Data / Investment advisers / $100 million to $500 million in AUM / Virginia
Investment advisers in Virginia with $100 million to $500 million in AUM: 149 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
149 SEC registered investment advisers in Virginia report between $100 million and $500 million in regulatory assets under management, $38.2 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is The Lewis Financial Group with $482 million.
The request: Every investment adviser in Virginia with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
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.
- 149Advisers
- 149SEC registered
- $38.2 billionTotal AUM
- 149Advisers over $100 million
- 24Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| The Lewis Financial Group | Ashburn | $482.4 million | 691 | 6 | Not listed | (703) 288-1272 | lewisprivatewealth.com | adviserinfo.sec.gov |
| Amj Financial Wealth Management LLC | Leesburg | $481.8 million | 1,862 | 17 | Not listed | (703) 466-0477 | adviserinfo.sec.gov | |
| Courage Miller Partners, LLC | Norfolk | $480.7 million | 840 | 4 | Not listed | (757) 390-3100 | adviserinfo.sec.gov | |
| Midatlantic Capital Management, Inc. | Richmond | $477 million | 323 | 2 | Not listed | (804) 272-9200 | midatlantic-capital.com | adviserinfo.sec.gov |
| Mason & Associates, LLC | Newport News | $471.4 million | 1,687 | 11 | Not listed | (757) 223-9898 | adviserinfo.sec.gov | |
| Taylor Hoffman Capital Management | Richmond | $469.5 million | 1,082 | 5 | 1 | (804) 964-2500 | taylorhoffman.com | adviserinfo.sec.gov |
| Sands Capital Horizons, LLC | Arlington | $466.9 million | 8 | 4 | 1 | (703) 562-4000 | sandscapital.com | adviserinfo.sec.gov |
| Z3 Capital Partners | Richmond | $466.8 million | 1,009 | 5 | Not listed | (804) 256-1770 | z3capital.com | adviserinfo.sec.gov |
| Colonial River Wealth Management LLC | Midlothian | $464.4 million | 1,799 | 21 | Not listed | (804) 335-1200 | colonialriver.com | adviserinfo.sec.gov |
| Selective Wealth Management, Inc. | Forest | $454.8 million | 1,801 | 9 | Not listed | (434) 515-1517 | adviserinfo.sec.gov | |
| Ravenswood Partners LP | McLean | $436.1 million | 11 | 5 | 1 | (703) 382-8689 | adviserinfo.sec.gov | |
| Buttonwood Wealth | Winchester | $425.3 million | 1,062 | 7 | Not listed | (540) 662-5233 | adviserinfo.sec.gov | |
| Sagevest Wealth Management | McLean | $423.2 million | 475 | 6 | Not listed | (703) 992-7650 | sagevestwealth.com | adviserinfo.sec.gov |
| Acima Private Wealth LLC | Richmond | $420.4 million | 135 | 7 | Not listed | (804) 422-8450 | acimapw.com | adviserinfo.sec.gov |
| Aspect Partners, LLC | Fairfax | $418.2 million | 973 | 8 | Not listed | (703) 916-8400 | adviserinfo.sec.gov | |
| Taylor Financial Group, Inc. | Roanoke | $410 million | 1,112 | 6 | Not listed | (540) 774-7971 | taylorfg.com | adviserinfo.sec.gov |
| Professional Financial Solutions, LLC | Fairfax | $409.7 million | 911 | 8 | Not listed | (703) 385-0870 | adviserinfo.sec.gov | |
| Heritage Financial LLC | Gainesville | $408 million | 1,507 | 8 | Not listed | (703) 754-1233 | adviserinfo.sec.gov | |
| Alexander Randolph Advisory Inc | McLean | $403.9 million | 474 | 5 | Not listed | (703) 734-1507 | alexanderrandolph.com | adviserinfo.sec.gov |
| Brown Edwards Wealth Strategies | Lynchburg | $403.3 million | 604 | 8 | Not listed | (434) 948-9000 | brownedwardswealth.com | adviserinfo.sec.gov |
