Wealth manager, independent · Vienna, VA
D'orazio Wealth Advisors
D'orazio & Associates, Inc. · SEC-registered investment adviser · CRD 131976 · SEC 801-63706
At a glance
D'orazio Wealth Advisors is an SEC-registered investment adviser based in Vienna, Virginia, with $1.4B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 291 individual clients, 227 of them high-net-worth, holding an average of about $5.0 million each, and 11 employees. That ranks it 764th among the nation’s 5,657 independent wealth management RIAs and 21st of 151 in Virginia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 703-269-3100dorazioadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #764 of 5,657
- Rank among all SEC RIAs
- #4,365 of 17,210
- Rank in Virginia
- #21 of 151
- Individual clients
- 291
- High-net-worth clients
- 227
- Accounts
- 291
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Jeremy L. MeekShareholder; Vice President (02/2023)
- Jennifer D. VanlandinghamVice President; Trustee of the Jayde Trust (02/2004)
- David B TrennerShareholder; President and Chief Compliance Officer (02/2023)
- Andrew T. EskelsenShareholder, Treasurer, Secretary
Custody and brokerage
Broker-dealer
No broker-dealer ties
D'orazio Wealth Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 227 | $1.4B | 98% |
| Individuals | 64 | $25M | 2% |
Disciplinary disclosures
D'orazio Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗dorazioadvisors.com ↗
AtlasMembers
The full record on D'orazio Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,608 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Heartwood Wealth Advisors, LLCRichmond | $1.5B | 566 |
| Activ8 Family Office LLCMcLean | $1.5B | 299 |
| WealthcrossingRichmond | $1.5B | 266 |
| Acorn Financial Advisory Services, Inc.Reston | $1.4B | 2,584 |
| Range Advisory, LLCMcLean | $1.4B | 1,773 |
| Evermay Wealth Management, LLCArlington | $1.3B | 558 |
Background
Questions
How much does D'orazio Wealth Advisors manage?
D'orazio Wealth Advisors reports $1.4B in regulatory assets under management across 291 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does D'orazio Wealth Advisors have?
It reports 291 individual clients: 227 high-net-worth individuals and 64 other individuals. Individuals account for about 100% of its regulatory assets.
Where is D'orazio Wealth Advisors headquartered?
Its main office is in Vienna, Virginia. It reports 1 office in total and 11 employees, 7 of whom perform investment advisory functions.
How does D'orazio Wealth Advisors charge clients?
On Form ADV it lists these forms of compensation: fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does D'orazio Wealth Advisors use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($954M); Fidelity ($434M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is D'orazio Wealth Advisors a hybrid RIA with a broker-dealer?
D'orazio Wealth Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is D'orazio Wealth Advisors a fiduciary?
As an SEC-registered investment adviser, D'orazio Wealth Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is D'orazio Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →