Company lists · Data refreshed September 2026

Top 25 Investment advisory companies based in Reston, United States

Name: Investment advisory companies based in Reston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 37 companies tracked

RevenueBase identified 37 investment advisory companies headquartered in Reston, United States as of September 2026 and tracks 424 professional contacts across them, including 246 with verified work emails. New York is the largest hub.

This list covers investment advisory companies 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

37Companies

424Contacts tracked

246Verified emails

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The 25 largest investment advisory companies based in Reston, United States

Ranked by team size

Top 25 of 37 investment advisory companies 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 investment advisory companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Capitol Securities Management INC	Strong evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	201-500	112 contacts →
	Strong evidence “A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of…” Source: RevenueBase Database · checked Sep 20, 2026
2	Mason Investment Advisory Services, INC	Strong evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	51-200	72 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
3	Acorn Financial Services	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	48 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
4	Burney Wealth Management	Strong evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	35 contacts →
	Strong evidence “Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia.” Source: RevenueBase Database · checked Sep 20, 2026
5	Global Advisor Group	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “Founded by industry veteran and CEO James T.” Source: RevenueBase Database · checked Sep 20, 2026
6	Hopwood Financial Services, INC	Partial evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “Fee-only Investment Management and Financial Planning firm in Reston, VA.” Source: RevenueBase Database · checked Sep 20, 2026
7	Curo Private Wealth	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	12 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
8	Clark & Associates, Inc. Financial Solutions	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Securities offered only by duly registered individuals through Madison Avenue Securities, LLC.(MAS), Member FINRA & SIPC.” Source: RevenueBase Database · checked Sep 20, 2026
9	Reston Wealth Management	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Small enough to know our clients by name.” Source: RevenueBase Database · checked Sep 20, 2026
10	Dynamic Capital Planning	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	8 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
11	Forge Financial Group	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Forge Financial, we craft flexible financial plans for busy people.” Source: RevenueBase Database · checked Sep 20, 2026
12	Vista Wealth Strategies LLC	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	5 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
13	Preston Wealth Advisors, LLC	Partial evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	5 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
14	Decisionmap Wealth Management	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At DecisionMap Wealth Management, we know that most decisions have an impact on your financial health, and having a trusted partner to help you navigate those decisions can…” Source: RevenueBase Database · checked Sep 20, 2026
15	T.M. Wealth Management	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At T.M.” Source: RevenueBase Database · checked Sep 20, 2026
16	Burney Advisor Services	Partial evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “The Burney Company has been utilizing a structured active equity investment management process for almost 50 years.” Source: RevenueBase Database · checked Sep 20, 2026
17	Kuhns Wealth	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect 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
18	Buchanan Wealth Management	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “What does “wealth” look like to you?” Source: RevenueBase Database · checked Sep 20, 2026
19	Independent Financial Planning	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Providing you the opportunity to align your financial life with your real life goals.” Source: RevenueBase Database · checked Sep 20, 2026
20	AOG Wealth Management INC	Partial evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “AOG Wealth Management advisors are comprised of a team of financial advisors serving Washington, DC Virginia and Maryland, bringing their individual experience and training to the…” Source: RevenueBase Database · checked Sep 20, 2026
21	CAM Private Wealth Services	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “We are an independent financial planning and wealth management practice.” Source: RevenueBase Database · checked Sep 20, 2026
22	Wozny Capital Advisors	Strong evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Wozny Capital Advisors offers personalized concierge quality financial planning and investment management.” Source: RevenueBase Database · checked Sep 20, 2026
23	Bastion Wealth Group	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	2 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
24	The Wise Investor Group	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	11-50	2 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
25	Kaplan Wealth Management	Indirect evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect 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

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment advisory companies.
Partial evidence: Its own public description names part of investment advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 37 investment advisory companies based in Reston, United States

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Investment advisory companies based in Reston, United States at a glance

As of Sep 20, 2026

58.0%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

1429.7%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 37 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 investment advisory companies, 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 “investment advisory companies”. 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 investment advisory companies), 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 investment advisory companies, 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, 246 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.

Investment advisory companies 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 investment advisory companies, 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 investment advisory companies are there based in Reston, United States?

RevenueBase identified 37 investment advisory companies 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?

Capitol Securities Management INC, headquartered in Reston, tops this list with the largest team on record.

Which city has the most investment advisory companies?

New York leads with 529 headquartered companies, followed by Atlanta (254) and Dallas (230).

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 246 verified decision-maker contacts tracked across these 37 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.