Registered investment advisers in Virginia

AUM: $51.8B
Per adviser: $4.3B
Advisers: 12

No reported disclosures

Sands Capital Management, LLC

Arlington, VA · Est. 2005

AUM: $44.3B
Per adviser: $671M
Advisers: 66

No reported disclosures

Investure, LLC

Charlottesville, VA · Est. 2004

AUM: $38.5B
Per adviser: $3.0B
Advisers: 13

No reported disclosures

Strategic Investment Management, LLC

Arlington, VA · Est. 1988

AUM: $35.5B
Per adviser: $846M
Advisers: 42

No reported disclosures

Cornerstone Partners

Charlottesville, VA · Est. 2020

AUM: $29.3B
Per adviser: $1.8B
Advisers: 16

No reported disclosures

Davenport & Company LLC

Richmond, VA · Est. 1977

AUM: $24.7B
Per adviser: $108M
Advisers: 228

Thompson Siegel & Walmsley LLC

Richmond, VA · Est. 1970

AUM: $21.1B
Per adviser: $682M
Advisers: 31

No reported disclosures

Mason Investment Advisory Services INC

Reston, VA · Est. 1982

AUM: $15.7B
Per adviser: $490M
Advisers: 32

No reported disclosures

The London Company Of Virginia

Richmond, VA · Est. 1994

AUM: $14.9B
Per adviser: $993M
Advisers: 15

No reported disclosures

Akre Capital Management, LLC

Middleburg, VA · Est. 2000

AUM: $11.8B
Per adviser: $3.9B
Advisers: 3

No reported disclosures

Cary Street Partners

Richmond, VA · Est. 2005

AUM: $10.3B
Per adviser: $121M
Advisers: 85

No reported disclosures

Agincourt Capital Management, LLC

Richmond, VA · Est. 1999

AUM: $10.0B
Per adviser: $829M
Advisers: 12

No reported disclosures

Columbia Capital

Alexandria, VA · Est. 2022

AUM: $9.1B
Per adviser: $700M
Advisers: 13

No reported disclosures

Brown Advisory

Norfolk, VA · Est. 1994

AUM: $7.6B
Per adviser: $473M
Advisers: 16

No reported disclosures

Homestead Advisers Corp.

Arlington, VA · Est. 1990

AUM: $7.5B
Per adviser: $497M
Advisers: 15

No reported disclosures

Cassaday & Company, INC.

Mclean, VA · Est. 2021

AUM: $7.1B
Per adviser: $223M
Advisers: 32

No reported disclosures

Foxhaven Asset Management, LP

Charlottesville, VA · Est. 2013

AUM: $6.5B
Per adviser: $1.1B
Advisers: 6

No reported disclosures

Spider Management Company, LLC

Richmond, VA · Est. 2010

AUM: $6.4B
Per adviser: $641M
Advisers: 10

No reported disclosures

Andersen

Mclean, VA · Est. 2003

AUM: $6.3B
Per adviser: $127M
Advisers: 50

No reported disclosures

Ejf Capital LP

Arlington, VA · Est. 2006

AUM: $6.1B
Per adviser: $321M
Advisers: 19

Richmond Capital Management INC

Richmond, VA · Est. 1982

AUM: $5.9B
Per adviser: $593M
Advisers: 10

No reported disclosures

Brockenbrough

Richmond, VA · Est. 1970

AUM: $5.5B
Per adviser: $366M
Advisers: 15

No reported disclosures

Sands Capital Alternatives, LLC

Arlington, VA · Est. 2011

AUM: $5.4B
Per adviser: $82M
Advisers: 66

No reported disclosures

Heritage Wealth Advisors

Richmond, VA · Est. 2005

AUM: $4.9B
Per adviser: $270M
Advisers: 18

No reported disclosures

The Ascent Group, LLC

Virginia Beach, VA · Est. 2021

AUM: $4.8B
Per adviser: $251M
Advisers: 19

No reported disclosures

Washington Harbour Partners LP

Arlington, VA · Est. 2020

AUM: $4.7B
Per adviser: $591M
Advisers: 8

No reported disclosures

Spire Wealth Management, LLC

Mclean, VA · Est. 2001

AUM: $4.5B
Per adviser: $59M
Advisers: 76

No reported disclosures

Gladstone Management Corporation

Mclean, VA · Est. 2002

AUM: $4.4B
Per adviser: $111M
Advisers: 40

No reported disclosures

Wealthcare Capital Management LLC

Richmond, VA · Est. 2001

AUM: $3.9B
Per adviser: $112M
Advisers: 35

No reported disclosures

Harbor Group International, LLC

Norfolk, VA · Est. 2017

AUM: $3.8B
Per adviser: $82M
Advisers: 46

No reported disclosures

57 Stars LLC

Arlington, VA · Est. 2005

AUM: $3.7B
Per adviser: $205M
Advisers: 18

No reported disclosures

The Burney Company

Reston, VA · Est. 1974

AUM: $3.6B
Per adviser: $85M
Advisers: 42

No reported disclosures

Quad-C Management, INC.

Charlottesville, VA · Est. 2012

AUM: $3.5B
Per adviser: $142M
Advisers: 25

No reported disclosures

1607 Capital Partners, LLC

Richmond, VA · Est. 2007

AUM: $3.5B
Per adviser: $498M
Advisers: 7

No reported disclosures

Bogart Wealth, LLC

Mclean, VA · Est. 2016

AUM: $3.2B
Per adviser: $110M
Advisers: 29

No reported disclosures

West Financial Services, INC.

