Data / Investment advisers / Serving corporations and other businesses / Virginia

Investment advisers in Virginia serving corporations and other businesses: 117 firms

Name: Investment advisers in Virginia serving corporations and other businesses: Form ADV data
Creator: SpecStream
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117 SEC registered investment advisers with a main office in Virginia report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $15 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mason Investment Advisory Services Inc.

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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117Advisers
$15 billionAUM from this client type
115Advisers over $100 million
November 2, 2026File date

Advisers in Virginia serving corporations and other businesses

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
Mason Investment Advisory Services Inc	Reston	8	$2.84 billion	$15.67 billion	adviserinfo.sec.gov
Andersen	McLean	40	$2.44 billion	$6.35 billion	adviserinfo.sec.gov
Strategic Investment Management, LLC	Arlington	Fewer than 5	$1.32 billion	$35.51 billion	adviserinfo.sec.gov
The London Company of Virginia	Richmond	389	$1.13 billion	$14.89 billion	adviserinfo.sec.gov
Quinn Opportunity Partners	Charlottesville	1	$971.9 million	$2.61 billion	adviserinfo.sec.gov
Sands Capital Management, LLC	Arlington	47	$844.6 million	$44.30 billion	adviserinfo.sec.gov
Richmond Capital Management Inc	Richmond	39	$771.9 million	$5.93 billion	adviserinfo.sec.gov
Agincourt Capital Management, LLC	Richmond	17	$675.1 million	$9.95 billion	adviserinfo.sec.gov
Akre Capital Management, LLC	Middleburg	15	$427.7 million	$11.82 billion	adviserinfo.sec.gov
Golden Spark Insights	Fairfax	2	$400 million	$400 million	adviserinfo.sec.gov
Heritage Wealth Advisors	Richmond	41	$320.3 million	$4.86 billion	adviserinfo.sec.gov
Cary Street Partners	Richmond	100	$237.7 million	$10.25 billion	adviserinfo.sec.gov
Davenport & Company LLC	Richmond	98	$223.1 million	$24.70 billion	adviserinfo.sec.gov
Brockenbrough	Richmond	20	$209.2 million	$5.49 billion	adviserinfo.sec.gov
Brown Advisory	Norfolk	18	$208.5 million	$7.57 billion	adviserinfo.sec.gov
The Ascent Group, LLC	Virginia Beach	34	$174.7 million	$4.76 billion	adviserinfo.sec.gov
Spire Wealth Management, LLC	McLean	184	$168 million	$4.51 billion	adviserinfo.sec.gov
West Financial Services, Inc.	McLean	19	$136.8 million	$2.84 billion	adviserinfo.sec.gov
The Burney Company	Reston	20	$127.1 million	$3.59 billion	adviserinfo.sec.gov
Hunter Lewis LLC	Crozet	Fewer than 5	$114.7 million	$394.6 million	adviserinfo.sec.gov
Riverfront Investment Group, LLC	Richmond	17	$105.7 million	$2.22 billion	adviserinfo.sec.gov
Godsey & Gibb Wealth Management	Richmond	14	$99.4 million	$1.56 billion	adviserinfo.sec.gov
Homestead Advisers Corp.	Arlington	Fewer than 5	$79.6 million	$7.45 billion	adviserinfo.sec.gov
The Edgar Lomax Company	Alexandria	5	$72.5 million	$1.42 billion	adviserinfo.sec.gov
The Ithaka Group, LLC	Arlington	11	$54 million	$572.1 million	adviserinfo.sec.gov
Z3 Capital Partners	Richmond	7	$52.3 million	$466.8 million	adviserinfo.sec.gov
Graves Light Lenhart	Harrisonburg	8	$33.9 million	$1.23 billion	adviserinfo.sec.gov
Cary Street Partners Asset Management	Richmond	12	$32.3 million	$1.45 billion	adviserinfo.sec.gov
Kennondale Capital Management	Richmond	Fewer than 5	$31.6 million	$141.9 million	adviserinfo.sec.gov
Wealthcare Capital Management LLC	Richmond	11	$30.2 million	$3.93 billion	adviserinfo.sec.gov
Redmond Asset Management, LLC	Henrico	Fewer than 5	$29.4 million	$537.2 million	adviserinfo.sec.gov
Capitol Securities Management, Inc.	Glen Allen	32	$28.5 million	$2.16 billion	adviserinfo.sec.gov
Northwest Financial Advisors LLC	Herndon	2	$26.6 million	$1.24 billion	adviserinfo.sec.gov
