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Data / Investment advisers / Serving high net worth individuals / Virginia

Investment advisers in Virginia serving high net worth individuals: 226 firms

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

226 SEC registered investment advisers with a main office in Virginia report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $147 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Davenport & Company LLC.

The request: Every investment adviser in Virginia that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

  • 226Advisers
  • $147 billionAUM from this client type
  • 221Advisers over $100 million
  • November 2, 2026File date

Advisers in Virginia serving high net worth individuals

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Davenport & Company LLCRichmond5,667$14.07 billion$24.70 billionadviserinfo.sec.gov
Cary Street PartnersRichmond2,175$7.45 billion$10.25 billionadviserinfo.sec.gov
Mason Investment Advisory Services IncReston759$6.85 billion$15.67 billionadviserinfo.sec.gov
Cassaday & Company, Inc.McLean2,017$6.71 billion$7.14 billionadviserinfo.sec.gov
Brown AdvisoryNorfolk145$5.55 billion$7.57 billionadviserinfo.sec.gov
AndersenMcLean462$3.73 billion$6.35 billionadviserinfo.sec.gov
Bogart Wealth, LLCMcLean722$2.97 billion$3.19 billionadviserinfo.sec.gov
The London Company of VirginiaRichmond736$2.71 billion$14.89 billionadviserinfo.sec.gov
Heritage Wealth AdvisorsRichmond254$2.61 billion$4.86 billionadviserinfo.sec.gov
The Ascent Group, LLCVirginia Beach874$2.59 billion$4.76 billionadviserinfo.sec.gov
The Burney CompanyReston904$2.59 billion$3.59 billionadviserinfo.sec.gov
Wealthcare Capital Management LLCRichmond1,312$2.54 billion$3.93 billionadviserinfo.sec.gov
West Financial Services, Inc.McLean546$2.53 billion$2.84 billionadviserinfo.sec.gov
Glassman Wealth Services, LLCVienna302$2.43 billion$2.56 billionadviserinfo.sec.gov
Rembert Pendleton JacksonVienna707$2.32 billion$2.73 billionadviserinfo.sec.gov
BrockenbroughRichmond364$2.29 billion$5.49 billionadviserinfo.sec.gov
Kanawha Capital Management, LLCRichmond407$1.68 billion$1.84 billionadviserinfo.sec.gov
WealthcrossingRichmond197$1.49 billion$1.54 billionadviserinfo.sec.gov
Activ8 Family Office LLCMcLean148$1.48 billion$1.54 billionadviserinfo.sec.gov
D'Orazio Wealth AdvisorsVienna227$1.42 billion$1.44 billionadviserinfo.sec.gov
Investure, LLCCharlottesvilleFewer than 5$1.39 billion$38.52 billionadviserinfo.sec.gov
The Hoerner Planning Group, LLCMiddleburg161$1.36 billion$1.65 billionadviserinfo.sec.gov
Spire Wealth Management, LLCMcLean128$1.29 billion$4.51 billionadviserinfo.sec.gov
Salomon and LudwinRichmond263$1.25 billion$1.34 billionadviserinfo.sec.gov
Godsey & Gibb Wealth ManagementRichmond440$1.19 billion$1.56 billionadviserinfo.sec.gov
Steigerwald, Gordon & Koch, Wealth AdvisorsLeesburg388$1.16 billion$1.32 billionadviserinfo.sec.gov
Evermay Wealth Management, LLCArlington234$1.14 billion$1.33 billionadviserinfo.sec.gov
Azzad Asset Management, Inc.Falls Church498$1.13 billion$1.84 billionadviserinfo.sec.gov
Range Advisory, LLCMcLean806$1.10 billion$1.39 billionadviserinfo.sec.gov
Financial Security Advisory IncVirginia Beach459$1.04 billion$1.95 billionadviserinfo.sec.gov
Canal Capital Management, LLCRichmond288$1.02 billion$1.28 billionadviserinfo.sec.gov