Mclean, VA · Est. 2005

AUM: $2.8B
Per adviser: $129M
Advisers: 22

No reported disclosures

Rembert Pendleton Jackson

Vienna, VA · Est. 2020

AUM: $2.7B
Per adviser: $182M
Advisers: 15

No reported disclosures

Quinn Opportunity Partners

Charlottesville, VA · Est. 2015

AUM: $2.6B
Per adviser: $2.6B
Advisers: 1

No reported disclosures

Motley Fool Asset Management

Alexandria, VA · Est. 2009

AUM: $2.6B
Per adviser: $217M
Advisers: 12

No reported disclosures

Glassman Wealth Services, LLC

Vienna, VA · Est. 2009

AUM: $2.6B
Per adviser: $197M
Advisers: 13

No reported disclosures

Oxford Finance Advisors, LLC

Alexandria, VA · Est. 2022

AUM: $2.4B
Per adviser: $30M
Advisers: 80

No reported disclosures

Riverfront Investment Group, LLC

Richmond, VA · Est. 2008

AUM: $2.2B
Per adviser: $185M
Advisers: 12

Capitol Securities Management, INC.

Glen Allen, VA · Est. 1992

AUM: $2.2B
Per adviser: $17M
Advisers: 126

Navy Federal Investment Services, LLC

Vienna, VA · Est. 2007

National

AUM: $2.1B
Per adviser: $14M
Advisers: 147

No reported disclosures

Kanawha Capital Management, LLC

Richmond, VA · Est. 2001

AUM: $1.8B
Per adviser: $460M
Advisers: 4

No reported disclosures

Azzad Asset Management, INC.

Falls Church, VA · Est. 2000

AUM: $1.8B
Per adviser: $153M
Advisers: 12

Gef Capital Partners

Arlington, VA · Est. 2019

AUM: $1.8B
Per adviser: $46M
Advisers: 38

No reported disclosures

Financial Security Advisory INC

Virginia Beach, VA · Est. 1997

AUM: $1.7B
Per adviser: $41M
Advisers: 43

No reported disclosures

Wellington Consulting Services INC

Chantilly, VA · Est. 1992

AUM: $1.7B
Per adviser: $188M
Advisers: 9

No reported disclosures

Quantitative Investment Management, LLC

Charlottesville, VA · Est. 2011

AUM: $1.7B
Per adviser: $278M
Advisers: 6

No reported disclosures

The Hoerner Planning Group, LLC

Middleburg, VA · Est. 2006

AUM: $1.7B
Per adviser: $413M
Advisers: 4

No reported disclosures

Motley Fool Wealth Management, LLC

Alexandria, VA · Est. 2013

AUM: $1.6B
Per adviser: $57M
Advisers: 28

No reported disclosures

Godsey & Gibb Wealth Management

Richmond, VA · Est. 1985

AUM: $1.6B
Per adviser: $120M
Advisers: 13

No reported disclosures

Heartwood Wealth Advisors, LLC

Richmond, VA · Est. 2019

AUM: $1.5B
Per adviser: $155M
Advisers: 10

No reported disclosures

Activ8 Family Office LLC

Mclean, VA · Est. 2025

AUM: $1.5B
Per adviser: $257M
Advisers: 6

No reported disclosures

Wealthcrossing

Richmond, VA · Est. 2005

AUM: $1.5B
Per adviser: $118M
Advisers: 13

No reported disclosures

Cjm Wealth Advisers, Ltd.

Falls Church, VA · Est. 1979

AUM: $1.5B
Per adviser: $133M
Advisers: 11

No reported disclosures

Cary Street Partners Asset Management

Richmond, VA · Est. 2017

AUM: $1.4B
Per adviser: $181M
Advisers: 8

No reported disclosures

D'Orazio Wealth Advisors

Vienna, VA · Est. 2004

AUM: $1.4B
Per adviser: $206M
Advisers: 7

No reported disclosures

The Edgar Lomax Company

Alexandria, VA · Est. 1983

AUM: $1.4B
Per adviser: $203M
Advisers: 7

No reported disclosures

Dc Capital Partners Management, L.P.

Alexandria, VA · Est. 2017

AUM: $1.4B
Per adviser: $93M
Advisers: 15

No reported disclosures

Acorn Financial Advisory Services, INC.

