Arbor Private Wealth, LLC is a highly regarded investment advisory firm based in Ashburn, VA. With a dedicated team of three employees, all of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach. Serving over 50 individual clients, Arbor Private Wealth, LLC manages assets exceeding $106,328,000. The firm's expertise lies in managing the portfolios of high-net-worth individuals, with the majority of the assets they oversee belonging to this segment. Additionally, while 401K plans and individual accounts comprise less than 30% of their assets under management, Arbor Private Wealth, LLC possesses the capability and experience to effectively handle employer funds. Operating with discretion over 67% of the assets they manage, the firm upholds strict confidentiality and focuses on personalized strategies tailored to each client's unique financial goals. With two offices in Ashburn, VA, Arbor Private Wealth, LLC ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including Sara Kanig, Amy Showalter, and Eric Showalter, who boast extensive tenures at the company. Their long-standing presence and expertise contribute to the firm's success in delivering top-notch investment advisory services. Arbor Private Wealth, LLC stands as a trusted partner, dedicated to helping clients navigate the complexities of wealth management and achieve their financial aspirations.

Buchanan Wealth Management, headquartered in Reston, VA, is a reputable investment advisory firm catering to a diverse clientele. With a focus on personalized financial strategies, they manage a substantial portfolio of over $108,735,000 in assets. Serving over 120 individual clients, Buchanan Wealth Management offers comprehensive wealth management solutions. While the firm primarily handles discretionary assets, they also possess expertise in managing employer funds. Their dedicated team of four employees, including two experienced investment advisors, ensures tailored investment advice and exceptional service. Matthew Buchanan and Goeun Choi stand as the firm's longest-tenured registered advisors, contributing their extensive knowledge and expertise to client portfolios. Buchanan Wealth Management adopts a flexible compensation structure, offering various options to suit clients' needs. They charge a percentage of assets under management, fixed fees, and hourly rates, providing transparent and flexible payment options. With an average of $54,370,000 in assets under management per investment advisor, Buchanan Wealth Management maintains an industry-standard performance level. By utilizing their expertise and resources, they strive to optimize clients' financial goals and objectives. As a small investment advisory firm with one office in Reston, VA, Buchanan Wealth Management combines personalized attention with a deep understanding of the financial markets. They are committed to building long-term relationships with clients, providing comprehensive wealth management solutions tailored to individual needs.

HOXTON PLANNING & MANAGEMENT, LLC, based out of Shepherdstown, WV, is a well-established small investment advisory firm. With over 170 individual clients and an impressive $306,892,000 in assets under management, they have proven their expertise in the financial industry. The firm operates from a single office and offers a range of services, including managing employer funds in addition to 401K and individual accounts. Specializing in discretionary asset management, Hoxton Planning & Management primarily caters to high net worth individuals. Their experienced team of four employees, all of whom provide investment advisory services, ensures personalized attention and expertise for their clients. On average, each investment advisor manages approximately $76,720,000 in assets, which aligns with industry standards. Hoxton Planning & Management adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to different client needs and preferences effectively. Notably, Amanda Runkles and Archibald Hoxton are two of the firm's longest tenured registered advisors, further highlighting their commitment to building enduring client relationships. With their combined knowledge and experience, Hoxton Planning & Management, LLC stands out as a reliable partner in achieving financial goals for their diverse clientele.

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.

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.

Acorn Financial Advisory Services, Inc., based out of Reston, VA, is a local investment advisory firm specializing in providing comprehensive financial solutions to individuals, families, and businesses. With a team of 30 dedicated professionals, including 21 experienced investment advisors, Acorn Financial Advisory Services offers personalized guidance tailored to clients' unique financial goals. Boasting an impressive average of $68,480,000 in assets under management per investment advisor, Acorn Financial Advisory Services maintains a solid position within the industry. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a flexible and transparent approach that aligns with clients' needs. With over 1,330 individual clients and a remarkable $1,037,045,000 in assets under management, Acorn Financial Advisory Services has earned a reputation for managing diverse portfolios effectively. Notably, nearly half of their assets under management are derived from employer 401Ks and individuals, highlighting their extensive expertise in this domain. As a testament to their commitment to exceptional service, Acorn Financial Advisory Services operates from eight conveniently located offices. The firm takes pride in its team's longevity, with notable advisors like Matthew Brennan, James Gambaccini, and Daniel Williams contributing their expertise and experience to the company's continued success. Overall, Acorn Financial Advisory Services, Inc. stands out as a reputable and client-centric firm, offering comprehensive financial advisory services backed by a seasoned team and a track record of managing significant assets with diligence and care.