| Golden Spark Insights | Fairfax | $400 million | 2 | 1 | Not listed | (508) 981-2447 | goldensparkinsight.com | adviserinfo.sec.gov |
| Reframe Wealth, LLC | Vienna | $394.8 million | 662 | 5 | Not listed | (571) 354-8471 | reframewealth.com | adviserinfo.sec.gov |
| Clarion Wealth Management Partners | Fairfax | $394.8 million | 1,323 | 8 | Not listed | (703) 631-4800 | adviserinfo.sec.gov | |
| Abich Financial Wealth Management, LLC | Ashburn | $394.7 million | 1,354 | 28 | Not listed | (571) 577-9968 | adviserinfo.sec.gov | |
| Hunter Lewis LLC | Crozet | $394.6 million | 19 | 7 | 1 | (434) 996-0370 | adviserinfo.sec.gov | |
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | 399 | 4 | Not listed | (757) 963-1823 | vwmg.net | adviserinfo.sec.gov |
| Sentinel Wealth Management, Inc. | Reston | $388.8 million | 356 | 3 | Not listed | (703) 787-5770 | sentinelwealth.com | adviserinfo.sec.gov |
| Wills Financial Group, LLC | Richmond | $385.7 million | 753 | 5 | Not listed | (804) 330-3100 | willsfg.com | adviserinfo.sec.gov |
| Paragon Financial Services | Richmond | $383.7 million | 1,382 | 7 | Not listed | (804) 673-8888 | paragonfinancial.com | adviserinfo.sec.gov |
| Martin Wealth Solutions | Christiansburg | $377.1 million | 1,638 | 10 | Not listed | (540) 639-4810 | planwellretirehappy.com | adviserinfo.sec.gov |
| Commonwealth Retirement Investments LLC | Richmond | $377 million | 1,001 | 12 | Not listed | (804) 282-1238 | adviserinfo.sec.gov | |
| Strategent Financial, LLC | Harrisonburg | $374.7 million | 136 | 6 | Not listed | (540) 437-1222 | strategentfinancial.com | adviserinfo.sec.gov |
| Masonry Capital Management, LLC | Charlottesville | $370.5 million | 60 | 3 | 1 | (434) 202-3554 | adviserinfo.sec.gov | |
| Tull Financial Group, Inc. | Chesapeake | $367.1 million | 1,000 | 9 | Not listed | (757) 436-1122 | adviserinfo.sec.gov | |
| Evr Research LP | Richmond | $365 million | 3 | 6 | 1 | (804) 451-6810 | evrresearch.com | adviserinfo.sec.gov |
| Solitude Financial Services, Inc. | Charlottesville | $363.5 million | 787 | 8 | Not listed | (434) 218-2201 | solitudefinancial.com | adviserinfo.sec.gov |
| Decisionmap Wealth Management, LLC | Great Falls | $363.4 million | 799 | 5 | Not listed | (703) 520-1160 | adviserinfo.sec.gov | |
| Montvue Capital Management, Inc. | Lynchburg | $357.2 million | 497 | 5 | Not listed | (434) 455-2795 | montvue.com | adviserinfo.sec.gov |
| Houlihan Financial Resource Group, LTD. | Ashburn | $357.2 million | 564 | 4 | Not listed | (703) 796-0800 | adviserinfo.sec.gov | |
| Piedmont Wealth Advisory | Reston | $353.7 million | 615 | 3 | Not listed | (571) 313-5125 | piedmontwealthadvisory.com | adviserinfo.sec.gov |
| 4j Wealth Management, LLC | McLean | $348.1 million | 682 | 4 | Not listed | (703) 566-9573 | yelp.com | adviserinfo.sec.gov |
| Rede Wealth, LLC | Charlottesville | $346.1 million | 500 | 4 | Not listed | (434) 974-3500 | redewealth.com | adviserinfo.sec.gov |
| Steelhead Wealth Management | Glen Allen | $341.9 million | 280 | 7 | Not listed | (804) 548-0781 | steelheadwealth.com | adviserinfo.sec.gov |
| Evoadvisors | Richmond | $337.2 million | 991 | 7 | Not listed | (804) 794-1981 | adviserinfo.sec.gov | |
| Fields Gottscho Capital Management LLC | Charlottesville | $333 million | 184 | 4 | Not listed | (800) 628-3812 | fieldsgottscho.com | adviserinfo.sec.gov |
| Claris Financial, LLC | Glen Allen | $330.2 million | 1,038 | 8 | Not listed | (804) 935-3000 | clarisfinancial.com | adviserinfo.sec.gov |
