Company lists · Data refreshed September 2026

Top 19 Family office advisors based in Reston, United States

RevenueBase identified 26 family office advisors headquartered in Reston, United States as of September 2026 and tracks 234 professional contacts across them, including 149 with verified work emails. New York is the largest hub.

This list covers family office advisors headquartered in Reston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
26Companies
234Contacts tracked
149Verified emails
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The 19 largest family office advisors based in Reston, United States

Ranked by team size
Top 19 of 26 family office advisors based in Reston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to family office advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceReston, VA, United StatesHQ checked Sep 20, 202651-20072 contacts →

Strong evidence

“Founded in 1982, Mason Investment Advisory Services is an independent registered investment advisor managing $17.3 billion** in assets for high-net-worth individuals, families…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 202611-5048 contacts →

Indirect evidence

“Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 202611-5028 contacts →

Indirect evidence

“Founded by industry veteran and CEO James T.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-1012 contacts →

Indirect evidence

“CURO /’kure.ro/ Latin for : to care for, trouble about, pay attention to Curo Private Wealth is a comprehensive financial planning and wealth management firm located in Reston…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Small enough to know our clients by name.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Dynamic Capital Planning is a leading financial planning firm that helps create financial peace of mind for our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At Forge Financial, we craft flexible financial plans for busy people.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“VISTA Wealth Strategies LLC is a holistic, independent, fee-based wealth management firm located in Reston, Virginia.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceReston, VA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Preston Wealth Advisors is a boutique wealth management firm that serves high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“At T.M.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceReston, VA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“We serve a small group of families, primarily IT and Government Contract professionals, who, among other things aspire to a work optional lifestyle, owning their own company or…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“What does “wealth” look like to you?”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Providing you the opportunity to align your financial life with your real life goals.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceReston, VA, United StatesHQ checked Sep 20, 202611-503 contacts →

Strong evidence

“Autumn Wind Asset Management is an SEC-registered investment advisor and a multi-family office.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“We are an independent financial planning and wealth management practice.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceReston, VA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Wozny Capital Advisors offers personalized concierge quality financial planning and investment management.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Bastion Wealth Group helps clients navigate the accumulation, distribution, and eventual transfer of wealth, while protecting against potential financial threats along the way.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceReston, VA, United StatesHQ checked Sep 20, 202611-502 contacts →

Indirect evidence

“Managing $3.9 billion (as of 1/30/26) with 25+ years of client service, we're your prosperity partners.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceReston, VA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their financial goals while supporting them and their families through all their…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 26 family office advisors based in Reston, United States

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Family office advisors based in Reston, United States at a glance

As of Sep 20, 2026
63.7%Verified-email coverage
9.0Average contacts per company
1-10Median size (employees)
2073.1%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
6
51-200
1

Email recency for this list is measured across the whole United States list rather than for Reston, so it is reported there. Company counts and contact totals on this page are exact for Reston, over 26 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Reston, United States whose own description of what they do matches “family office advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among family office advisors, and records with no verified work email. Companies headquartered outside Reston are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 149 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family office advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family office advisors are there based in Reston, United States?

RevenueBase identified 26 family office advisors headquartered in Reston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Mason Investment Advisory Services, INC, headquartered in Reston, tops this list with the largest team on record.

Which city has the most family office advisors?

New York leads with 539 headquartered companies, followed by Dallas (227) and Atlanta (219).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 149 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.