Fiduciary advisors in Reston, VA

Reston, Virginia

Covenant Wealth Advisors is a fee-only fiduciary firm operating in Reston, Virginia and serving clients nationwide, with offices also in Richmond and Williamsburg. The firm offers investment management, retirement planning, estate planning, and tax planning services, supported by a team of CFP®-certified advisors and CPAs averaging 18+ years of industry experience. With $909 million in assets under management and a 98% client retention rate, the firm coordinates retirement income strategy, tax optimization, and investment oversight for clients approaching or in retirement.

Reston, Virginia

Financial Growth Partners is an investment advisory firm in Reston, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reston, Virginia

GuidePoint Financial Planning is a fee-only fiduciary advisory firm in Reston, Virginia, founded by CFA and CFP® professional Ryan Phillips. The firm specializes in comprehensive financial planning for busy families in Northern Virginia and the D.C. metropolitan area, offering services including college savings planning, inheritance planning, investment management, and guidance on major financial decisions such as home purchases and company stock holdings. The firm operates as an intentionally small practice, using a three-step process that begins by clarifying client goals, proceeds through detailed data gathering and written recommendations, and concludes with personalized investment management based on principles of discipline, diversification, and cost control.

Reston, Virginia

Independent RIA

Mason Investment Advisory Services is an independent, fiduciary-registered investment advisory firm headquartered in Reston, Virginia, serving institutional clients including foundations, endowments, and corporate funds as well as private wealth clients across 46 states and Washington, D.C. Founded in 1982, the firm manages $15.9 billion in assets and offers financial planning and investment management services delivered through a goals-based, process-driven approach. As an independent advisor with no proprietary products, Mason employs credentialed investment professionals and maintains a low client-to-advisor ratio to provide personalized service.

Reston, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Reston, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1.3-star rating from 3 Google reviews.

Reston, Virginia

United Capital Financial Advisors is an investment advisory firm in Reston, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reston, Virginia

Wealthspire is an investment advisory firm in Reston, Virginia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.