Data / Investment advisers / Serving individuals / Virginia

Investment advisers in Virginia serving individuals: 216 firms

Name: Investment advisers in Virginia serving individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

216 SEC registered investment advisers with a main office in Virginia report individuals among their clients in Form ADV item 5.D, and together they attribute $34.4 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.

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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216Advisers
$34.4 billionAUM from this client type
211Advisers over $100 million
November 2, 2026File date

Advisers in Virginia serving 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.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Davenport & Company LLC	Richmond	11,188	$3.84 billion	$24.70 billion	adviserinfo.sec.gov
Spire Wealth Management, LLC	McLean	6,023	$3.04 billion	$4.51 billion	adviserinfo.sec.gov
Navy Federal Investment Services, LLC	Vienna	7,093	$1.68 billion	$2.10 billion	adviserinfo.sec.gov
Wellington Consulting Services Inc	Chantilly	9,275	$1.57 billion	$1.69 billion	adviserinfo.sec.gov
The London Company of Virginia	Richmond	4,826	$1.50 billion	$14.89 billion	adviserinfo.sec.gov
Cary Street Partners	Richmond	4,466	$1.46 billion	$10.25 billion	adviserinfo.sec.gov
Wealthcare Capital Management LLC	Richmond	4,326	$1.19 billion	$3.93 billion	adviserinfo.sec.gov
Riverfront Investment Group, LLC	Richmond	1,185	$1.06 billion	$2.22 billion	adviserinfo.sec.gov
The Ascent Group, LLC	Virginia Beach	3,303	$943.8 million	$4.76 billion	adviserinfo.sec.gov
Morris & Wells Wealth Management	Charlottesville	275	$937.3 million	$987.9 million	adviserinfo.sec.gov
Financial Security Advisory Inc	Virginia Beach	2,640	$781.9 million	$1.95 billion	adviserinfo.sec.gov
Partners in Financial Planning, LLC	Salem	354	$580.7 million	$913.6 million	adviserinfo.sec.gov
Northwest Financial Advisors LLC	Herndon	1,582	$555.6 million	$1.24 billion	adviserinfo.sec.gov
Capitol Securities Management, Inc.	Glen Allen	1,890	$552.3 million	$2.16 billion	adviserinfo.sec.gov
Thompson Siegel & Walmsley LLC	Richmond	156	$467 million	$21.15 billion	adviserinfo.sec.gov
CJM Wealth Advisers, LTD.	Falls Church	618	$451 million	$1.47 billion	adviserinfo.sec.gov
The Burney Company	Reston	976	$424.5 million	$3.59 billion	adviserinfo.sec.gov
Concord Wealth Partners	Abingdon	974	$323.6 million	$1.07 billion	adviserinfo.sec.gov
Acorn Financial Advisory Services, Inc.	Reston	2,033	$315.8 million	$1.40 billion	adviserinfo.sec.gov
Rembert Pendleton Jackson	Vienna	727	$301.9 million	$2.73 billion	adviserinfo.sec.gov
Range Advisory, LLC	McLean	967	$290.5 million	$1.39 billion	adviserinfo.sec.gov
Cassaday & Company, Inc.	McLean	1,125	$286.9 million	$7.14 billion	adviserinfo.sec.gov
Cary Street Partners Asset Management	Richmond	1,196	$282.3 million	$1.45 billion	adviserinfo.sec.gov
Verus Financial Partners	Richmond	371	$273.3 million	$1.18 billion	adviserinfo.sec.gov
The Main Street Group	Glen Allen	589	$269.8 million	$515.3 million	adviserinfo.sec.gov
Martin Wealth Solutions	Christiansburg	798	$221.4 million	$377.1 million	adviserinfo.sec.gov
Kfa Private Wealth Group, LLC	Tyson	585	$218.5 million	$830 million	adviserinfo.sec.gov
Bogart Wealth, LLC	McLean	720	$215.6 million	$3.19 billion	adviserinfo.sec.gov
