TOTH FINANCIAL ADVISORY CORP
CRD #104952 SEC #801-27662 LEESBURG, VA 703-443-8684
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$979.1M
Employees
18
Clients
0
Accounts
2,190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1B | $979.1M | $36.7M | 18 | 633 |
| Mar 2025 | $1B | $979.1M | $36.7M | 18 | 633 |
| Nov 2024 | $865.9M | $849M | $16.9M | 18 | 610 |
| Mar 2024 | $865.9M | $849M | $16.9M | 18 | 610 |
| Mar 2023 | $753.7M | $737.4M | $16.4M | 17 | 600 |
| Oct 2022 | $899.5M | $863.2M | $36.3M | 15 | 577 |
| Sep 2022 | $899.5M | $863.2M | $36.3M | 15 | 577 |
| Mar 2022 | $899.5M | $863.2M | $36.3M | 15 | 577 |
| Apr 2021 | $732.5M | $712.6M | $19.9M | 17 | 538 |
| Mar 2021 | $732.5M | $712.6M | $19.9M | 17 | 538 |
| Sep 2020 | $634.1M | $614.8M | $19.4M | 15 | 516 |
| Jun 2020 | $634.1M | $614.8M | $19.4M | 15 | 516 |
| Mar 2020 | $634.1M | $614.8M | $19.4M | 15 | 516 |
| Apr 2019 | $541.8M | $541.8M | $0 | 17 | 522 |
| Apr 2019 | $541.8M | $541.8M | $0 | 17 | 522 |
| Mar 2019 | $541.8M | $541.8M | $0 | 17 | 522 |
| Mar 2019 | $541.8M | $541.8M | $0 | 17 | 522 |
| Oct 2018 | $542.9M | $542.9M | $0 | 16 | 495 |
| Oct 2018 | $542.9M | $542.9M | $0 | 16 | 495 |
| Mar 2018 | $542.9M | $542.9M | $0 | 16 | 495 |
| Mar 2018 | $542.9M | $542.9M | $0 | 16 | 495 |
| Jun 2017 | $460.7M | $460.7M | $0 | 12 | 451 |
| Jun 2017 | $460.7M | $460.7M | $0 | 12 | 451 |
| Mar 2017 | $460.7M | $460.7M | $0 | 12 | 451 |
| Oct 2016 | $412.9M | $412.9M | $0 | 11 | 377 |
| Oct 2016 | $412.9M | $412.9M | $0 | 11 | 377 |
| Oct 2016 | $412.9M | $412.9M | $0 | 11 | 377 |
| Mar 2016 | $412.9M | $412.9M | $0 | 11 | 377 |
| Feb 2016 | $412.9M | $412.9M | $0 | 11 | 377 |
| Jul 2015 | $389.4M | $389.4M | $0 | 11 | 325 |
| Feb 2015 | $389.4M | $389.4M | $0 | 11 | 325 |
| Jan 2015 | $319.4M | $319.4M | $0 | 10 | 325 |
| Mar 2014 | $319.4M | $319.4M | $0 | 10 | 325 |
| Apr 2013 | $251.1M | $251.1M | $0 | 10 | 320 |
| Mar 2013 | $251.1M | $251.1M | $0 | 10 | 320 |
| Nov 2012 | $235.5M | $235.5M | $0 | 10 | 340 |
| Jan 2012 | $235.5M | $235.5M | $0 | 11 | 340 |
| Aug 2010 | $194.1M | $194.1M | $0 | -- | -- |
| Mar 2009 | $168.6M | $168.6M | $0 | -- | -- |
| Feb 2007 | $200.1M | $200.1M | $0 | -- | -- |
| Dec 2006 | $243.9M | $243.9M | $0 | 10 | -- |
| Feb 2006 | $243.9M | $243.9M | $0 | 10 | -- |
| May 2005 | $280M | $280M | $0 | 10 | -- |
| Jan 2005 | $280M | $280M | $0 | 10 | -- |
| Jul 2004 | $147.9M | $147.9M | $0 | 10 | -- |
| Apr 2004 | $137M | $137M | $0 | 10 | -- |
| May 2002 | $148.7M | $148.7M | $0 | 10 | -- |
| Apr 2002 | $148.7M | $148.7M | $0 | 10 | -- |
| Apr 2002 | $148.7M | $148.7M | $0 | 10 | -- |
| Mar 2002 | $148.7M | $148.7M | $0 | 10 | -- |
DateAug 2025
Total AUM$1B
Discretionary$979.1M
Non-Disc.$36.7M
Employees18
Clients633
DateMar 2025
Total AUM$1B
Discretionary$979.1M
Non-Disc.$36.7M
Employees18
Clients633
DateNov 2024
Total AUM$865.9M
Discretionary$849M
Non-Disc.$16.9M
Employees18
Clients610
DateMar 2024
Total AUM$865.9M
Discretionary$849M
Non-Disc.$16.9M
Employees18
Clients610
DateMar 2023
Total AUM$753.7M
Discretionary$737.4M
Non-Disc.$16.4M
Employees17
Clients600
DateOct 2022
Total AUM$899.5M
Discretionary$863.2M
Non-Disc.$36.3M
Employees15
Clients577
DateSep 2022
Total AUM$899.5M
Discretionary$863.2M
Non-Disc.$36.3M
Employees15
Clients577
DateMar 2022
Total AUM$899.5M
Discretionary$863.2M
Non-Disc.$36.3M
Employees15
Clients577
DateApr 2021
Total AUM$732.5M
Discretionary$712.6M
Non-Disc.$19.9M
Employees17
Clients538
DateMar 2021
Total AUM$732.5M
Discretionary$712.6M
Non-Disc.$19.9M
Employees17
Clients538
DateSep 2020
Total AUM$634.1M
Discretionary$614.8M
Non-Disc.$19.4M
Employees15
Clients516
DateJun 2020
Total AUM$634.1M
Discretionary$614.8M
Non-Disc.$19.4M
Employees15
Clients516
DateMar 2020
Total AUM$634.1M
Discretionary$614.8M
Non-Disc.$19.4M
Employees15
Clients516
DateApr 2019
Total AUM$541.8M
Discretionary$541.8M
Non-Disc.$0
Employees17
Clients522
DateApr 2019
Total AUM$541.8M
Discretionary$541.8M
Non-Disc.$0
Employees17
Clients522
DateMar 2019
Total AUM$541.8M
Discretionary$541.8M
Non-Disc.$0
Employees17
Clients522
DateMar 2019
Total AUM$541.8M
Discretionary$541.8M
Non-Disc.$0
Employees17
Clients522
DateOct 2018
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees16
Clients495
DateOct 2018
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees16
Clients495
DateMar 2018
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees16
Clients495
DateMar 2018
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees16
Clients495
DateJun 2017
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees12
Clients451
DateJun 2017
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees12
Clients451
DateMar 2017
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees12
Clients451
DateOct 2016
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients377
DateOct 2016
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients377
DateOct 2016
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients377
DateMar 2016
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients377
DateFeb 2016
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients377
DateJul 2015
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees11
Clients325
DateFeb 2015
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees11
Clients325
DateJan 2015
Total AUM$319.4M
Discretionary$319.4M
Non-Disc.$0
Employees10
Clients325
DateMar 2014
Total AUM$319.4M
Discretionary$319.4M
Non-Disc.$0
Employees10
Clients325
DateApr 2013
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients320
DateMar 2013
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients320
DateNov 2012
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees10
Clients340
DateJan 2012
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees11
Clients340
DateAug 2010
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees10
Clients--