Data / Investment advisers / Serving pension and profit sharing plans / Virginia
Investment advisers in Virginia serving pension and profit sharing plans: 107 firms
107 SEC registered investment advisers with a main office in Virginia report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $37.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Strategic Investment Management, 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.
- 107Advisers
- $37.9 billionAUM from this client type
- 104Advisers over $100 million
- November 2, 2026File date
Advisers in Virginia serving pension and profit sharing plans
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 |
|---|
| Strategic Investment Management, LLC | Arlington | 20 | $17.48 billion | $35.51 billion | adviserinfo.sec.gov |
| Homestead Advisers Corp. | Arlington | Fewer than 5 | $4.41 billion | $7.45 billion | adviserinfo.sec.gov |
| Sands Capital Management, LLC | Arlington | 24 | $3.53 billion | $44.30 billion | adviserinfo.sec.gov |
| The London Company of Virginia | Richmond | 40 | $1.47 billion | $14.89 billion | adviserinfo.sec.gov |
| Richmond Capital Management Inc | Richmond | 28 | $1.28 billion | $5.93 billion | adviserinfo.sec.gov |
| Thompson Siegel & Walmsley LLC | Richmond | 14 | $1.26 billion | $21.15 billion | adviserinfo.sec.gov |
| Pointoak Retirement Advisors | McLean | 83 | $1.07 billion | $1.08 billion | adviserinfo.sec.gov |
| The Ascent Group, LLC | Virginia Beach | 65 | $933.1 million | $4.76 billion | adviserinfo.sec.gov |
| 1607 Capital Partners, LLC | Richmond | Fewer than 5 | $838.9 million | $3.49 billion | adviserinfo.sec.gov |
| Cary Street Partners | Richmond | 190 | $802.1 million | $10.25 billion | adviserinfo.sec.gov |
| Benefit Fiduciary Group LLC | Richmond | 47 | $529.4 million | $529.4 million | adviserinfo.sec.gov |
| Mason Investment Advisory Services Inc | Reston | 5 | $420.3 million | $15.67 billion | adviserinfo.sec.gov |
| Agincourt Capital Management, LLC | Richmond | 12 | $420 million | $9.95 billion | adviserinfo.sec.gov |
| The Edgar Lomax Company | Alexandria | 5 | $402.1 million | $1.42 billion | adviserinfo.sec.gov |
| Davenport & Company LLC | Richmond | 114 | $322.4 million | $24.70 billion | adviserinfo.sec.gov |
| Retirement Planology, Inc. | Alexandria | 60 | $265.9 million | $265.9 million | adviserinfo.sec.gov |
| Juno Financial Group LLC | Richmond | 16 | $234.8 million | $541.9 million | adviserinfo.sec.gov |
| Acorn Financial Advisory Services, Inc. | Reston | 35 | $211.6 million | $1.40 billion | adviserinfo.sec.gov |
| Midatlantic Capital Management, Inc. | Richmond | 20 | $203.6 million | $477 million | adviserinfo.sec.gov |
| Sands Capital Alternatives, LLC | Arlington | Fewer than 5 | $162.8 million | $5.41 billion | adviserinfo.sec.gov |
| Wealthcare Capital Management LLC | Richmond | 28 | $147.5 million | $3.93 billion | adviserinfo.sec.gov |
| Financial Security Advisory Inc | Virginia Beach | 243 | $107.9 million | $1.95 billion | adviserinfo.sec.gov |
| Allegiance Financial Group | Vienna | 34 | $76.1 million | $675 million | adviserinfo.sec.gov |
| The Burney Company | Reston | 22 | $75.3 million | $3.59 billion | adviserinfo.sec.gov |
| McLean Asset Management Corp. | Tysons | 21 | $71.6 million | $993.9 million | adviserinfo.sec.gov |
| Investology Inc. | Reston | 100 | $70 million | $250 million | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | Fewer than 5 | $62.5 million | $246.3 million | adviserinfo.sec.gov |
| Glover Park Wealth Management, LLC | Arlington | 28 | $61.7 million | $144.3 million | adviserinfo.sec.gov |
| Kennondale Capital Management | Richmond | Fewer than 5 | $57.4 million | $141.9 million | adviserinfo.sec.gov |
| Graves Light Lenhart | Harrisonburg | 11 | $49.6 million | $1.23 billion | adviserinfo.sec.gov |
| Nasdaq Dorsey Wright | Richmond | 10 | $40.8 million | $1.01 billion | adviserinfo.sec.gov |
| McLaughlin Ryder Investments, Inc. | Alexandria | 20 | $40 million | $522.1 million | adviserinfo.sec.gov |
| Cassaday & Company, Inc. | McLean | 34 | $39.5 million | $7.14 billion | adviserinfo.sec.gov |
| Godsey & Gibb Wealth Management | Richmond | 38 | $36.9 million | $1.56 billion | adviserinfo.sec.gov |
| Beacon Wealth Consultants, Inc. | Roanoke | 13 | $33.6 million | $278.3 million | adviserinfo.sec.gov |
| Glassman Wealth Services, LLC | Vienna | 35 | $33.1 million | $2.56 billion | adviserinfo.sec.gov |
| Concord Wealth Partners | Abingdon | 17 | $31.5 million | $1.07 billion | adviserinfo.sec.gov |
| Ejf Capital LP | Arlington | Fewer than 5 | $31.5 million | $6.10 billion | adviserinfo.sec.gov |
