Financial advisers in Charlottesville, VA
27 registered investment adviser firms in Charlottesville managing $91.4B in assets, based on public SEC Form ADV filings.
Investure, LLC
Charlottesville, VA · Est. 2004
- AUM
- $38.5B
- Per adviser
- $3.0B
- Advisers
- 13
No reported disclosures
Cornerstone Partners
Charlottesville, VA · Est. 2020
- AUM
- $29.3B
- Per adviser
- $1.8B
- Advisers
- 16
No reported disclosures
Foxhaven Asset Management, LP
Charlottesville, VA · Est. 2013
- AUM
- $6.5B
- Per adviser
- $1.1B
- Advisers
- 6
No reported disclosures
Quad-C Management, INC.
Charlottesville, VA · Est. 2012
- AUM
- $3.5B
- Per adviser
- $142M
- Advisers
- 25
No reported disclosures
Quinn Opportunity Partners
Charlottesville, VA · Est. 2015
- AUM
- $2.6B
- Per adviser
- $2.6B
- Advisers
- 1
No reported disclosures
Quantitative Investment Management, LLC
Charlottesville, VA · Est. 2011
- AUM
- $1.7B
- Per adviser
- $278M
- Advisers
- 6
No reported disclosures
Bluestem Asset Management, LLC
Charlottesville, VA · Est. 2012
- AUM
- $1.3B
- Per adviser
- $646M
- Advisers
- 2
No reported disclosures
Morris & Wells Wealth Management
Charlottesville, VA · Est. 2012
- AUM
- $988M
- Per adviser
- $494M
- Advisers
- 2
No reported disclosures
A. N. Culbertson & Company, INC.
Charlottesville, VA · Est. 1993
- AUM
- $818M
- Per adviser
- $164M
- Advisers
- 5
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
Guardian Point Capital, LP
Charlottesville, VA · Est. 2015
- AUM
- $646M
- Per adviser
- $323M
- Advisers
- 2
No reported disclosures
Chase Investment Counsel Corporation
Charlottesville, VA · Est. 1964
- AUM
- $510M
- Per adviser
- $85M
- Advisers
- 6
No reported disclosures
Selby Lane Capital, LLC
Charlottesville, VA · Est. 2024
- AUM
- $505M
- Per adviser
- $168M
- Advisers
- 3
No reported disclosures
Masonry Capital Management, LLC
Charlottesville, VA · Est. 2018
- AUM
- $370M
- Per adviser
- $185M
- Advisers
- 2
No reported disclosures
Solitude Financial Services, INC.
Charlottesville, VA · Est. 2019
- AUM
- $364M
- Per adviser
- $61M
- Advisers
- 6
No reported disclosures
Rede Wealth, LLC
Charlottesville, VA · Est. 2015
- AUM
- $346M
- Per adviser
- $173M
- Advisers
- 2
No reported disclosures
Fields Gottscho Capital Management LLC
Charlottesville, VA · Est. 2005
- AUM
- $333M
- Per adviser
- $83M
- Advisers
- 4
No reported disclosures
Plustick Management LLC
Charlottesville, VA · Est. 2018
- AUM
- $281M
- Per adviser
- $70M
- Advisers
- 4
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
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
Octagon Finance LLC
Charlottesville, VA · Est. 2018
- AUM
- $184M
- Per adviser
- $46M
- Advisers
- 4
No reported disclosures
Clio Asset Management LLC
Charlottesville, VA · Est. 2021
- AUM
- $122M
- Per adviser
- $122M
- Advisers
- 1
No reported disclosures
Sturman Wealth Advisors
Charlottesville, VA · Est. 2024
- 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