Data / Investment advisers / Virginia / Reston

Investment advisers in Reston, VA: 19 firms, $24.1 billion in AUM

Name: Investment advisers in Reston, VA: Form ADV data
Creator: SpecStream
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19 investment advisers have their main office in Reston, Virginia: 14 SEC registered and 5 exempt reporting. The registered advisers report $24.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Mason Investment Advisory Services Inc with $15.7 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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19Advisers
14SEC registered
5Exempt reporting
$24.1 billionTotal AUM
13Advisers over $100 million
6Manage private funds
November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	AUM	Accounts	Employees	Private funds	Phone	Website	Source
Mason Investment Advisory Services Inc	Reston	$15.67 billion	1,147	72	Not listed	(703) 716-6000	masoncompanies.com	adviserinfo.sec.gov
The Burney Company	Reston	$3.59 billion	4,528	46	Not listed	(866) 928-7639	burneyadvisorservices.com	adviserinfo.sec.gov
Acorn Financial Advisory Services, Inc.	Reston	$1.40 billion	4,566	11	Not listed	(703) 293-3100	acorn-financial.com	adviserinfo.sec.gov
Hopwood Financial Services, Inc.	Reston	$750.3 million	1,068	11	Not listed	(703) 787-0008		adviserinfo.sec.gov
Reston Wealth Management	Reston	$589.9 million	1,776	8	Not listed	(703) 481-2280	financialfieldnotes.com	adviserinfo.sec.gov
Sentinel Wealth Management, Inc.	Reston	$388.8 million	356	3	Not listed	(703) 787-5770	sentinelwealth.com	adviserinfo.sec.gov
Piedmont Wealth Advisory	Reston	$353.7 million	615	3	Not listed	(571) 313-5125	piedmontwealthadvisory.com	adviserinfo.sec.gov
Integrated Financial Solutions, Inc.	Reston	$303.3 million	338	1	Not listed	(703) 295-9200	ifnadvisors.com	adviserinfo.sec.gov
Preston Wealth Advisors, LLC.	Reston	$286 million	886	5	2	(703) 757-0419	prestonwealthadvisors.com	adviserinfo.sec.gov
Investology Inc.	Reston	$250 million	450	5	Not listed	(703) 429-1975	investologyinc.net	adviserinfo.sec.gov
Buchanan Wealth Management	Reston	$212 million	473	4	Not listed	(703) 956-2633		adviserinfo.sec.gov
T.M. Wealth Management	Reston	$209.8 million	475	6	Not listed	(703) 537-8351		adviserinfo.sec.gov
Brighter Financial Capital Management, LLC	Reston	$135.1 million	780	5	Not listed	(703) 796-0957		adviserinfo.sec.gov
Unity Growth Fund I LLC	Reston	Not listed	Not listed	Not listed	46	(703) 585-7915		adviserinfo.sec.gov
Razor's Edge Ventures II, LLC	Reston	Not listed	Not listed	Not listed	8	(407) 463-7312		adviserinfo.sec.gov
Razor's Edge Ventures III, LLC	Reston	Not listed	Not listed	Not listed	3	(407) 463-7312		adviserinfo.sec.gov
Razor's Edge GP IV, LLC	Reston	Not listed	Not listed	Not listed	2	(407) 463-7312		adviserinfo.sec.gov
Autumn Wind Asset Management Inc	Reston	Not listed	Not listed	Not listed	1	(703) 757-3848	autumnwind.com	adviserinfo.sec.gov
Vocare Wealth Advisors	Reston	Not listed	0	4	Not listed	(571) 529-6205	vocarewealthadvisors.com	adviserinfo.sec.gov

Advisers in Reston that manage private funds

6 advisers report private funds. The 30 with the most funds.

Adviser	City	State	Private funds	Hedge	Private equity	Venture capital	Real estate	Fund gross assets	AUM	Source
Unity Growth Fund I LLC	Reston	VA	46	Not listed	16	Not listed	Not listed	$61.6 million	Not listed	adviserinfo.sec.gov
Razor's Edge Ventures II, LLC	Reston	VA	8	Not listed	Not listed	8	Not listed	$243 million	Not listed	adviserinfo.sec.gov
Razor's Edge Ventures III, LLC	Reston	VA	3	Not listed	Not listed	3	Not listed	$617.4 million	Not listed	adviserinfo.sec.gov
Preston Wealth Advisors, LLC.	Reston	VA	2	Not listed	2	Not listed	Not listed	$32.3 million	$286 million	adviserinfo.sec.gov
Razor's Edge GP IV, LLC	Reston	VA	2	Not listed	Not listed	2	Not listed	$560.9 million	Not listed	adviserinfo.sec.gov
Autumn Wind Asset Management Inc	Reston	VA	1	1	Not listed	Not listed	Not listed	$29.4 million	Not listed	adviserinfo.sec.gov

Newest SEC registrations in Reston

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

Adviser	City	State	SEC status effective	AUM	Website	Source
Vocare Wealth Advisors	Reston	VA	October 1, 2026	Not listed	vocarewealthadvisors.com	adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.