Skip to content

Wealth Managers in Reston, VA: 2026 rankings

100 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Reston: MANNA WEALTH MANAGEMENT, RFA Score 73/100; 5.0★ from 170 Google reviews; open 7 days a week.

  2. 13

    Most-reviewed: Marks Wealth Management, 103 Google reviews at 5.0★, the most of 100 ranked after MANNA WEALTH MANAGEMENT; ranked #13.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

100 Reston wealth managers are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 100 rated firms.

Top 10 wealth managers in Reston at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Reston at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1MANNA WEALTH MANAGEMENT735.0★ (170)McLean, 7 mi awaySat · Sun · EveningsTop score
2Corbett Road Wealth Management704.9★ (87)McLean, 7 mi away——
3Potomac Wealth & Tax LLC695.0★ (48)Sterling, 5 mi away——
4Reston Wealth Management695.0★ (30)Reston——
5Legacy Wealth Management, Inc.684.9★ (68)Manassas, 15 mi away——
6DecisionMap Wealth Management685.0★ (26)Great Falls, 3 mi away——
7EP Wealth Advisors685.0★ (41)Bethesda, 12 mi away——
8Precision Wealth Planners685.0★ (43)North Bethesda, 13 mi away——
9T.M. Wealth Management675.0★ (18)Reston——
10Diamond Wealth Advisors675.0★ (31)Falls Church, 10 mi away——

All 100 wealth managers in Reston, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Reston

    #1 MANNA WEALTH MANAGEMENT

    Based in McLean, 7 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 170 Google reviews
    Hours
    Mon–Sun 6 AM–12 AM
    Address
    1775 Tysons Blvd 5th floor, McLean, VA 22102
    View profile for MANNA WEALTH MANAGEMENT(703) 533-0030

  7. #7 EP Wealth Advisors

    Based in Bethesda, 12 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6701 Democracy Blvd #300, Bethesda, MD 20817
    View profile for EP Wealth Advisors(240) 428-8911

  9. #9 T.M. Wealth Management

    Based in Reston

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11702 Bowman Green Dr Suite 300, Reston, VA 20190
    View profile for T.M. Wealth Management(703) 537-8351

  10. #10 Diamond Wealth Advisors

    Based in Falls Church, 10 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2941 Fairview Park Dr Ste 820, Falls Church, VA 22042
    View profile for Diamond Wealth Advisors(571) 648-0988

  12. #12 Joyce Wealth Advisory

    Based in Reston

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    11710 Plaza America Dr suite 2000, Reston, VA 20190
    View profile for Joyce Wealth Advisory(571) 260-4400

  13. #13 Marks Wealth Management

    Based in Ellicott City, 32 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11690 Frederick Rd, Ellicott City, MD 21042
    View profile for Marks Wealth Management(410) 934-1199

  14. #14 Vocare Wealth Advisors

    Based in Reston

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11790 Sunrise Valley Dr #104, Reston, VA 20191
    View profile for Vocare Wealth Advisors(571) 529-6205

  17. #17 Your Wealth BFF

    Based in Reston

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11600 Sunrise Valley Dr #470, Reston, VA 20190
    View profile for Your Wealth BFF(703) 863-7839

  20. #20 Origin Wealth Management

    Based in Reston

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–6 PM · Sat 12 PM–4 PM · Sun closed
    Address
    12355 Sunrise Valley Dr Suite 110, Reston, VA 20191
    View profile for Origin Wealth Management(703) 386-7088

  22. #22 Ibello Wealth Management

    Based in Columbia, 31 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10440 Little Patuxent Pkwy Ste 300, Columbia, MD 21044
    View profile for Ibello Wealth Management(410) 415-3403

  25. #25 Wealthspire

    Based in Reston

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11911 Freedom Dr Ste 700, Reston, VA 20190
    View profile for Wealthspire(888) 303-2357

Wealth managers ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 100 ranked wealth managers here; the rest are on their profiles.

