AdvisorRanked

Best Financial Advisors in Virginia

297 SEC-registered advisory firms across 46 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

297
Registered Firms
46
Cities
0.95%
Median Fee
of assets/year
297
In Database
firms listed

Cities in Virginia

Top-Ranked Firms in Virginia

#1
100

WESTBOURNE INVESTMENTS, INC.

ALEXANDRIA, VA · Since 1990

$276M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

RICHMOND CAPITAL MANAGEMENT INC

RICHMOND, VA · Since 1982

$5.9B AUM10 clientsFee: 0%
FiduciaryFee-Only
#3
100

NASDAQ DORSEY WRIGHT

RICHMOND, VA · Since 1987

$1.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#4
100

YORKTOWN MANAGEMENT AND RESEARCH CO INC

FOREST, VA · Since 1985

$677M AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
100

THE EDGAR LOMAX COMPANY

ALEXANDRIA, VA · Since 1983

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
100

SPECTRUM FINANCIAL INC

VIRGINIA BEACH, VA · Since 1988

$236M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
100

WELLINGTON CONSULTING SERVICES INC

CHANTILLY, VA · Since 1992

$1.7B AUM9 clientsFee: 0%
FiduciaryFee-Only
#8
100

THE LONDON COMPANY OF VIRGINIA

RICHMOND, VA · Since 1994

$14.9B AUM15 clientsFee: 0%
FiduciaryFee-Only
#9
100

THE BURNEY COMPANY

RESTON, VA · Since 1974

$3.6B AUM42 clientsFee: 0%
FiduciaryFee-Only
#10
100

INVESTMENT MANAGEMENT CORPORATION

ROANOKE, VA · Since 2016

$191M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

HUNTER MICHAEL INVESTMENT ADVISORS INC

RICHMOND, VA · Since 1998

$81M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
100

WEALTHWAY FINANCIAL ADVISORS

NORFOLK, VA · Since 2018

$246M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

HOMESTEAD ADVISERS CORP.

ARLINGTON, VA · Since 1990

$7.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#14
100

AVENIR CORPORATION

ALEXANDRIA, VA · Since 1988

$849M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
100

AZZAD ASSET MANAGEMENT, INC.

FALLS CHURCH, VA · Since 2000

$1.8B AUM12 clientsFee: 0%
FiduciaryFee-Only
#16
100

AEGIS FINANCIAL CORPORATION

MCLEAN, VA · Since 1994

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

THE CAPITAL MANAGEMENT CORPORATION

GLEN ALLEN, VA · Since 1977

$710M AUM7 clientsFee: 0%
FiduciaryFee-Only
#18
100

PORTFOLIO ADVISORY GROUP, INC.

ALEXANDRIA, VA · Since 2026

$116M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

ALPHA FINANCIAL ADVISORS, LLC

MCLEAN, VA · Since 2017

$218M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
100

JJSA ADVISORS, LTD.

VIRGINIA BEACH, VA · Since 2025

$154M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
100

HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

ASHBURN, VA · Since 2002

$357M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
100

BOWEN FINANCIAL SERVICES, LLC

MIDLOTHIAN, VA · Since 2022

$191M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
100

ACORN FINANCIAL ADVISORY SERVICES, INC.

RESTON, VA · Since 2006

$1.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#24
100

ALLRIDGE WEALTH MANAGEMENT, INC

ASHBURN, VA · Since 2026

$103M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
100

JAMES RIVER ASSET MANAGEMENT, LLC

MIDLOTHIAN, VA · Since 2018

$274M AUM4 clientsFee: 0%
FiduciaryFee-Only
#26
100

OXFORD CAPITAL MANAGEMENT

RICHM0ND, VA · Since 2024

$170M AUM2 clientsFee: 0%
FiduciaryFee-Only
#27
100

BIRKS FINANCIAL CORP.

HERNDON, VA · Since 2019

$291M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
100

CHESAPEAKE INVESTMENT MANAGEMENT LLC

MCLEAN, VA · Since 2002

$205M AUM4 clientsFee: 0%
FiduciaryFee-Only
#29
100

SENTINEL WEALTH MANAGEMENT, INC.

RESTON, VA · Since 2002

$389M AUM2 clientsFee: 0%
FiduciaryFee-Only
#30
100

ANDERSEN

MCLEAN, VA · Since 2003

$6.3B AUM50 clientsFee: 0%
FiduciaryFee-Only
#31
100

WEALTHCREST FINANCIAL SERVICES, LLC

SPRINGFIELD, VA · Since 2017

$508M AUM5 clientsFee: 0%
FiduciaryFee-Only
#32
100

INVESTOLOGY INC.

RESTON, VA · Since 2024

$250M AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
100

HUNDREDFOLD ADVISORS, LLC

VIRGINIA BEACH, VA · Since 2004

$148M AUM1 clientsFee: 0%
FiduciaryFee-Only
#34
100

D'ORAZIO WEALTH ADVISORS

VIENNA, VA · Since 2004

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#35
100

CAMPION ASSET MANAGEMENT, LLC

FAIRFAX, VA · Since 2006

$229M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
100

FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC

CHARLOTTESVILLE, VA · Since 2005

$333M AUM4 clientsFee: 0%
FiduciaryFee-Only
#37
100

SANCHEZ & ZURES, LLC

MCLEAN, VA · Since 2018

$242M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
100

SAGEVEST WEALTH MANAGEMENT

MCLEAN, VA · Since 2007

$423M AUM4 clientsFee: 0%
FiduciaryFee-Only
#39
100

PEGASUS FINANCIAL GROUP LLC

CHANTILLY, VA · Since 2026

$122M AUM3 clientsFee: 0%
FiduciaryFee-Only
#40
100

THE ITHAKA GROUP, LLC

ARLINGTON, VA · Since 2008

$572M AUM4 clientsFee: 0%
FiduciaryFee-Only
#41
100

HERITAGE WEALTH MANAGEMENT GROUP, LTD

NORFOLK, VA · Since 2021

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#42
100

8TH STREET INVESTMENTS, LLC

ALEXANDRIA, VA · Since 2021

$167M AUM2 clientsFee: 0%
FiduciaryFee-Only
#43
100

RESTON WEALTH MANAGEMENT

RESTON, VA · Since 2009

$590M AUM3 clientsFee: 0%
FiduciaryFee-Only
#44
100

EVOADVISORS

RICHMOND, VA · Since 2017

$337M AUM6 clientsFee: 0%
FiduciaryFee-Only
#45
100

MOTLEY FOOL ASSET MANAGEMENT

ALEXANDRIA, VA · Since 2009

$2.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#46
100

KORVING & COMPANY LLC

SUFFOLK, VA · Since 2021

$138M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
100

BEACON WEALTH CONSULTANTS, INC.

