Best Financial Advisors in CHARLOTTESVILLE, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CHARLOTTESVILLE
Page 1 of 2 · 27 firms
MORRIS & WELLS WEALTH MANAGEMENT
CHARLOTTESVILLE, VA · Since 2012
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
CHARLOTTESVILLE, VA · Since 2005
REDE WEALTH, LLC
CHARLOTTESVILLE, VA · Since 2015
PLUSTICK MANAGEMENT LLC
CHARLOTTESVILLE, VA · Since 2018
EMERGENT FINANCIAL SERVICES, LLC.
CHARLOTTESVILLE, VA · Since 2018
CLIO ASSET MANAGEMENT LLC
CHARLOTTESVILLE, VA · Since 2021
SELBY LANE CAPITAL, LLC
CHARLOTTESVILLE, VA · Since 2024
STURMAN WEALTH ADVISORS
CHARLOTTESVILLE, VA · Since 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC
CHARLOTTESVILLE, VA · Since 2011
QUAD-C MANAGEMENT, INC.
CHARLOTTESVILLE, VA · Since 2012
INVESTURE, LLC
CHARLOTTESVILLE, VA · Since 2004
BLUESTEM ASSET MANAGEMENT, LLC
CHARLOTTESVILLE, VA · Since 2012
FOXHAVEN ASSET MANAGEMENT, LP
CHARLOTTESVILLE, VA · Since 2013
MAROTTA WEALTH MANAGEMENT, INC.
CHARLOTTESVILLE, VA · Since 2004
QUINN OPPORTUNITY PARTNERS
CHARLOTTESVILLE, VA · Since 2015
CORNERSTONE PARTNERS
CHARLOTTESVILLE, VA · Since 2020
A. N. CULBERTSON & COMPANY, INC.
CHARLOTTESVILLE, VA · Since 1993
CHASE INVESTMENT COUNSEL CORPORATION
CHARLOTTESVILLE, VA · Since 1964
HARREN EQUITY PARTNERS, LLC
CHARLOTTESVILLE, VA · Since 2012
GUARDIAN POINT CAPITAL, LP
CHARLOTTESVILLE, VA · Since 2015
MASONRY CAPITAL MANAGEMENT, LLC
CHARLOTTESVILLE, VA · Since 2018
SOLITUDE FINANCIAL SERVICES, INC.
CHARLOTTESVILLE, VA · Since 2019
OCTAGON FINANCE LLC
CHARLOTTESVILLE, VA · Since 2018
IRON PATH CAPITAL, L.P.
CHARLOTTESVILLE, VA · Since 2023
LB PARTNERS LLC
CHARLOTTESVILLE, VA · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CHARLOTTESVILLE?
The median advisory fee in CHARLOTTESVILLE, VA is 0.95% of assets under management per year, based on Form ADV filings from 27 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.