Top Financial Advisors in Reston, Virginia
Finding the right financial advisor in Reston is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Reston, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Reston, VA.
Find the Best Financial Advisor Firms in Reston:
MASON INVESTMENT ADVISORY SERVICES INC
CRD#: 111113
Address: 11130 Sunrise Valley Dr Ste 200, Reston, VA 20191-5321
Clients: 228
Average Clients per Advisor: 6
AUM: $ 10.1B
THE BURNEY COMPANY
CRD#: 106945
Address: 1800 Alexander Bell Drive Suite 510, Reston, VA 20191
Clients: 1,036
Average Clients per Advisor: 25
AUM: $ 2.3B
ACORN FINANCIAL ADVISORY SERVICES, INC.
CRD#: 116763
Address: 1875 Campus Commons Drive Suite 100, Reston, VA 20191
Clients: 1,329
Average Clients per Advisor: 63
AUM: $ 1.0B
FJY FINANCIAL
CRD#: 139347
Address: 1900 Campus Commons Drive Suite 500, Reston, VA 20191
Clients: 38
Average Clients per Advisor: 3
AUM: $ 757M
HOPWOOD FINANCIAL SERVICES, INC.
CRD#: 127927
Address: 10740 Parkridge Blvd. Suite 150, Reston, VA 20191
Clients: 117
Average Clients per Advisor: 14
AUM: $ 486M
CLEARLOGIC FINANCIAL, INC.
CRD#: 133114
Address: 11107 Sunset Hills Road Suite 220, Reston, VA 20190
Clients: 67
Average Clients per Advisor: 13
AUM: $ 372M
How We Chose the Top Financial Advisors in Reston, Virginia
To create this list of top financial advisor firms in Reston, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Reston has to offer.
Search Financial Advisors in Reston, Virginia
Stephen Yong Park
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Neal Scott Abravanel
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Richard Wayne Schaeffer
Registered Affiliation(s):SCHAEFFER FINANCIAL LLC
Arden Thomas Widmann
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Christopher Jerome Detmer
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Brenda Pack Blisk
Registered Affiliation(s):SPIRE WEALTH MANAGEMENT, LLC
Susan Beresford Shields
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Heather Jan Tudor Evans
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Davita Crystal Alford-cooper
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Pamela Bailey Murphy
Registered Affiliation(s):MORGAN STANLEY
Judy Lowe Rubin
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Michael Lee Engel
Registered Affiliation(s):MORGAN STANLEY
Robert Louis Testwuide
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William Patrick Milby
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lee A Corey
Registered Affiliation(s):MORGAN STANLEY
Craig Jonathan Beden
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Steven Edward Vozenilek
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Andrew Elliot Gross
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan Leo Sade
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stephen Arthur Colvin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Laura Nafis Pennington
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Gregory Jonathan Kight
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Millicent Patryce Eubanks
Registered Affiliation(s):MORGAN STANLEY
Robert Scott Scherer
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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