Investment advisers in Vienna, VA
11 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Rembert Pendleton Jackson | $2.73 billion | 20 | 0 |
| Glassman Wealth Services, LLC | $2.56 billion | 21 | 0 |
| Navy Federal Investment Services, LLC | $2.10 billion | 206 | 0 |
| D'orazio Wealth Advisors | $1.44 billion | 11 | 0 |
| Yeske Buie Inc. | $1.07 billion | 17 | 0 |
| Allegiance Financial Group | $675.0 million | 12 | 0 |
| Capitol Private Wealth Group LLC | $562.1 million | 8 | 0 |
| Kirk Capital Advisors LLC | $204.9 million | 5 | 0 |
| Ategra Capital Management, LLC | $190.2 million | 5 | 0 |
| Pactolus | $187.8 million | 17 | 0 |
| Templer Wealth Management, LLC | $102.9 million | 1 | 0 |