Abich Financial Wealth Management, LLC	Ashburn	400	$190.9 million	$394.7 million	adviserinfo.sec.gov
Hughes Financial Services, LLC	Herndon	557	$185.6 million	$759.8 million	adviserinfo.sec.gov
Legacy Wealth Management Inc.	Manassas	665	$181.6 million	$313.9 million	adviserinfo.sec.gov
Investology Inc.	Reston	350	$180 million	$250 million	adviserinfo.sec.gov
Evermay Wealth Management, LLC	Arlington	324	$175.1 million	$1.33 billion	adviserinfo.sec.gov
Campbell Deegan Financial	Richmond	571	$174.1 million	$745.1 million	adviserinfo.sec.gov
Godsey & Gibb Wealth Management	Richmond	307	$171.9 million	$1.56 billion	adviserinfo.sec.gov
Amj Financial Wealth Management LLC	Leesburg	371	$167.8 million	$481.8 million	adviserinfo.sec.gov
Beacon Wealth Consultants, Inc.	Roanoke	497	$167.5 million	$278.3 million	adviserinfo.sec.gov
Cobblestone Asset Management	Richmond	400	$157.3 million	$258.9 million	adviserinfo.sec.gov
Steigerwald, Gordon & Koch, Wealth Advisors	Leesburg	305	$156.3 million	$1.32 billion	adviserinfo.sec.gov
Colonial River Wealth Management LLC	Midlothian	1,624	$149.1 million	$464.4 million	adviserinfo.sec.gov
West Financial Services, Inc.	McLean	394	$148.8 million	$2.84 billion	adviserinfo.sec.gov
Mason & Associates, LLC	Newport News	242	$146.4 million	$471.4 million	adviserinfo.sec.gov
Highstone Group	Richmond	160	$145.6 million	$263.9 million	adviserinfo.sec.gov
Z3 Capital Partners	Richmond	241	$143.5 million	$466.8 million	adviserinfo.sec.gov
Bellars Harris Wealth Management	Virginia Beach	200	$141.1 million	$505.4 million	adviserinfo.sec.gov
Allegiance Financial Group	Vienna	418	$140.5 million	$675 million	adviserinfo.sec.gov
Centurion Wealth Management	McLean	235	$134.2 million	$786.2 million	adviserinfo.sec.gov
Capitol Private Wealth Group LLC	Vienna	397	$132.4 million	$562.1 million	adviserinfo.sec.gov
Beacon Harbor Wealth Advisors	Virginia Beach	392	$123.7 million	$608.3 million	adviserinfo.sec.gov
Covenant Wealth Advisors	Richmond	242	$122.8 million	$909.6 million	adviserinfo.sec.gov
Reston Wealth Management	Reston	307	$120.4 million	$589.9 million	adviserinfo.sec.gov
Mason Investment Advisory Services Inc	Reston	304	$117.7 million	$15.67 billion	adviserinfo.sec.gov
Taylor Financial Group, Inc.	Roanoke	395	$117.1 million	$410 million	adviserinfo.sec.gov
McLean Asset Management Corp.	Tysons	228	$113.8 million	$993.9 million	adviserinfo.sec.gov
Alpha Omega Wealth Management, LLC	Richmond	267	$113.3 million	$1.02 billion	adviserinfo.sec.gov
Olio Financial Planning	McLean	215	$113.2 million	$600.5 million	adviserinfo.sec.gov
Clarion Wealth Management Partners	Fairfax	282	$111.2 million	$394.8 million	adviserinfo.sec.gov
Pettyjohn, Wood & White, Inc.	Lynchburg	275	$106.4 million	$1.02 billion	adviserinfo.sec.gov
Azzad Asset Management, Inc.	Falls Church	996	$104.3 million	$1.84 billion	adviserinfo.sec.gov
Sands Capital Management, LLC	Arlington	55	$102.7 million	$44.30 billion	adviserinfo.sec.gov
October Effect LTD.	Virginia Beach	574	$99.1 million	$145.6 million	adviserinfo.sec.gov
Toth Financial Advisory Corp	Leesburg	312	$97.6 million	$1.15 billion	adviserinfo.sec.gov
Selective Wealth Management, Inc.	Forest	504	$95.2 million	$454.8 million	adviserinfo.sec.gov
Paragon Financial Services	Richmond	432	$93.8 million	$383.7 million	adviserinfo.sec.gov
Tull Financial Group, Inc.	Chesapeake	181	$91.1 million	$367.1 million	adviserinfo.sec.gov
