Data / Investment advisers / Serving charitable organizations / Virginia

Investment advisers in Virginia serving charitable organizations: 141 firms

Name: Investment advisers in Virginia serving charitable organizations: Form ADV data
Creator: SpecStream
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141 SEC registered investment advisers with a main office in Virginia report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $82.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Cornerstone Partners.

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.

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141Advisers
$82.6 billionAUM from this client type
141Advisers over $100 million
November 2, 2026File date

Advisers in Virginia serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Cornerstone Partners	Charlottesville	16	$28.83 billion	$29.35 billion	adviserinfo.sec.gov
Investure, LLC	Charlottesville	18	$17.28 billion	$38.52 billion	adviserinfo.sec.gov
Strategic Investment Management, LLC	Arlington	34	$13.11 billion	$35.51 billion	adviserinfo.sec.gov
Mason Investment Advisory Services Inc	Reston	71	$5.44 billion	$15.67 billion	adviserinfo.sec.gov
Spider Management Company, LLC	Richmond	Fewer than 5	$4.40 billion	$8.11 billion	adviserinfo.sec.gov
Sands Capital Management, LLC	Arlington	31	$3.50 billion	$44.30 billion	adviserinfo.sec.gov
Heritage Wealth Advisors	Richmond	19	$1.63 billion	$4.86 billion	adviserinfo.sec.gov
Davenport & Company LLC	Richmond	595	$1.26 billion	$24.70 billion	adviserinfo.sec.gov
Agincourt Capital Management, LLC	Richmond	91	$1.25 billion	$9.95 billion	adviserinfo.sec.gov
Brockenbrough	Richmond	41	$833.8 million	$5.49 billion	adviserinfo.sec.gov
Acansa Investment Management Group, LLC	Tysons Corner	Fewer than 5	$830 million	$838 million	adviserinfo.sec.gov
1607 Capital Partners, LLC	Richmond	8	$684.7 million	$3.49 billion	adviserinfo.sec.gov
Richmond Capital Management Inc	Richmond	33	$497 million	$5.93 billion	adviserinfo.sec.gov
The London Company of Virginia	Richmond	110	$468.3 million	$14.89 billion	adviserinfo.sec.gov
The Hoerner Planning Group, LLC	Middleburg	54	$208.8 million	$1.65 billion	adviserinfo.sec.gov
Thompson Siegel & Walmsley LLC	Richmond	24	$182.5 million	$21.15 billion	adviserinfo.sec.gov
Cary Street Partners	Richmond	53	$155.7 million	$10.25 billion	adviserinfo.sec.gov
Brown Advisory	Norfolk	23	$149.4 million	$7.57 billion	adviserinfo.sec.gov
Graves Light Lenhart	Harrisonburg	16	$119 million	$1.23 billion	adviserinfo.sec.gov
Blue Edge Capital, LLC	Richmond	19	$116 million	$765.1 million	adviserinfo.sec.gov
The Ascent Group, LLC	Virginia Beach	16	$115.3 million	$4.76 billion	adviserinfo.sec.gov
Rembert Pendleton Jackson	Vienna	20	$96.6 million	$2.73 billion	adviserinfo.sec.gov
Cassaday & Company, Inc.	McLean	80	$83.1 million	$7.14 billion	adviserinfo.sec.gov
Azzad Asset Management, Inc.	Falls Church	44	$81.8 million	$1.84 billion	adviserinfo.sec.gov
The Capital Management Corporation	Glen Allen	Fewer than 5	$70.9 million	$825.6 million	adviserinfo.sec.gov
Glassman Wealth Services, LLC	Vienna	5	$63.1 million	$2.56 billion	adviserinfo.sec.gov
The Edgar Lomax Company	Alexandria	5	$56.9 million	$1.42 billion	adviserinfo.sec.gov
Pettyjohn, Wood & White, Inc.	Lynchburg	9	$54.4 million	$1.02 billion	adviserinfo.sec.gov
Hunter Lewis LLC	Crozet	Fewer than 5	$52 million	$394.6 million	adviserinfo.sec.gov