Pettyjohn, Wood & White, Inc.	Lynchburg	12	$25.3 million	$1.02 billion	adviserinfo.sec.gov
Westbourne Investments, Inc.	Alexandria	2	$25.1 million	$276.4 million	adviserinfo.sec.gov
The Hoerner Planning Group, LLC	Middleburg	4	$24.8 million	$1.65 billion	adviserinfo.sec.gov
Cassaday & Company, Inc.	McLean	11	$24.2 million	$7.14 billion	adviserinfo.sec.gov
Kanawha Capital Management, LLC	Richmond	1	$23.4 million	$1.84 billion	adviserinfo.sec.gov
Brown Edwards Wealth Strategies	Lynchburg	Fewer than 5	$22.8 million	$403.3 million	adviserinfo.sec.gov
Beacon Harbor Wealth Advisors	Virginia Beach	Fewer than 5	$22.5 million	$608.3 million	adviserinfo.sec.gov
Peakvalley Wealth, LLC	Roanoke	13	$21.3 million	$130.3 million	adviserinfo.sec.gov
Avenir Corporation	Alexandria	5	$21.2 million	$849.3 million	adviserinfo.sec.gov
Concord Wealth Partners	Abingdon	11	$20.2 million	$1.07 billion	adviserinfo.sec.gov
Morris & Wells Wealth Management	Charlottesville	14	$16.7 million	$987.9 million	adviserinfo.sec.gov
Harborpoint Wealth Partners	Virginia Beach	3	$12.8 million	$136.4 million	adviserinfo.sec.gov
Paragon Financial Services	Richmond	2	$12.6 million	$383.7 million	adviserinfo.sec.gov
Aegis Financial Corporation	McLean	Fewer than 5	$12.3 million	$1.37 billion	adviserinfo.sec.gov
Alpha Omega Wealth Management, LLC	Richmond	4	$11.7 million	$1.02 billion	adviserinfo.sec.gov
Financial Security Advisory Inc	Virginia Beach	38	$11.4 million	$1.95 billion	adviserinfo.sec.gov
Selective Wealth Management, Inc.	Forest	3	$11.2 million	$454.8 million	adviserinfo.sec.gov
Evermay Wealth Management, LLC	Arlington	6	$10.8 million	$1.33 billion	adviserinfo.sec.gov
Tull Financial Group, Inc.	Chesapeake	1	$10.7 million	$367.1 million	adviserinfo.sec.gov
Azzad Asset Management, Inc.	Falls Church	1	$10.3 million	$1.84 billion	adviserinfo.sec.gov
Nasdaq Dorsey Wright	Richmond	11	$10.2 million	$1.01 billion	adviserinfo.sec.gov
Activ8 Family Office LLC	McLean	88	$9.1 million	$1.54 billion	adviserinfo.sec.gov
Dudley Capital Management LLC	Middleburg	7	$8.9 million	$291.7 million	adviserinfo.sec.gov
The Capital Management Corporation	Glen Allen	Fewer than 5	$8.9 million	$825.6 million	adviserinfo.sec.gov
Clio Asset Management LLC	Charlottesville	3	$7.7 million	$127.8 million	adviserinfo.sec.gov
Courage Miller Partners, LLC	Norfolk	Fewer than 5	$7.7 million	$480.7 million	adviserinfo.sec.gov
Mwa Investments, LLC	White Stone	1	$7.4 million	$250.4 million	adviserinfo.sec.gov
Reston Wealth Management	Reston	3	$6.7 million	$589.9 million	adviserinfo.sec.gov
Ejf Capital LP	Arlington	Fewer than 5	$6.6 million	$6.10 billion	adviserinfo.sec.gov
Meridian Financial Partners LLC	Warrenton	15	$6.3 million	$627.6 million	adviserinfo.sec.gov
Hunter Michael Investment Advisors Inc	Richmond	4	$6.2 million	$81.2 million	adviserinfo.sec.gov
Bellars Harris Wealth Management	Virginia Beach	5	$5.6 million	$505.4 million	adviserinfo.sec.gov
Advisors Financial, Inc.	McLean	5	$5.4 million	$321.2 million	adviserinfo.sec.gov
Cobblestone Asset Management	Richmond	Fewer than 5	$5.2 million	$258.9 million	adviserinfo.sec.gov
Spectrum Financial Inc	Virginia Beach	4	$4.9 million	$236.5 million	adviserinfo.sec.gov
Midatlantic Capital Management, Inc.	Richmond	2	$4.8 million	$477 million	adviserinfo.sec.gov
Thompson Davis Asset Management	Richmond	5	$3.8 million	$211.3 million	adviserinfo.sec.gov
Sima Wealth Partners, LLC	Richmond	3	$3.6 million	$156.7 million	adviserinfo.sec.gov
Rockbridge Asset Management, LLC	Alexandria	Fewer than 5	$3.2 million	$218 million	adviserinfo.sec.gov
Rembert Pendleton Jackson	Vienna	3	$3.2 million	$2.73 billion	adviserinfo.sec.gov
Fields Gottscho Capital Management LLC	Charlottesville	Fewer than 5	$3.1 million	$333 million	adviserinfo.sec.gov
Variant Private Wealth LLC	Tysons	7	$3.1 million	$267.5 million	adviserinfo.sec.gov
