Wealth manager, independent · Leesburg, VA
Steigerwald, Gordon & Koch - Wealth Advisors
Steigerwald, Gordon & Koch Inc. · SEC-registered investment adviser · CRD 111685 · SEC 801-55694
At a glance
Steigerwald, Gordon & Koch - Wealth Advisors is an SEC-registered investment adviser based in Leesburg, Virginia, with $1.3B in regulatory assets under management as of its Form ADV filed July 8, 2026. It reports 693 individual clients, 388 of them high-net-worth, holding an average of about $1.9 million each, and 15 employees. That ranks it 844th among the nation’s 5,657 independent wealth management RIAs and 25th of 151 in Virginia. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 703-777-8826sgkwealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #844 of 5,657
- Rank among all SEC RIAs
- #4,611 of 17,210
- Rank in Virginia
- #25 of 151
- Individual clients
- 693
- High-net-worth clients
- 388
- Accounts
- 730
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- John S. SteigerwaldChief Executive Officer
- Jeffrey A. GordonPresident
- Darren A. KochVice President
- Jennifer L. WigginsChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Steigerwald, Gordon & Koch - 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 | 388 | $1.2B | 87% |
| Individuals | 305 | $156M | 12% |
| Charitable organizations | 16 | $10M | <1% |
Disciplinary disclosures
Steigerwald, Gordon & Koch - 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
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sgkwealthadvisors.com ↗
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The full record on Steigerwald, Gordon & Koch - Wealth Advisors
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- Assets, accounts, clients and staff, ten years of filings
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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 |
|---|---|---|
| Acorn Financial Advisory Services, Inc.Reston | $1.4B | 2,584 |
| Range Advisory, LLCMcLean | $1.4B | 1,773 |
| Evermay Wealth Management, LLCArlington | $1.3B | 558 |
| Canal Capital Management, LLCRichmond | $1.3B | 390 |
| Northwest Financial Advisors LLCHerndon | $1.2B | 1,908 |
| Graves Light LenhartHarrisonburg | $1.2B | 403 |
Background
Questions
How much does Steigerwald, Gordon & Koch - Wealth Advisors manage?
Steigerwald, Gordon & Koch - Wealth Advisors reports $1.3B in regulatory assets under management across 730 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 8, 2026.
How many clients does Steigerwald, Gordon & Koch - Wealth Advisors have?
It reports 693 individual clients: 388 high-net-worth individuals and 305 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Steigerwald, Gordon & Koch - Wealth Advisors headquartered?
Its main office is in Leesburg, Virginia. It reports 3 offices in total and 15 employees, 9 of whom perform investment advisory functions.
How does Steigerwald, Gordon & Koch - Wealth Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Steigerwald, Gordon & Koch - Wealth Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 8, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Steigerwald, Gordon & Koch - Wealth Advisors a hybrid RIA with a broker-dealer?
Steigerwald, Gordon & Koch - Wealth Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Steigerwald, Gordon & Koch - Wealth Advisors a fiduciary?
As an SEC-registered investment adviser, Steigerwald, Gordon & Koch - 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 Steigerwald, Gordon & Koch - 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 (2026-07-08), 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 →