Reston, VA · Est. 2006

AUM: $1.4B
Per adviser: $127M
Advisers: 11

No reported disclosures

Aegis Financial Corporation

Mclean, VA · Est. 1994

AUM: $1.4B
Per adviser: $342M
Advisers: 4

No reported disclosures

Salomon And Ludwin

Richmond, VA · Est. 2018

AUM: $1.3B
Per adviser: $223M
Advisers: 6

No reported disclosures

Evermay Wealth Management, LLC

Arlington, VA · Est. 2009

AUM: $1.3B
Per adviser: $78M
Advisers: 17

No reported disclosures

Steigerwald, Gordon & Koch - Wealth Advisors

Leesburg, VA · Est. 1998

AUM: $1.3B
Per adviser: $132M
Advisers: 10

No reported disclosures

Pbmares Wealth Management LLC

Williamsburg, VA · Est. 2003

AUM: $1.3B
Per adviser: $93M
Advisers: 14

No reported disclosures

Bluestem Asset Management, LLC

Charlottesville, VA · Est. 2012

AUM: $1.3B
Per adviser: $646M
Advisers: 2

No reported disclosures

Canal Capital Management, LLC

Richmond, VA · Est. 2012

AUM: $1.3B
Per adviser: $214M
Advisers: 6

No reported disclosures

Northwest Financial Advisors LLC

Herndon, VA · Est. 2013

AUM: $1.2B
Per adviser: $40M
Advisers: 31

No reported disclosures

Graves Light Lenhart

Harrisonburg, VA · Est. 2018

AUM: $1.2B
Per adviser: $154M
Advisers: 8

No reported disclosures

Verus Financial Partners

Richmond, VA · Est. 1992

AUM: $1.2B
Per adviser: $98M
Advisers: 12

No reported disclosures

Toth Financial Advisory Corp

Leesburg, VA · Est. 1986

AUM: $1.2B
Per adviser: $115M
Advisers: 10

No reported disclosures

Winston Capital Management LLC

Arlington, VA · Est. 1997

AUM: $1.1B
Per adviser: $229M
Advisers: 5

No reported disclosures

Aldrich Capital Partners LLC

Mclean, VA · Est. 2017

AUM: $1.1B
Per adviser: $49M
Advisers: 23

No reported disclosures

Fj Capital Management LLC

Mclean, VA · Est. 2013

AUM: $1.1B
Per adviser: $83M
Advisers: 13

No reported disclosures

Pointoak Retirement Advisors

Mclean, VA · Est. 2021

AUM: $1.1B
Per adviser: $360M
Advisers: 3

No reported disclosures

Solomon Hess Capital Management

Arlington, VA · Est. 2012

AUM: $1.1B
Per adviser: $269M
Advisers: 4

No reported disclosures

Concord Wealth Partners

Abingdon, VA · Est. 2014

AUM: $1.1B
Per adviser: $107M
Advisers: 10

No reported disclosures

Yeske Buie INC.

Vienna, VA · Est. 2007

AUM: $1.1B
Per adviser: $119M
Advisers: 9

No reported disclosures

Alpha Omega Wealth Management, LLC

Richmond, VA · Est. 2009

AUM: $1.0B
Per adviser: $114M
Advisers: 9

No reported disclosures

Pettyjohn, Wood & White, INC.

Lynchburg, VA · Est. 1978

AUM: $1.0B
Per adviser: $205M
Advisers: 5

No reported disclosures

Nasdaq Dorsey Wright

Richmond, VA · Est. 1987

AUM: $1.0B
Per adviser: $72M
Advisers: 14

No reported disclosures

Mclean Asset Management Corp.

Tysons, VA · Est. 1998

AUM: $994M
Per adviser: $58M
Advisers: 17

No reported disclosures

Brown | Miller Wealth Management, LLC

Mclean, VA · Est. 2019

AUM: $991M
Per adviser: $90M
Advisers: 11

No reported disclosures

Morris & Wells Wealth Management

Charlottesville, VA · Est. 2012

AUM: $988M
Per adviser: $494M
Advisers: 2

No reported disclosures

Partners In Financial Planning, LLC

Salem, VA · Est. 2009

AUM: $914M
Per adviser: $114M
Advisers: 8

No reported disclosures

Covenant Wealth Advisors

Richmond, VA · Est. 2019

AUM: $910M
Per adviser: $76M
Advisers: 12

No reported disclosures

Navimed Capital Advisors, LLC

Rosslyn, VA · Est. 2020

AUM: $905M
Per adviser: $75M
Advisers: 12

No reported disclosures

3chopt Investment Partners LLC

Richmond, VA · Est. 2022

AUM: $889M
Per adviser: $222M
Advisers: 4

No reported disclosures

Aztlan Equity Management, LLC

Mclean, VA · Est. 2021

AUM: $851M
Per adviser: —
Advisers: —

No reported disclosures

Avenir Corporation

Alexandria, VA · Est. 1988

AUM: $849M
Per adviser: $283M
Advisers: 3

No reported disclosures

Acansa Investment Management Group, LLC

Tysons Corner, VA · Est. 2021

AUM: $838M
Per adviser: $419M
Advisers: 2

No reported disclosures

Kfa Private Wealth Group, LLC

Tyson, VA · Est. 2015

AUM: $830M
Per adviser: $75M
Advisers: 11

No reported disclosures

Gratus Wealth Advisors LLC

Virginia Beach, VA · Est. 2023

AUM: $822M
Per adviser: $137M
Advisers: 6

No reported disclosures

Lnc Partners

Arlington, VA · Est. 2022

AUM: $820M
Per adviser: $51M
Advisers: 16

No reported disclosures

A. N. Culbertson & Company, INC.

Charlottesville, VA · Est. 1993

AUM: $818M
Per adviser: $164M
Advisers: 5

No reported disclosures

Compton Wealth Advisory Group, LLC

Virginia Beach, VA · Est. 2016

AUM: $800M
Per adviser: $267M
Advisers: 3

No reported disclosures

Centurion Wealth Management

Mclean, VA · Est. 2022

AUM: $784M
Per adviser: $131M
Advisers: 6

No reported disclosures

Blue Edge Capital, LLC

Richmond, VA · Est. 2013

AUM: $765M
Per adviser: $191M
Advisers: 4

No reported disclosures

Hughes Financial Services, LLC

Herndon, VA · Est. 2015

AUM: $760M
Per adviser: $127M
Advisers: 6

No reported disclosures

Hopwood Financial Services, INC.

Reston, VA · Est. 2003

AUM: $750M
Per adviser: $125M
Advisers: 6

No reported disclosures

Campbell Deegan Financial

Richmond, VA · Est. 2018

AUM: $745M
Per adviser: $248M
Advisers: 3

No reported disclosures

The Capital Management Corporation

Glen Allen, VA · Est. 1977

AUM: $710M
Per adviser: $101M
Advisers: 7

No reported disclosures

Harbour Capital Advisors, LLC

Tysons Corner, VA · Est. 2013

AUM: $701M
Per adviser: $175M
Advisers: 4

No reported disclosures

Iron Path Capital, L.P.

Charlottesville, VA · Est. 2023

AUM: $699M
Per adviser: $41M
Advisers: 17

No reported disclosures

Marotta Wealth Management, INC.

