AdvisorGrade

Financial advisers in Middleburg, VA

3 registered investment adviser firms in Middleburg managing $13.8B in assets, based on public SEC Form ADV filings.

Akre Capital Management, LLC

Middleburg, VA · Est. 2000

RegionalInternational
Fee-only
AUM
$11.8B
Per adviser
$3.9B
Advisers
3

No reported disclosures

The Hoerner Planning Group, LLC

Middleburg, VA · Est. 2006

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$413M
Advisers
4

No reported disclosures

Dudley Capital Management LLC

Middleburg, VA · Est. 2016

Local
Fee-based
AUM
$292M
Per adviser
$146M
Advisers
2

No reported disclosures