ROANOKE, VA · Since 2020

$278M AUM15 clientsFee: 0%
FiduciaryFee-Only
#48
100

BLUE EDGE CAPITAL, LLC

RICHMOND, VA · Since 2013

$765M AUM4 clientsFee: 0%
FiduciaryFee-Only
#49
100

UNION STREET PARTNERS LLC

ALEXANDRIA, VA · Since 2011

$86M AUM2 clientsFee: 0%
FiduciaryFee-Only
#50
100

MWA INVESTMENTS, LLC

WHITE STONE, VA · Since 2026

$250M AUM1 clientsFee: 0%
FiduciaryFee-Only
#51
100

SOLOMON HESS CAPITAL MANAGEMENT

ARLINGTON, VA · Since 2012

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#52
100

COLUMBIA CAPITAL

ALEXANDRIA, VA · Since 2022

$9.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#53
100

MORRIS & WELLS WEALTH MANAGEMENT

CHARLOTTESVILLE, VA · Since 2012

$988M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
100

ATEGRA CAPITAL MANAGEMENT, LLC

VIENNA, VA · Since 2018

$190M AUM4 clientsFee: 0%
FiduciaryFee-Only
#55
100

SELECTIVE WEALTH MANAGEMENT, INC.

FOREST, VA · Since 2016

$455M AUM8 clientsFee: 0%
FiduciaryFee-Only
#56
100

BROAD RUN INVESTMENT MANAGEMENT, LLC

ARLINGTON, VA · Since 2012

$682M AUM4 clientsFee: 0%
FiduciaryFee-Only
#57
100

PEAKVALLEY WEALTH, LLC

ROANOKE, VA · Since 2025

$130M AUM4 clientsFee: 0%
FiduciaryFee-Only
#58
100

MOTLEY FOOL WEALTH MANAGEMENT, LLC

ALEXANDRIA, VA · Since 2013

$1.6B AUM28 clientsFee: 0%
FiduciaryFee-Only
#59
100

GIRA & GIRA INVESTMENT ADVISORS LLC

HARRISONBURG, VA · Since 2026

$121M AUM2 clientsFee: 0%
FiduciaryFee-Only
#60
100

CLARIS FINANCIAL, LLC

GLEN ALLEN, VA · Since 2019

$330M AUM5 clientsFee: 0%
FiduciaryFee-Only
#61
100

NAVIMED CAPITAL ADVISORS, LLC

ROSSLYN, VA · Since 2020

$905M AUM12 clientsFee: 0%
FiduciaryFee-Only
#62
100

RETIREMENT PLANOLOGY, INC.

ALEXANDRIA, VA · Since 2014

$266M AUM2 clientsFee: 0%
FiduciaryFee-Only
#63
100

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

WILLIAMSBURG, VA · Since 2021

$213M AUM2 clientsFee: 0%
FiduciaryFee-Only
#64
100

HUGHES FINANCIAL SERVICES, LLC

HERNDON, VA · Since 2015

$760M AUM6 clientsFee: 0%
FiduciaryFee-Only
#65
100

REDE WEALTH, LLC

CHARLOTTESVILLE, VA · Since 2015

$346M AUM2 clientsFee: 0%
FiduciaryFee-Only
#66
100

LEGACY WEALTH MANAGEMENT INC.

MANASSAS, VA · Since 2021

$251M AUM4 clientsFee: 0%
FiduciaryFee-Only
#67
100

PLUSTICK MANAGEMENT LLC

CHARLOTTESVILLE, VA · Since 2018

$281M AUM4 clientsFee: 0%
FiduciaryFee-Only
#68
100

OPULEN FINANCIAL GROUP, LLC

ARLINGTON, VA · Since 2022

$172M AUM1 clientsFee: 0%
FiduciaryFee-Only
#69
100

THE MAIN STREET GROUP

GLEN ALLEN, VA · Since 2018

$515M AUM8 clientsFee: 0%
FiduciaryFee-Only
#70
100

FOREFRONT ASSET MANAGEMENT, LLC

VIRGINIA BEACH, VA · Since 2025

$137M AUM3 clientsFee: 0%
FiduciaryFee-Only
#71
100

OCTOBER EFFECT LTD.

VIRGINIA BEACH, VA · Since 2025

$139M AUM4 clientsFee: 0%
FiduciaryFee-Only
#72
100

MARTIN WEALTH SOLUTIONS

CHRISTIANSBURG, VA · Since 2022

$377M AUM5 clientsFee: 0%
FiduciaryFee-Only
#73
100

COLONIAL RIVER WEALTH MANAGEMENT LLC

MIDLOTHIAN, VA · Since 2018

$464M AUM8 clientsFee: 0%
FiduciaryFee-Only
#74
100

TONE CAPITAL, LLC

RICHMOND, VA · Since 2025

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#75
100

SIMA RETIREMENT SOLUTIONS, LLC

NORTH CHESTERFIELD, VA · Since 2024

$0 AUM6 clientsFee: 0%
FiduciaryFee-Only
#76
100

AZTLAN EQUITY MANAGEMENT, LLC

MCLEAN, VA · Since 2021

$851M AUM0 clientsFee: 0%
FiduciaryFee-Only
#77
100

EMERGENT FINANCIAL SERVICES, LLC.