| Advisors Financial, Inc. | McLean | $321.2 million | 723 | 7 | Not listed | (703) 883-0300 | advisorsfinancial.com | adviserinfo.sec.gov |
| Legacy Wealth Management Inc. | Manassas | $313.9 million | 1,437 | 11 | Not listed | (877) 650-4738 | adviserinfo.sec.gov | |
| Omega Wealth Management LLC | Arlington | $309.7 million | 121 | 7 | Not listed | (703) 387-0919 | adviserinfo.sec.gov | |
| Integrated Financial Solutions, Inc. | Reston | $303.3 million | 338 | 1 | Not listed | (703) 295-9200 | ifnadvisors.com | adviserinfo.sec.gov |
| Kinloch Capital, LLC | Glen Allen | $301.1 million | 705 | 5 | Not listed | (804) 956-4550 | kinlochcapital.com | adviserinfo.sec.gov |
| Dudley Capital Management LLC | Middleburg | $291.7 million | 357 | 3 | Not listed | (540) 687-4600 | adviserinfo.sec.gov | |
| Birks Financial Corp. | Herndon | $290.6 million | 628 | 3 | Not listed | (703) 481-6202 | adviserinfo.sec.gov | |
| Legacy Wealth Management Group, Inc. | Lynchburg | $289.8 million | 1,744 | 19 | Not listed | (434) 266-1214 | lynchburglegacy.com | adviserinfo.sec.gov |
| Preston Wealth Advisors, LLC. | Reston | $286 million | 886 | 5 | 2 | (703) 757-0419 | prestonwealthadvisors.com | adviserinfo.sec.gov |
| Momentus Manager LLC | Arlington | $284.3 million | 3 | 30 | 3 | (703) 647-2300 | adviserinfo.sec.gov | |
| Plustick Management LLC | Charlottesville | $280.8 million | 3 | 4 | 1 | (434) 977-9229 | plustickpartners.com | adviserinfo.sec.gov |
| Beacon Wealth Consultants, Inc. | Roanoke | $278.3 million | 1,138 | 19 | Not listed | (540) 345-3891 | lightpointportfoliosolutions.com | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | 393 | 7 | Not listed | (703) 294-6880 | westbourneinv.com | adviserinfo.sec.gov |
| Clarendon Capital, LLC | Tysons | $275.4 million | 5 | 11 | 5 | (703) 705-2017 | clarendoncap.com | adviserinfo.sec.gov |
| James River Asset Management, LLC | Midlothian | $273.8 million | 1,254 | 9 | Not listed | (804) 323-0517 | jamesriverwealth.com | adviserinfo.sec.gov |
| Capitol Financial Consultants, Inc. | McLean | $269.2 million | 417 | 4 | Not listed | (703) 821-2000 | capfin.net | adviserinfo.sec.gov |
| Variant Private Wealth LLC | Tysons | $267.5 million | 851 | 4 | Not listed | (703) 760-7600 | variantprivatewealth.com | adviserinfo.sec.gov |
| Retirement Planology, Inc. | Alexandria | $265.9 million | 63 | 3 | Not listed | (703) 595-2829 | retirementplanology.com | adviserinfo.sec.gov |
| Highstone Group | Richmond | $263.9 million | 841 | 4 | Not listed | (804) 285-7010 | highstonegroup.com | adviserinfo.sec.gov |
| Keystone Asset Management, Inc. | McLean | $261 million | 134 | 5 | Not listed | (703) 734-3400 | keyami.com | adviserinfo.sec.gov |
| Cobblestone Asset Management | Richmond | $258.9 million | 1,042 | 4 | Not listed | (804) 272-8272 | adviserinfo.sec.gov | |
| Argo Wealth Advisory, LLC | McLean | $256.2 million | 425 | 2 | Not listed | (703) 914-3830 | argowealthadvisory.com | adviserinfo.sec.gov |
| Alpha Advisors, LLC | Richmond | $256.1 million | 401 | 4 | Not listed | (804) 754-8532 | alpha-advisors.com | adviserinfo.sec.gov |
| Mwa Investments, LLC | White Stone | $250.4 million | 41 | 1 | Not listed | (804) 761-1969 | adviserinfo.sec.gov | |
| Investology Inc. | Reston | $250 million | 450 | 5 | Not listed | (703) 429-1975 | investologyinc.net | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | $246.3 million | 7 | 10 | 9 | (757) 491-1200 | vantageconsultinggroup.com | adviserinfo.sec.gov |