wealth managers in Reston, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Monument Wealth Management654.9★ (29)19 mi
27SOVEREIGN WEALTH MANAGEMENT655.0★ (12)7 mi
28Mink Wealth Management655.0★ (11)7 mi
29Glassman Wealth Services655.0★ (11)8 mi
30Golden Wealth Strategies655.0★ (16)13 mi
31Grose Wealth Management655.0★ (11)8 mi
32MainBridge Wealth654.9★ (11)7 mi
33Pillar Wealth Partners655.0★ (22)20 mi
344J Wealth Management655.0★ (11)9 mi
35Norberg Wealth Management645.0★ (39)31 mi
36Blue Ocean Global Wealth645.0★ (13)13 mi
37Laser Wealth Management645.0★ (14)15 mi
38Strategic Wealth Designers644.6★ (10)7 mi
39Savant Wealth Management644.9★ (8)8 mi
40Wealth Enhancement Group645.0★ (24)27 mi
41Thrive Wealth Advisors645.0★ (16)20 mi
42CJM Wealth Advisers645.0★ (8)10 mi
43Sentinel Wealth Management645.0★ (4)In Reston
44Butera Wealth Management645.0★ (9)12 mi
45Bestgate Wealth Advisors, LLC645.0★ (24)28 mi
46Wealthspire635.0★ (8)12 mi
47Integrated Wealth Advisors635.0★ (6)7 mi
48Wealth Over Now635.0★ (11)17 mi
49Quantis Wealth Management634.4★ (7)7 mi
50Potomac Wealth Management, LLC635.0★ (4)4 mi

Also serving Reston

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Reston
BusinessGoogle ratingDistance
Acorn Financial Services, Inc.4.7★ (43)In Reston
Alexander Financial Planning5.0★ (16)In Reston
Blueprint Financial Group5.0★ (7)In Reston
Cerity Partners3.7★ (3)In Reston
Charles Schwab4.3★ (15)In Reston
Clark & Associates, Inc. Financial Solutions4.9★ (58)In Reston
Cresset4.4★ (7)In Reston
Curo Private Wealth5.0★ (2)In Reston
Edward Jones - Financial Advisor: Andrew Bonk, CFP®|CIMA®5.0★ (13)In Reston
Fidelity Investments3.4★ (18)In Reston
FLPutnam Investment Management Company4.0★ (4)In Reston
Forge Financial Group4.6★ (11)In Reston
Global Advisor Group, LLC3.7★ (3)In Reston
GuidePoint Financial Planning5.0★ (14)In Reston
Independent Financial Planning5.0★ (4)In Reston
Jarver Financial5.0★ (12)In Reston
Mason Investment Advisory Services Inc4.0★ (4)In Reston
Miye Wire, LLC3.0★ (2)In Reston
PlanWell Financial Planning5.0★ (8)In Reston
The Wise Investor Group of Raymond James3.0★ (2)In Reston

How we ranked Reston wealth managers

We scored 100 Reston wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Reston data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Reston: frequently asked questions

Which wealth manager has the highest RFA Score in Reston?

By RFA Score, the highest-ranked wealth manager in Reston, VA is MANNA WEALTH MANAGEMENT with an RFA Score of 73/100. It has 5.0★ from 170 Google reviews. It is open 7 days a week. Corbett Road Wealth Management (#2) and Potomac Wealth & Tax LLC (#3) follow. We ranked 100 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Reston?

RankedFinancialAdvisors ranks 100 wealth managers serving Reston, VA. 10 of them are based in Reston; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Reston work on weekends?

7 of 100 ranked wealth managers post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are MANNA WEALTH MANAGEMENT (#1), Origin Wealth Management (#20) and MANNA WEALTH MANAGEMENT (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Reston wealth managers have?

The median Google rating among 100 rated wealth managers in Reston is 5.0★, with a median of 8 reviews. MANNA WEALTH MANAGEMENT has the most, 170 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Reston count in this ranking?

Yes, if they are within 40 mi of the Reston city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Reston ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Reston a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Reston

  1. November 2026: RFA Scores recalculated for 100 wealth managers serving Reston.

More wealth managers and Reston pages