Nasdaq Dorsey Wright	Richmond	327	$90.8 million	$1.01 billion	adviserinfo.sec.gov
Buttonwood Wealth	Winchester	292	$88.1 million	$425.3 million	adviserinfo.sec.gov
Gratus Wealth Advisors LLC	Virginia Beach	231	$87.1 million	$822.2 million	adviserinfo.sec.gov
Juno Financial Group LLC	Richmond	221	$86.4 million	$541.9 million	adviserinfo.sec.gov
James River Asset Management, LLC	Midlothian	307	$84.7 million	$273.8 million	adviserinfo.sec.gov
Kanawha Capital Management, LLC	Richmond	153	$83.1 million	$1.84 billion	adviserinfo.sec.gov
Reframe Wealth, LLC	Vienna	135	$83.1 million	$394.8 million	adviserinfo.sec.gov
Claris Financial, LLC	Glen Allen	438	$76.8 million	$330.2 million	adviserinfo.sec.gov
Steelhead Wealth Management	Glen Allen	175	$76.5 million	$341.9 million	adviserinfo.sec.gov
Taylor Hoffman Capital Management	Richmond	365	$76 million	$469.5 million	adviserinfo.sec.gov
Legacy Wealth Management Group, Inc.	Lynchburg	784	$75.6 million	$289.8 million	adviserinfo.sec.gov
Commonwealth Retirement Investments LLC	Richmond	198	$75 million	$377 million	adviserinfo.sec.gov
Wealthtrak Advisors	Virginia Beach	204	$74.1 million	$214.3 million	adviserinfo.sec.gov
Wealthcrest Financial Services, LLC	Springfield	148	$72.9 million	$507.5 million	adviserinfo.sec.gov
Yeske Buie Inc.	Vienna	241	$72.3 million	$1.07 billion	adviserinfo.sec.gov
Heritage Financial LLC	Gainesville	218	$71.9 million	$408 million	adviserinfo.sec.gov
Brighter Financial Capital Management, LLC	Reston	300	$71 million	$135.1 million	adviserinfo.sec.gov
McLaughlin Ryder Investments, Inc.	Alexandria	252	$70.8 million	$522.1 million	adviserinfo.sec.gov
Preston Wealth Advisors, LLC.	Reston	237	$67.7 million	$286 million	adviserinfo.sec.gov
Forefront Asset Management, LLC	Virginia Beach	276	$67.5 million	$136.9 million	adviserinfo.sec.gov
Wills Financial Group, LLC	Richmond	164	$64.5 million	$385.7 million	adviserinfo.sec.gov
Salomon and Ludwin	Richmond	196	$62.9 million	$1.34 billion	adviserinfo.sec.gov
Cook Financial Designs, Inc.	Virginia Beach	148	$62.3 million	$172.4 million	adviserinfo.sec.gov
Thompson Davis Asset Management	Richmond	88	$61 million	$211.3 million	adviserinfo.sec.gov
Professional Financial Solutions, LLC	Fairfax	142	$60.4 million	$409.7 million	adviserinfo.sec.gov
A. N. Culbertson & Company, Inc.	Charlottesville	143	$59.5 million	$817.8 million	adviserinfo.sec.gov
Redmond Asset Management, LLC	Henrico	178	$58.6 million	$537.2 million	adviserinfo.sec.gov
Jjsa Advisors, LTD.	Virginia Beach	172	$57.5 million	$154.3 million	adviserinfo.sec.gov
Harborpoint Wealth Partners	Virginia Beach	250	$56.4 million	$136.4 million	adviserinfo.sec.gov
Altura Wealth Advisors	Virginia Beach	158	$56.1 million	$234.9 million	adviserinfo.sec.gov
Apforia	Virginia Beach	312	$56.1 million	$101.9 million	adviserinfo.sec.gov
Graves Light Lenhart	Harrisonburg	155	$53.5 million	$1.23 billion	adviserinfo.sec.gov
Brown \| Miller Wealth Management, LLC	McLean	207	$53 million	$991.1 million	adviserinfo.sec.gov
Marotta Wealth Management, Inc.	Charlottesville	169	$52.6 million	$686 million	adviserinfo.sec.gov
Korving & Company LLC	Suffolk	247	$52.2 million	$137.5 million	adviserinfo.sec.gov
4j Wealth Management, LLC	McLean	121	$52.1 million	$348.1 million	adviserinfo.sec.gov
Activ8 Family Office LLC	McLean	151	$51.7 million	$1.54 billion	adviserinfo.sec.gov
