Top 9 financial advisor firms in Vienna

9 SEC-registered financial advisor firms are headquartered in Vienna, VA, with $9.53B in combined regulatory assets under management. The largest by assets are SSB Wealth Management ($2.73B), Glassman Wealth Services ($2.56B) and D'Orazio & Associates ($1.44B).

9
Financial advisor firms: $9.53B
Their combined AUM: $675M
Median firm AUM: 4,281
Clients of the top 9

The 9 largest by assets

1
SSB Wealth Management
RIA
$2.73B
Up to 1.00% a year
2
Glassman Wealth Services
RIA
$2.56B
0.25% to 1.00% a year
3
D'Orazio & Associates
RIA
$1.44B
Regulatory AUM
4
Yeske Buie
RIA
$1.07B
0.35% to 1.00% a year
5
Allegiance Financial Group Advisory Services
RIA
$675M
0.50% to 1.50% a year
6
Capitol Private Wealth Group
RIA
$562M
0.15% to 1.50% a year
7
Kirk Capital Advisors
RIA
$205M
Regulatory AUM
8
Pactolus Private Wealth Management
RIA
$188M
0.80% to 1.00% a year
9
Templer Wealth Management
RIA
$103M
0.25% to 1.00% a year

Profiles of the top 9

No. 1 · RIA

SSB Wealth Management

SSB Wealth Management is an investment adviser based in Vienna, VA, registered with the SEC since 2020. 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 $2.73 billion, as filed on 12 August 2026.

SSB Wealth Management charges up to 1.00% a year for its Investment Management Services.

Regulatory AUM: $2.73B
Clients: 1,458
Advisory staff: 15
Founded: 2019
Fee schedule: Up to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 1945 Old Gallows Road, Suite 750, Vienna, VA 22182
Phone: 703-821-6655
Website: rpjadvisors.com

No. 2 · RIA

Glassman Wealth Services

Glassman Wealth Services is an investment adviser based in Vienna, VA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $2.56 billion, as filed on 11 August 2026.

Glassman Wealth Services charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $2.56B
Clients: 399
Advisory staff: 13
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
Phone: 703-534-4444
Website: glassmanwealth.com

No. 3 · RIA

D'Orazio & Associates

D'Orazio & Associates is an investment adviser based in Vienna, VA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.44 billion, as filed on 31 March 2026.

Regulatory AUM: $1.44B
Clients: 291
Advisory staff: 7
Founded: 2004
Custodians: Charles Schwab, Fidelity
Headquarters: 8614 Westwood Center Drive, Suite 310, Vienna, VA 22182
Phone: 703-269-3100
Website: dorazioadvisors.com

No. 4 · RIA

Yeske Buie

Yeske Buie is an investment adviser based in Vienna, VA, registered with the SEC since 2007. 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 $1.07 billion, as filed on 17 September 2026.

Yeske Buie charges 0.35%–1.00% a year for its Advisory Services.

Regulatory AUM: $1.07B
Clients: 469
Advisory staff: 9
Founded: 2007
Fee schedule: 0.35% to 1.00% a year
Minimum account: $3,000,000
Custodians: Charles Schwab
Headquarters: 301 Maple Avenue West, Suite 600, Vienna, VA 22180
Phone: 800-772-1887
Website: yebu.com

No. 5 · RIA

Allegiance Financial Group Advisory Services

Allegiance Financial Group Advisory Services is an investment adviser based in Vienna, 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 $675 million, as filed on 21 May 2026.

Allegiance Financial Group Advisory Services charges 0.50%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $675M
Clients: 605
Advisory staff: 12
Founded: 2021
Fee schedule: 0.50% to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 374 Maple Avenue East, Suite 204, Vienna, VA 22180
Phone: 703-242-7900
Website: afgas.net

No. 6 · RIA

Capitol Private Wealth Group

Capitol Private Wealth Group is an investment adviser based in Vienna, VA, registered with the SEC since 2017. 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 $562 million, as filed on 20 April 2026.

Capitol Private Wealth Group charges 0.15%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $562M
Clients: 572
Advisory staff: 7
Founded: 2016
Fee schedule: 0.15% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 8150 Leesburg Pike, Suite 630, Vienna, VA 22182
Phone: 703-226-0008
Website: capitolpwg.com

No. 7 · RIA

Kirk Capital Advisors

Kirk Capital Advisors is an investment adviser based in Vienna, VA, registered with the SEC since 2023. 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 $205 million, as filed on 31 March 2026.

Regulatory AUM: $205M
Clients: 136
Advisory staff: 4
Founded: 2021
Custodians: Charles Schwab
Headquarters: 8229 Boone BLVD, Suite 300, Vienna, VA 22182
Phone: 888-340-5475
Website: kirkcapitaladvisors.com

No. 8 · RIA

Pactolus Private Wealth Management

Pactolus Private Wealth Management is an investment adviser based in Vienna, VA, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $188 million, as filed on 4 September 2026.

Pactolus Private Wealth Management charges 0.80%–1.00% a year for its Pactolus advised accounts.

Regulatory AUM: $188M
Clients: 307
Advisory staff: 2
Fee schedule: 0.80% to 1.00% a year
Custodians: Fidelity
Headquarters: 8614 Westwood Center Drive, Suite 620, Vienna, VA 22182
Phone: 571-297-6364
Website: pactolus.com

No. 9 · RIA

Templer Wealth Management

Templer Wealth Management is an investment adviser based in Vienna, VA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $103 million, as filed on 17 April 2026.

Templer Wealth Management charges 0.25%–1.00% a year for its Portfolio Management.

Regulatory AUM: $103M
Clients: 44
Advisory staff: 1
Fee schedule: 0.25% to 1.00% a year
Custodians: Fidelity
Headquarters: 8000 Towers Crescent DR., Suite 1350, Vienna, VA 22182
Phone: 703-927-4126
Website: templerwealth.com

Questions about financial advisors in Vienna

How many financial advisor firms are headquartered in Vienna?

9 SEC-registered financial advisor firms report their principal office in Vienna, VA, managing $9.53B in regulatory assets between them. The other 2 advisers 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 Vienna?

SSB Wealth Management, with $2.73B in regulatory assets under management on its latest Form ADV. The next largest are Glassman Wealth Services ($2.56B) and D'Orazio & Associates ($1.44B).

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

How large is a typical financial advisor firm in Vienna?

The median firm manages $675M in regulatory assets. That is the midpoint of the 9 firms headquartered in Vienna.

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

How much do financial advisors in Vienna charge?

Of the 9 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Vienna?

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

Vienna has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Vienna

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