Cope Connelly	Arlington	20	$3.1 million	$151.1 million	adviserinfo.sec.gov
The Main Street Group	Glen Allen	19	$3 million	$515.3 million	adviserinfo.sec.gov
Wealthtrak Advisors	Virginia Beach	4	$2.9 million	$214.3 million	adviserinfo.sec.gov
Compton Wealth Advisory Group, LLC	Virginia Beach	20	$2.9 million	$800.3 million	adviserinfo.sec.gov
Hopwood Financial Services, Inc.	Reston	2	$2.8 million	$750.3 million	adviserinfo.sec.gov
Strategent Financial, LLC	Harrisonburg	Fewer than 5	$2.6 million	$374.7 million	adviserinfo.sec.gov
Brown \| Miller Wealth Management, LLC	McLean	5	$2.5 million	$991.1 million	adviserinfo.sec.gov
Thompson Siegel & Walmsley LLC	Richmond	Fewer than 5	$2.4 million	$21.15 billion	adviserinfo.sec.gov
Masonry Capital Management, LLC	Charlottesville	2	$2.4 million	$370.5 million	adviserinfo.sec.gov
Campbell Deegan Financial	Richmond	4	$2.3 million	$745.1 million	adviserinfo.sec.gov
Aria Wealth Partners	Charlottesville	3	$2.1 million	$112.3 million	adviserinfo.sec.gov
Gratus Wealth Advisors LLC	Virginia Beach	2	$2 million	$822.2 million	adviserinfo.sec.gov
Olio Financial Planning	McLean	10	$2 million	$600.5 million	adviserinfo.sec.gov
James River Asset Management, LLC	Midlothian	3	$1.9 million	$273.8 million	adviserinfo.sec.gov
Piedmont Wealth Management	Alexandria	Fewer than 5	$1.6 million	$156.1 million	adviserinfo.sec.gov
Buttonwood Wealth	Winchester	2	$1.5 million	$425.3 million	adviserinfo.sec.gov
Amj Financial Wealth Management LLC	Leesburg	Fewer than 5	$1.5 million	$481.8 million	adviserinfo.sec.gov
Blue Edge Capital, LLC	Richmond	1	$1.1 million	$765.1 million	adviserinfo.sec.gov
Yeske Buie Inc.	Vienna	Fewer than 5	$1.1 million	$1.07 billion	adviserinfo.sec.gov
Taylor Financial Group, Inc.	Roanoke	2	$996,359	$410 million	adviserinfo.sec.gov
Evolutionary Tree Capital Management, LLC	Alexandria	Fewer than 5	$962,648	$91.7 million	adviserinfo.sec.gov
McLaughlin Ryder Investments, Inc.	Alexandria	5	$957,608	$522.1 million	adviserinfo.sec.gov
Montvue Capital Management, Inc.	Lynchburg	1	$646,668	$357.2 million	adviserinfo.sec.gov
Aspect Partners, LLC	Fairfax	Fewer than 5	$642,607	$418.2 million	adviserinfo.sec.gov
Wealthway Financial Advisors	Norfolk	Fewer than 5	$569,000	$245.6 million	adviserinfo.sec.gov
Heritage Wealth Management Group, LTD	Norfolk	1	$545,751	$152.2 million	adviserinfo.sec.gov
Dominguez Wealth Management Solutions, Inc.	Williamsburg	Fewer than 5	$521,636	$213.1 million	adviserinfo.sec.gov
Forefront Asset Management, LLC	Virginia Beach	5	$483,437	$136.9 million	adviserinfo.sec.gov
Rede Wealth, LLC	Charlottesville	3	$442,406	$346.1 million	adviserinfo.sec.gov
Professional Financial Solutions, LLC	Fairfax	Fewer than 5	$391,314	$409.7 million	adviserinfo.sec.gov
Legacy Wealth Management Inc.	Manassas	1	$351,822	$313.9 million	adviserinfo.sec.gov
Altura Wealth Advisors	Virginia Beach	Fewer than 5	$295,219	$234.9 million	adviserinfo.sec.gov
8th Street Investments, LLC	Alexandria	Fewer than 5	$262,129	$166.9 million	adviserinfo.sec.gov
Virginia Wealth Management Group, Inc.	Virginia Beach	Fewer than 5	$247,899	$393.8 million	adviserinfo.sec.gov
Brighter Financial Capital Management, LLC	Reston	2	$207,787	$135.1 million	adviserinfo.sec.gov
Clarion Wealth Management Partners	Fairfax	2	$207,170	$394.8 million	adviserinfo.sec.gov
McLean Asset Management Corp.	Tysons	1	$73,245	$993.9 million	adviserinfo.sec.gov
Legacy Wealth Management Group, Inc.	Lynchburg	15	$70,000	$289.8 million	adviserinfo.sec.gov
Investment Management Corporation	Roanoke	3	$45,467	$191.2 million	adviserinfo.sec.gov
Steelhead Wealth Management	Glen Allen	1	$12,488	$341.9 million	adviserinfo.sec.gov
A. N. Culbertson & Company, Inc.	Charlottesville	1	$3,125	$817.8 million	adviserinfo.sec.gov
Concord Asset Management, LLC	Abingdon	9	Not listed	$639.4 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.