Best Financial Advisors in MIDDLEBURG, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$1.7B
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in MIDDLEBURG
#1
82
AKRE CAPITAL MANAGEMENT, LLC
MIDDLEBURG, VA · Since 2000
$11.8B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
81
THE HOERNER PLANNING GROUP, LLC
MIDDLEBURG, VA · Since 2006
$1.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
76
DUDLEY CAPITAL MANAGEMENT LLC
MIDDLEBURG, VA · Since 2016
$292M AUM2 clientsFee: 0%
FiduciaryFee-Only
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 MIDDLEBURG?
The median advisory fee in MIDDLEBURG, VA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.