Cary Street Partners Asset ManagementRichmond608$997 million$1.45 billionadviserinfo.sec.gov
Yeske Buie Inc.Vienna225$990.8 million$1.07 billionadviserinfo.sec.gov
CJM Wealth Advisers, LTD.Falls Church242$990.7 million$1.47 billionadviserinfo.sec.gov
Toth Financial Advisory CorpLeesburg335$983.9 million$1.15 billionadviserinfo.sec.gov
Graves Light LenhartHarrisonburg248$978 million$1.23 billionadviserinfo.sec.gov
Verus Financial PartnersRichmond265$908.6 million$1.18 billionadviserinfo.sec.gov
Brown | Miller Wealth Management, LLCMcLean280$894.1 million$991.1 millionadviserinfo.sec.gov
Alpha Omega Wealth Management, LLCRichmond206$879.3 million$1.02 billionadviserinfo.sec.gov
Acorn Financial Advisory Services, Inc.Reston551$871.2 million$1.40 billionadviserinfo.sec.gov
3chopt Investment Partners LLCRichmond144$864.2 million$889.4 millionadviserinfo.sec.gov
Capitol Securities Management, Inc.Glen Allen1,287$838.6 million$2.16 billionadviserinfo.sec.gov
Pettyjohn, Wood & White, Inc.Lynchburg287$823.6 million$1.02 billionadviserinfo.sec.gov
McLean Asset Management Corp.Tysons258$802.3 million$993.9 millionadviserinfo.sec.gov
Covenant Wealth AdvisorsRichmond280$783.5 million$909.6 millionadviserinfo.sec.gov
A. N. Culbertson & Company, Inc.Charlottesville168$752.9 million$817.8 millionadviserinfo.sec.gov
Avenir CorporationAlexandria91$725.5 million$849.3 millionadviserinfo.sec.gov
Compton Wealth Advisory Group, LLCVirginia Beach112$722.5 million$800.3 millionadviserinfo.sec.gov
The Capital Management CorporationGlen Allen124$719.5 million$825.6 millionadviserinfo.sec.gov
Thompson Siegel & Walmsley LLCRichmond60$703.8 million$21.15 billionadviserinfo.sec.gov
Harbour Capital Advisors, LLCTysons Corner55$701.1 million$701.1 millionadviserinfo.sec.gov
Hopwood Financial Services, Inc.Reston169$695.9 million$750.3 millionadviserinfo.sec.gov
Concord Wealth PartnersAbingdon258$691.3 million$1.07 billionadviserinfo.sec.gov
Gratus Wealth Advisors LLCVirginia Beach200$683.1 million$822.2 millionadviserinfo.sec.gov
Northwest Financial Advisors LLCHerndon326$656.1 million$1.24 billionadviserinfo.sec.gov
Centurion Wealth ManagementMcLean170$624.8 million$786.2 millionadviserinfo.sec.gov
Blue Edge Capital, LLCRichmond104$615.4 million$765.1 millionadviserinfo.sec.gov
Marotta Wealth Management, Inc.Charlottesville185$610.4 million$686 millionadviserinfo.sec.gov
Monument Wealth ManagementAlexandria120$597.5 million$648.4 millionadviserinfo.sec.gov
Kfa Private Wealth Group, LLCTyson229$589.9 million$830 millionadviserinfo.sec.gov
Hughes Financial Services, LLCHerndon282$573.9 million$759.8 millionadviserinfo.sec.gov
Campbell Deegan FinancialRichmond195$568.7 million$745.1 millionadviserinfo.sec.gov
Meridian Financial Partners LLCWarrenton320$553.2 million$627.6 millionadviserinfo.sec.gov
Founders Grove Wealth Partners, LLCRichmond119$506.1 million$532.3 millionadviserinfo.sec.gov
Pine Harbor Wealth Management LLCFairfax105$485 million$507.1 millionadviserinfo.sec.gov
Sands Capital Management, LLCArlington37$484.1 million$44.30 billionadviserinfo.sec.gov
Olio Financial PlanningMcLean153$471.6 million$600.5 millionadviserinfo.sec.gov
Allegiance Financial GroupVienna153$458.4 million$675 millionadviserinfo.sec.gov
Beacon Harbor Wealth AdvisorsVirginia Beach180$457.7 million$608.3 millionadviserinfo.sec.gov
Reston Wealth ManagementReston173$448.4 million$589.9 millionadviserinfo.sec.gov
