Data / Investment advisers / Serving investment companies / Virginia
Investment advisers in Virginia serving investment companies: 31 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
31 SEC registered investment advisers with a main office in Virginia report investment companies among their clients in Form ADV item 5.D, and together they attribute $103 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Vest Financial LLC.
The request: Every investment adviser in Virginia that serves investment companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 31Advisers
- $103 billionAUM from this client type
- 28Advisers over $100 million
- November 2, 2026File date
Advisers in Virginia serving investment companies
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 |
|---|
| Vest Financial LLC | McLean | 154 | $51.36 billion | $51.81 billion | adviserinfo.sec.gov |
| Thompson Siegel & Walmsley LLC | Richmond | 14 | $11.13 billion | $21.15 billion | adviserinfo.sec.gov |
| Akre Capital Management, LLC | Middleburg | 1 | $9.85 billion | $11.82 billion | adviserinfo.sec.gov |
| Sands Capital Management, LLC | Arlington | 10 | $8.43 billion | $44.30 billion | adviserinfo.sec.gov |
| The London Company of Virginia | Richmond | 7 | $6.98 billion | $14.89 billion | adviserinfo.sec.gov |
| Davenport & Company LLC | Richmond | 1 | $4.09 billion | $24.70 billion | adviserinfo.sec.gov |
| Homestead Advisers Corp. | Arlington | 8 | $2.67 billion | $7.45 billion | adviserinfo.sec.gov |
| Motley Fool Asset Management | Alexandria | 6 | $2.60 billion | $2.60 billion | adviserinfo.sec.gov |
| Aegis Financial Corporation | McLean | 1 | $1.31 billion | $1.37 billion | adviserinfo.sec.gov |
| Yorktown Management and Research Co Inc | Forest | 1 | $677.1 million | $677.1 million | adviserinfo.sec.gov |
| Nasdaq Dorsey Wright | Richmond | 6 | $536.6 million | $1.01 billion | adviserinfo.sec.gov |
| Broad Run Investment Management, LLC | Arlington | 1 | $513.2 million | $681.8 million | adviserinfo.sec.gov |
| Azzad Asset Management, Inc. | Falls Church | 2 | $498.2 million | $1.84 billion | adviserinfo.sec.gov |
| Aztlan Equity Management, LLC | McLean | 9 | $408 million | $851.1 million | adviserinfo.sec.gov |
| The Burney Company | Reston | 1 | $360.9 million | $3.59 billion | adviserinfo.sec.gov |
| Riverfront Investment Group, LLC | Richmond | 6 | $338 million | $2.22 billion | adviserinfo.sec.gov |
| Ravenswood Partners LP | McLean | 1 | $283.7 million | $436.1 million | adviserinfo.sec.gov |
| Agincourt Capital Management, LLC | Richmond | 1 | $251 million | $9.95 billion | adviserinfo.sec.gov |
| The Ithaka Group, LLC | Arlington | 1 | $209.4 million | $572.1 million | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | 3 | $192.5 million | $236.5 million | adviserinfo.sec.gov |
| Hundredfold Advisors, LLC | Virginia Beach | 1 | $148.2 million | $148.2 million | adviserinfo.sec.gov |
| The Edgar Lomax Company | Alexandria | 1 | $102.4 million | $1.42 billion | adviserinfo.sec.gov |
| Chase Investment Counsel Corporation | Charlottesville | 2 | $101.5 million | $509.8 million | adviserinfo.sec.gov |
| Cary Street Partners Asset Management | Richmond | 1 | $91 million | $1.45 billion | adviserinfo.sec.gov |
| Union Street Partners LLC | Alexandria | 1 | $86.3 million | $86.3 million | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | 1 | $86.2 million | $204.4 million | adviserinfo.sec.gov |
| Brockenbrough | Richmond | 1 | $65.8 million | $5.49 billion | adviserinfo.sec.gov |
| Evolutionary Tree Capital Management, LLC | Alexandria | 1 | $24.2 million | $91.7 million | adviserinfo.sec.gov |
| Gladstone Management Corporation | McLean | 1 | $21.7 million | $4.77 billion | adviserinfo.sec.gov |
| Traders A.I., Inc. | Fairfax | 1 | $773,573 | $773,573 | adviserinfo.sec.gov |
| October Effect LTD. | Virginia Beach | 1 | $317,519 | $145.6 million | 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.