Andersen	McLean	13	$51.6 million	$6.35 billion	adviserinfo.sec.gov
Midatlantic Capital Management, Inc.	Richmond	2	$50 million	$477 million	adviserinfo.sec.gov
Compton Wealth Advisory Group, LLC	Virginia Beach	8	$49.1 million	$800.3 million	adviserinfo.sec.gov
The Ithaka Group, LLC	Arlington	7	$43.4 million	$572.1 million	adviserinfo.sec.gov
Kanawha Capital Management, LLC	Richmond	10	$36.7 million	$1.84 billion	adviserinfo.sec.gov
Canal Capital Management, LLC	Richmond	11	$36.6 million	$1.28 billion	adviserinfo.sec.gov
Campion Asset Management, LLC	Fairfax	5	$31.9 million	$228.8 million	adviserinfo.sec.gov
Wealthcrossing	Richmond	1	$24.9 million	$1.54 billion	adviserinfo.sec.gov
CJM Wealth Advisers, LTD.	Falls Church	15	$24.5 million	$1.47 billion	adviserinfo.sec.gov
Courage Miller Partners, LLC	Norfolk	5	$23.5 million	$480.7 million	adviserinfo.sec.gov
Godsey & Gibb Wealth Management	Richmond	9	$23.4 million	$1.56 billion	adviserinfo.sec.gov
Meridian Financial Partners LLC	Warrenton	9	$23.2 million	$627.6 million	adviserinfo.sec.gov
Chase Investment Counsel Corporation	Charlottesville	Fewer than 5	$22.3 million	$509.8 million	adviserinfo.sec.gov
Spire Wealth Management, LLC	McLean	44	$20 million	$4.51 billion	adviserinfo.sec.gov
Gratus Wealth Advisors LLC	Virginia Beach	3	$19.9 million	$822.2 million	adviserinfo.sec.gov
Alpha Omega Wealth Management, LLC	Richmond	13	$19.8 million	$1.02 billion	adviserinfo.sec.gov
Wealthcare Capital Management LLC	Richmond	14	$19.1 million	$3.93 billion	adviserinfo.sec.gov
Akre Capital Management, LLC	Middleburg	6	$18.3 million	$11.82 billion	adviserinfo.sec.gov
Broad Run Investment Management, LLC	Arlington	7	$17.5 million	$681.8 million	adviserinfo.sec.gov
Harborpoint Wealth Partners	Virginia Beach	1	$17.4 million	$136.4 million	adviserinfo.sec.gov
Taylor Hoffman Capital Management	Richmond	1	$17.3 million	$469.5 million	adviserinfo.sec.gov
Redmond Asset Management, LLC	Henrico	6	$14.7 million	$537.2 million	adviserinfo.sec.gov
Toth Financial Advisory Corp	Leesburg	2	$14.6 million	$1.15 billion	adviserinfo.sec.gov
Morris & Wells Wealth Management	Charlottesville	3	$12.9 million	$987.9 million	adviserinfo.sec.gov
Brown \| Miller Wealth Management, LLC	McLean	9	$11.8 million	$991.1 million	adviserinfo.sec.gov
The Burney Company	Reston	3	$11 million	$3.59 billion	adviserinfo.sec.gov
Kfa Private Wealth Group, LLC	Tyson	2	$10.2 million	$830 million	adviserinfo.sec.gov
Norton Capital Management, Inc.	Henrico	5	$10.2 million	$131.9 million	adviserinfo.sec.gov
Avenir Corporation	Alexandria	6	$10.1 million	$849.3 million	adviserinfo.sec.gov
Brown Edwards Wealth Strategies	Lynchburg	Fewer than 5	$10 million	$403.3 million	adviserinfo.sec.gov
Steigerwald, Gordon & Koch, Wealth Advisors	Leesburg	16	$10 million	$1.32 billion	adviserinfo.sec.gov
Chesapeake Investment Management LLC	McLean	4	$10 million	$205 million	adviserinfo.sec.gov
Buttonwood Wealth	Winchester	5	$9.4 million	$425.3 million	adviserinfo.sec.gov
Partners in Financial Planning, LLC	Salem	5	$9.1 million	$913.6 million	adviserinfo.sec.gov
Rockbridge Asset Management, LLC	Alexandria	Fewer than 5	$8.9 million	$218 million	adviserinfo.sec.gov
McLaughlin Ryder Investments, Inc.	Alexandria	13	$8.9 million	$522.1 million	adviserinfo.sec.gov
Sands Capital Horizons, LLC	Arlington	Fewer than 5	$8.8 million	$466.9 million	adviserinfo.sec.gov
