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Data / Investment advisers / $1 billion to $10 billion in AUM / Virginia

Investment advisers in Virginia with $1 billion to $10 billion in AUM: 69 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

69 SEC registered investment advisers in Virginia report between $1 billion and $10 billion in regulatory assets under management, $198 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Agincourt Capital Management, LLC with $10 billion.

The request: Every investment adviser in Virginia with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in VirginiaWatch new advisers in Virginia

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 69Advisers
  • 69SEC registered
  • $198 billionTotal AUM
  • 69Advisers over $100 million
  • 25Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Agincourt Capital Management, LLCRichmond$9.95 billion41418Not listed(804) 648-1111agincourtcapital.comadviserinfo.sec.gov
Spider Management Company, LLCRichmond$8.11 billion2221(804) 289-6010smc.richmond.eduadviserinfo.sec.gov
Brown AdvisoryNorfolk$7.57 billion1,6063616(757) 625-7670adviserinfo.sec.gov
Homestead Advisers Corp.Arlington$7.45 billion1940Not listed866-673-2299/800-258-3030adviserinfo.sec.gov
Cassaday & Company, Inc.McLean$7.14 billion3,26797Not listed(703) 506-8200adviserinfo.sec.gov
Foxhaven Asset Management, LPCharlottesville$6.50 billion5103(434) 326-5300foxhavencap.comadviserinfo.sec.gov
AndersenMcLean$6.35 billion5792,061Not listed(571) 382-0020adviserinfo.sec.gov
Ejf Capital LPArlington$6.10 billion444430(703) 997-5728ejfi.comadviserinfo.sec.gov
Richmond Capital Management IncRichmond$5.93 billion166202(804) 379-8280richmondcap.comadviserinfo.sec.gov
BrockenbroughRichmond$5.49 billion5683158(804) 288-0404adviserinfo.sec.gov
Sands Capital Alternatives, LLCArlington$5.41 billion3718234(703) 562-4000sandscapital.comadviserinfo.sec.gov
Heritage Wealth AdvisorsRichmond$4.86 billion1,616369(804) 643-4080adviserinfo.sec.gov
Gladstone Management CorporationMcLean$4.77 billion545Not listed(703) 287-5800adviserinfo.sec.gov
The Ascent Group, LLCVirginia Beach$4.76 billion8,44944Not listed(757) 499-8300aleragroup.comadviserinfo.sec.gov
Washington Harbour Partners LPArlington$4.73 billion761275(202) 891-6202adviserinfo.sec.gov
Spire Wealth Management, LLCMcLean$4.51 billion15,272145Not listed(703) 657-6060barnettfinancialgroup.comadviserinfo.sec.gov
Wealthcare Capital Management LLCRichmond$3.93 billion13,59854Not listed(804) 644-4711adviserinfo.sec.gov
Harbor Group International, LLCNorfolk$3.79 billion9629374(757) 640-0800hgilending.comadviserinfo.sec.gov
57 Stars LLCArlington$3.70 billion152415(202) 824-160057stars.comadviserinfo.sec.gov
The Burney CompanyReston$3.59 billion4,52846Not listed(866) 928-7639burneyadvisorservices.comadviserinfo.sec.gov
Quad-C Management, Inc.Charlottesville$3.55 billion2332(434) 979-2070quadcmanagement.comadviserinfo.sec.gov
1607 Capital Partners, LLCRichmond$3.49 billion22155(804) 525-17501607capital.comadviserinfo.sec.gov
Bogart Wealth, LLCMcLean$3.19 billion6,63550Not listed(703) 570-8651adviserinfo.sec.gov
West Financial Services, Inc.McLean$2.84 billion2,76639Not listed(703) 847-2500westfinancial.comadviserinfo.sec.gov
Rembert Pendleton JacksonVienna$2.73 billion5,37720Not listed(703) 821-6655adviserinfo.sec.gov
Quinn Opportunity PartnersCharlottesville$2.61 billion723(917) 770-2705quinnopportunities.comadviserinfo.sec.gov
Motley Fool Asset ManagementAlexandria$2.60 billion614Not listed(703) 302-1100adviserinfo.sec.gov
Glassman Wealth Services, LLCVienna$2.56 billion3,03821Not listed(703) 534-4444adviserinfo.sec.gov
Oxford Finance Advisors, LLCAlexandria$2.41 billion4844(703) 519-4900adviserinfo.sec.gov
Riverfront Investment Group, LLCRichmond$2.22 billion1,53446Not listed(804) 549-4800adviserinfo.sec.gov
Capitol Securities Management, Inc.Glen Allen$2.16 billion3,970170Not listed(888) 612-1484adviserinfo.sec.gov