Sands Capital Horizons, LLCArlingtonFewer than 5$443.1 million$466.9 millionadviserinfo.sec.gov
The Lewis Financial GroupAshburn179$441.6 million$482.4 millionadviserinfo.sec.gov
Wealthcrest Financial Services, LLCSpringfield232$434.6 million$507.5 millionadviserinfo.sec.gov
Capitol Private Wealth Group LLCVienna173$429.7 million$562.1 millionadviserinfo.sec.gov
Navy Federal Investment Services, LLCVienna331$422.7 million$2.10 billionadviserinfo.sec.gov
Strategic Investment Management, LLCArlingtonFewer than 5$413 million$35.51 billionadviserinfo.sec.gov
Sagevest Wealth ManagementMcLean115$408.9 million$423.2 millionadviserinfo.sec.gov
Acima Private Wealth LLCRichmond36$404.1 million$420.4 millionadviserinfo.sec.gov
McLaughlin Ryder Investments, Inc.Alexandria213$401.5 million$522.1 millionadviserinfo.sec.gov
Courage Miller Partners, LLCNorfolk101$400.4 million$480.7 millionadviserinfo.sec.gov
Alexander Randolph Advisory IncMcLean101$382.8 million$403.9 millionadviserinfo.sec.gov
Redmond Asset Management, LLCHenrico114$374.5 million$537.2 millionadviserinfo.sec.gov
Sentinel Wealth Management, Inc.Reston68$369.8 million$388.8 millionadviserinfo.sec.gov
Taylor Hoffman Capital ManagementRichmond151$365.5 million$469.5 millionadviserinfo.sec.gov
Virginia Wealth Management Group, Inc.Virginia Beach42$361.8 million$393.8 millionadviserinfo.sec.gov
Solitude Financial Services, Inc.Charlottesville133$355.7 million$363.5 millionadviserinfo.sec.gov
Aspect Partners, LLCFairfax126$354.4 million$418.2 millionadviserinfo.sec.gov
Strategent Financial, LLCHarrisonburg106$351.6 million$374.7 millionadviserinfo.sec.gov
Chase Investment Counsel CorporationCharlottesville76$351.4 million$509.8 millionadviserinfo.sec.gov
Decisionmap Wealth Management, LLCGreat Falls112$350.9 million$363.4 millionadviserinfo.sec.gov
Bellars Harris Wealth ManagementVirginia Beach83$350.2 million$505.4 millionadviserinfo.sec.gov
Professional Financial Solutions, LLCFairfax137$348.9 million$409.7 millionadviserinfo.sec.gov
Brown Edwards Wealth StrategiesLynchburg105$345.7 million$403.3 millionadviserinfo.sec.gov
Selective Wealth Management, Inc.Forest184$345.4 million$454.8 millionadviserinfo.sec.gov
Nasdaq Dorsey WrightRichmond479$330.1 million$1.01 billionadviserinfo.sec.gov
Buttonwood WealthWinchester107$326.4 million$425.3 millionadviserinfo.sec.gov
Mason & Associates, LLCNewport News172$325 million$471.4 millionadviserinfo.sec.gov
Houlihan Financial Resource Group, LTD.Ashburn93$324.8 million$357.2 millionadviserinfo.sec.gov
Partners in Financial Planning, LLCSalem37$323.7 million$913.6 millionadviserinfo.sec.gov
Piedmont Wealth AdvisoryReston103$318.8 million$353.7 millionadviserinfo.sec.gov
Wills Financial Group, LLCRichmond90$317.2 million$385.7 millionadviserinfo.sec.gov
Montvue Capital Management, Inc.Lynchburg86$315 million$357.2 millionadviserinfo.sec.gov
Colonial River Wealth Management LLCMidlothian174$314.8 million$464.4 millionadviserinfo.sec.gov
Fields Gottscho Capital Management LLCCharlottesville72$314.4 million$333 millionadviserinfo.sec.gov
Reframe Wealth, LLCVienna100$311.8 million$394.8 millionadviserinfo.sec.gov
Amj Financial Wealth Management LLCLeesburg99$308 million$481.8 millionadviserinfo.sec.gov
Heritage Financial LLCGainesville132$303.9 million$408 millionadviserinfo.sec.gov