Monument Wealth Management	Alexandria	119	$50.9 million	$648.4 million	adviserinfo.sec.gov
Spark Financial Advisors	Richmond	120	$50.5 million	$147.1 million	adviserinfo.sec.gov
Arrow Wealth Advisors	Lynchburg	153	$50.2 million	$121.2 million	adviserinfo.sec.gov
Advisors Financial, Inc.	McLean	125	$49.4 million	$321.2 million	adviserinfo.sec.gov
Opulen Financial Group, LLC	Arlington	118	$49.3 million	$171.8 million	adviserinfo.sec.gov
Pegasus Financial Group LLC	Chantilly	163	$49.1 million	$122.3 million	adviserinfo.sec.gov
Courage Miller Partners, LLC	Norfolk	121	$47.9 million	$480.7 million	adviserinfo.sec.gov
Piedmont Wealth Management	Alexandria	184	$47.6 million	$156.1 million	adviserinfo.sec.gov
Integrated Financial Solutions, Inc.	Reston	116	$47.2 million	$303.3 million	adviserinfo.sec.gov
Heritage Wealth Management Group, LTD	Norfolk	137	$46.3 million	$152.2 million	adviserinfo.sec.gov
Fitzwilliams Wealth Management Inc.	Chesapeake	552	$45.7 million	$123.5 million	adviserinfo.sec.gov
Dominguez Wealth Management Solutions, Inc.	Williamsburg	123	$44.9 million	$213.1 million	adviserinfo.sec.gov
Rede Wealth, LLC	Charlottesville	165	$44.8 million	$346.1 million	adviserinfo.sec.gov
Meridian Financial Partners LLC	Warrenton	238	$44.8 million	$627.6 million	adviserinfo.sec.gov
Heritage Wealth Advisors	Richmond	130	$44.1 million	$4.86 billion	adviserinfo.sec.gov
Avenir Corporation	Alexandria	49	$43.9 million	$849.3 million	adviserinfo.sec.gov
Hopwood Financial Services, Inc.	Reston	114	$43.5 million	$750.3 million	adviserinfo.sec.gov
Aspect Partners, LLC	Fairfax	154	$42.5 million	$418.2 million	adviserinfo.sec.gov
Wealthway Financial Advisors	Norfolk	85	$42 million	$245.6 million	adviserinfo.sec.gov
The Lewis Financial Group	Ashburn	129	$40.7 million	$482.4 million	adviserinfo.sec.gov
First Georgetown Securities, Inc	Alexandria	23	$40.5 million	$115.7 million	adviserinfo.sec.gov
Montvue Capital Management, Inc.	Lynchburg	106	$40.5 million	$357.2 million	adviserinfo.sec.gov
Andersen	McLean	88	$39.6 million	$6.35 billion	adviserinfo.sec.gov
The Hoerner Planning Group, LLC	Middleburg	204	$39.5 million	$1.65 billion	adviserinfo.sec.gov
Bay Capital Advisors, LLC	Virginia Beach	114	$39.4 million	$228.3 million	adviserinfo.sec.gov
Sanchez & Zures, LLC	McLean	79	$38.8 million	$241.9 million	adviserinfo.sec.gov
Akre Capital Management, LLC	Middleburg	105	$38.3 million	$11.82 billion	adviserinfo.sec.gov
Gira & Gira Investment Advisors LLC	Harrisonburg	144	$37.6 million	$121.4 million	adviserinfo.sec.gov
Westbourne Investments, Inc.	Alexandria	127	$37.1 million	$276.4 million	adviserinfo.sec.gov
Vip Planners, Inc.	Roanoke	175	$36.6 million	$126.2 million	adviserinfo.sec.gov
Evoadvisors	Richmond	71	$36.2 million	$337.2 million	adviserinfo.sec.gov
Ascent Financial Group	Richmond	88	$35.9 million	$100.8 million	adviserinfo.sec.gov
Charmarline Wealth Management	Lynchburg	74	$35.6 million	$118.8 million	adviserinfo.sec.gov
Emergent Financial Services, LLC.	Charlottesville	227	$35.3 million	$195.2 million	adviserinfo.sec.gov
Tenzing Financial LLC	Williamsburg	92	$35.1 million	$231.1 million	adviserinfo.sec.gov
Alpha Financial Advisors, LLC	McLean	84	$34.9 million	$218.3 million	adviserinfo.sec.gov
Kinloch Capital, LLC	Glen Allen	84	$34.9 million	$301.1 million	adviserinfo.sec.gov
Investment Management Corporation	Roanoke	135	$34.8 million	$191.2 million	adviserinfo.sec.gov