Charlottesville, VA · Est. 2004

AUM: $686M
Per adviser: $57M
Advisers: 12

No reported disclosures

Broad Run Investment Management, LLC

Arlington, VA · Est. 2012

AUM: $682M
Per adviser: $170M
Advisers: 4

No reported disclosures

Yorktown Management And Research Co INC

Forest, VA · Est. 1985

AUM: $677M
Per adviser: $97M
Advisers: 7

No reported disclosures

Allegiance Financial Group

Vienna, VA · Est. 2021

AUM: $675M
Per adviser: $56M
Advisers: 12

No reported disclosures

Range Advisory, LLC

Mclean, VA · Est. 2022

AUM: $654M
Per adviser: $36M
Advisers: 18

No reported disclosures

Guardian Point Capital, LP

Charlottesville, VA · Est. 2015

AUM: $646M
Per adviser: $323M
Advisers: 2

No reported disclosures

Concord Asset Management, LLC

Abingdon, VA · Est. 2020

AUM: $639M
Per adviser: $320M
Advisers: 2

No reported disclosures

Crow'S Nest Holdings LP

Richmond, VA · Est. 2021

AUM: $637M
Per adviser: $212M
Advisers: 3

No reported disclosures

Meridian Financial Partners LLC

Warrenton, VA · Est. 2016

AUM: $628M
Per adviser: $105M
Advisers: 6

No reported disclosures

Beacon Harbor Wealth Advisors

Virginia Beach, VA · Est. 2019

AUM: $608M
Per adviser: $122M
Advisers: 5

No reported disclosures

Kah Capital Management, LLC

Mclean, VA · Est. 2018

AUM: $605M
Per adviser: $121M
Advisers: 5

No reported disclosures

Olio Financial Planning

Mclean, VA · Est. 2017

AUM: $601M
Per adviser: $75M
Advisers: 8

No reported disclosures

Reston Wealth Management

Reston, VA · Est. 2009

AUM: $590M
Per adviser: $197M
Advisers: 3

No reported disclosures

The Ithaka Group, LLC

Arlington, VA · Est. 2008

AUM: $572M
Per adviser: $143M
Advisers: 4

No reported disclosures

Capitol Private Wealth Group LLC

Vienna, VA · Est. 2017

AUM: $562M
Per adviser: $80M
Advisers: 7

No reported disclosures

Juno Financial Group LLC

Richmond, VA · Est. 2025

AUM: $542M
Per adviser: $108M
Advisers: 5

No reported disclosures

Redmond Asset Management, LLC

Henrico, VA · Est. 2005

AUM: $537M
Per adviser: $269M
Advisers: 2

No reported disclosures

Founders Grove Wealth Partners, LLC

Richmond, VA · Est. 2024

AUM: $532M
Per adviser: $266M
Advisers: 2

No reported disclosures

Monument Wealth Management

Alexandria, VA · Est. 2012

AUM: $532M
Per adviser: $66M
Advisers: 8

No reported disclosures

Cap91 Partners Management LLC

Richmond, VA · Est. 2023

AUM: $531M
Per adviser: $89M
Advisers: 6

No reported disclosures

Benefit Fiduciary Group LLC

Richmond, VA · Est. 2018

AUM: $529M
Per adviser: $265M
Advisers: 2

No reported disclosures

Mclaughlin Ryder Investments, INC.

Alexandria, VA · Est. 2016

AUM: $522M
Per adviser: $261M
Advisers: 2

No reported disclosures

The Main Street Group

Glen Allen, VA · Est. 2018

AUM: $515M
Per adviser: $64M
Advisers: 8

No reported disclosures

Chase Investment Counsel Corporation

Charlottesville, VA · Est. 1964

AUM: $510M
Per adviser: $85M
Advisers: 6

No reported disclosures

Wealthcrest Financial Services, LLC

Springfield, VA · Est. 2017

AUM: $508M
Per adviser: $102M
Advisers: 5

No reported disclosures

Pine Harbor Wealth Management LLC

Fairfax, VA · Est. 2024

AUM: $507M
Per adviser: $507M
Advisers: 1

No reported disclosures

Seneca House Advisors

Richmond, VA · Est. 2016

AUM: $506M
Per adviser: $127M
Advisers: 4

No reported disclosures

Selby Lane Capital, LLC

Charlottesville, VA · Est. 2024

AUM: $505M
Per adviser: $168M
Advisers: 3

No reported disclosures

Bellars Harris Wealth Management

Virginia Beach, VA · Est. 2025

AUM: $505M
Per adviser: $101M
Advisers: 5

No reported disclosures

The Lewis Financial Group

Ashburn, VA · Est. 2021

AUM: $482M
Per adviser: $161M
Advisers: 3

No reported disclosures

Amj Financial Wealth Management LLC

Leesburg, VA · Est. 2018

AUM: $482M
Per adviser: $69M
Advisers: 7

No reported disclosures

Courage Miller Partners, LLC

Norfolk, VA · Est. 2008

AUM: $481M
Per adviser: $160M
Advisers: 3

No reported disclosures

Midatlantic Capital Management, INC.

Richmond, VA · Est. 2005

AUM: $477M
Per adviser: $239M
Advisers: 2

No reported disclosures

Mason & Associates, LLC

Newport News, VA · Est. 2020

AUM: $471M
Per adviser: $67M
Advisers: 7

No reported disclosures

Taylor Hoffman Capital Management

Richmond, VA · Est. 2020

AUM: $470M
Per adviser: $117M
Advisers: 4

No reported disclosures

Sands Capital Horizons, LLC

Arlington, VA · Est. 2025

AUM: $467M
Per adviser: $117M
Advisers: 4

No reported disclosures

Z3 Capital Partners

Richmond, VA · Est. 2025

AUM: $467M
Per adviser: $156M
Advisers: 3

No reported disclosures

Colonial River Wealth Management LLC

Midlothian, VA · Est. 2018

AUM: $464M
Per adviser: $58M
Advisers: 8

No reported disclosures

Selective Wealth Management, INC.