Navy Federal Investment Services, LLCVienna$2.10 billion8,783206Not listed(703) 206-1517navyfederal.orgadviserinfo.sec.gov
Financial Security Advisory IncVirginia Beach$1.95 billion3,39337Not listed(757) 431-1414gofsg.comadviserinfo.sec.gov
Kanawha Capital Management, LLCRichmond$1.84 billion1,48411Not listed(804) 359-3900kancap.comadviserinfo.sec.gov
Azzad Asset Management, Inc.Falls Church$1.84 billion18,09818Not listed(703) 207-7005adviserinfo.sec.gov
Gef Capital PartnersArlington$1.75 billion265223(202) 743-2898gefcapital.comadviserinfo.sec.gov
Wellington Consulting Services IncChantilly$1.69 billion9,32413Not listed(877) 836-1993wrs401k.comadviserinfo.sec.gov
Quantitative Investment Management, LLCCharlottesville$1.67 billion2392(434) 817-4800quantitative.comadviserinfo.sec.gov
The Hoerner Planning Group, LLCMiddleburg$1.65 billion1,8778Not listed(540) 687-5090adviserinfo.sec.gov
Godsey & Gibb Wealth ManagementRichmond$1.56 billion1,87623Not listed(804) 285-7333adviserinfo.sec.gov
Activ8 Family Office LLCMcLean$1.54 billion1,84425Not listed(978) 870-0255activ8familyoffice.comadviserinfo.sec.gov
WealthcrossingRichmond$1.54 billion1,31818Not listed(804) 237-1700adviserinfo.sec.gov
CJM Wealth Advisers, LTD.Falls Church$1.47 billion2,56213Not listed(703) 425-0700adviserinfo.sec.gov
Cary Street Partners Asset ManagementRichmond$1.45 billion3,45149Not listed(804) 340-8100carystreetpartners.comadviserinfo.sec.gov
D'Orazio Wealth AdvisorsVienna$1.44 billion29111Not listed(703) 269-3100adviserinfo.sec.gov
The Edgar Lomax CompanyAlexandria$1.42 billion368Not listed(703) 719-0026edgarlomax.comadviserinfo.sec.gov
DC Capital Partners Management, L.P.Alexandria$1.40 billion4184(202) 737-5220dccp.comadviserinfo.sec.gov
Acorn Financial Advisory Services, Inc.Reston$1.40 billion4,56611Not listed(703) 293-3100acorn-financial.comadviserinfo.sec.gov
Range Advisory, LLCMcLean$1.39 billion5,20538Not listed(703) 261-4126adviserinfo.sec.gov
Aegis Financial CorporationMcLean$1.37 billion676Not listed(703) 528-7788aegisvaluefund.comadviserinfo.sec.gov
Salomon and LudwinRichmond$1.34 billion1,60212Not listed(804) 592-4999adviserinfo.sec.gov
Evermay Wealth Management, LLCArlington$1.33 billion1,95724Not listed(703) 822-5696adviserinfo.sec.gov
Steigerwald, Gordon & Koch, Wealth AdvisorsLeesburg$1.32 billion73015Not listed(703) 777-8826sgkwealthadvisors.comadviserinfo.sec.gov
Bluestem Asset Management, LLCCharlottesville$1.29 billion141(434) 243-7800adviserinfo.sec.gov
Canal Capital Management, LLCRichmond$1.28 billion1,98867(804) 325-1450canalcapitalmanagement.comadviserinfo.sec.gov
Northwest Financial Advisors LLCHerndon$1.24 billion2,75637Not listed(703) 810-1072klampropoulos.nwfllc.comadviserinfo.sec.gov
Graves Light LenhartHarrisonburg$1.23 billion1,29411Not listed(540) 433-3076gllwealth.comadviserinfo.sec.gov
Verus Financial PartnersRichmond$1.18 billion1,93521Not listed(804) 592-3465adviserinfo.sec.gov
Toth Financial Advisory CorpLeesburg$1.15 billion2,352181(703) 443-8684tothfinancial.comadviserinfo.sec.gov
Winston Capital Management LLCArlington$1.15 billion995(703) 905-9555winstonpartners.comadviserinfo.sec.gov
Aldrich Capital Partners LLCMcLean$1.12 billion145214(703) 376-3570adviserinfo.sec.gov
FJ Capital Management LLCMcLean$1.08 billion10184(703) 331-5500adviserinfo.sec.gov
Pointoak Retirement AdvisorsMcLean$1.08 billion1173Not listed(703) 595-4444adviserinfo.sec.gov
Solomon Hess Capital ManagementArlington$1.08 billion473(703) 356-3333adviserinfo.sec.gov
Concord Wealth PartnersAbingdon$1.07 billion3,27320Not listed(276) 628-5910cavenessadvisory.comadviserinfo.sec.gov
Yeske Buie Inc.Vienna$1.07 billion1,49517Not listed(800) 772-1887adviserinfo.sec.gov
Alpha Omega Wealth Management, LLCRichmond$1.02 billion1,3109Not listed(804) 955-1600adviserinfo.sec.gov
Pettyjohn, Wood & White, Inc.Lynchburg$1.02 billion1,0166Not listed(434) 845-1266pwandw.comadviserinfo.sec.gov
Nasdaq Dorsey WrightRichmond$1.01 billion84025Not listed(804) 320-8511adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.