Preston Wealth Advisors, LLC, located in Reston, VA, is a reputable investment advisory firm serving a diverse client base. With over 200 individual clients and an impressive $192,705,000 in assets under management, they have built a strong foundation of trust and expertise in the financial industry. As a small firm with one office, they provide personalized services to meet the unique needs of each client. Preston Wealth Advisors, LLC offers a comprehensive range of services, including insurance brokerage, ensuring that clients receive comprehensive financial guidance. While their focus is primarily on managing employer funds, they also manage 401K and individual accounts, accounting for less than 30% of their total assets under management. All the assets they handle are under their discretion, allowing for strategic and tailored investment strategies. The firm's compensation structure is designed to align with client success. They employ various types of fees, including a percentage of assets under management and performance-based fees, reflecting their commitment to delivering value and generating positive outcomes for their clients. With a total of seven employees, three of whom are dedicated to providing investment advisory services, Preston Wealth Advisors, LLC maintains a favorable ratio of advisors to clients. On average, each investment advisor manages approximately $64,230,000 in assets, in line with industry standards. Notably, the firm boasts a team of experienced professionals, including Andrew Gary, Rena Abdalla, and Gregory Mattingly, who have demonstrated long-standing commitment and expertise in serving their clients' financial needs. Overall, Preston Wealth Advisors, LLC is a trusted partner for individuals and businesses seeking tailored investment advice and comprehensive wealth management solutions.

Heritage Financial LLC, based out of Gainesville, VA, is a reputable local investment advisory firm that caters to a diverse range of clients. With two conveniently located offices, Heritage Financial LLC offers personalized financial solutions to individuals, families, and businesses seeking expert guidance in managing their wealth. Led by a team of experienced professionals, Heritage Financial LLC comprises a total of eight dedicated employees, with seven of them specializing in providing comprehensive investment advisory services. Their expertise in the field is reflected in their impressive average assets under management per investment advisor, which stands at approximately $32,680,000. Heritage Financial LLC employs a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Their ability to adapt to clients' unique needs ensures transparency and alignment of interests. Notably, Heritage Financial LLC boasts significant expertise in managing employer 401Ks and individual accounts, with these sources accounting for roughly half of their assets under management. This track record speaks to their deep understanding of retirement planning and investment strategies. With a staggering 85% of assets under management being discretionary, Heritage Financial LLC demonstrates their clients' trust in their ability to make informed investment decisions on their behalf. This discretionary authority allows them to react promptly to market trends and seize opportunities for their clients. Serving over 270 individual clients, Heritage Financial LLC manages a substantial portfolio totaling more than $228,795,000 in assets. The firm takes pride in its longstanding relationships, which are exemplified by the tenure of notable advisors such as William Dubose, David O'Neill, and Mark Cooke. In summary, Heritage Financial LLC is a well-established investment advisory firm based in Gainesville, VA, offering a comprehensive range of financial services to a diverse client base. With their experienced team, impressive assets under management, and a client-centric approach, Heritage Financial LLC is poised to continue delivering exceptional results in wealth management and financial planning.

T.M. Wealth Management, based in Reston, VA, is a small investment advisory firm with a single office. With a team of two dedicated professionals, they provide comprehensive investment advisory services. Their average assets under management per investment advisor amount to approximately $110,000,000, aligning with the industry average. T.M. Wealth Management offers various compensation structures, including a percentage of assets under management, fixed fees, and hourly charges. While their focus primarily revolves around discretionary management, they possess the capability to effectively oversee employer funds, although 401K and individual accounts constitute less than 30% of their managed assets. Catering primarily to high-net-worth individuals, T.M. Wealth Management has a diverse client base of over 30 individuals, boasting a total of more than $110,004,000 in assets under management. One notable figure within the firm is Thomas Seneca, who has been a registered advisor with T.M. Wealth Management since 2017. As one of the longest-tenured advisors, Seneca brings a wealth of experience and expertise to the team, contributing to the firm's overall success in assisting clients with their investment needs. With a commitment to delivering personalized and tailored financial solutions, T.M. Wealth Management prides itself on offering exceptional service and strategic guidance to help clients achieve their investment objectives.

Meridian Financial Partners LLC, based in Warrenton, VA, is a local investment advisory firm that specializes in providing comprehensive financial solutions. With one office, they have established themselves as a trusted partner for individuals and businesses seeking expert guidance in managing their wealth. With a team of seven dedicated professionals, five of whom specialize in investment advisory services, Meridian Financial Partners offers personalized strategies tailored to meet the unique goals and objectives of their clients. Their advisors boast an impressive average of approximately $68,730,000 in assets under management per investment advisor, aligning with industry standards. Meridian Financial Partners' compensation structure is diverse, offering flexibility to their clients. They employ various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and fairness in their services. While managing discretionary assets exclusively, Meridian Financial Partners excels in handling high net worth individuals' portfolios, with over 240 individual clients entrusting them with more than $343,643,000 in assets under management. Furthermore, the firm possesses the expertise to manage employer funds, although 401K and individual accounts account for less than 30% of their assets. Notable long-term advisors at Meridian Financial Partners include Sarah Yakel, Nathaniel Gilbert, and Sarah Irving. Their extensive experience and deep understanding of the financial industry contribute to the firm's sterling reputation. Meridian Financial Partners LLC stands as a reliable financial partner committed to providing exceptional guidance and delivering favorable outcomes for their clients' wealth management needs.

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.