed on 24 March 2026.

Preston Wealth Advisors charges 1.00%–1.60% a year for its Private Clients.

Regulatory AUM: $286M
Clients: 394
Advisory staff: 4
Founded: 2012
Fee schedule: 1.00% to 1.60% a year
Custodians: Charles Schwab
Headquarters: 1886 Metro Center Drive, Suite 620, Reston, VA 20190
Phone: 703-757-0419
Website: prestonwealthadvisors.com

No. 9 · RIA

Investology

Investology is an investment adviser based in Reston, VA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individuals and pension and profit-sharing plans. Its regulatory assets under management total $250 million, as filed on 16 September 2026.

Investology charges 1.25%–1.65% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $250M
Clients: 450
Advisory staff: 3
Fee schedule: 1.25% to 1.65%
Headquarters: 1939 Roland Clarke Place, Suite 350, Reston, VA 20191
Phone: 703-429-1975

No. 10 · RIA

Buchanan Wealth Management

Buchanan Wealth Management is an investment adviser based in Reston, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $212 million, as filed on 10 August 2026.

Regulatory AUM: $212M
Clients: 185
Advisory staff: 2
Custodians: LPL Financial, Principal Securities
Headquarters: 11710 Plaza America Drive, Suite 2000, Reston, VA 20190
Phone: 703-956-2633
Website: buchananwealth.com

Questions about financial advisors in Reston

How many financial advisor firms are headquartered in Reston?

12 SEC-registered financial advisor firms report their principal office in Reston, VA, managing $8.47B 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 Reston?

The Burney, with $3.59B in regulatory assets under management on its latest Form ADV. The next largest are Acorn Financial Advisory Services ($1.4B) and Hopwood Financial Services ($750M).

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

How large is a typical financial advisor firm in Reston?

The median firm manages $329M in regulatory assets. That is the midpoint of the 12 firms headquartered in Reston.

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

How much do financial advisors in Reston charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.70% 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 Reston?

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

Reston has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Reston

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