Forest, VA · Est. 2016

AUM: $455M
Per adviser: $57M
Advisers: 8

No reported disclosures

Hsc Wealth Advisors

Forest, VA · Est. 1984

AUM: $449M
Per adviser: $50M
Advisers: 9

No reported disclosures

Ravenswood Partners LP

Mclean, VA · Est. 2024

AUM: $436M
Per adviser: $145M
Advisers: 3

No reported disclosures

Buttonwood Wealth

Winchester, VA · Est. 2019

AUM: $425M
Per adviser: $71M
Advisers: 6

No reported disclosures

Sagevest Wealth Management

Mclean, VA · Est. 2007

AUM: $423M
Per adviser: $106M
Advisers: 4

No reported disclosures

Acima Private Wealth LLC

Richmond, VA · Est. 2017

AUM: $420M
Per adviser: $70M
Advisers: 6

No reported disclosures

Aspect Partners, LLC

Fairfax, VA · Est. 2022

AUM: $418M
Per adviser: $84M
Advisers: 5

No reported disclosures

Taylor Financial Group, INC.

Roanoke, VA · Est. 2003

AUM: $410M
Per adviser: $102M
Advisers: 4

No reported disclosures

Professional Financial Solutions, LLC

Fairfax, VA · Est. 2015

AUM: $410M
Per adviser: $68M
Advisers: 6

No reported disclosures

Heritage Financial LLC

Gainesville, VA · Est. 2018

AUM: $408M
Per adviser: $58M
Advisers: 7

No reported disclosures

Alexander Randolph Advisory INC

Mclean, VA · Est. 1991

AUM: $404M
Per adviser: $135M
Advisers: 3

No reported disclosures

Golden Spark Insights

Fairfax, VA · Est. 2026

AUM: $400M
Per adviser: $400M
Advisers: 1

No reported disclosures

Reframe Wealth, LLC

Fairfax, VA · Est. 2021

AUM: $395M
Per adviser: $99M
Advisers: 4

No reported disclosures

Clarion Wealth Management Partners

Fairfax, VA · Est. 2025

AUM: $395M
Per adviser: $99M
Advisers: 4

No reported disclosures

Abich Financial Wealth Management, LLC

Ashburn, VA · Est. 2023

AUM: $395M
Per adviser: $79M
Advisers: 5

No reported disclosures

Hunter Lewis LLC

Crozet, VA · Est. 2019

AUM: $395M
Per adviser: $66M
Advisers: 6

No reported disclosures

Virginia Wealth Management Group, INC.

Virginia Beach, VA · Est. 2020

AUM: $394M
Per adviser: $131M
Advisers: 3

No reported disclosures

Sentinel Wealth Management, INC.

Reston, VA · Est. 2002

AUM: $389M
Per adviser: $194M
Advisers: 2

No reported disclosures

Wills Financial Group, LLC

Richmond, VA · Est. 2025

AUM: $386M
Per adviser: $96M
Advisers: 4

No reported disclosures

Paragon Financial Services

Richmond, VA · Est. 2019

AUM: $384M
Per adviser: $96M
Advisers: 4

No reported disclosures

Martin Wealth Solutions

Christiansburg, VA · Est. 2022

AUM: $377M
Per adviser: $75M
Advisers: 5

No reported disclosures

Commonwealth Retirement Investments LLC

Richmond, VA · Est. 2017

AUM: $377M
Per adviser: $75M
Advisers: 5

No reported disclosures

Strategent Financial, LLC

Harrisonburg, VA · Est. 2018

AUM: $375M
Per adviser: $94M
Advisers: 4

No reported disclosures

Masonry Capital Management, LLC

Charlottesville, VA · Est. 2018

AUM: $370M
Per adviser: $185M
Advisers: 2

No reported disclosures

Tull Financial Group, INC.

Chesapeake, VA · Est. 2003

AUM: $367M
Per adviser: $73M
Advisers: 5

No reported disclosures

Evr Research LP

Richmond, VA · Est. 2021

AUM: $365M
Per adviser: $91M
Advisers: 4

No reported disclosures

Solitude Financial Services, INC.

Charlottesville, VA · Est. 2019

AUM: $364M
Per adviser: $61M
Advisers: 6

No reported disclosures

Decisionmap Wealth Management, LLC

Great Falls, VA · Est. 2023

AUM: $363M
Per adviser: $91M
Advisers: 4

No reported disclosures

Montvue Capital Management, INC.

Lynchburg, VA · Est. 2015

AUM: $357M
Per adviser: $89M
Advisers: 4

No reported disclosures

Houlihan Financial Resource Group, Ltd.

Ashburn, VA · Est. 2002

AUM: $357M
Per adviser: $119M
Advisers: 3

No reported disclosures

Piedmont Wealth Advisory

Reston, VA · Est. 2024

AUM: $354M
Per adviser: $118M
Advisers: 3

No reported disclosures

4j Wealth Management, LLC

Mclean, VA · Est. 2018

AUM: $348M
Per adviser: $116M
Advisers: 3

No reported disclosures

Rede Wealth, LLC

Charlottesville, VA · Est. 2015

AUM: $346M
Per adviser: $173M
Advisers: 2

No reported disclosures

Steelhead Wealth Management

Glen Allen, VA · Est. 2025

AUM: $342M
Per adviser: $114M
Advisers: 3

No reported disclosures

Evoadvisors

Richmond, VA · Est. 2017

AUM: $337M
Per adviser: $56M
Advisers: 6

No reported disclosures

Fields Gottscho Capital Management LLC

Charlottesville, VA · Est. 2005

AUM: $333M
Per adviser: $83M
Advisers: 4

No reported disclosures

Brown Edwards Wealth Strategies

Lynchburg, VA · Est. 2019

AUM: $331M
Per adviser: $47M
Advisers: 7

No reported disclosures

Claris Financial, LLC

Glen Allen, VA · Est. 2019

AUM: $330M
Per adviser: $66M
Advisers: 5

No reported disclosures

Bay Rivers Group Wealth Partners

Williamsburg, VA · Est. 2017

AUM: $326M
Per adviser: $82M
Advisers: 4

No reported disclosures

Advisors Financial, INC.

