Steigerwald, Gordon & Koch - Wealth Advisors, based out of Leesburg, VA, is a distinguished investment advisory firm that provides comprehensive wealth management services. With a team of 14 dedicated professionals, including 7 experienced investment advisors, they are well-equipped to serve their clients' financial needs. With an average of $53,260,000 in assets under management per investment advisor, Steigerwald, Gordon & Koch's performance aligns with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients receive tailored and transparent financial solutions. With over 280 individual clients, Steigerwald, Gordon & Koch manages an impressive $915,846,000 in assets. The firm primarily caters to high net worth individuals, reflecting their expertise in handling substantial portfolios. While a significant portion of their assets under management pertains to high net worth individuals, they also possess the capacity to manage employer funds, although 401K and individual accounts comprise less than 30% of their total assets. Operating out of four offices, Steigerwald, Gordon & Koch has established a strong local presence in the Leesburg area. The firm boasts a team of highly experienced advisors, including notable individuals like John Steigerwald, Darren Koch, and Jeffrey Gordon, who have contributed significantly to the firm's success. Steigerwald, Gordon & Koch - Wealth Advisors is committed to delivering personalized investment strategies, preserving wealth, and helping clients achieve their financial goals. With their seasoned team and client-centric approach, they continue to be a trusted partner for individuals seeking comprehensive wealth management services.

Kilner Capital Advisors, LLC, headquartered in Gaithersburg, MD, is a highly regarded investment advisory firm that has been providing exceptional financial services since its establishment. With a team of three dedicated professionals, including two experienced investment advisors, the company delivers top-tier guidance and support to its diverse clientele. With an impressive average of approximately $276,230,000 in assets under management per investment advisor, Kilner Capital Advisors surpasses the industry average, highlighting their expertise and ability to generate significant value for their clients. Their compensation structure encompasses various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With over 150 individual clients, Kilner Capital Advisors manages a substantial amount of assets, exceeding $251,130,000. While the majority of these assets are allocated for high-net-worth individuals, the firm also possesses the expertise and capacity to effectively handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Notably, all the assets entrusted to Kilner Capital Advisors are managed on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. As a small but reputable investment advisory firm, Kilner Capital Advisors operates from two offices, serving clients with personalized attention and tailored strategies. Joseph Kilner and Melinda Wiedel, both seasoned registered advisors, contribute their extensive industry experience and knowledge to the firm, enhancing its ability to deliver exceptional financial guidance and achieve clients' investment objectives.

The Hoerner Planning Group, LLC, a small investment advisory firm based out of Middleburg, VA, boasts an impressive track record in managing assets for high net worth individuals. With over 160 individual clients and a staggering $1,104,920,000 in assets under management, they have firmly established themselves as a trusted partner in financial planning and investment strategies. With one office serving as their base of operations, The Hoerner Planning Group takes a personalized approach to their clients' needs. They offer a range of compensation structures, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client goals. The firm's success is fueled by a dedicated team of eight employees, with four of them specifically focused on providing investment advisory services. Their expertise and commitment to excellence enable them to efficiently manage a substantial average of $276,230,000 in assets per investment advisor, significantly surpassing the industry average. The Hoerner Planning Group prides itself on its long-standing advisors, who bring extensive experience to the table. Notable names among their seasoned professionals include Christopher Hoerner, Henry Hoerner, and Sarah Albritton, each contributing unique insights and adding depth to the firm's advisory capabilities. With their impressive assets under management, commitment to client satisfaction, and a team of experienced professionals, The Hoerner Planning Group, LLC is well-positioned to provide exceptional financial planning and investment services to individuals seeking tailored strategies for long-term success.

Buttonwood Wealth, a local investment advisory firm based out of Winchester, VA, is dedicated to providing exceptional financial services to their diverse clientele. With over 250 individual clients and an impressive $234,041,000 in assets under management, Buttonwood Wealth has established itself as a trusted partner in wealth management. The firm operates from two offices, ensuring convenient access for their clients. While 401K and individual accounts make up less than 30% of their assets under management, Buttonwood Wealth possesses the expertise and capability to effectively manage employer funds. All of the assets they manage are handled with discretion, reflecting their commitment to maintaining client privacy and trust. Buttonwood Wealth primarily serves high net worth individuals, catering to their unique financial goals and objectives. Their compensation structure encompasses various models, including a percentage of assets under management and hourly charges, enabling clients to choose the most suitable option for their needs. With a team of six dedicated professionals, Buttonwood Wealth boasts five investment advisors who provide personalized guidance and tailored investment strategies. On average, each investment advisor oversees approximately $46,810,000 in assets under management, aligning with industry standards. The firm takes pride in its seasoned advisors, including Kimberly Wines, Steven Pugliese, and Jordan Braithwaite, who have played pivotal roles in the firm's success and longevity. Buttonwood Wealth's commitment to excellence, personalized service, and extensive experience make them a sought-after choice for individuals seeking comprehensive wealth management solutions in the Winchester, VA area.