CHARLOTTESVILLE, VA · Since 2018

$195M AUM4 clientsFee: 0%
FiduciaryFee-Only
#78
100

CARY STREET PARTNERS ASSET MANAGEMENT

RICHMOND, VA · Since 2017

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#79
100

BAY RIVERS GROUP WEALTH PARTNERS

WILLIAMSBURG, VA · Since 2017

$326M AUM4 clientsFee: 0%
FiduciaryFee-Only
#80
100

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

ALEXANDRIA, VA · Since 2020

$92M AUM4 clientsFee: 0%
FiduciaryFee-Only
#81
100

BENEFIT FIDUCIARY GROUP LLC

RICHMOND, VA · Since 2018

$529M AUM2 clientsFee: 0%
FiduciaryFee-Only
#82
100

SPARK FINANCIAL ADVISORS

RICHMOND, VA · Since 2025

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#83
100

RETIREMENT RESEARCHER, LLC

TYSONS, VA · Since 2018

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#84
100

CLIO ASSET MANAGEMENT LLC

CHARLOTTESVILLE, VA · Since 2021

$122M AUM1 clientsFee: 0%
FiduciaryFee-Only
#85
100

KAH CAPITAL MANAGEMENT, LLC

MCLEAN, VA · Since 2018

$605M AUM5 clientsFee: 0%
FiduciaryFee-Only
#86
100

KENNONDALE CAPITAL MANAGEMENT

RICHMOND, VA · Since 2025

$142M AUM3 clientsFee: 0%
FiduciaryFee-Only
#87
100

HEARTWOOD WEALTH ADVISORS, LLC

RICHMOND, VA · Since 2019

$1.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#88
100

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

RESTON, VA · Since 2024

$135M AUM4 clientsFee: 0%
FiduciaryFee-Only
#89
100

BLUELIST PARTNERS, LLC

OCCOQUAN, VA · Since 2019

$134M AUM1 clientsFee: 0%
FiduciaryFee-Only
#90
100

GLOVER PARK WEALTH MANAGEMENT, LLC

ARLINGTON, VA · Since 2025

$144M AUM1 clientsFee: 0%
FiduciaryFee-Only
#91
100

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

ASHBURN, VA · Since 2023

$395M AUM5 clientsFee: 0%
FiduciaryFee-Only
#92
100

CONCORD ASSET MANAGEMENT, LLC

ABINGDON, VA · Since 2020

$639M AUM2 clientsFee: 0%
FiduciaryFee-Only
#93
100

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

VIRGINIA BEACH, VA · Since 2020

$394M AUM3 clientsFee: 0%
FiduciaryFee-Only
#94
100

COPE CONNELLY

ARLINGTON, VA · Since 2022

$108M AUM2 clientsFee: 0%
FiduciaryFee-Only
#95
100

FITZWILLIAMS WEALTH MANAGEMENT INC.

CHESAPEAKE, VA · Since 2026

$124M AUM6 clientsFee: 0%
FiduciaryFee-Only
#96
100

KIRK CAPITAL ADVISORS LLC

VIENNA, VA · Since 2023

$205M AUM4 clientsFee: 0%
FiduciaryFee-Only
#97
100

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

TYSONS CORNER, VA · Since 2021

$838M AUM2 clientsFee: 0%
FiduciaryFee-Only
#98
100

THIRDLINE CAPITAL MANAGEMENT LLC

RICHMOND, VA · Since 2021

$64M AUM6 clientsFee: 0%
FiduciaryFee-Only
#99
100

POINTOAK RETIREMENT ADVISORS

MCLEAN, VA · Since 2021

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#100
100

ARBOR PRIVATE WEALTH, LLC

ASHBURN, VA · Since 2021

$160M AUM2 clientsFee: 0%
FiduciaryFee-Only
#101
100

BUCHANAN WEALTH MANAGEMENT

RESTON, VA · Since 2021

$212M AUM2 clientsFee: 0%
FiduciaryFee-Only
#102
100

3CHOPT INVESTMENT PARTNERS LLC

RICHMOND, VA · Since 2022

$889M AUM4 clientsFee: 0%
FiduciaryFee-Only
#103
100

WISERADVISOR PALADIN

FAIRFAX, VA · Since 2022

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#104
100

RANGE ADVISORY, LLC

MCLEAN, VA · Since 2022

$654M AUM18 clientsFee: 0%
FiduciaryFee-Only
#105
100

LEGACY WEALTH MANAGEMENT GROUP, INC.

LYNCHBURG, VA · Since 2022

$290M AUM6 clientsFee: 0%
FiduciaryFee-Only
#106
100

CAP91 PARTNERS MANAGEMENT LLC

RICHMOND, VA · Since 2023

$531M AUM6 clientsFee: 0%
FiduciaryFee-Only
#107
100

JOSS BROWN WEALTH ADVISORS

WILLIAMSBURG, VA · Since 2023

$162M AUM5 clientsFee: 0%
FiduciaryFee-Only
#108
100

SELBY LANE CAPITAL, LLC

CHARLOTTESVILLE, VA · Since 2024

$505M AUM3 clientsFee: 0%
FiduciaryFee-Only
#109
100

ASCENT FINANCIAL GROUP

RICHMOND, VA · Since 2026

$101M AUM2 clientsFee: 0%
FiduciaryFee-Only
#110
100

ACTS FINANCIAL ADVISORS

MCLEAN, VA · Since 2023

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#111
100

APFORIA

VIRGINIA BEACH, VA · Since 2023

$102M AUM11 clientsFee: 0%
FiduciaryFee-Only
#112
100

BENJAMINS MONEY

MCLEAN, VA · Since 2024

$9M AUM1 clientsFee: 0%
FiduciaryFee-Only
#113
100

ATLANTIC UNION MUNICIPAL ADVISORS, INC

GLEN ALLEN, VA · Since 2024

$134M AUM4 clientsFee: 0%
FiduciaryFee-Only
#114
100

STURMAN WEALTH ADVISORS

CHARLOTTESVILLE, VA · Since 2024

$116M AUM2 clientsFee: 0%
FiduciaryFee-Only
#115
100

TRADERS A.I., INC.

