Top 10 advisors in Reston
We’ve curated a list of the best financial advisors in Reston, take a look at it below
Find an advisor in Reston| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $9,839,170,487 | 80 advisors | ||
| 2 | $2,250,234,810 | 41 advisors | ||
| 3 | $907,573,220 | 24 advisors | ||
| 4 | $486,260,899 | 9 advisors | ||
| 5 | $466,490,217 | 13 advisors | ||
| 6 | $333,837,514 | 8 advisors | ||
| 7 | $329,426,220 | 8 advisors | ||
| 8 | $305,046,641 | 13 advisors | ||
| 9 | $254,600,273 | 3 advisors | ||
| 10 | $218,249,208 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Reston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Reston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Mason Investment Advisory Services Inc
Assets under management
$9,839,170,487
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. The Burney Company
Assets under management
$2,250,234,810
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Tax Preparation Services
3. Acorn Financial Advisory Services, Inc.
Assets under management
$907,573,220
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Subadvisory Portfolio Management Services Other Registered Investment Advisers
4. Hopwood Financial Services, Inc.
Assets under management
$486,260,899
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Lnc Management, LLC
Assets under management
$466,490,217
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Reston Wealth Management
Assets under management
$333,837,514
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Clearlogic Financial, Inc.
Assets under management
$329,426,220
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Aog Wealth Management
Assets under management
$305,046,641
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
9. Sentinel Wealth Management, Inc.
Assets under management
$254,600,273
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Oakmont Wealth Advisory, LLC
Assets under management
$218,249,208
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Your first meeting is free.