Commonwealth Retirement Investments LLCRichmond138$302 million$377 millionadviserinfo.sec.gov
EvoadvisorsRichmond96$300.6 million$337.2 millionadviserinfo.sec.gov
Rede Wealth, LLCCharlottesville54$298.2 million$346.1 millionadviserinfo.sec.gov
Omega Wealth Management LLCArlington97$297.8 million$309.7 millionadviserinfo.sec.gov
Taylor Financial Group, Inc.Roanoke103$291.9 million$410 millionadviserinfo.sec.gov
4j Wealth Management, LLCMcLean122$290.3 million$348.1 millionadviserinfo.sec.gov
Clarion Wealth Management PartnersFairfax129$280.1 million$394.8 millionadviserinfo.sec.gov
Paragon Financial ServicesRichmond297$271.7 million$383.7 millionadviserinfo.sec.gov
Z3 Capital PartnersRichmond62$270.4 million$466.8 millionadviserinfo.sec.gov
Advisors Financial, Inc.McLean95$266.2 million$321.2 millionadviserinfo.sec.gov
Kinloch Capital, LLCGlen Allen101$266.2 million$301.1 millionadviserinfo.sec.gov
Steelhead Wealth ManagementGlen Allen103$265.2 million$341.9 millionadviserinfo.sec.gov
Tull Financial Group, Inc.Chesapeake111$264.5 million$367.1 millionadviserinfo.sec.gov
Birks Financial Corp.Herndon83$263.3 million$290.6 millionadviserinfo.sec.gov
The Ithaka Group, LLCArlington97$260.3 million$572.1 millionadviserinfo.sec.gov
Capitol Financial Consultants, Inc.McLean58$258.9 million$269.2 millionadviserinfo.sec.gov
Dudley Capital Management LLCMiddleburg60$257.7 million$291.7 millionadviserinfo.sec.gov
Claris Financial, LLCGlen Allen161$248.3 million$330.2 millionadviserinfo.sec.gov
Variant Private Wealth LLCTysons136$244.3 million$267.5 millionadviserinfo.sec.gov
Integrated Financial Solutions, Inc.Reston87$240.1 million$303.3 millionadviserinfo.sec.gov
Mwa Investments, LLCWhite Stone32$239.4 million$250.4 millionadviserinfo.sec.gov
Alpha Advisors, LLCRichmond60$237.8 million$256.1 millionadviserinfo.sec.gov
Akre Capital Management, LLCMiddleburg89$233.4 million$11.82 billionadviserinfo.sec.gov
The Main Street GroupGlen Allen122$233.1 million$515.3 millionadviserinfo.sec.gov
Keystone Asset Management, Inc.McLean89$224 million$261 millionadviserinfo.sec.gov
Juno Financial Group LLCRichmond84$220.7 million$541.9 millionadviserinfo.sec.gov
Argo Wealth Advisory, LLCMcLean70$216.3 million$256.2 millionadviserinfo.sec.gov
Westbourne Investments, Inc.Alexandria46$214.3 million$276.4 millionadviserinfo.sec.gov
Legacy Wealth Management Group, Inc.Lynchburg179$211.3 million$289.8 millionadviserinfo.sec.gov
Sanchez & Zures, LLCMcLean63$203.1 million$241.9 millionadviserinfo.sec.gov
Wealthway Financial AdvisorsNorfolk81$203 million$245.6 millionadviserinfo.sec.gov
Abich Financial Wealth Management, LLCAshburn117$200.3 million$394.7 millionadviserinfo.sec.gov
Midatlantic Capital Management, Inc.Richmond76$197.7 million$477 millionadviserinfo.sec.gov
Chesapeake Investment Management LLCMcLean391$195 million$205 millionadviserinfo.sec.gov
T.M. Wealth ManagementReston66$194.2 million$209.8 millionadviserinfo.sec.gov
James River Asset Management, LLCMidlothian104$184.7 million$273.8 millionadviserinfo.sec.gov
Alpha Financial Advisors, LLCMcLean72$183.4 million$218.3 millionadviserinfo.sec.gov
Bay Capital Advisors, LLCVirginia Beach80$182.1 million$228.3 millionadviserinfo.sec.gov
Kirk Capital Advisors LLCVienna78$181.7 million$204.9 millionadviserinfo.sec.gov
Tenzing Financial LLCWilliamsburg73$181.6 million$231.1 millionadviserinfo.sec.gov
