Adviser Record

Investment advisers in VA

301 SEC-registered firms · $584.54 billion in regulatory assets · 17 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
1607 Capital Partners, LLCRichmond$3.49 billion0
3chopt Investment Partners LLCRichmond$889.4 million0
4j Wealth Management, LLCMclean$348.1 million0
57 Stars LLCArlington$3.70 billion0
8th Street Investments, LLCAlexandria$166.9 million0
A. N. Culbertson & Company, Inc.Charlottesville$817.8 million0
Abich Financial Wealth Management, LLCAshburn$394.7 million0
Acansa Investment Management Group, LLCTysons Corner$838.0 million0
Acima Private Wealth LLCRichmond$420.4 million0
Acorn Financial Advisory Services, Inc.Reston$1.40 billion0
Activ8 Family Office LLCMclean$1.54 billion0
Acts Financial AdvisorsMclean$126.5 million0
Advisors Financial, Inc.Mclean$321.2 million0
Aegis Financial CorporationMclean$1.37 billion0
Agincourt Capital Management, LLCRichmond$9.95 billion1
Akre Capital Management, LLCMiddleburg$11.82 billion0
Albright Capital Management LPArlington$49.8 million0
Aldrich Capital Partners LLCMclean$1.12 billion0
Alexander Randolph Advisory IncMclean$403.9 million0
Allegiance Financial GroupVienna$675.0 million0
Allridge Wealth Management, IncAshburn$103.3 million0
Alpha Advisors, LLCRichmond$256.1 million0
Alpha Financial Advisors, LLCMclean$218.3 million0
Alpha Omega Wealth Management, LLCRichmond$1.02 billion0
Altmore Capital Investment Management, LLCArlington$194.7 million0
Altura Wealth AdvisorsVirginia Beach$234.9 million0
Amj Financial Wealth Management LLCLeesburg$481.8 million0
AndersenMclean$6.35 billion0
ApforiaVirginia Beach$101.9 million0
Arbor Private Wealth, LLCAshburn$160.1 million0
Argo Wealth Advisory, LLCMclean$256.2 million0
Aria Wealth PartnersCharlottesville$112.3 million0
Arrow Wealth AdvisorsLynchburg$121.2 million1
Asal InvestArlington$2700
Ascent Financial GroupRichmond$100.8 million0
Aspect Partners, LLCFairfax$418.2 million0
Ategra Capital Management, LLCVienna$190.2 million0
Atlantic Union Municipal Advisors, IncGlen Allen$134.3 million0
Authentic Wealth Partners LLCCulpeper$00
Avenir CorporationAlexandria$849.3 million0
Aztlan Equity Management, LLCMclean$851.1 million0
Azzad Asset Management, Inc.Falls Church$1.84 billion3
Bay Capital Advisors, LLCVirginia Beach$228.3 million0
Bay Rivers Group Wealth PartnersWilliamsburg$326.2 million0
Beacon Harbor Wealth AdvisorsVirginia Beach$608.3 million0
Beacon Wealth Consultants, Inc.Roanoke$278.3 million0
Bellars Harris Wealth ManagementVirginia Beach$505.4 million0
Benefit Fiduciary Group LLCRichmond$529.4 million0
Benjamins MoneyMclean$9.1 million0
Birks Financial Corp.Herndon$290.6 million0
Blue Edge Capital, LLCRichmond$765.1 million0
Bluelist Partners, LLCOccoquan$134.3 million0
Bluestem Asset Management, LLCCharlottesville$1.29 billion0
Bluestone Investment Manager, LLCMclean$144.8 million0
Bogart Wealth, LLCMclean$3.19 billion0
Bowen Financial Services, LLCMidlothian$191.0 million0
Brighter Financial Capital Management, LLCReston$135.1 million0
Broad Run Investment Management, LLCArlington$681.8 million0
BrockenbroughRichmond$5.49 billion0
Brown AdvisoryNorfolk$7.57 billion0
Brown Edwards Wealth StrategiesLynchburg$403.3 million0
Brown | Miller Wealth Management, LLCMclean$991.1 million0
Buchanan Wealth ManagementReston$212.0 million0
Buttonwood WealthWinchester$425.3 million0
C4m Global Advisors LLCArlington$16.3 million0
Campbell Deegan FinancialRichmond$745.1 million0
Campion Asset Management, LLCFairfax$228.8 million0
Canal Capital Management, LLCRichmond$1.28 billion0
Cap91 Partners Management LLCRichmond$531.0 million0
Capitol Financial Consultants, Inc.Mclean$269.2 million0
Capitol Private Wealth Group LLCVienna$562.1 million0
Capitol Securities Management, Inc.Glen Allen$2.16 billion11
Capitol Wealth Management, Inc.Mclean$111.9 million0
Cary Street PartnersRichmond$10.25 billion0
