Financial advisors · Virginia
Fee-only financial advisors in Reston, VA
16 fee-only investment advisers have offices in Reston, Virginia, according to their Form ADV filings with the SEC and state regulators. 13 offer hourly or flat-fee arrangements, 3 charge only a percentage of the assets they manage, and 14 provide financial planning. 8 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.
Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.
Acorn Financial Advisory Services, Inc.
1900 Campus Commons Drive Suite 600, Reston, VA 20191 · (703) 293-3100
- Assets managed
- $1.4B
- Individual clients
- 2,584
- Advisory staff
- 11
- Registered with
- SEC
Profile · Website · SEC record
The Burney Company
1800 Alexander Bell Drive Suite 510, Reston, VA 20191 · (866) 928-7639
- Assets managed
- $3.6B
- Individual clients
- 1,880
- Advisory staff
- 42
- Registered with
- SEC
Profile · Website · SEC record
Investology Inc.
1939 Roland Clarke Place Suite 350, Reston, VA 20191 · (703) 429-1975
- Assets managed
- $250M
- Individual clients
- 350
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Kaplan Wealth Management, Inc.
11710 Plaza America DR Suite 2000, Reston, VA 20190 · (703) 352-1780
- Assets managed
- $89M
- Individual clients
- 287
- Advisory staff
- 2
- Registered with
- FL, MD, NC +
Profile · Website · SEC record
Hopwood Financial Services, Inc.
10740 Parkridge Blvd. Suite 150, Reston, VA 20191 · (703) 787-0008
- Assets managed
- $750M
- Individual clients
- 283
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Piedmont Wealth Advisory
12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 · (571) 313-5125
- Assets managed
- $354M
- Individual clients
- 215
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Independent Financial Planning
Reston, VA (office address not published) · (571) 969-1458
- Assets managed
- $46M
- Individual clients
- 212
- Advisory staff
- 2
- Registered with
- VA
Profile · Website · SEC record
Buchanan Wealth Management
11710 Plaza America Drive Suite 2000, Reston, VA 20190 · (703) 956-2633
- Assets managed
- $212M
- Individual clients
- 164
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
T.m. Wealth Management
11702 Bowman Green Drive Suite 300, Reston, VA 20190 · (703) 537-8351
- Assets managed
- $210M
- Individual clients
- 99
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Sentinel Wealth Management, Inc.
11710 Plaza America Drive Suite 2000, Reston, VA 20190 · (703) 787-5770
- Assets managed
- $389M
- Individual clients
- 97
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
KCR Wealth Management, LLC
1818 Library Street Suite 500, Reston, VA 20190 · (703) 722-2212
- Assets managed
- $95M
- Individual clients
- 39
- Advisory staff
- 1
- Registered with
- VA
Profile · Website · SEC record
Hillebrand Financial Planning LLC
Reston, VA (office address not published) · (703) 723-5979
- Assets managed
- $59M
- Individual clients
- 37
- Advisory staff
- 1
- Registered with
- VA
Profile · Website · SEC record
Mitchell Advisory Inc
11710 Plaza America Drive Suite 2000, Reston, VA 20190 · (703) 481-9868
- Assets managed
- $94M
- Individual clients
- 25
- Advisory staff
- 1
- Registered with
- VA
Profile · Website · SEC record
Oakton Financial, LLC
11710 Plaza America Drive Suite 2000, Reston, VA 20190 · (703) 871-5014
- Assets managed
- $20M
- Individual clients
- 9
- Advisory staff
- 1
- Registered with
- VA
Profile · Website · SEC record
Bull Bear Investment Management LLC
1818 Library Street Suite 500, Reston, VA 20190 · (703) 774-3520
- Assets managed
- $67M
- Individual clients
- 142
- Advisory staff
- 2
- Registered with
- FL, NC, OH +
Profile · Website · SEC record
Radvanyi Wealth Management LLC
1939 Roland Clarke Place Suite 350, Reston, VA 20191 · (571) 218-0276
- Assets managed
- $34M
- Individual clients
- 381
- Advisory staff
- 1
- Registered with
- VA
Profile · Website · SEC record
Reports disciplinary history. Read the details on the SEC record before engaging.
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Fee-only advisers near Reston
Another 74 fee-only firms have offices within 30 miles.
- Herndon 3 firms · 2 mi
- Tysons Corner 1 firm · 4 mi
- Vienna 15 firms · 4 mi
- Great Falls 2 firms · 4 mi
- McLean 26 firms · 6 mi
- Sterling 2 firms · 6 mi
- Tysons 2 firms · 6 mi
- Chantilly 2 firms · 7 mi
- Potomac Falls 1 firm · 7 mi
- Potomac 1 firm · 8 mi
- Fairfax 10 firms · 8 mi
- Ashburn 9 firms · 9 mi
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
How much does a fee-only financial adviser cost in Reston?
Form ADV records how firms charge, not what they charge. Of the 16 firms listed here, 13 offer hourly or flat fees and 15 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.
How were these Reston advisers selected?
Every registered investment adviser with an office in Reston that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.
Are these advisers fiduciaries?
Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.