| Wealthway Financial Advisors | Norfolk | $245.6 million | 552 | 5 | Not listed | (757) 456-2200 | wealthwayadvisors.com | adviserinfo.sec.gov |
| Sanchez & Zures, LLC | McLean | $241.9 million | 476 | 2 | Not listed | (703) 349-0330 | szadvisors.com | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | $236.5 million | 454 | 9 | Not listed | (757) 463-7600 | investspectrum.com | adviserinfo.sec.gov |
| Altura Wealth Advisors | Virginia Beach | $234.9 million | 898 | 6 | Not listed | (757) 834-7606 | alturawealth.com | adviserinfo.sec.gov |
| Tenzing Financial LLC | Williamsburg | $231.1 million | 752 | 5 | Not listed | (757) 703-0030 | tenzingfinancial.us | adviserinfo.sec.gov |
| Campion Asset Management, LLC | Fairfax | $228.8 million | 298 | 3 | Not listed | (703) 848-0344 | campionam.com | adviserinfo.sec.gov |
| Bay Capital Advisors, LLC | Virginia Beach | $228.3 million | 615 | 5 | Not listed | (757) 816-0967 | adviserinfo.sec.gov | |
| Alpha Financial Advisors, LLC | McLean | $218.3 million | 156 | 7 | Not listed | (703) 442-7686 | alphafinancialadvisors.com | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | $218 million | 63 | 4 | 2 | (571) 982-5398 | rockbridgecap.com | adviserinfo.sec.gov |
| Wealthtrak Advisors | Virginia Beach | $214.3 million | 780 | 5 | Not listed | (757) 523-1250 | weathtrkadvisors.com | adviserinfo.sec.gov |
| Dominguez Wealth Management Solutions, Inc. | Williamsburg | $213.1 million | 659 | 2 | Not listed | (757) 645-9252 | adviserinfo.sec.gov | |
| Buchanan Wealth Management | Reston | $212 million | 473 | 4 | Not listed | (703) 956-2633 | adviserinfo.sec.gov | |
| Thompson Davis Asset Management | Richmond | $211.3 million | 300 | 9 | 1 | (804) 644-6380 | adviserinfo.sec.gov | |
| T.M. Wealth Management | Reston | $209.8 million | 475 | 6 | Not listed | (703) 537-8351 | adviserinfo.sec.gov | |
| Chesapeake Investment Management LLC | McLean | $205 million | 395 | 7 | Not listed | (202) 821-1530 | chesapeakeim.com | adviserinfo.sec.gov |
| Kirk Capital Advisors LLC | Vienna | $204.9 million | 401 | 5 | Not listed | (888) 340-5475 | kirkcapitaladvisors.com | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | $204.4 million | 332 | 5 | Not listed | (703) 548-2555 | mcginninpenninger.com | adviserinfo.sec.gov |
| Harren Equity Partners, LLC | Charlottesville | $201.4 million | 2 | 5 | 2 | (434) 245-5800 | harrenequity.com | adviserinfo.sec.gov |
| Emergent Financial Services, LLC. | Charlottesville | $195.2 million | 250 | 5 | Not listed | (434) 260-1690 | emergentfs.com | adviserinfo.sec.gov |
| Altmore Capital Investment Management, LLC | Arlington | $194.7 million | 11 | 10 | 9 | (703) 861-3964 | adviserinfo.sec.gov | |
| Wacona Capital, LLC | Charlottesville | $194.1 million | 5 | 5 | 4 | (434) 922-0726 | waconacapital.com | adviserinfo.sec.gov |
| LB Partners LLC | Charlottesville | $191.3 million | 4 | 2 | 4 | (434) 886-1101 | adviserinfo.sec.gov | |
| Investment Management Corporation | Roanoke | $191.2 million | 666 | 6 | Not listed | (540) 774-8899 | investmentmanagementcorporation.com | adviserinfo.sec.gov |
| Bowen Financial Services, LLC | Midlothian | $191 million | 305 | 3 | Not listed | (804) 897-2850 | adviserinfo.sec.gov | |
| Ategra Capital Management, LLC | Vienna | $190.2 million | 2 | 5 | 2 | (703) 564-9131 | ategracapital.com | adviserinfo.sec.gov |
| Pactolus | Vienna | $187.8 million | 447 | 17 | 5 | (571) 297-6364 | adviserinfo.sec.gov | |