Cary Street Partners Asset ManagementRichmond$1.45 billion0
Cassaday & Company, Inc.Mclean$7.14 billion0
Centurion Wealth ManagementMclean$784.0 million0
Charmarline Wealth ManagementLynchburg$118.8 million0
Chase Investment Counsel CorporationCharlottesville$509.8 million0
Chesapeake Investment Management LLCMclean$205.0 million0
Cjm Wealth Advisers, Ltd.Falls Church$1.47 billion0
Clarendon Capital, LLCTysons$275.4 million0
Clarion Wealth Management PartnersFairfax$394.8 million0
Claris Financial, LLCGlen Allen$330.2 million0
Clio Asset Management LLCCharlottesville$121.8 million0
Cobblestone Asset ManagementRichmond$258.9 million0
Colonial River Wealth Management LLCMidlothian$464.4 million0
Columbia CapitalAlexandria$13.84 billion0
Commonwealth Retirement Investments LLCRichmond$377.0 million0
Compton Wealth Advisory Group, LLCVirginia Beach$800.3 million0
Concord Asset Management, LLCAbingdon$639.4 million0
Concord Wealth PartnersAbingdon$1.07 billion0
Cook Financial Designs, Inc.Virginia Beach$172.4 million0
Cope ConnellyArlington$151.1 million0
Corbett Road Capital Management, LLCMclean$176.3 million0
Cornerstone PartnersCharlottesville$29.35 billion0
Courage Miller Partners, LLCNorfolk$480.7 million0
Covenant Wealth AdvisorsRichmond$909.6 million0
Crow's Nest Holdings LPRichmond$636.6 million0
D'orazio Wealth AdvisorsVienna$1.44 billion0
Davenport & Company LLCRichmond$24.70 billion2
Dc Capital Partners Management, L.P.Alexandria$1.40 billion0
Decisionmap Wealth Management, LLCGreat Falls$363.4 million0
Dominguez Wealth Management Solutions, Inc.Williamsburg$213.1 million0
Dudley Capital Management LLCMiddleburg$291.7 million0
Ejf Capital LPArlington$6.10 billion5
Emergent Financial Services, LLC.Charlottesville$195.2 million0
Etb ConsultingIrvington$00
Evermay Wealth Management, LLCArlington$1.33 billion0
EvoadvisorsRichmond$337.2 million0
Evolutionary Tree Capital Management, LLCAlexandria$91.7 million0
Evr Research LPRichmond$365.0 million0
Fields Gottscho Capital Management LLCCharlottesville$333.0 million0
Financial Security Advisory IncVirginia Beach$1.74 billion0
First Georgetown Securities, IncAlexandria$115.7 million2
Fitzwilliams Wealth Management Inc.Chesapeake$123.5 million0
Fj Capital Management LLCMclean$1.08 billion0
Forefront Asset Management, LLCVirginia Beach$136.9 million0
Founders Grove Wealth Partners, LLCRichmond$532.3 million0
Foxhaven Asset Management, LPCharlottesville$6.50 billion0
Gef Capital PartnersArlington$1.75 billion0
Gira & Gira Investment Advisors LLCHarrisonburg$121.4 million0
Gladstone Management CorporationMclean$4.42 billion0
Glassman Wealth Services, LLCVienna$2.56 billion0
Glover Park Wealth Management, LLCArlington$144.3 million0
Godsey & Gibb Wealth ManagementRichmond$1.56 billion0
Golden Spark InsightsFairfax$400.0 million0
Gratus Wealth Advisors LLCVirginia Beach$822.2 million0
Graves Light LenhartHarrisonburg$1.23 billion0
Guardian Point Capital, LPCharlottesville$646.4 million0
Harbor Group International, LLCNorfolk$3.79 billion0
Harbour Capital Advisors, LLCTysons Corner$701.1 million0
Harren Equity Partners, LLCCharlottesville$201.4 million0
Harvest - Faith-based InvestingLynchburg$00
Heartwood Wealth Advisors, LLCRichmond$1.55 billion0
Henderson Financial Group LLCVirginia Beach$136.4 million0
Heritage Financial LLCGainesville$408.0 million0
Heritage Wealth AdvisorsRichmond$4.86 billion0
Heritage Wealth Management Group, LtdNorfolk$152.2 million0
Hermitage WealthRichmond$37.5 million0
Highstone GroupRichmond$263.9 million0
Homestead Advisers Corp.Arlington$7.45 billion0
Hopwood Financial Services, Inc.Reston$750.3 million0
Houlihan Financial Resource Group, Ltd.Ashburn$357.2 million0
Hughes Financial Services, LLCHerndon$759.8 million0
Hundredfold Advisors, LLCVirginia Beach$148.2 million0
Hunter Lewis LLCCrozet$394.6 million0
Hunter Michael Investment Advisors IncRichmond$81.2 million0