FAIRFAX, VA · Since 2024

$774K AUM2 clientsFee: 0%
FiduciaryFee-Only
#116
100

HERMITAGE WEALTH

RICHMOND, VA · Since 2025

$38M AUM4 clientsFee: 0%
FiduciaryFee-Only
#117
100

LEGACY WEALTH ADVISOR LLC

LYNCHBURG, VA · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#118
100

TENZING FINANCIAL LLC

WILLIAMSBURG, VA · Since 2025

$231M AUM3 clientsFee: 0%
FiduciaryFee-Only
#119
100

SANDS CAPITAL HORIZONS, LLC

ARLINGTON, VA · Since 2025

$467M AUM4 clientsFee: 0%
FiduciaryFee-Only
#120
100

CHARMARLINE WEALTH MANAGEMENT

LYNCHBURG, VA · Since 2025

$119M AUM1 clientsFee: 0%
FiduciaryFee-Only
#121
100

HARVEST - FAITH-BASED INVESTING

LYNCHBURG, VA · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#122
100

PIEDMONT WEALTH MANAGEMENT

ALEXANDRIA, VA · Since 2026

$156M AUM2 clientsFee: 0%
FiduciaryFee-Only
#123
100

GOLDEN SPARK INSIGHTS

FAIRFAX, VA · Since 2026

$400M AUM1 clientsFee: 0%
FiduciaryFee-Only
#124
100

ETB CONSULTING

IRVINGTON, VA · Since 2018

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#125
100

CORBETT ROAD CAPITAL MANAGEMENT, LLC

MCLEAN, VA · Since 2019

$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#126
97

MCGINN PENNINGER INVESTMENT MANAGEMENT INC.

ALEXANDRIA, VA · Since 1992

$204M AUM3 clientsFee: 0%
FiduciaryFee-Only
#127
97

FINANCIAL SECURITY ADVISORY INC

VIRGINIA BEACH, VA · Since 1997

$1.7B AUM43 clientsFee: 0%
FiduciaryFee-Only
#128
97

INTEGRATED FINANCIAL SOLUTIONS, INC.

RESTON, VA · Since 2021

$303M AUM1 clientsFee: 0%
FiduciaryFee-Only
#129
97

COBBLESTONE ASSET MANAGEMENT

RICHMOND, VA · Since 2023

$259M AUM2 clientsFee: 0%
FiduciaryFee-Only
#130
95

CHASE INVESTMENT COUNSEL CORPORATION

CHARLOTTESVILLE, VA · Since 1964

$510M AUM6 clientsFee: 0%
FiduciaryFee-Only
#131
95

STRATEGIC INVESTMENT MANAGEMENT, LLC

ARLINGTON, VA · Since 1988

$35.5B AUM42 clientsFee: 0%
FiduciaryFee-Only
#132
95

TOTH FINANCIAL ADVISORY CORP

LEESBURG, VA · Since 1986

$1.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#133
95

HSC WEALTH ADVISORS

FOREST, VA · Since 1984

$449M AUM9 clientsFee: 0%
FiduciaryFee-Only
#134
95

BROCKENBROUGH

RICHMOND, VA · Since 1970

$5.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#135
95

VANTAGE CONSULTING GROUP INC

VIRGINIA BEACH, VA · Since 1986

$242M AUM6 clientsFee: 0%
FiduciaryFee-Only
#136
95

GODSEY & GIBB WEALTH MANAGEMENT

RICHMOND, VA · Since 1985

$1.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#137
95

THOMPSON SIEGEL & WALMSLEY LLC

RICHMOND, VA · Since 1970

$21.1B AUM31 clientsFee: 0%
FiduciaryFee-Only
#138
95

ALEXANDER RANDOLPH ADVISORY INC

MCLEAN, VA · Since 1991

$404M AUM3 clientsFee: 0%
FiduciaryFee-Only
#139
95

BROWN ADVISORY

NORFOLK, VA · Since 1994

$7.6B AUM16 clientsFee: 0%
FiduciaryFee-Only
#140
95

PETTYJOHN, WOOD & WHITE, INC.

LYNCHBURG, VA · Since 1978

$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#141
95

VERUS FINANCIAL PARTNERS

RICHMOND, VA · Since 1992

$1.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#142
95

CJM WEALTH ADVISERS, LTD.

FALLS CHURCH, VA · Since 1979

$1.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#143
95

MCLEAN ASSET MANAGEMENT CORP.

TYSONS, VA · Since 1998

$994M AUM17 clientsFee: 0%
FiduciaryFee-Only
#144
95

A. N. CULBERTSON & COMPANY, INC.

CHARLOTTESVILLE, VA · Since 1993

$818M AUM5 clientsFee: 0%
FiduciaryFee-Only
#145
95

AKRE CAPITAL MANAGEMENT, LLC

MIDDLEBURG, VA · Since 2000

$11.8B AUM3 clientsFee: 0%
FiduciaryFee-Only
#146
95

CAPITOL FINANCIAL CONSULTANTS, INC.

MCLEAN, VA · Since 1988

$269M AUM4 clientsFee: 0%
FiduciaryFee-Only
#147
95

NORTON CAPITAL MANAGEMENT, INC.

HENRICO, VA · Since 2017

$137M AUM2 clientsFee: 0%
FiduciaryFee-Only
#148
95

MASON INVESTMENT ADVISORY SERVICES INC

RESTON, VA · Since 1982

$15.7B AUM32 clientsFee: 0%
FiduciaryFee-Only
#149
95

WEALTHCARE CAPITAL MANAGEMENT LLC

RICHMOND, VA · Since 2001

$3.9B AUM35 clientsFee: 0%
FiduciaryFee-Only
#150
95

WINSTON CAPITAL MANAGEMENT LLC

ARLINGTON, VA · Since 1997

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#151
95

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

LEESBURG, VA · Since 1998

$1.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#152
95

VIP PLANNERS, INC.

ROANOKE, VA · Since 2025

$126M AUM3 clientsFee: 0%
FiduciaryFee-Only
#153
95

AGINCOURT CAPITAL MANAGEMENT, LLC

RICHMOND, VA · Since 1999

$10.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#154
95

TULL FINANCIAL GROUP, INC.

CHESAPEAKE, VA · Since 2003

$367M AUM5 clientsFee: 0%
FiduciaryFee-Only
#155
95

PROFESSIONAL FINANCIAL SOLUTIONS, LLC

FAIRFAX, VA · Since 2015

$410M AUM6 clientsFee: 0%
FiduciaryFee-Only
#156
95

COOK FINANCIAL DESIGNS, INC.