AMJ Financial Wealth Management LLC, based in Leesburg, VA, is a reputable investment advisory firm with a strong track record of success. With a team of 16 dedicated professionals, including 11 experienced advisors specializing in investment advisory services, they provide comprehensive financial solutions to a diverse range of clients. The firm's compensation structure offers flexibility and aligns with their clients' goals. It includes various options such as a percentage of assets under management, fixed fees, and performance-based fees. This approach ensures that clients receive personalized and cost-effective services tailored to their specific needs. AMJ Financial Wealth Management LLC boasts an impressive client base, serving over 250 individual clients. With over $300,115,000 in assets under management, they have established themselves as a trusted advisor for high-net-worth individuals. While the majority of their managed assets are for high-net-worth clients, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. As a local firm, AMJ Financial Wealth Management LLC takes pride in its close-knit relationship with the community. With one office in Leesburg, they are conveniently accessible to clients seeking expert financial guidance. The firm's success can be attributed, in part, to the dedication and expertise of their longest-tenured advisors, including Brett Bender, Fridtjov Markussen, and Angela Bender. With a commitment to providing superior wealth management services and a proven track record of delivering exceptional results, AMJ Financial Wealth Management LLC stands as a reliable partner for individuals seeking comprehensive financial planning and investment strategies.

Peak Investment Advisors, Inc. is a small investment advisory firm based out of Germantown, MD, specializing in providing personalized financial solutions to high net worth individuals. With a team of two dedicated professionals, including Sean Falk, one of the firm's longest-tenured registered advisors, they offer expert investment advice and portfolio management services. With over 100 individual clients and an impressive $80,741,000 in assets under management, Peak Investment Advisors, Inc. has established a strong presence in the investment advisory industry. They excel in managing assets from both employer 401Ks and individual accounts, drawing on their extensive experience and expertise in this space. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring alignment of interests with their clients. The firm's commitment to excellence is evident in their average assets under management per investment advisor, which stands at an impressive $28,680,000. Approximately 86% of the assets managed by Peak Investment Advisors, Inc. are discretionary, indicating a high level of trust and confidence placed in their investment strategies. Their clients value the firm's personalized approach, tailored to their unique financial goals and risk tolerance. With their headquarters in Germantown, MD, Peak Investment Advisors, Inc. serves as a trusted partner for individuals seeking to grow and preserve their wealth. As a boutique firm, they prioritize building strong, long-term relationships with their clients, delivering exceptional financial guidance and performance.

Toth Financial Advisory Corp is a reputable investment advisory firm based out of Leesburg, VA. With its main office located in the heart of the town, Toth Financial Advisory Corp has established itself as a trusted local partner in providing comprehensive investment advice and services. Led by a team of experienced professionals, Toth Financial Advisory Corp boasts a total of 17 employees, with 9 of them dedicated to delivering expert investment advisory services. Their knowledgeable advisors possess a deep understanding of the financial industry and work diligently to assist clients in achieving their financial goals. With an average of $83,750,000 in assets under management per investment advisor, Toth Financial Advisory Corp's performance aligns with the industry average. They offer a flexible compensation structure, including a percentage of assets under management and performance-based fees, ensuring that their interests are aligned with their clients'. While employer funds comprise a significant portion of their managed assets, accounting for over 70%, Toth Financial Advisory Corp also has the capability to oversee 401K and individual accounts. Impressively, 98% of the assets they manage are discretionary, showcasing their clients' trust in their expertise and decision-making abilities. Primarily catering to high-net-worth individuals, Toth Financial Advisory Corp proudly serves a diverse clientele base of over 390 individual clients. These clients entrust the firm with over $753,735,000 in assets under management, a testament to the firm's exceptional track record. The longevity of the firm is evident through the dedication of its longest tenured advisors, including Kenneth Maiden, Jesse Hernandez, and Susan Sdwynford, who have consistently delivered top-quality advice and service to their clients. Overall, Toth Financial Advisory Corp stands out as a premier investment advisory firm in Leesburg, VA, providing personalized financial guidance and effectively managing their clients' assets to help them thrive financially.