Dudley Capital Management LLC	Middleburg	5	$8.8 million	$291.7 million	adviserinfo.sec.gov
Capitol Securities Management, Inc.	Glen Allen	14	$8.5 million	$2.16 billion	adviserinfo.sec.gov
Acima Private Wealth LLC	Richmond	4	$7.9 million	$420.4 million	adviserinfo.sec.gov
Bogart Wealth, LLC	McLean	Fewer than 5	$7.6 million	$3.19 billion	adviserinfo.sec.gov
Cary Street Partners Asset Management	Richmond	10	$7.5 million	$1.45 billion	adviserinfo.sec.gov
Evermay Wealth Management, LLC	Arlington	3	$6.9 million	$1.33 billion	adviserinfo.sec.gov
Bay Capital Advisors, LLC	Virginia Beach	1	$6.8 million	$228.3 million	adviserinfo.sec.gov
Piedmont Wealth Advisory	Reston	Fewer than 5	$6.4 million	$353.7 million	adviserinfo.sec.gov
McLean Asset Management Corp.	Tysons	4	$6.2 million	$993.9 million	adviserinfo.sec.gov
Heritage Financial LLC	Gainesville	Fewer than 5	$6.1 million	$408 million	adviserinfo.sec.gov
Claris Financial, LLC	Glen Allen	Fewer than 5	$5.1 million	$330.2 million	adviserinfo.sec.gov
Paragon Financial Services	Richmond	5	$4.7 million	$383.7 million	adviserinfo.sec.gov
A. N. Culbertson & Company, Inc.	Charlottesville	2	$4.5 million	$817.8 million	adviserinfo.sec.gov
Beacon Harbor Wealth Advisors	Virginia Beach	Fewer than 5	$4.3 million	$608.3 million	adviserinfo.sec.gov
Buchanan Wealth Management	Reston	2	$4.2 million	$212 million	adviserinfo.sec.gov
Omega Wealth Management LLC	Arlington	31	$3.8 million	$309.7 million	adviserinfo.sec.gov
3chopt Investment Partners LLC	Richmond	1	$3.5 million	$889.4 million	adviserinfo.sec.gov
Northwest Financial Advisors LLC	Herndon	4	$3.4 million	$1.24 billion	adviserinfo.sec.gov
Keystone Asset Management, Inc.	McLean	4	$3 million	$261 million	adviserinfo.sec.gov
Legacy Wealth Management Group, Inc.	Lynchburg	13	$2.9 million	$289.8 million	adviserinfo.sec.gov
Olio Financial Planning	McLean	Fewer than 5	$2.9 million	$600.5 million	adviserinfo.sec.gov
Arrow Wealth Advisors	Lynchburg	1	$2.9 million	$121.2 million	adviserinfo.sec.gov
Nasdaq Dorsey Wright	Richmond	4	$2.8 million	$1.01 billion	adviserinfo.sec.gov
Spectrum Financial Inc	Virginia Beach	9	$2.7 million	$236.5 million	adviserinfo.sec.gov
Financial Security Advisory Inc	Virginia Beach	13	$2.7 million	$1.95 billion	adviserinfo.sec.gov
James River Asset Management, LLC	Midlothian	6	$2.6 million	$273.8 million	adviserinfo.sec.gov
Riverfront Investment Group, LLC	Richmond	2	$2.6 million	$2.22 billion	adviserinfo.sec.gov
Mwa Investments, LLC	White Stone	1	$2.4 million	$250.4 million	adviserinfo.sec.gov
Beacon Wealth Consultants, Inc.	Roanoke	2	$2.3 million	$278.3 million	adviserinfo.sec.gov
Reston Wealth Management	Reston	1	$2.1 million	$589.9 million	adviserinfo.sec.gov
Concord Wealth Partners	Abingdon	5	$1.9 million	$1.07 billion	adviserinfo.sec.gov
Piedmont Wealth Management	Alexandria	Fewer than 5	$1.8 million	$156.1 million	adviserinfo.sec.gov
8th Street Investments, LLC	Alexandria	Fewer than 5	$1.7 million	$166.9 million	adviserinfo.sec.gov
Tone Capital, LLC	Richmond	2	$1.6 million	$118.3 million	adviserinfo.sec.gov
Strategent Financial, LLC	Harrisonburg	Fewer than 5	$1.6 million	$374.7 million	adviserinfo.sec.gov
Forefront Asset Management, LLC	Virginia Beach	4	$1.6 million	$136.9 million	adviserinfo.sec.gov
Masonry Capital Management, LLC	Charlottesville	1	$1.4 million	$370.5 million	adviserinfo.sec.gov