VIRGINIA BEACH, VA · Since 2024

$172M AUM1 clientsFee: 0%
FiduciaryFee-Only
#157
95

MAROTTA WEALTH MANAGEMENT, INC.

CHARLOTTESVILLE, VA · Since 2004

$686M AUM12 clientsFee: 0%
FiduciaryFee-Only
#158
95

PBMARES WEALTH MANAGEMENT LLC

WILLIAMSBURG, VA · Since 2003

$1.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#159
95

MIDATLANTIC CAPITAL MANAGEMENT, INC.

RICHMOND, VA · Since 2005

$477M AUM2 clientsFee: 0%
FiduciaryFee-Only
#160
95

TAYLOR FINANCIAL GROUP, INC.

ROANOKE, VA · Since 2003

$410M AUM4 clientsFee: 0%
FiduciaryFee-Only
#161
95

MONTVUE CAPITAL MANAGEMENT, INC.

LYNCHBURG, VA · Since 2015

$357M AUM4 clientsFee: 0%
FiduciaryFee-Only
#162
95

ALPHA ADVISORS, LLC

RICHMOND, VA · Since 2018

$256M AUM2 clientsFee: 0%
FiduciaryFee-Only
#163
95

KANAWHA CAPITAL MANAGEMENT, LLC

RICHMOND, VA · Since 2001

$1.8B AUM4 clientsFee: 0%
FiduciaryFee-Only
#164
95

CONCORD WEALTH PARTNERS

ABINGDON, VA · Since 2014

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#165
95

GLADSTONE MANAGEMENT CORPORATION

MCLEAN, VA · Since 2002

$4.4B AUM40 clientsFee: 0%
FiduciaryFee-Only
#166
95

HOPWOOD FINANCIAL SERVICES, INC.

RESTON, VA · Since 2003

$750M AUM6 clientsFee: 0%
FiduciaryFee-Only
#167
95

CARY STREET PARTNERS

RICHMOND, VA · Since 2005

$10.3B AUM85 clientsFee: 0%
FiduciaryFee-Only
#168
95

INVESTURE, LLC

CHARLOTTESVILLE, VA · Since 2004

$38.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#169
95

WEALTHCROSSING

RICHMOND, VA · Since 2005

$1.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#170
95

OMEGA WEALTH MANAGEMENT LLC

ARLINGTON, VA · Since 2018

$310M AUM4 clientsFee: 0%
FiduciaryFee-Only
#171
95

ALBRIGHT CAPITAL MANAGEMENT LP

ARLINGTON, VA · Since 2006

$50M AUM6 clientsFee: 0%
FiduciaryFee-Only
#172
95

57 STARS LLC

ARLINGTON, VA · Since 2005

$3.7B AUM18 clientsFee: 0%
FiduciaryFee-Only
#173
95

HERITAGE WEALTH ADVISORS

RICHMOND, VA · Since 2005

$4.9B AUM18 clientsFee: 0%
FiduciaryFee-Only
#174
95

WEST FINANCIAL SERVICES, INC.

MCLEAN, VA · Since 2005

$2.8B AUM22 clientsFee: 0%
FiduciaryFee-Only
#175
95

SANDS CAPITAL MANAGEMENT, LLC

ARLINGTON, VA · Since 2005

$44.3B AUM66 clientsFee: 0%
FiduciaryFee-Only
#176
95

REDMOND ASSET MANAGEMENT, LLC

HENRICO, VA · Since 2005

$537M AUM2 clientsFee: 0%
FiduciaryFee-Only
#177
95

THE HOERNER PLANNING GROUP, LLC

MIDDLEBURG, VA · Since 2006

$1.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#178
95

BAY CAPITAL ADVISORS, LLC

VIRGINIA BEACH, VA · Since 2021

$228M AUM5 clientsFee: 0%
FiduciaryFee-Only
#179
95

YESKE BUIE INC.

VIENNA, VA · Since 2007

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#180
95

1607 CAPITAL PARTNERS, LLC

RICHMOND, VA · Since 2007

$3.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#181
95

ADVISORS FINANCIAL, INC.

VIENNA, VA · Since 2014

$321M AUM6 clientsFee: 0%
FiduciaryFee-Only
#182
95

COURAGE MILLER PARTNERS, LLC

NORFOLK, VA · Since 2008

$481M AUM3 clientsFee: 0%
FiduciaryFee-Only
#183
95

MCLAUGHLIN RYDER INVESTMENTS, INC.

ALEXANDRIA, VA · Since 2016

$522M AUM2 clientsFee: 0%
Broker-Dealer
#184
95

STRATEGENT FINANCIAL, LLC

HARRISONBURG, VA · Since 2018

$375M AUM4 clientsFee: 0%
FiduciaryFee-Only
#185
95

EVERMAY WEALTH MANAGEMENT, LLC

ARLINGTON, VA · Since 2009

$1.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#186
95

SPIDER MANAGEMENT COMPANY, LLC

RICHMOND, VA · Since 2010

$6.4B AUM10 clientsFee: 0%
FiduciaryFee-Only
#187
95

ALPHA OMEGA WEALTH MANAGEMENT, LLC

RICHMOND, VA · Since 2009

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#188
95

SOLITUDE FINANCIAL SERVICES, INC.