Campion Asset Management, LLCFairfax45$179.7 million$228.8 millionadviserinfo.sec.gov
Bowen Financial Services, LLCMidlothian50$177.9 million$191 millionadviserinfo.sec.gov
Preston Wealth Advisors, LLC.Reston64$175.4 million$286 millionadviserinfo.sec.gov
Altura Wealth AdvisorsVirginia Beach103$174.8 million$234.9 millionadviserinfo.sec.gov
Dominguez Wealth Management Solutions, Inc.Williamsburg69$166.3 million$213.1 millionadviserinfo.sec.gov
Rockbridge Asset Management, LLCAlexandria44$163 million$218 millionadviserinfo.sec.gov
Oxford Capital ManagementRichm0nd23$162 million$170 millionadviserinfo.sec.gov
Buchanan Wealth ManagementReston110$159.4 million$212 millionadviserinfo.sec.gov
8th Street Investments, LLCAlexandria35$158.2 million$166.9 millionadviserinfo.sec.gov
Martin Wealth SolutionsChristiansburg98$155.7 million$377.1 millionadviserinfo.sec.gov
Investment Management CorporationRoanoke49$147.7 million$191.2 millionadviserinfo.sec.gov
Thompson Davis Asset ManagementRichmond206$142.4 million$211.3 millionadviserinfo.sec.gov
Arbor Private Wealth, LLCAshburn48$136.7 million$160.1 millionadviserinfo.sec.gov
Wealthtrak AdvisorsVirginia Beach63$135.9 million$214.3 millionadviserinfo.sec.gov
Broad Run Investment Management, LLCArlington111$134.6 million$681.8 millionadviserinfo.sec.gov
Joss Brown Wealth AdvisorsWilliamsburg69$133.1 million$162.4 millionadviserinfo.sec.gov
Legacy Wealth Management Inc.Manassas66$131.9 million$313.9 millionadviserinfo.sec.gov
Bluelist Partners, LLCOccoquan75$129.1 million$134.3 millionadviserinfo.sec.gov
Trio Wealth Management, LLCGreat Falls49$125.9 million$134 millionadviserinfo.sec.gov
Acts Financial AdvisorsMcLean18$125.8 million$126.5 millionadviserinfo.sec.gov
Sima Wealth Partners, LLCRichmond60$124.6 million$156.7 millionadviserinfo.sec.gov
The Scott S. James CompanyFalls Church85$123.1 million$139.4 millionadviserinfo.sec.gov
Opulen Financial Group, LLCArlington54$122.6 million$171.8 millionadviserinfo.sec.gov
River Crescent Advisors, LLCSuffolk25$119.5 million$136.8 millionadviserinfo.sec.gov
Clio Asset Management LLCCharlottesville42$119.2 million$127.8 millionadviserinfo.sec.gov
Highstone GroupRichmond14$118.3 million$263.9 millionadviserinfo.sec.gov
McGinn Penninger Investment Management Inc.Alexandria331$118.3 million$204.4 millionadviserinfo.sec.gov
PactolusVienna302$115.8 million$187.8 millionadviserinfo.sec.gov
Wellington Consulting Services IncChantilly49$114.7 million$1.69 billionadviserinfo.sec.gov
Richmond Capital Management IncRichmond25$113.6 million$5.93 billionadviserinfo.sec.gov
Capitol Wealth Management, Inc.McLean29$111.5 million$111.9 millionadviserinfo.sec.gov
Cook Financial Designs, Inc.Virginia Beach47$110.1 million$172.4 millionadviserinfo.sec.gov
Tone Capital, LLCRichmond99$108.4 million$118.3 millionadviserinfo.sec.gov
Aztlan Equity Management, LLCMcLean4$107.6 million$851.1 millionadviserinfo.sec.gov
Heritage Wealth Management Group, LTDNorfolk40$105.1 million$152.2 millionadviserinfo.sec.gov
Piedmont Wealth ManagementAlexandria53$104.9 million$156.1 millionadviserinfo.sec.gov
Agincourt Capital Management, LLCRichmond15$101.2 million$9.95 billionadviserinfo.sec.gov
Allridge Wealth Management, IncAshburn31$101.2 million$103.3 millionadviserinfo.sec.gov
Norton Capital Management, Inc.Henrico37$101.1 million$131.9 millionadviserinfo.sec.gov