Integrated Financial Solutions, Inc.Reston$303.3 million0
Investment Management CorporationRoanoke$191.2 million0
Investology Inc.Reston$250.0 million0
Investure, LLCCharlottesville$38.52 billion0
Iron Path Capital, L.P.Charlottesville$698.5 million0
James River Asset Management, LLCMidlothian$273.8 million0
Jjsa Advisors, Ltd.Virginia Beach$154.3 million0
Joss Brown Wealth AdvisorsWilliamsburg$162.4 million0
Juno Financial Group LLCRichmond$541.9 million0
Kah Capital Management, LLCMclean$605.3 million0
Kanawha Capital Management, LLCRichmond$1.84 billion0
Kennondale Capital ManagementRichmond$141.9 million0
Keystone Asset Management, Inc.Mclean$261.0 million0
Kfa Private Wealth Group, LLCTyson$830.0 million0
Kinloch Capital, LLCGlen Allen$301.1 million0
Kirk Capital Advisors LLCVienna$204.9 million0
Korving & Company LLCSuffolk$137.5 million0
Lb Partners LLCCharlottesville$191.3 million0
Legacy Wealth Advisor LLCLynchburg$03
Legacy Wealth Management Group, Inc.Lynchburg$289.8 million3
Legacy Wealth Management Inc.Manassas$313.9 million0
Lnc PartnersArlington$820.3 million0
Marotta Wealth Management, Inc.Charlottesville$686.0 million0
Martin Wealth SolutionsChristiansburg$377.1 million0
Mason & Associates, LLCNewport News$471.4 million0
Mason Investment Advisory Services IncReston$15.67 billion3
Masonry Capital Management, LLCCharlottesville$370.5 million0
Mcginn Penninger Investment Management Inc.Alexandria$204.4 million0
Mclaughlin Ryder Investments, Inc.Alexandria$522.1 million0
Mclean Asset Management Corp.Tysons$993.9 million0
Meridian Financial Partners LLCWarrenton$627.6 million0
Midatlantic Capital Management, Inc.Richmond$477.0 million0
Momentus Manager LLCArlington$284.3 million0
Montvue Capital Management, Inc.Lynchburg$357.2 million0
Monument Wealth ManagementAlexandria$648.4 million0
Morris & Wells Wealth ManagementCharlottesville$987.9 million0
Motley Fool Asset ManagementAlexandria$2.60 billion0
Motley Fool Wealth Management, LLCAlexandria$1.60 billion0
Mwa Investments, LLCWhite Stone$250.4 million0
Nasdaq Dorsey WrightRichmond$1.01 billion0
Navimed Capital Advisors, LLCRosslyn$904.9 million0
Navy Federal Investment Services, LLCVienna$2.10 billion0
Northwest Financial Advisors LLCHerndon$1.24 billion0
Norton Capital Management, Inc.Henrico$136.6 million0
Oakleigh Wealth ServicesCrozet$102.5 million0
Octagon Finance LLCCharlottesville$184.1 million0
October Effect Ltd.Virginia Beach$145.6 million0
Olio Financial PlanningMclean$600.5 million0
Omega Wealth Management LLCArlington$309.7 million0
Opulen Financial Group, LLCArlington$171.8 million0
Oxford Capital ManagementRichm0nd$170.0 million0
Oxford Finance Advisors, LLCAlexandria$2.41 billion0
PactolusVienna$187.8 million0
Paragon Financial ServicesRichmond$383.7 million0
Partners in Financial Planning, LLCSalem$913.6 million0
Pbmares Wealth Management LLCWilliamsburg$1.30 billion0
Peakvalley Wealth, LLCRoanoke$130.3 million0
Pegasus Financial Group LLCChantilly$122.3 million0
Pettyjohn, Wood & White, Inc.Lynchburg$1.02 billion0
Piedmont Wealth AdvisoryReston$353.7 million0
Piedmont Wealth ManagementAlexandria$156.1 million0
Pine Harbor Wealth Management LLCFairfax$507.1 million0
Plustick Management LLCCharlottesville$280.8 million0
Pointoak Retirement AdvisorsMclean$1.08 billion0
Portfolio Advisory Group, Inc.Alexandria$115.8 million0
Preston Wealth Advisors, LLC.Reston$286.0 million2
Professional Financial Solutions, LLCFairfax$409.7 million0
Quad-c Management, Inc.Charlottesville$3.55 billion0
Quantitative Investment Management, LLCCharlottesville$1.67 billion0
Quinn Opportunity PartnersCharlottesville$2.61 billion0
Range Advisory, LLCMclean$653.9 million0
Ravenswood Partners LPMclean$436.1 million0
Rede Wealth, LLCCharlottesville$346.1 million2
Redmond Asset Management, LLCHenrico$537.2 million0
Reframe Wealth, LLCFairfax$394.8 million0
Rembert Pendleton JacksonVienna$2.73 billion0