Portfolio Advisory Group, Inc.	Alexandria	Fewer than 5	$1.3 million	$115.8 million	adviserinfo.sec.gov
Hopwood Financial Services, Inc.	Reston	1	$1.2 million	$750.3 million	adviserinfo.sec.gov
Montvue Capital Management, Inc.	Lynchburg	3	$1.1 million	$357.2 million	adviserinfo.sec.gov
Argo Wealth Advisory, LLC	McLean	Fewer than 5	$918,881	$256.2 million	adviserinfo.sec.gov
Clio Asset Management LLC	Charlottesville	1	$899,416	$127.8 million	adviserinfo.sec.gov
Vip Planners, Inc.	Roanoke	3	$865,767	$126.2 million	adviserinfo.sec.gov
Marotta Wealth Management, Inc.	Charlottesville	2	$849,412	$686 million	adviserinfo.sec.gov
The Main Street Group	Glen Allen	14	$821,234	$515.3 million	adviserinfo.sec.gov
West Financial Services, Inc.	McLean	1	$741,070	$2.84 billion	adviserinfo.sec.gov
Korving & Company LLC	Suffolk	Fewer than 5	$640,582	$137.5 million	adviserinfo.sec.gov
Bellars Harris Wealth Management	Virginia Beach	2	$639,889	$505.4 million	adviserinfo.sec.gov
Trio Wealth Management, LLC	Great Falls	1	$637,732	$134 million	adviserinfo.sec.gov
Preston Wealth Advisors, LLC.	Reston	Fewer than 5	$624,953	$286 million	adviserinfo.sec.gov
Z3 Capital Partners	Richmond	1	$546,678	$466.8 million	adviserinfo.sec.gov
Amj Financial Wealth Management LLC	Leesburg	Fewer than 5	$485,542	$481.8 million	adviserinfo.sec.gov
Colonial River Wealth Management LLC	Midlothian	Fewer than 5	$393,927	$464.4 million	adviserinfo.sec.gov
Evoadvisors	Richmond	1	$368,355	$337.2 million	adviserinfo.sec.gov
Yeske Buie Inc.	Vienna	Fewer than 5	$347,786	$1.07 billion	adviserinfo.sec.gov
Heritage Wealth Management Group, LTD	Norfolk	2	$346,938	$152.2 million	adviserinfo.sec.gov
Capitol Wealth Management, Inc.	McLean	1	$343,435	$111.9 million	adviserinfo.sec.gov
Kirk Capital Advisors LLC	Vienna	1	$326,546	$204.9 million	adviserinfo.sec.gov
Altura Wealth Advisors	Virginia Beach	Fewer than 5	$288,601	$234.9 million	adviserinfo.sec.gov
Wealthtrak Advisors	Virginia Beach	1	$286,574	$214.3 million	adviserinfo.sec.gov
Cobblestone Asset Management	Richmond	Fewer than 5	$282,422	$258.9 million	adviserinfo.sec.gov
Hughes Financial Services, LLC	Herndon	1	$268,605	$759.8 million	adviserinfo.sec.gov
Peakvalley Wealth, LLC	Roanoke	1	$263,000	$130.3 million	adviserinfo.sec.gov
Virginia Wealth Management Group, Inc.	Virginia Beach	Fewer than 5	$192,395	$393.8 million	adviserinfo.sec.gov
Steelhead Wealth Management	Glen Allen	1	$171,891	$341.9 million	adviserinfo.sec.gov
Alexander Randolph Advisory Inc	McLean	1	$125,682	$403.9 million	adviserinfo.sec.gov
Advisors Financial, Inc.	McLean	Fewer than 5	$116,451	$321.2 million	adviserinfo.sec.gov
Commonwealth Retirement Investments LLC	Richmond	1	$88,549	$377 million	adviserinfo.sec.gov
Martin Wealth Solutions	Christiansburg	Fewer than 5	$70,459	$377.1 million	adviserinfo.sec.gov
Capitol Private Wealth Group LLC	Vienna	2	$31,000	$562.1 million	adviserinfo.sec.gov
Selective Wealth Management, Inc.	Forest	1	$4,712	$454.8 million	adviserinfo.sec.gov
Emergent Financial Services, LLC.	Charlottesville	Fewer than 5	$1,000	$195.2 million	adviserinfo.sec.gov
Professional Financial Solutions, LLC	Fairfax	Fewer than 5	$316	$409.7 million	adviserinfo.sec.gov
Taylor Financial Group, Inc.	Roanoke	1	$122	$410 million	adviserinfo.sec.gov
Rede Wealth, LLC	Charlottesville	1	Not listed	$346.1 million	adviserinfo.sec.gov

Also on SpecStream

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