Portfolio Advisory Group, Inc.Alexandria34$98.2 million$115.8 millionadviserinfo.sec.gov
Sturman Wealth AdvisorsCharlottesville40$97.5 million$116.4 millionadviserinfo.sec.gov
Templer Wealth Management, LLCVienna34$97.2 million$102.9 millionadviserinfo.sec.gov
Jjsa Advisors, LTD.Virginia Beach46$96.8 million$154.3 millionadviserinfo.sec.gov
Spark Financial AdvisorsRichmond44$96.6 million$147.1 millionadviserinfo.sec.gov
Cobblestone Asset ManagementRichmond32$96.1 million$258.9 millionadviserinfo.sec.gov
Oakleigh Wealth ServicesCrozet31$92.4 million$102.5 millionadviserinfo.sec.gov
Aria Wealth PartnersCharlottesville36$90.2 million$112.3 millionadviserinfo.sec.gov
Vip Planners, Inc.Roanoke31$88.7 million$126.2 millionadviserinfo.sec.gov
Cope ConnellyArlington68$88.7 million$151.1 millionadviserinfo.sec.gov
Gira & Gira Investment Advisors LLCHarrisonburg40$83.7 million$121.4 millionadviserinfo.sec.gov
Charmarline Wealth ManagementLynchburg50$83.2 million$118.8 millionadviserinfo.sec.gov
Korving & Company LLCSuffolk31$82.9 million$137.5 millionadviserinfo.sec.gov
Fitzwilliams Wealth Management Inc.Chesapeake82$77.9 million$123.5 millionadviserinfo.sec.gov
Peakvalley Wealth, LLCRoanoke49$75.5 million$130.3 millionadviserinfo.sec.gov
First Georgetown Securities, IncAlexandria100$75.2 million$115.7 millionadviserinfo.sec.gov
Beacon Wealth Consultants, Inc.Roanoke25$74.9 million$278.3 millionadviserinfo.sec.gov
Pegasus Financial Group LLCChantilly41$72.3 million$122.3 millionadviserinfo.sec.gov
Arrow Wealth AdvisorsLynchburg44$68.2 million$121.2 millionadviserinfo.sec.gov
Forefront Asset Management, LLCVirginia Beach31$66.1 million$136.9 millionadviserinfo.sec.gov
Ascent Financial GroupRichmond40$64.9 million$100.8 millionadviserinfo.sec.gov
Brighter Financial Capital Management, LLCReston32$63.3 million$135.1 millionadviserinfo.sec.gov
Masonry Capital Management, LLCCharlottesville48$61.9 million$370.5 millionadviserinfo.sec.gov
Hunter Michael Investment Advisors IncRichmond13$61.5 million$81.2 millionadviserinfo.sec.gov
Evolutionary Tree Capital Management, LLCAlexandria37$60.8 million$91.7 millionadviserinfo.sec.gov
Glover Park Wealth Management, LLCArlington36$58.5 million$144.3 millionadviserinfo.sec.gov
Kennondale Capital ManagementRichmondFewer than 5$52.9 million$141.9 millionadviserinfo.sec.gov
Harborpoint Wealth PartnersVirginia Beach26$49.8 million$136.4 millionadviserinfo.sec.gov
1607 Capital Partners, LLCRichmondFewer than 5$46.7 million$3.49 billionadviserinfo.sec.gov
October Effect LTD.Virginia Beach22$46.1 million$145.6 millionadviserinfo.sec.gov
ApforiaVirginia Beach56$42.3 million$101.9 millionadviserinfo.sec.gov
Aegis Financial CorporationMcLean9$34.9 million$1.37 billionadviserinfo.sec.gov
Emergent Financial Services, LLC.Charlottesville19$32.5 million$195.2 millionadviserinfo.sec.gov
Hunter Lewis LLCCrozet8$30.4 million$394.6 millionadviserinfo.sec.gov
Selby Lane Capital, LLCCharlottesville1$9.3 million$505.4 millionadviserinfo.sec.gov
Benjamins MoneyMcLean5$9.1 million$9.1 millionadviserinfo.sec.gov
Ejf Capital LPArlingtonFewer than 5$8.5 million$6.10 billionadviserinfo.sec.gov
Hermitage WealthRichmond4$6.1 million$37.5 millionadviserinfo.sec.gov
Pointoak Retirement AdvisorsMcLean1$2.7 million$1.08 billionadviserinfo.sec.gov
Wiseradvisor PaladinFairfax1,280Not listedNot listedadviserinfo.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.