CHARLOTTESVILLE, VA · Since 2019

$364M AUM6 clientsFee: 0%
FiduciaryFee-Only
#189
95

GLASSMAN WEALTH SERVICES, LLC

VIENNA, VA · Since 2009

$2.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#190
95

PARTNERS IN FINANCIAL PLANNING, LLC

SALEM, VA · Since 2009

$914M AUM8 clientsFee: 0%
FiduciaryFee-Only
#191
95

COVENANT WEALTH ADVISORS

RICHMOND, VA · Since 2019

$910M AUM12 clientsFee: 0%
FiduciaryFee-Only
#192
95

SANDS CAPITAL ALTERNATIVES, LLC

ARLINGTON, VA · Since 2011

$5.4B AUM66 clientsFee: 0%
FiduciaryFee-Only
#193
95

QUANTITATIVE INVESTMENT MANAGEMENT, LLC

CHARLOTTESVILLE, VA · Since 2011

$1.7B AUM6 clientsFee: 0%
FiduciaryFee-Only
#194
95

HARBOUR CAPITAL ADVISORS, LLC

TYSONS CORNER, VA · Since 2013

$701M AUM4 clientsFee: 0%
FiduciaryFee-Only
#195
95

FJ CAPITAL MANAGEMENT LLC

MCLEAN, VA · Since 2013

$1.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#196
95

BLUESTEM ASSET MANAGEMENT, LLC

CHARLOTTESVILLE, VA · Since 2012

$1.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#197
95

HARREN EQUITY PARTNERS, LLC

CHARLOTTESVILLE, VA · Since 2012

$201M AUM3 clientsFee: 0%
FiduciaryFee-Only
#198
95

MONUMENT WEALTH MANAGEMENT

ALEXANDRIA, VA · Since 2012

$532M AUM8 clientsFee: 0%
FiduciaryFee-Only
#199
95

SIMA WEALTH PARTNERS, LLC

NORTH CHESTERFIELD, VA · Since 2024

$157M AUM4 clientsFee: 0%
FiduciaryFee-Only
#200
95

WEALTHTRAK ADVISORS

VIRGINIA BEACH, VA · Since 2022

$214M AUM3 clientsFee: 0%
FiduciaryFee-Only
#201
95

QUAD-C MANAGEMENT, INC.

CHARLOTTESVILLE, VA · Since 2012

$3.5B AUM25 clientsFee: 0%
FiduciaryFee-Only
#202
95

AMJ FINANCIAL WEALTH MANAGEMENT LLC

LEESBURG, VA · Since 2018

$482M AUM7 clientsFee: 0%
FiduciaryFee-Only
#203
95

PARAGON FINANCIAL SERVICES

RICHMOND, VA · Since 2019

$384M AUM4 clientsFee: 0%
FiduciaryFee-Only
#204
95

CANAL CAPITAL MANAGEMENT, LLC

RICHMOND, VA · Since 2012

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#205
95

GUARDIAN POINT CAPITAL, LP

CHARLOTTESVILLE, VA · Since 2015

$646M AUM2 clientsFee: 0%
FiduciaryFee-Only
#206
95

PRESTON WEALTH ADVISORS, LLC.

RESTON, VA · Since 2015

$286M AUM4 clientsFee: 0%
FiduciaryFee-Only
#207
95

NORTHWEST FINANCIAL ADVISORS LLC

HERNDON, VA · Since 2013

$1.2B AUM31 clientsFee: 0%
FiduciaryFee-Only
#208
95

QUINN OPPORTUNITY PARTNERS

CHARLOTTESVILLE, VA · Since 2015

$2.6B AUM1 clientsFee: 0%
FiduciaryFee-Only
#209
95

FOXHAVEN ASSET MANAGEMENT, LP

CHARLOTTESVILLE, VA · Since 2013

$6.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#210
95

BROWN EDWARDS WEALTH STRATEGIES

LYNCHBURG, VA · Since 2019

$331M AUM7 clientsFee: 0%
FiduciaryFee-Only
#211
95

SENECA HOUSE ADVISORS

RICHMOND, VA · Since 2016

$506M AUM4 clientsFee: 0%
FiduciaryFee-Only
#212
95

ACIMA PRIVATE WEALTH LLC

RICHMOND, VA · Since 2017

$420M AUM6 clientsFee: 0%
FiduciaryFee-Only
#213
95

KFA PRIVATE WEALTH GROUP, LLC

TYSON, VA · Since 2015

$830M AUM11 clientsFee: 0%
FiduciaryFee-Only
#214
95

COMPTON WEALTH ADVISORY GROUP, LLC

VIRGINIA BEACH, VA · Since 2016

$800M AUM3 clientsFee: 0%
FiduciaryFee-Only
#215
95

MERIDIAN FINANCIAL PARTNERS LLC

WARRENTON, VA · Since 2016

$628M AUM6 clientsFee: 0%
FiduciaryFee-Only
#216
95

OLIO FINANCIAL PLANNING

MCLEAN, VA · Since 2017

$601M AUM8 clientsFee: 0%
FiduciaryFee-Only
#217
95

DUDLEY CAPITAL MANAGEMENT LLC

MIDDLEBURG, VA · Since 2016

$292M AUM2 clientsFee: 0%
FiduciaryFee-Only
#218
95

ALDRICH CAPITAL PARTNERS LLC

MCLEAN, VA · Since 2017

$1.1B AUM23 clientsFee: 0%
FiduciaryFee-Only
#219
95

DC CAPITAL PARTNERS MANAGEMENT, L.P.

