Fee-OnlyFinder

% of assets managed in Reston, VA

18 advisers in Reston offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 18

Acorn Financial Advisory Services, INC.1900 Campus Commons Drive, Suite 600 · Reston, VA 20191 · (703) 293-3100 · Financial planningCRD 116763 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedBrighter Financial Capital Management, LLC1984 Isaac Newton Sq. W, Suite 203 · Reston, VA 20190 · (703) 796-0957 · Financial planningCRD 300619 · % of assets, Fixed fees · $135.1 million AUMSEC registeredNo commissions reportedBuchanan Wealth Management11710 Plaza America Drive, Suite 2000 · Reston, VA 20190 · (703) 956-2633 · Financial planningCRD 316629 · % of assets, Hourly charges · $212.0 million AUMSEC registeredNo commissions reportedBull Bear Investment Management LLC1818 Library Street, Suite 500 · Reston, VA 20190 · (703) 774-3520 · % of assets managedCRD 174038 · % of assets · $66.6 million AUMState registeredNo commissions reportedHopwood Financial Services, INC.10740 Parkridge Blvd., Suite 150 · Reston, VA 20191 · (703) 787-0008 · Financial planningCRD 127927 · % of assets, Hourly charges, Fixed fees · $750.3 million AUMSEC registeredNo commissions reportedIntegrated Financial Solutions, INC.11872 Sunrise Valley Drive, Suite 200 · Reston, VA 20191 · (703) 295-9200 · Financial planningCRD 112038 · % of assets, Hourly charges, Fixed fees · $303.3 million AUMSEC registeredNo commissions reportedInvestology INC.1939 Roland Clarke Place, Suite 350 · Reston, VA 20191 · (703) 429-1975 · Financial planningCRD 130408 · % of assets · $250.0 million AUMSEC registeredNo commissions reportedKaplan Wealth Management, INC.11710 Plaza America Dr, Suite 2000 · Reston, VA 20190 · (703) 352-1780 · Financial planningCRD 167880 · % of assets, Hourly charges, Fixed fees · $89.0 million AUMState registeredNo commissions reportedKcr Wealth Management, LLC1818 Library Street, Suite 500 · Reston, VA 20190 · (703) 722-2212 · Financial planningCRD 170798 · % of assets, Hourly charges, Fixed fees · $95.4 million AUMState registeredNo commissions reportedMason Investment Advisory Services INC11921 Freedom Drive, Suite 1000 · Reston, VA 20190 · (703) 716-6000 · Financial planningCRD 111113 · % of assets, Fixed fees · $15.7 billion AUMSEC registeredNo commissions reported
Mitchell Advisory INC11710 Plaza America Drive, Suite 2000 · Reston, VA 20190 · (703) 481-9868 · Financial planningCRD 109447 · % of assets, Hourly charges, Fixed fees · $94.2 million AUMState registeredNo commissions reportedOrigin Wealth Management LLC12001 Sunrise Valley Drive, Suite 400 · Reston, VA 20191 · (703) 386-7088 · Financial planningCRD 337488 · % of assets, Hourly charges, Fixed fees · $770,895 AUMState registeredNo commissions reportedPiedmont Wealth Advisory12030 Sunrise Valley Drive, Suite 325 · Reston, VA 20191 · (571) 313-5125 · Financial planningCRD 333693 · % of assets, Fixed fees · $353.7 million AUMSEC registeredNo commissions reportedPreston Wealth Advisors, LLC.1886 Metro Center Drive, Suite 620 · Reston, VA 20190 · (703) 757-0419 · Financial planningCRD 165983 · % of assets, Performance-based fees, Other · $286.0 million AUMSEC registeredNo commissions reportedRadvanyi Wealth Management LLC1939 Roland Clarke Place, Suite 350 · Reston, VA 20191 · (571) 218-0276 · % of assets managedCRD 273033 · % of assets · $33.6 million AUMState registeredNo commissions reportedSentinel Wealth Management, INC.11710 Plaza America Drive, Suite 2000 · Reston, VA 20190 · (703) 787-5770 · Financial planningCRD 122235 · % of assets, Fixed fees · $388.8 million AUMSEC registeredNo commissions reportedT.m. Wealth Management11702 Bowman Green Drive, Suite 300 · Reston, VA 20190 · (703) 537-8351 · Financial planningCRD 287965 · % of assets, Hourly charges, Fixed fees · $209.8 million AUMSEC registeredNo commissions reportedThe Burney Company1800 Alexander Bell Drive, Suite 510 · Reston, VA 20191 · (866) 928-7639 · Financial planningCRD 106945 · % of assets, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reported