Reston Wealth ManagementReston$589.9 million0
Retirement Planology, Inc.Alexandria$265.9 million0
Retirement Researcher, LLCTysons$00
Richmond Capital Management IncRichmond$5.93 billion0
River Crescent Advisors, LLCSuffolk$136.8 million0
Riverfront Investment Group, LLCRichmond$2.22 billion4
Rockbridge Asset Management, LLCAlexandria$218.0 million0
Sagevest Wealth ManagementMclean$423.2 million0
Salomon and LudwinRichmond$1.34 billion0
Sanchez & Zures, LLCMclean$241.9 million0
Sands Capital Alternatives, LLCArlington$5.41 billion0
Sands Capital Horizons, LLCArlington$466.9 million0
Sands Capital Management, LLCArlington$44.30 billion0
Selby Lane Capital, LLCCharlottesville$505.4 million0
Selective Wealth Management, Inc.Forest$454.8 million0
Sentinel Wealth Management, Inc.Reston$388.8 million0
Sima Retirement Solutions, LLCRichmond$00
Sima Wealth Partners, LLCRichmond$156.7 million0
Solitude Financial Services, Inc.Charlottesville$363.5 million0
Solomon Hess Capital ManagementArlington$1.08 billion0
Spark Financial AdvisorsRichmond$147.1 million2
Spectrum Financial IncVirginia Beach$236.5 million0
Spider Management Company, LLCRichmond$6.41 billion0
Spire Wealth Management, LLCMclean$4.51 billion9
Steelhead Wealth ManagementGlen Allen$341.9 million0
Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg$1.32 billion0
Strategent Financial, LLCHarrisonburg$374.7 million0
Strategic Investment Management, LLCArlington$35.51 billion0
Sturman Wealth AdvisorsCharlottesville$116.4 million0
T.M. Wealth ManagementReston$209.8 million0
Taylor Financial Group, Inc.Roanoke$410.0 million0
Taylor Hoffman Capital ManagementRichmond$469.5 million0
Templer Wealth Management, LLCVienna$102.9 million0
Tenzing Financial LLCWilliamsburg$231.1 million0
The Ascent Group, LLCVirginia Beach$4.76 billion0
The Burney CompanyReston$3.59 billion0
The Capital Management CorporationGlen Allen$825.6 million0
The Edgar Lomax CompanyAlexandria$1.42 billion0
The Hoerner Planning Group, LLCMiddleburg$1.65 billion0
The Ithaka Group, LLCArlington$572.1 million0
The Lewis Financial GroupAshburn$482.4 million0
The London Company of VirginiaRichmond$14.89 billion0
The Main Street GroupGlen Allen$515.3 million0
The Scott S. James CompanyFalls Church$139.4 million0
Thirdline Capital Management LLCRichmond$64.3 million0
Thompson Davis Asset ManagementRichmond$211.3 million1
Thompson Siegel & Walmsley LLCRichmond$21.15 billion0
Tone Capital, LLCRichmond$118.3 million0
Toth Financial Advisory CorpLeesburg$1.15 billion0
Traders A.i., Inc.Fairfax$773,5730
Trio Wealth Management, LLCGreat Falls$134.0 million0
Tull Financial Group, Inc.Chesapeake$367.1 million0
Union Street Partners LLCAlexandria$86.3 million0
Vantage Consulting Group IncVirginia Beach$246.3 million0
Variant Private Wealth LLCTysons$267.5 million0
Verus Financial PartnersRichmond$1.18 billion0
Vest Financial LLCMclean$51.81 billion3
Vip Planners, Inc.Roanoke$126.2 million0
Virginia Wealth Management Group, Inc.Virginia Beach$393.8 million0
Wacona Capital, LLCCharlottesville$194.1 million0
Washington Harbour Partners LPArlington$4.73 billion0
Watch Hill Financial IncRichmond$00
Wealthcare Capital Management LLCRichmond$3.93 billion0
Wealthcrest Financial Services, LLCSpringfield$507.5 million0
WealthcrossingRichmond$1.54 billion0
Wealthtrak AdvisorsVirginia Beach$214.3 million0
Wealthway Financial AdvisorsNorfolk$245.6 million0
Wellington Consulting Services IncChantilly$1.69 billion0
West Financial Services, Inc.Mclean$2.84 billion0
West Tower Group, LLCRichmond$142.0 million0
Westbourne Investments, Inc.Alexandria$276.4 million0
Wills Financial Group, LLCRichmond$385.7 million0
Winston Capital Management LLCArlington$1.15 billion0
Wiseradvisor PaladinFairfax$00
Yeske Buie Inc.Vienna$1.07 billion0
Yorktown Management and Research Co IncForest$677.1 million0
Z3 Capital PartnersRichmond$466.8 million0