Mclean, VA · Est. 2014

AUM: $321M
Per adviser: $54M
Advisers: 6

No reported disclosures

Omega Wealth Management LLC

Arlington, VA · Est. 2018

AUM: $310M
Per adviser: $77M
Advisers: 4

No reported disclosures

Integrated Financial Solutions, INC.

Reston, VA · Est. 2021

AUM: $303M
Per adviser: $303M
Advisers: 1

No reported disclosures

Kinloch Capital, LLC

Glen Allen, VA · Est. 2019

AUM: $301M
Per adviser: $60M
Advisers: 5

No reported disclosures

Dudley Capital Management LLC

Middleburg, VA · Est. 2016

AUM: $292M
Per adviser: $146M
Advisers: 2

No reported disclosures

Birks Financial Corp.

Herndon, VA · Est. 2019

AUM: $291M
Per adviser: $97M
Advisers: 3

No reported disclosures

Legacy Wealth Management Group, INC.

Lynchburg, VA · Est. 2022

AUM: $290M
Per adviser: $48M
Advisers: 6

Preston Wealth Advisors, LLC.

Reston, VA · Est. 2015

AUM: $286M
Per adviser: $71M
Advisers: 4

Momentus Manager LLC

Arlington, VA · Est. 2024

AUM: $284M
Per adviser: $36M
Advisers: 8

No reported disclosures

Plustick Management LLC

Charlottesville, VA · Est. 2018

AUM: $281M
Per adviser: $70M
Advisers: 4

No reported disclosures

Beacon Wealth Consultants, INC.

Roanoke, VA · Est. 2020

AUM: $278M
Per adviser: $19M
Advisers: 15

No reported disclosures

Westbourne Investments, INC.

Alexandria, VA · Est. 1990

AUM: $276M
Per adviser: $55M
Advisers: 5

No reported disclosures

Clarendon Capital, LLC

Tysons, VA · Est. 2023

AUM: $275M
Per adviser: $34M
Advisers: 8

No reported disclosures

James River Asset Management, LLC

Midlothian, VA · Est. 2018

AUM: $274M
Per adviser: $68M
Advisers: 4

No reported disclosures

Capitol Financial Consultants, INC.

Mclean, VA · Est. 1988

AUM: $269M
Per adviser: $67M
Advisers: 4

No reported disclosures

Variant Private Wealth LLC

Tysons, VA · Est. 2017

AUM: $267M
Per adviser: $89M
Advisers: 3

No reported disclosures

Retirement Planology, INC.

Alexandria, VA · Est. 2014

AUM: $266M
Per adviser: $133M
Advisers: 2

No reported disclosures

Highstone Group

Richmond, VA · Est. 2017

AUM: $264M
Per adviser: $88M
Advisers: 3

No reported disclosures

Keystone Asset Management, INC.

Mclean, VA · Est. 2004

AUM: $261M
Per adviser: $131M
Advisers: 2

No reported disclosures

Cobblestone Asset Management

Richmond, VA · Est. 2023

AUM: $259M
Per adviser: $129M
Advisers: 2

No reported disclosures

Argo Wealth Advisory, LLC

Mclean, VA · Est. 2025

AUM: $256M
Per adviser: $128M
Advisers: 2

No reported disclosures

Alpha Advisors, LLC

Richmond, VA · Est. 2018

AUM: $256M
Per adviser: $128M
Advisers: 2

No reported disclosures

Legacy Wealth Management INC.

Manassas, VA · Est. 2021

AUM: $251M
Per adviser: $63M
Advisers: 4

No reported disclosures

Mwa Investments, LLC

White Stone, VA · Est. 2026

AUM: $250M
Per adviser: $250M
Advisers: 1

No reported disclosures

Investology INC.

Reston, VA · Est. 2024

AUM: $250M
Per adviser: $83M
Advisers: 3

No reported disclosures

Wealthway Financial Advisors

Norfolk, VA · Est. 2018

AUM: $246M
Per adviser: $123M
Advisers: 2

No reported disclosures

Sanchez & Zures, LLC

Mclean, VA · Est. 2018

AUM: $242M
Per adviser: $121M
Advisers: 2

No reported disclosures

Vantage Consulting Group INC

Virginia Beach, VA · Est. 1986

AUM: $242M
Per adviser: $40M
Advisers: 6

No reported disclosures

Spectrum Financial INC

Virginia Beach, VA · Est. 1988

AUM: $236M
Per adviser: $47M
Advisers: 5

No reported disclosures

Altura Wealth Advisors

Virginia Beach, VA · Est. 2025

AUM: $235M
Per adviser: $59M
Advisers: 4

No reported disclosures

Tenzing Financial LLC

Williamsburg, VA · Est. 2025

AUM: $231M
Per adviser: $77M
Advisers: 3

No reported disclosures

Campion Asset Management, LLC

Fairfax, VA · Est. 2006

AUM: $229M
Per adviser: $76M
Advisers: 3

No reported disclosures

Bay Capital Advisors, LLC

Virginia Beach, VA · Est. 2021

AUM: $228M
Per adviser: $46M
Advisers: 5

No reported disclosures

Alpha Financial Advisors, LLC

Mclean, VA · Est. 2017

AUM: $218M
Per adviser: $44M
Advisers: 5

No reported disclosures

Rockbridge Asset Management, LLC

Alexandria, VA · Est. 2024

AUM: $218M
Per adviser: $109M
Advisers: 2

No reported disclosures

Wealthtrak Advisors

Virginia Beach, VA · Est. 2022

AUM: $214M
Per adviser: $71M
Advisers: 3

No reported disclosures

Dominguez Wealth Management Solutions, INC.