Akre Capital Management, LLC, headquartered in Middleburg, VA, is a prominent investment advisory firm with a strong track record in managing substantial assets. With 12 dedicated employees, including five experienced investment advisors, Akre Capital Management offers comprehensive financial services to its extensive client base. Renowned for its exceptional performance, Akre Capital Management boasts an average of approximately $187,090,000 in assets under management per investment advisor, significantly surpassing industry standards. This success can be attributed to their diligent approach and commitment to delivering exceptional investment strategies. Akre Capital Management's compensation structure encompasses various types, including a percentage of assets under management, aligning their interests with their clients' financial success. The firm manages a vast portfolio, overseeing assets totaling over $13,714,741,000 for more than 130 individual clients. Notably, all the assets they manage are under their discretion, allowing them to make informed investment decisions based on their clients' financial objectives. In addition to their core investment advisory services, Akre Capital Management also serves as a commodity pool operator or commodity trading advisor, offering their expertise in this specialized area. As a locally-based firm, they maintain a single office in Middleburg, VA, serving as a hub for their operations. Akre Capital Management is distinguished by its seasoned team of advisors, including Stacy Ducellier, Carolyn Hylton, and Charles Akre, who collectively contribute extensive industry knowledge and experience. Their longstanding commitment to delivering exceptional results has earned Akre Capital Management a reputation as a trusted and reliable partner for their clients' financial needs.

Financial Services Advisory, based out of Rockville, MD, is a prominent investment advisory firm catering to a diverse clientele. With over 580 individual clients, they have accumulated an impressive $707,792,000 in assets under management. The firm operates from a single office and offers comprehensive financial services to meet the unique needs of each client. While 401K and individual accounts account for less than 30% of their assets under management, Financial Services Advisory possesses the expertise and resources to effectively manage employer funds. Notably, all the assets they oversee are discretionary, reflecting the trust clients place in their investment strategies. Specializing in high net worth individuals, Financial Services Advisory handles a substantial portion of managed assets in this segment. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to accommodate diverse client preferences. With a dedicated team of 13 employees, including nine experienced investment advisors, Financial Services Advisory maintains a client-centric approach. On average, each investment advisor manages approximately $78,640,000 in assets, in line with industry standards. The firm takes pride in its seasoned professionals, with notable advisors such as Ronald Rough, James Joseph, and David Petersen, who have established long-standing relationships with their clients. Financial Services Advisory's commitment to personalized financial solutions, comprehensive expertise, and impressive asset management performance has solidified their position as a trusted and reliable partner for individuals seeking effective wealth management strategies.

Obsidian Personal Planning Solutions, LLC, a reputable investment advisory firm headquartered in Rockville, MD, is dedicated to providing comprehensive financial planning services. With a focus on personalized solutions, Obsidian serves a diverse clientele of over 140 individuals, boasting an impressive $182,504,000 in assets under management. Their expertise lies in managing employer 401Ks and individual investments, comprising roughly half of their portfolio. As a leading local firm, Obsidian Personal Planning Solutions, LLC caters primarily to high net worth individuals, effectively handling their investment needs with utmost discretion. Their team of 11 experienced professionals, including 7 dedicated investment advisors, collectively boasts an impressive average of $26,070,000 in assets under management per advisor. Obsidian's success can be attributed to their multifaceted compensation structure, offering various options such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored financial services that align with their unique requirements. Notably, Obsidian Personal Planning Solutions, LLC takes pride in its long-standing advisors who have played instrumental roles in the firm's growth. Notable individuals like Todd Feldman, Pamela Flick, and Patrick Carroll have been with the company for years, bringing extensive industry knowledge and a commitment to client success. With a commitment to providing exceptional financial planning services and a strong track record of managing substantial assets, Obsidian Personal Planning Solutions, LLC continues to excel in the investment advisory industry.

Water Street Financial LLC is a reputable investment advisory firm located in Winchester, VA. With a single office, they provide comprehensive financial services to their local clientele. The firm is comprised of a dedicated team of eight professionals, with six of them specializing in investment advisory services. With an impressive average of $24,550,000 in assets under management per investment advisor, Water Street Financial LLC demonstrates a strong track record in managing client investments. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. Water Street Financial LLC has garnered extensive experience in managing assets from employer 401(k) plans and individual accounts, which collectively contribute to approximately half of their assets under management. This expertise in the retirement plan space positions them as trusted advisors in helping clients secure their financial futures. An impressive 79% of the assets they manage are discretionary, showcasing the firm's ability to make informed investment decisions on behalf of their clients. With over 280 individual clients, Water Street Financial LLC oversees a substantial portfolio with assets under management totaling over $147,272,000. The firm is proud of its team of experienced advisors, with Anthony Sutton, Jeffrey Reid, and Christopher Cotterell being among the longest-tenured professionals. Their deep industry knowledge and commitment to client success have been instrumental in building lasting relationships with their valued clients. Water Street Financial LLC continues to be a trusted partner, offering personalized financial strategies and expert guidance to individuals and businesses in Winchester and beyond.