Best Financial Advisors in ASHBURN, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$357M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ASHBURN
#1
100
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
ASHBURN, VA · Since 2002
$357M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
ALLRIDGE WEALTH MANAGEMENT, INC
ASHBURN, VA · Since 2026
$103M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
ASHBURN, VA · Since 2023
$395M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
100
ARBOR PRIVATE WEALTH, LLC
ASHBURN, VA · Since 2021
$160M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
THE LEWIS FINANCIAL GROUP
ASHBURN, VA · Since 2021
$482M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ASHBURN?
The median advisory fee in ASHBURN, VA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.