Williamsburg, VA · Est. 2021

AUM: $213M
Per adviser: $107M
Advisers: 2

No reported disclosures

Buchanan Wealth Management

Reston, VA · Est. 2021

AUM: $212M
Per adviser: $106M
Advisers: 2

No reported disclosures

Thompson Davis Asset Management

Richmond, VA · Est. 2021

AUM: $211M
Per adviser: $35M
Advisers: 6

T.M. Wealth Management

Reston, VA · Est. 2022

AUM: $210M
Per adviser: $70M
Advisers: 3

No reported disclosures

Chesapeake Investment Management LLC

Mclean, VA · Est. 2002

AUM: $205M
Per adviser: $51M
Advisers: 4

No reported disclosures

Kirk Capital Advisors LLC

Vienna, VA · Est. 2023

AUM: $205M
Per adviser: $51M
Advisers: 4

No reported disclosures

Mcginn Penninger Investment Management INC.

Alexandria, VA · Est. 1992

AUM: $204M
Per adviser: $68M
Advisers: 3

No reported disclosures

Harren Equity Partners, LLC

Charlottesville, VA · Est. 2012

AUM: $201M
Per adviser: $67M
Advisers: 3

No reported disclosures

Emergent Financial Services, LLC.

Charlottesville, VA · Est. 2018

AUM: $195M
Per adviser: $49M
Advisers: 4

No reported disclosures

Altmore Capital Investment Management, LLC

Arlington, VA · Est. 2021

AUM: $195M
Per adviser: $24M
Advisers: 8

No reported disclosures

Wacona Capital, LLC

Charlottesville, VA · Est. 2026

AUM: $194M
Per adviser: $49M
Advisers: 4

No reported disclosures

Lb Partners LLC

Charlottesville, VA · Est. 2024

AUM: $191M
Per adviser: $191M
Advisers: 1

No reported disclosures

Investment Management Corporation

Roanoke, VA · Est. 2016

AUM: $191M
Per adviser: $64M
Advisers: 3

No reported disclosures

Bowen Financial Services, LLC

Midlothian, VA · Est. 2022

AUM: $191M
Per adviser: $64M
Advisers: 3

No reported disclosures

Ategra Capital Management, LLC

Vienna, VA · Est. 2018

AUM: $190M
Per adviser: $48M
Advisers: 4

No reported disclosures

Pactolus

Vienna, VA · Est. 2010

AUM: $188M
Per adviser: $94M
Advisers: 2

No reported disclosures

Octagon Finance LLC

Charlottesville, VA · Est. 2018

AUM: $184M
Per adviser: $46M
Advisers: 4

No reported disclosures

Corbett Road Capital Management, LLC

Mclean, VA · Est. 2019

AUM: $176M
Per adviser: $59M
Advisers: 3

No reported disclosures

Cook Financial Designs, INC.

Virginia Beach, VA · Est. 2024

AUM: $172M
Per adviser: $172M
Advisers: 1

No reported disclosures

Opulen Financial Group, LLC

Arlington, VA · Est. 2022

AUM: $172M
Per adviser: $172M
Advisers: 1

No reported disclosures

Oxford Capital Management

Richm0nd, VA · Est. 2024

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures

8th Street Investments, LLC

Alexandria, VA · Est. 2021

AUM: $167M
Per adviser: $83M
Advisers: 2

No reported disclosures

Joss Brown Wealth Advisors

Williamsburg, VA · Est. 2023

AUM: $162M
Per adviser: $32M
Advisers: 5

No reported disclosures

Arbor Private Wealth, LLC

Ashburn, VA · Est. 2021

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

Sima Wealth Partners, LLC

North Chesterfield, VA · Est. 2024

AUM: $157M
Per adviser: $39M
Advisers: 4

No reported disclosures

Piedmont Wealth Management

Alexandria, VA · Est. 2026

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Jjsa Advisors, Ltd.

Virginia Beach, VA · Est. 2025

AUM: $154M
Per adviser: $77M
Advisers: 2

No reported disclosures

Heritage Wealth Management Group, Ltd

Norfolk, VA · Est. 2021

AUM: $152M
Per adviser: $51M
Advisers: 3

No reported disclosures

Hundredfold Advisors, LLC

Virginia Beach, VA · Est. 2004

AUM: $148M
Per adviser: $148M
Advisers: 1

No reported disclosures

Spark Financial Advisors

Richmond, VA · Est. 2025

AUM: $147M
Per adviser: $37M
Advisers: 4

No reported disclosures

October Effect Ltd.

Virginia Beach, VA · Est. 2025

AUM: $146M
Per adviser: $36M
Advisers: 4

No reported disclosures

Bluestone Investment Manager, LLC

Mclean, VA · Est. 2023

AUM: $145M
Per adviser: $14M
Advisers: 10

No reported disclosures

Glover Park Wealth Management, LLC

Arlington, VA · Est. 2025

AUM: $144M
Per adviser: $144M
Advisers: 1

No reported disclosures

West Tower Group, LLC

Richmond, VA · Est. 2022

AUM: $142M
Per adviser: $28M
Advisers: 5

No reported disclosures

Kennondale Capital Management

Richmond, VA · Est. 2025

AUM: $142M
Per adviser: $47M
Advisers: 3

No reported disclosures

The Scott S. James Company

Falls Church, VA · Est. 2022

AUM: $139M
Per adviser: $70M
Advisers: 2

No reported disclosures

Korving & Company LLC

Suffolk, VA · Est. 2021

AUM: $138M
Per adviser: $69M
Advisers: 2

No reported disclosures

Forefront Asset Management, LLC

Virginia Beach, VA · Est. 2025

AUM: $137M
Per adviser: $46M
Advisers: 3

No reported disclosures

River Crescent Advisors, LLC

Suffolk, VA · Est. 2025

AUM: $137M
Per adviser: $68M
Advisers: 2

No reported disclosures

Norton Capital Management, INC.