Spectrum Financial Inc	Virginia Beach	213	$34.4 million	$236.5 million	adviserinfo.sec.gov
Brockenbrough	Richmond	118	$33.9 million	$5.49 billion	adviserinfo.sec.gov
Ejf Capital LP	Arlington	100	$33.4 million	$6.10 billion	adviserinfo.sec.gov
Houlihan Financial Resource Group, LTD.	Ashburn	78	$32.4 million	$357.2 million	adviserinfo.sec.gov
Canal Capital Management, LLC	Richmond	102	$32.1 million	$1.28 billion	adviserinfo.sec.gov
Peakvalley Wealth, LLC	Roanoke	104	$31.8 million	$130.3 million	adviserinfo.sec.gov
Virginia Wealth Management Group, Inc.	Virginia Beach	75	$31.6 million	$393.8 million	adviserinfo.sec.gov
Glassman Wealth Services, LLC	Vienna	57	$31 million	$2.56 billion	adviserinfo.sec.gov
Piedmont Wealth Advisory	Reston	112	$28.6 million	$353.7 million	adviserinfo.sec.gov
Birks Financial Corp.	Herndon	76	$27.3 million	$290.6 million	adviserinfo.sec.gov
The Capital Management Corporation	Glen Allen	72	$26.4 million	$825.6 million	adviserinfo.sec.gov
Founders Grove Wealth Partners, LLC	Richmond	50	$26.1 million	$532.3 million	adviserinfo.sec.gov
Compton Wealth Advisory Group, LLC	Virginia Beach	92	$25.8 million	$800.3 million	adviserinfo.sec.gov
D'Orazio Wealth Advisors	Vienna	64	$25.3 million	$1.44 billion	adviserinfo.sec.gov
Joss Brown Wealth Advisors	Williamsburg	58	$25.2 million	$162.4 million	adviserinfo.sec.gov
Wealthcrossing	Richmond	69	$24.6 million	$1.54 billion	adviserinfo.sec.gov
Glover Park Wealth Management, LLC	Arlington	126	$24.1 million	$144.3 million	adviserinfo.sec.gov
Hermitage Wealth	Richmond	193	$23.9 million	$37.5 million	adviserinfo.sec.gov
Arbor Private Wealth, LLC	Ashburn	52	$23.5 million	$160.1 million	adviserinfo.sec.gov
Brown Edwards Wealth Strategies	Lynchburg	112	$23.4 million	$403.3 million	adviserinfo.sec.gov
Kirk Capital Advisors LLC	Vienna	57	$22.9 million	$204.9 million	adviserinfo.sec.gov
Pine Harbor Wealth Management LLC	Fairfax	54	$22.1 million	$507.1 million	adviserinfo.sec.gov
Buchanan Wealth Management	Reston	54	$21.9 million	$212 million	adviserinfo.sec.gov
3chopt Investment Partners LLC	Richmond	91	$21.7 million	$889.4 million	adviserinfo.sec.gov
Keystone Asset Management, Inc.	McLean	39	$21 million	$261 million	adviserinfo.sec.gov
Alexander Randolph Advisory Inc	McLean	37	$21 million	$403.9 million	adviserinfo.sec.gov
The Edgar Lomax Company	Alexandria	7	$20.6 million	$1.42 billion	adviserinfo.sec.gov
Norton Capital Management, Inc.	Henrico	69	$20.6 million	$131.9 million	adviserinfo.sec.gov
Sima Wealth Partners, LLC	Richmond	51	$20.2 million	$156.7 million	adviserinfo.sec.gov
Midatlantic Capital Management, Inc.	Richmond	70	$20.1 million	$477 million	adviserinfo.sec.gov
Variant Private Wealth LLC	Tysons	62	$20.1 million	$267.5 million	adviserinfo.sec.gov
Aria Wealth Partners	Charlottesville	50	$20 million	$112.3 million	adviserinfo.sec.gov
Blue Edge Capital, LLC	Richmond	43	$19.8 million	$765.1 million	adviserinfo.sec.gov
Sentinel Wealth Management, Inc.	Reston	29	$19 million	$388.8 million	adviserinfo.sec.gov
Strategent Financial, LLC	Harrisonburg	28	$19 million	$374.7 million	adviserinfo.sec.gov
Sturman Wealth Advisors	Charlottesville	51	$18.9 million	$116.4 million	adviserinfo.sec.gov
Chase Investment Counsel Corporation	Charlottesville	54	$17.5 million	$509.8 million	adviserinfo.sec.gov