| Octagon Finance LLC | Charlottesville | $184.1 million | 9 | 5 | 3 | (434) 977-7770 | octagonfinance.com | adviserinfo.sec.gov |
| Corbett Road Capital Management, LLC | McLean | $176.3 million | 391 | 5 | Not listed | (703) 748-5831 | corbettroadcapital.com | adviserinfo.sec.gov |
| Cook Financial Designs, Inc. | Virginia Beach | $172.4 million | 567 | 1 | Not listed | (757) 498-4810 | adviserinfo.sec.gov | |
| Opulen Financial Group, LLC | Arlington | $171.8 million | 649 | 1 | Not listed | (571) 299-2053 | adviserinfo.sec.gov | |
| Oxford Capital Management | Richm0nd | $170 million | 120 | 2 | Not listed | (804) 282-2356 | adviserinfo.sec.gov | |
| 8th Street Investments, LLC | Alexandria | $166.9 million | 206 | 3 | Not listed | (703) 519-0962 | 8thstreetllc.com | adviserinfo.sec.gov |
| New Paradigm Capital Management, LLC | Great Falls | $166.6 million | 1 | 5 | 1 | (703) 757-4802 | npcm.llc | adviserinfo.sec.gov |
| Joss Brown Wealth Advisors | Williamsburg | $162.4 million | 603 | 5 | Not listed | (757) 903-2127 | adviserinfo.sec.gov | |
| Arbor Private Wealth, LLC | Ashburn | $160.1 million | 267 | 2 | Not listed | (703) 559-7975 | arborpw.com | adviserinfo.sec.gov |
| Sima Wealth Partners, LLC | Richmond | $156.7 million | 311 | 6 | Not listed | (804) 285-5700 | simafinancialgroup.com | adviserinfo.sec.gov |
| Piedmont Wealth Management | Alexandria | $156.1 million | 541 | 4 | Not listed | (703) 518-8361 | piedmontwm.com | adviserinfo.sec.gov |
| Jjsa Advisors, LTD. | Virginia Beach | $154.3 million | 587 | 2 | Not listed | (757) 473-0004 | jjsadvisors.com | adviserinfo.sec.gov |
| Heritage Wealth Management Group, LTD | Norfolk | $152.2 million | 460 | 5 | Not listed | (757) 321-3725 | adviserinfo.sec.gov | |
| Cope Connelly | Arlington | $151.1 million | 252 | 6 | 5 | (888) 336-8402 | copeconnelly.com | adviserinfo.sec.gov |
| Hundredfold Advisors, LLC | Virginia Beach | $148.2 million | 1 | 2 | Not listed | (757) 463-7600 | hundredfoldadvisors.com | adviserinfo.sec.gov |
| Spark Financial Advisors | Richmond | $147.1 million | 624 | 7 | Not listed | (804) 451-1210 | adviserinfo.sec.gov | |
| West Tower Group, LLC | Richmond | $146.2 million | 4 | 8 | 2 | (804) 420-8588 | westtowergroup.com | adviserinfo.sec.gov |
| October Effect LTD. | Virginia Beach | $145.6 million | 597 | 4 | Not listed | (757) 390-3341 | financialplanning-vab.com | adviserinfo.sec.gov |
| Bluestone Investment Manager, LLC | McLean | $144.8 million | 3 | 11 | 3 | (703) 462-5601 | bluestoneinv.com | adviserinfo.sec.gov |
| Glover Park Wealth Management, LLC | Arlington | $144.3 million | 335 | 3 | Not listed | (202) 926-3636 | adviserinfo.sec.gov | |
| Kennondale Capital Management | Richmond | $141.9 million | 14 | 3 | Not listed | (804) 350-3368 | kennondale.com | adviserinfo.sec.gov |
| The Scott S. James Company | Falls Church | $139.4 million | 267 | 3 | Not listed | (703) 533-2500 | scottjamesgroup.com | adviserinfo.sec.gov |
| Korving & Company LLC | Suffolk | $137.5 million | 691 | 3 | Not listed | (757) 638-5490 | adviserinfo.sec.gov | |
| Forefront Asset Management, LLC | Virginia Beach | $136.9 million | 781 | 4 | Not listed | (757) 222-1880 | forefrontam.com | adviserinfo.sec.gov |
| River Crescent Advisors, LLC | Suffolk | $136.8 million | 244 | 2 | Not listed | (757) 651-9305 | rivercrescentadvisors.com | adviserinfo.sec.gov |
| Harborpoint Wealth Partners | Virginia Beach | $136.4 million | 643 | 5 | Not listed | (757) 314-4638 | hendersonfg.com | adviserinfo.sec.gov |
