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.

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.

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.

Fiduciary Wealth Management, LLC, headquartered in Reston, VA, is a distinguished investment advisory firm known for its commitment to providing exceptional financial guidance. With a single office, the firm has cultivated a reputation for excellence within the industry. Boasting a team of four highly skilled professionals, Fiduciary Wealth Management, LLC offers comprehensive investment advisory services, delivering expert advice tailored to each client's unique financial goals. The firm manages an impressive average of approximately $92,370,000 in assets under management per investment advisor, aligning with the industry's average standard. Fiduciary Wealth Management, LLC maintains a diverse compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. While a substantial portion of their assets under management is derived from individual accounts and 401K plans, Fiduciary Wealth Management, LLC also possesses the expertise to effectively oversee employer funds. Remarkably, 28% of the assets they manage are under discretionary authority, reflecting the trust and confidence their clients place in their investment strategies. Furthermore, Fiduciary Wealth Management, LLC extends its services as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their financial well-being. With over 280 individual clients and an impressive $369,464,000 in assets under management, the firm's extensive client base is a testament to their unwavering commitment to achieving optimal financial outcomes for their clients. Notably, Fiduciary Wealth Management, LLC takes pride in the expertise and longevity of their advisors. Seasoned professionals like Theresa Diblasi, Christopher Broderick, and Patrick Roth form the core of the firm, contributing their extensive experience and knowledge to ensure client success. Through their unwavering dedication, Fiduciary Wealth Management, LLC continues to solidify its position as a trusted partner in wealth management and financial planning.

Birks Financial Corp. is a small investment advisory firm headquartered in Herndon, VA, with two offices. With a total of three employees, Birks Financial Corp. specializes in providing investment advisory services to its clients. Their team of advisors manages an average of $53,630,000 in assets under management per investment advisor, which falls within the industry average. The compensation structure at Birks Financial Corp. encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to handle employer funds. The majority of the assets they manage are for high net worth individuals, underscoring their focus on serving affluent clients. Birks Financial Corp. boasts an impressive client base, catering to over 60 individual clients with assets under management exceeding $160,900,000. Among the firm's notable registered advisors are Victoria Birks and James Birks, who have demonstrated longstanding commitment to the company. With their offices strategically located in Herndon, VA, Birks Financial Corp. is well-positioned to cater to the investment advisory needs of clients in the region. Their knowledgeable team and dedication to providing personalized financial guidance contribute to their reputation as a reliable and trusted partner in wealth management.

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.