ALEXANDRIA, VA · Since 2017

$1.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#220
95

CAPITOL PRIVATE WEALTH GROUP LLC

VIENNA, VA · Since 2017

$562M AUM7 clientsFee: 0%
FiduciaryFee-Only
#221
95

EVR RESEARCH LP

RICHMOND, VA · Since 2021

$365M AUM4 clientsFee: 0%
FiduciaryFee-Only
#222
95

BOGART WEALTH, LLC

MCLEAN, VA · Since 2016

$3.2B AUM29 clientsFee: 0%
FiduciaryFee-Only
#223
95

HERITAGE FINANCIAL LLC

GAINESVILLE, VA · Since 2018

$408M AUM7 clientsFee: 0%
FiduciaryFee-Only
#224
95

HARBOR GROUP INTERNATIONAL, LLC

NORFOLK, VA · Since 2017

$3.8B AUM46 clientsFee: 0%
FiduciaryFee-Only
#225
95

T.M. WEALTH MANAGEMENT

RESTON, VA · Since 2022

$210M AUM3 clientsFee: 0%
FiduciaryFee-Only
#226
95

VARIANT PRIVATE WEALTH LLC

TYSONS, VA · Since 2017

$267M AUM3 clientsFee: 0%
FiduciaryFee-Only
#227
95

OCTAGON FINANCE LLC

CHARLOTTESVILLE, VA · Since 2018

$184M AUM4 clientsFee: 0%
FiduciaryFee-Only
#228
95

SALOMON AND LUDWIN

RICHMOND, VA · Since 2018

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#229
95

MASONRY CAPITAL MANAGEMENT, LLC

CHARLOTTESVILLE, VA · Since 2018

$370M AUM2 clientsFee: 0%
FiduciaryFee-Only
#230
95

CAMPBELL DEEGAN FINANCIAL

RICHMOND, VA · Since 2018

$745M AUM3 clientsFee: 0%
FiduciaryFee-Only
#231
95

GEF CAPITAL PARTNERS

ARLINGTON, VA · Since 2019

$1.8B AUM38 clientsFee: 0%
FiduciaryFee-Only
#232
95

BLUESTONE INVESTMENT MANAGER, LLC

MCLEAN, VA · Since 2023

$145M AUM10 clientsFee: 0%
FiduciaryFee-Only
#233
95

4J WEALTH MANAGEMENT, LLC

MCLEAN, VA · Since 2018

$348M AUM3 clientsFee: 0%
FiduciaryFee-Only
#234
95

GRAVES LIGHT LENHART

HARRISONBURG, VA · Since 2018

$1.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#235
95

CLARENDON CAPITAL, LLC

TYSONS, VA · Since 2023

$275M AUM8 clientsFee: 0%
FiduciaryFee-Only
#236
95

BEACON HARBOR WEALTH ADVISORS

VIRGINIA BEACH, VA · Since 2019

$608M AUM5 clientsFee: 0%
FiduciaryFee-Only
#237
95

KINLOCH CAPITAL, LLC

GLEN ALLEN, VA · Since 2019

$301M AUM5 clientsFee: 0%
FiduciaryFee-Only
#238
95

OXFORD FINANCE ADVISORS, LLC

ALEXANDRIA, VA · Since 2022

$2.4B AUM80 clientsFee: 0%
FiduciaryFee-Only
#239
95

HUNTER LEWIS LLC

CROZET, VA · Since 2019

$395M AUM6 clientsFee: 0%
FiduciaryFee-Only
#240
95

BROWN | MILLER WEALTH MANAGEMENT, LLC

MCLEAN, VA · Since 2019

$991M AUM11 clientsFee: 0%
FiduciaryFee-Only
#241
95

BUTTONWOOD WEALTH

WINCHESTER, VA · Since 2019

$425M AUM6 clientsFee: 0%
FiduciaryFee-Only
#242
95

TEMPLER WEALTH MANAGEMENT, LLC

VIENNA, VA · Since 2026

$103M AUM1 clientsFee: 0%
FiduciaryFee-Only
#243
95

REMBERT PENDLETON JACKSON

VIENNA, VA · Since 2020

$2.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#244
95

MASON & ASSOCIATES, LLC

NEWPORT NEWS, VA · Since 2020

$471M AUM6 clientsFee: 0%
FiduciaryFee-Only
#245
95

ASPECT PARTNERS, LLC

FAIRFAX, VA · Since 2022

$418M AUM5 clientsFee: 0%
FiduciaryFee-Only
#246
95

LB PARTNERS LLC

CHARLOTTESVILLE, VA · Since 2024

$191M AUM1 clientsFee: 0%
FiduciaryFee-Only
#247
95

TAYLOR HOFFMAN CAPITAL MANAGEMENT

RICHMOND, VA · Since 2020

$470M AUM4 clientsFee: 0%
FiduciaryFee-Only
#248
95

WASHINGTON HARBOUR PARTNERS LP

ARLINGTON, VA · Since 2020

$4.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#249
95

CORNERSTONE PARTNERS

CHARLOTTESVILLE, VA · Since 2020

$29.3B AUM16 clientsFee: 0%
FiduciaryFee-Only
#250
95

ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC

ARLINGTON, VA · Since 2021

$195M AUM8 clientsFee: 0%
FiduciaryFee-Only
#251
95

ALLEGIANCE FINANCIAL GROUP

VIENNA, VA · Since 2021

$675M AUM12 clientsFee: 0%
FiduciaryFee-Only
#252
95

REFRAME WEALTH, LLC

FAIRFAX, VA · Since 2021

$395M AUM4 clientsFee: 0%
FiduciaryFee-Only
#253
95

THE ASCENT GROUP, LLC

VIRGINIA BEACH, VA · Since 2021

$4.8B AUM19 clientsFee: 0%
FiduciaryFee-Only
#254
95

THE LEWIS FINANCIAL GROUP

ASHBURN, VA · Since 2021

$482M AUM3 clientsFee: 0%
FiduciaryFee-Only
#255
95

IRON PATH CAPITAL, L.P.