| Brighter Financial Capital Management, LLC | Reston | $135.1 million | 780 | 5 | Not listed | (703) 796-0957 | adviserinfo.sec.gov | |
| Atlantic Union Municipal Advisors, Inc | Glen Allen | $134.3 million | 1 | 4 | Not listed | vamint.com | adviserinfo.sec.gov | |
| Bluelist Partners, LLC | Occoquan | $134.3 million | 84 | 1 | Not listed | (703) 407-1834 | adviserinfo.sec.gov | |
| Trio Wealth Management, LLC | Great Falls | $134 million | 338 | 4 | Not listed | (703) 459-9171 | adviserinfo.sec.gov | |
| Norton Capital Management, Inc. | Henrico | $131.9 million | 238 | 5 | Not listed | (757) 623-1200 | adviserinfo.sec.gov | |
| Peakvalley Wealth, LLC | Roanoke | $130.3 million | 481 | 4 | Not listed | (540) 904-7969 | peakvalleywealth.com | adviserinfo.sec.gov |
| Clio Asset Management LLC | Charlottesville | $127.8 million | 65 | 1 | Not listed | (434) 329-7463 | clioam.com | adviserinfo.sec.gov |
| Acts Financial Advisors | McLean | $126.5 million | 158 | 2 | Not listed | (571) 749-5522 | actsfinancialadvisors.com | adviserinfo.sec.gov |
| Vip Planners, Inc. | Roanoke | $126.2 million | 427 | 4 | Not listed | (540) 342-1895 | vipplanners.com | adviserinfo.sec.gov |
| Fitzwilliams Wealth Management Inc. | Chesapeake | $123.5 million | 634 | 13 | Not listed | (757) 961-0700 | fitzwilliamsfinancial.com | adviserinfo.sec.gov |
| Pegasus Financial Group LLC | Chantilly | $122.3 million | 282 | 4 | Not listed | (703) 956-6662 | adviserinfo.sec.gov | |
| Gira & Gira Investment Advisors LLC | Harrisonburg | $121.4 million | 397 | 2 | Not listed | (540) 433-7600 | adviserinfo.sec.gov | |
| Arrow Wealth Advisors | Lynchburg | $121.2 million | 516 | 2 | Not listed | (210) 541-9967 | adviserinfo.sec.gov | |
| Charmarline Wealth Management | Lynchburg | $118.8 million | 320 | 1 | Not listed | (434) 455-3036 | cmlwm.com | adviserinfo.sec.gov |
| Tone Capital, LLC | Richmond | $118.3 million | 320 | 4 | Not listed | (804) 447-1404 | tonecapital.com | adviserinfo.sec.gov |
| Sturman Wealth Advisors | Charlottesville | $116.4 million | 282 | 2 | Not listed | (434) 201-2255 | sturmanwealth.com | adviserinfo.sec.gov |
| Portfolio Advisory Group, Inc. | Alexandria | $115.8 million | 180 | 2 | Not listed | (703) 461-9193 | adviserinfo.sec.gov | |
| First Georgetown Securities, Inc | Alexandria | $115.7 million | 123 | 4 | Not listed | (703) 519-7700 | firstgeorgetown.com | adviserinfo.sec.gov |
| Aria Wealth Partners | Charlottesville | $112.3 million | 314 | 3 | Not listed | (434) 338-6840 | ariawealthpartners.com | adviserinfo.sec.gov |
| Capitol Wealth Management, Inc. | McLean | $111.9 million | 93 | 2 | Not listed | (703) 891-4070 | capitolwealthmgmt.com | adviserinfo.sec.gov |
| Allridge Wealth Management, Inc | Ashburn | $103.3 million | 129 | 2 | Not listed | (703) 840-5500 | allridgewealth.com | adviserinfo.sec.gov |
| Templer Wealth Management, LLC | Vienna | $102.9 million | 181 | 1 | Not listed | (703) 927-4126 | adviserinfo.sec.gov | |
| Oakleigh Wealth Services | Crozet | $102.5 million | 257 | 2 | Not listed | (434) 422-5220 | oakleighwealth.com | adviserinfo.sec.gov |
| Apforia | Virginia Beach | $101.9 million | 1,228 | 19 | Not listed | (757) 752-8055 | adviserinfo.sec.gov | |
| Ascent Financial Group | Richmond | $100.8 million | 456 | 2 | Not listed | (804) 602-2121 | linked.com | adviserinfo.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.