Henrico, VA · Est. 2017

AUM: $137M
Per adviser: $68M
Advisers: 2

No reported disclosures

Henderson Financial Group LLC

Virginia Beach, VA · Est. 2024

AUM: $136M
Per adviser: $45M
Advisers: 3

No reported disclosures

Brighter Financial Capital Management, LLC

Reston, VA · Est. 2024

AUM: $135M
Per adviser: $34M
Advisers: 4

No reported disclosures

Atlantic Union Municipal Advisors, INC

Glen Allen, VA · Est. 2024

AUM: $134M
Per adviser: $34M
Advisers: 4

No reported disclosures

Bluelist Partners, LLC

Occoquan, VA · Est. 2019

AUM: $134M
Per adviser: $134M
Advisers: 1

No reported disclosures

Trio Wealth Management, LLC

Great Falls, VA · Est. 2025

AUM: $134M
Per adviser: $45M
Advisers: 3

No reported disclosures

Peakvalley Wealth, LLC

Roanoke, VA · Est. 2025

AUM: $130M
Per adviser: $33M
Advisers: 4

No reported disclosures

Acts Financial Advisors

Mclean, VA · Est. 2023

AUM: $127M
Per adviser: $63M
Advisers: 2

No reported disclosures

Vip Planners, INC.

Roanoke, VA · Est. 2025

AUM: $126M
Per adviser: $42M
Advisers: 3

No reported disclosures

Fitzwilliams Wealth Management INC.

Chesapeake, VA · Est. 2026

AUM: $124M
Per adviser: $21M
Advisers: 6

No reported disclosures

Pegasus Financial Group LLC

Chantilly, VA · Est. 2026

AUM: $122M
Per adviser: $41M
Advisers: 3

No reported disclosures

Clio Asset Management LLC

Charlottesville, VA · Est. 2021

AUM: $122M
Per adviser: $122M
Advisers: 1

No reported disclosures

Gira & Gira Investment Advisors LLC

Harrisonburg, VA · Est. 2026

AUM: $121M
Per adviser: $61M
Advisers: 2

No reported disclosures

Charmarline Wealth Management

Lynchburg, VA · Est. 2025

AUM: $119M
Per adviser: $119M
Advisers: 1

No reported disclosures

Tone Capital, LLC

Richmond, VA · Est. 2025

AUM: $118M
Per adviser: $39M
Advisers: 3

No reported disclosures

Sturman Wealth Advisors

Charlottesville, VA · Est. 2024

AUM: $116M
Per adviser: $58M
Advisers: 2

No reported disclosures

Portfolio Advisory Group, INC.

Alexandria, VA · Est. 2026

AUM: $116M
Per adviser: $58M
Advisers: 2

No reported disclosures

Aria Wealth Partners

Charlottesville, VA · Est. 2025

AUM: $112M
Per adviser: $56M
Advisers: 2

No reported disclosures

Cope Connelly

Arlington, VA · Est. 2022

AUM: $108M
Per adviser: $54M
Advisers: 2

No reported disclosures

Allridge Wealth Management, INC

Ashburn, VA · Est. 2026

AUM: $103M
Per adviser: $52M
Advisers: 2

No reported disclosures

Templer Wealth Management, LLC

Vienna, VA · Est. 2026

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures

Apforia

Virginia Beach, VA · Est. 2023

AUM: $102M
Per adviser: $9M
Advisers: 11

No reported disclosures

Ascent Financial Group

Richmond, VA · Est. 2026

AUM: $101M
Per adviser: $50M
Advisers: 2

No reported disclosures

Evolutionary Tree Capital Management, LLC

Alexandria, VA · Est. 2020

AUM: $92M
Per adviser: $23M
Advisers: 4

No reported disclosures

Union Street Partners LLC

Alexandria, VA · Est. 2011

AUM: $86M
Per adviser: $43M
Advisers: 2

No reported disclosures

Hunter Michael Investment Advisors INC

Richmond, VA · Est. 1998

AUM: $81M
Per adviser: $81M
Advisers: 1

No reported disclosures

Vanshap Capital, LLC

Arlington, VA · Est. 2013

AUM: $77M
Per adviser: $38M
Advisers: 2

No reported disclosures

Thirdline Capital Management LLC

Richmond, VA · Est. 2021

AUM: $64M
Per adviser: $11M
Advisers: 6

No reported disclosures

Albright Capital Management LP

Arlington, VA · Est. 2006

AUM: $50M
Per adviser: $8M
Advisers: 6

No reported disclosures

Hermitage Wealth

Richmond, VA · Est. 2025

AUM: $38M
Per adviser: $9M
Advisers: 4

No reported disclosures

C4m Global Advisors LLC

Arlington, VA · Est. 2023

AUM: $16M
Per adviser: $8M
Advisers: 2

No reported disclosures

Benjamins Money

Mclean, VA · Est. 2024

AUM: $9M
Per adviser: $9M
Advisers: 1

No reported disclosures

Traders A.I., INC.

Fairfax, VA · Est. 2024

AUM: $773,573
Per adviser: $386,786.5
Advisers: 2

No reported disclosures

Asal Invest

Arlington, VA · Est. 2026

AUM: $270
Per adviser: $135
Advisers: 2

No reported disclosures

Wiseradvisor Paladin

Fairfax, VA · Est. 2022

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Etb Consulting

Irvington, VA · Est. 2018

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Legacy Wealth Advisor LLC

Lynchburg, VA · Est. 2025

AUM: —
Per adviser: —
Advisers: 1

Harvest - Faith-Based Investing

Lynchburg, VA · Est. 2025

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Sima Retirement Solutions, LLC

North Chesterfield, VA · Est. 2024

AUM: —
Per adviser: —
Advisers: 6

No reported disclosures

Retirement Researcher, LLC

Tysons, VA · Est. 2018