CHARLOTTESVILLE, VA · Since 2023

$699M AUM17 clientsFee: 0%
FiduciaryFee-Only
#256
95

CROW'S NEST HOLDINGS LP

RICHMOND, VA · Since 2021

$637M AUM3 clientsFee: 0%
FiduciaryFee-Only
#257
95

PINE HARBOR WEALTH MANAGEMENT LLC

FAIRFAX, VA · Since 2024

$507M AUM1 clientsFee: 0%
FiduciaryFee-Only
#258
95

CENTURION WEALTH MANAGEMENT

MCLEAN, VA · Since 2022

$784M AUM6 clientsFee: 0%
FiduciaryFee-Only
#259
95

LNC PARTNERS

ARLINGTON, VA · Since 2022

$820M AUM16 clientsFee: 0%
FiduciaryFee-Only
#260
95

WEST TOWER GROUP, LLC

RICHMOND, VA · Since 2022

$142M AUM5 clientsFee: 0%
FiduciaryFee-Only
#261
95

MOMENTUS MANAGER LLC

ARLINGTON, VA · Since 2024

$284M AUM8 clientsFee: 0%
FiduciaryFee-Only
#262
95

C4M GLOBAL ADVISORS LLC

ARLINGTON, VA · Since 2023

$16M AUM2 clientsFee: 0%
FiduciaryFee-Only
#263
95

RAVENSWOOD PARTNERS LP

MCLEAN, VA · Since 2024

$436M AUM3 clientsFee: 0%
FiduciaryFee-Only
#264
95

TRIO WEALTH MANAGEMENT, LLC

GREAT FALLS, VA · Since 2025

$134M AUM3 clientsFee: 0%
FiduciaryFee-Only
#265
95

DECISIONMAP WEALTH MANAGEMENT, LLC

GREAT FALLS, VA · Since 2023

$363M AUM4 clientsFee: 0%
FiduciaryFee-Only
#266
95

GRATUS WEALTH ADVISORS LLC

VIRGINIA BEACH, VA · Since 2023

$822M AUM6 clientsFee: 0%
FiduciaryFee-Only
#267
95

ROCKBRIDGE ASSET MANAGEMENT, LLC

ALEXANDRIA, VA · Since 2024

$218M AUM2 clientsFee: 0%
FiduciaryFee-Only
#268
95

FOUNDERS GROVE WEALTH PARTNERS, LLC

RICHMOND, VA · Since 2024

$532M AUM2 clientsFee: 0%
FiduciaryFee-Only
#269
95

WACONA CAPITAL, LLC

CHARLOTTESVILLE, VA · Since 2026

$194M AUM4 clientsFee: 0%
FiduciaryFee-Only
#270
95

HENDERSON FINANCIAL GROUP LLC

VIRGINIA BEACH, VA · Since 2024

$136M AUM3 clientsFee: 0%
FiduciaryFee-Only
#271
95

PIEDMONT WEALTH ADVISORY

RESTON, VA · Since 2024

$354M AUM3 clientsFee: 0%
FiduciaryFee-Only
#272
95

ARGO WEALTH ADVISORY, LLC

MCLEAN, VA · Since 2025

$256M AUM2 clientsFee: 0%
FiduciaryFee-Only
#273
95

CLARION WEALTH MANAGEMENT PARTNERS

FAIRFAX, VA · Since 2025

$395M AUM4 clientsFee: 0%
FiduciaryFee-Only
#274
95

ARIA WEALTH PARTNERS

CHARLOTTESVILLE, VA · Since 2025

$112M AUM2 clientsFee: 0%
FiduciaryFee-Only
#275
95

WILLS FINANCIAL GROUP, LLC

RICHMOND, VA · Since 2025

$386M AUM4 clientsFee: 0%
FiduciaryFee-Only
#276
95

RIVER CRESCENT ADVISORS, LLC

SUFFOLK, VA · Since 2025

$137M AUM2 clientsFee: 0%
FiduciaryFee-Only
#277
95

JUNO FINANCIAL GROUP LLC

RICHMOND, VA · Since 2025

$542M AUM5 clientsFee: 0%
FiduciaryFee-Only
#278
95

Z3 CAPITAL PARTNERS

RICHMOND, VA · Since 2025

$467M AUM3 clientsFee: 0%
FiduciaryFee-Only
#279
95

ACTIV8 FAMILY OFFICE LLC

MCLEAN, VA · Since 2025

$1.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#280
95

ALTURA WEALTH ADVISORS

VIRGINIA BEACH, VA · Since 2025

$235M AUM4 clientsFee: 0%
FiduciaryFee-Only
#281
95

STEELHEAD WEALTH MANAGEMENT

GLEN ALLEN, VA · Since 2025

$342M AUM3 clientsFee: 0%
FiduciaryFee-Only
#282
95

BELLARS HARRIS WEALTH MANAGEMENT

VIRGINIA BEACH, VA · Since 2025

$505M AUM5 clientsFee: 0%
FiduciaryFee-Only
#283
95

KEYSTONE ASSET MANAGEMENT, INC.

MCLEAN, VA · Since 2004

$261M AUM2 clientsFee: 0%
FiduciaryFee-Only
#284
92

HIGHSTONE GROUP

RICHMOND, VA · Since 2017

$264M AUM3 clientsFee: 0%
FiduciaryFee-Only
#285
92

NAVY FEDERAL INVESTMENT SERVICES, LLC

VIENNA, VA · Since 2007

$2.1B AUM147 clientsFee: 0%
Broker-Dealer
#286
92

VANSHAP CAPITAL, LLC

ARLINGTON, VA · Since 2013

$77M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#287
92

COMMONWEALTH RETIREMENT INVESTMENTS LLC

RICHMOND, VA · Since 2017

$377M AUM5 clientsFee: 0%
FiduciaryFee-Only
#288
92

CASSADAY & COMPANY, INC.

MCLEAN, VA · Since 2021

$7.1B AUM32 clientsFee: 0%
FiduciaryFee-Only
#289
90

THOMPSON DAVIS ASSET MANAGEMENT

RICHMOND, VA · Since 2021

$211M AUM6 clientsFee: 0%
Broker-Dealer
#290
90

RIVERFRONT INVESTMENT GROUP, LLC

RICHMOND, VA · Since 2008

$2.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#291
90

PACTOLUS

VIENNA, VA · Since 2010

$188M AUM2 clientsFee: 0%
Broker-Dealer
#292
87

THE SCOTT S. JAMES COMPANY

FALLS CHURCH, VA · Since 2022

$139M AUM2 clientsFee: 0%
Broker-Dealer
#293
87

EJF CAPITAL LP

ARLINGTON, VA · Since 2006

$6.1B AUM19 clientsFee: 0%
FiduciaryFee-Only1 complaint
#294
84

VEST FINANCIAL LLC

MCLEAN, VA · Since 2013

$51.8B AUM12 clientsFee: 0%
FiduciaryFee-Only2 complaints
#295
74

DAVENPORT & COMPANY LLC

RICHMOND, VA · Since 1977

$24.7B AUM228 clientsFee: 0%
Broker-Dealer2 complaints
#296
74

SPIRE WEALTH MANAGEMENT, LLC

MCLEAN, VA · Since 2001

$4.5B AUM76 clientsFee: 0%
FiduciaryFee-Only2 complaints
#297
35

CAPITOL SECURITIES MANAGEMENT, INC.

GLEN ALLEN, VA · Since 1992

$2.2B AUM126 clientsFee: 0%
Broker-Dealer5 complaints

About Financial Advisors in Virginia

How many financial advisors are registered in Virginia?
There are 297 SEC-registered investment advisory firms in Virginia, spread across 46 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Virginia?
The median advisory fee in Virginia is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.