Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Charlottesville, VA
27 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in VA
Firm
Assets
Employees
Disclosures
Investure, LLC
$38.52 billion
51
0
Cornerstone Partners
$29.35 billion
36
0
Foxhaven Asset Management, LP
$6.50 billion
10
0
Quad-c Management, Inc.
$3.55 billion
33
0
Quinn Opportunity Partners
$2.61 billion
2
0
Quantitative Investment Management, LLC
$1.67 billion
39
0
Bluestem Asset Management, LLC
$1.29 billion
4
0
Morris & Wells Wealth Management
$987.9 million
2
0
A. N. Culbertson & Company, Inc.
$817.8 million
9
0
Iron Path Capital, L.P.
$698.5 million
18
0
Marotta Wealth Management, Inc.
$686.0 million
16
0
Guardian Point Capital, LP
$646.4 million
4
0
Chase Investment Counsel Corporation
$509.8 million
7
0
Selby Lane Capital, LLC
$505.4 million
15
0
Masonry Capital Management, LLC
$370.5 million
3
0
Solitude Financial Services, Inc.
$363.5 million
8
0
Rede Wealth, LLC
$346.1 million
4
2
Fields Gottscho Capital Management LLC
$333.0 million
4
0
Plustick Management LLC
$280.8 million
4
0
Harren Equity Partners, LLC
$201.4 million
5
0
Emergent Financial Services, LLC.
$195.2 million
5
0
Wacona Capital, LLC
$194.1 million
5
0
Lb Partners LLC
$191.3 million
2
0
Octagon Finance LLC
$184.1 million
5
0
Clio Asset Management LLC
$121.8 million
1
0
Sturman Wealth Advisors
$116.4 million
2
0
Aria Wealth Partners
$112.3 million
3
0