Campion Asset Management, LLC	Fairfax	61	$17.3 million	$228.8 million	adviserinfo.sec.gov
River Crescent Advisors, LLC	Suffolk	115	$17.3 million	$136.8 million	adviserinfo.sec.gov
Portfolio Advisory Group, Inc.	Alexandria	37	$16.3 million	$115.8 million	adviserinfo.sec.gov
The Scott S. James Company	Falls Church	54	$16.2 million	$139.4 million	adviserinfo.sec.gov
Alpha Advisors, LLC	Richmond	55	$15.9 million	$256.1 million	adviserinfo.sec.gov
Sagevest Wealth Management	McLean	35	$14.3 million	$423.2 million	adviserinfo.sec.gov
Hunter Michael Investment Advisors Inc	Richmond	18	$13.5 million	$81.2 million	adviserinfo.sec.gov
Bowen Financial Services, LLC	Midlothian	17	$13.1 million	$191 million	adviserinfo.sec.gov
T.M. Wealth Management	Reston	33	$12.7 million	$209.8 million	adviserinfo.sec.gov
Decisionmap Wealth Management, LLC	Great Falls	47	$12.5 million	$363.4 million	adviserinfo.sec.gov
Dudley Capital Management LLC	Middleburg	37	$12.2 million	$291.7 million	adviserinfo.sec.gov
Capitol Financial Consultants, Inc.	McLean	49	$10.2 million	$269.2 million	adviserinfo.sec.gov
Oakleigh Wealth Services	Crozet	20	$10.1 million	$102.5 million	adviserinfo.sec.gov
Aegis Financial Corporation	McLean	19	$10 million	$1.37 billion	adviserinfo.sec.gov
Argo Wealth Advisory, LLC	McLean	20	$9.5 million	$256.2 million	adviserinfo.sec.gov
Broad Run Investment Management, LLC	Arlington	20	$9.4 million	$681.8 million	adviserinfo.sec.gov
Pointoak Retirement Advisors	McLean	19	$9.2 million	$1.08 billion	adviserinfo.sec.gov
Acima Private Wealth LLC	Richmond	23	$8.4 million	$420.4 million	adviserinfo.sec.gov
Tone Capital, LLC	Richmond	65	$8.2 million	$118.3 million	adviserinfo.sec.gov
Omega Wealth Management LLC	Arlington	24	$8 million	$309.7 million	adviserinfo.sec.gov
Oxford Capital Management	Richm0nd	6	$8 million	$170 million	adviserinfo.sec.gov
Solitude Financial Services, Inc.	Charlottesville	31	$7.8 million	$363.5 million	adviserinfo.sec.gov
Trio Wealth Management, LLC	Great Falls	37	$7.4 million	$134 million	adviserinfo.sec.gov
8th Street Investments, LLC	Alexandria	23	$6.8 million	$166.9 million	adviserinfo.sec.gov
Brown Advisory	Norfolk	27	$6.2 million	$7.57 billion	adviserinfo.sec.gov
Templer Wealth Management, LLC	Vienna	10	$5.7 million	$102.9 million	adviserinfo.sec.gov
Bluelist Partners, LLC	Occoquan	11	$5.1 million	$134.3 million	adviserinfo.sec.gov
The Ithaka Group, LLC	Arlington	10	$4.9 million	$572.1 million	adviserinfo.sec.gov
Rockbridge Asset Management, LLC	Alexandria	12	$3.4 million	$218 million	adviserinfo.sec.gov
Fields Gottscho Capital Management LLC	Charlottesville	7	$3.1 million	$333 million	adviserinfo.sec.gov
Evolutionary Tree Capital Management, LLC	Alexandria	10	$2.8 million	$91.7 million	adviserinfo.sec.gov
Hunter Lewis LLC	Crozet	5	$2.6 million	$394.6 million	adviserinfo.sec.gov
Allridge Wealth Management, Inc	Ashburn	Fewer than 5	$2.1 million	$103.3 million	adviserinfo.sec.gov
Cope Connelly	Arlington	71	$1.6 million	$151.1 million	adviserinfo.sec.gov
Aztlan Equity Management, LLC	McLean	2	$1.5 million	$851.1 million	adviserinfo.sec.gov
Mwa Investments, LLC	White Stone	4	$1.3 million	$250.4 million	adviserinfo.sec.gov
Acts Financial Advisors	McLean	5	$761,393	$126.5 million	adviserinfo.sec.gov
Asal Invest	Arlington	4	$270	$270	adviserinfo.sec.gov
Wiseradvisor Paladin	Fairfax	16,971	Not listed	Not listed	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.