| Gratus Wealth Advisors LLC | Virginia Beach | 8 | $30.1 million | $822.2 million | adviserinfo.sec.gov |
| Brown | Miller Wealth Management, LLC | McLean | 7 | $29.8 million | $991.1 million | adviserinfo.sec.gov |
| Argo Wealth Advisory, LLC | McLean | 9 | $29.5 million | $256.2 million | adviserinfo.sec.gov |
| Centurion Wealth Management | McLean | 9 | $26.9 million | $786.2 million | adviserinfo.sec.gov |
| Buchanan Wealth Management | Reston | 19 | $26.5 million | $212 million | adviserinfo.sec.gov |
| Heritage Financial LLC | Gainesville | Fewer than 5 | $26.1 million | $408 million | adviserinfo.sec.gov |
| Marotta Wealth Management, Inc. | Charlottesville | 10 | $22.2 million | $686 million | adviserinfo.sec.gov |
| The Hoerner Planning Group, LLC | Middleburg | 9 | $18.8 million | $1.65 billion | adviserinfo.sec.gov |
| West Financial Services, Inc. | McLean | 4 | $18.7 million | $2.84 billion | adviserinfo.sec.gov |
| Brockenbrough | Richmond | 3 | $17.7 million | $5.49 billion | adviserinfo.sec.gov |
| Aspect Partners, LLC | Fairfax | 7 | $17.6 million | $418.2 million | adviserinfo.sec.gov |
| Chase Investment Counsel Corporation | Charlottesville | Fewer than 5 | $17.1 million | $509.8 million | adviserinfo.sec.gov |
| Canal Capital Management, LLC | Richmond | 8 | $16 million | $1.28 billion | adviserinfo.sec.gov |
| Integrated Financial Solutions, Inc. | Reston | 34 | $15.9 million | $303.3 million | adviserinfo.sec.gov |
| Capitol Securities Management, Inc. | Glen Allen | 18 | $15.1 million | $2.16 billion | adviserinfo.sec.gov |
| Tenzing Financial LLC | Williamsburg | Fewer than 5 | $14.4 million | $231.1 million | adviserinfo.sec.gov |
| Morris & Wells Wealth Management | Charlottesville | 2 | $14.2 million | $987.9 million | adviserinfo.sec.gov |
| Pettyjohn, Wood & White, Inc. | Lynchburg | 3 | $13.3 million | $1.02 billion | adviserinfo.sec.gov |
| Keystone Asset Management, Inc. | McLean | 2 | $13 million | $261 million | adviserinfo.sec.gov |
| Blue Edge Capital, LLC | Richmond | 5 | $12.8 million | $765.1 million | adviserinfo.sec.gov |
| Fields Gottscho Capital Management LLC | Charlottesville | 5 | $12.5 million | $333 million | adviserinfo.sec.gov |
| Reston Wealth Management | Reston | 7 | $12.4 million | $589.9 million | adviserinfo.sec.gov |
| Preston Wealth Advisors, LLC. | Reston | 8 | $12.2 million | $286 million | adviserinfo.sec.gov |
| Kanawha Capital Management, LLC | Richmond | 1 | $11.9 million | $1.84 billion | adviserinfo.sec.gov |
| Cary Street Partners Asset Management | Richmond | 8 | $11.8 million | $1.45 billion | adviserinfo.sec.gov |
| Toth Financial Advisory Corp | Leesburg | 5 | $11.7 million | $1.15 billion | adviserinfo.sec.gov |
| Kfa Private Wealth Group, LLC | Tyson | 7 | $11.3 million | $830 million | adviserinfo.sec.gov |
| Olio Financial Planning | McLean | 9 | $10.9 million | $600.5 million | adviserinfo.sec.gov |
| Investment Management Corporation | Roanoke | 6 | $8.7 million | $191.2 million | adviserinfo.sec.gov |
| The Main Street Group | Glen Allen | 21 | $8.6 million | $515.3 million | adviserinfo.sec.gov |
| Sima Wealth Partners, LLC | Richmond | 1 | $8.4 million | $156.7 million | adviserinfo.sec.gov |
| Hermitage Wealth | Richmond | Fewer than 5 | $7.6 million | $37.5 million | adviserinfo.sec.gov |
| Riverfront Investment Group, LLC | Richmond | 7 | $7.5 million | $2.22 billion | adviserinfo.sec.gov |
| Hopwood Financial Services, Inc. | Reston | 2 | $7 million | $750.3 million | adviserinfo.sec.gov |
| 4j Wealth Management, LLC | McLean | Fewer than 5 | $5.8 million | $348.1 million | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | 2 | $5.8 million | $849.3 million | adviserinfo.sec.gov |
| Yeske Buie Inc. | Vienna | 3 | $4.7 million | $1.07 billion | adviserinfo.sec.gov |
| Joss Brown Wealth Advisors | Williamsburg | 1 | $4.1 million | $162.4 million | adviserinfo.sec.gov |
| Dudley Capital Management LLC | Middleburg | 1 | $4.1 million | $291.7 million | adviserinfo.sec.gov |
| Amj Financial Wealth Management LLC | Leesburg | Fewer than 5 | $4.1 million | $481.8 million | adviserinfo.sec.gov |
| Wills Financial Group, LLC | Richmond | Fewer than 5 | $4 million | $385.7 million | adviserinfo.sec.gov |
| Apforia | Virginia Beach | 17 | $3.5 million | $101.9 million | adviserinfo.sec.gov |
| Abich Financial Wealth Management, LLC | Ashburn | 6 | $3.4 million | $394.7 million | adviserinfo.sec.gov |
| Altura Wealth Advisors | Virginia Beach | Fewer than 5 | $3.4 million | $234.9 million | adviserinfo.sec.gov |
| Covenant Wealth Advisors | Richmond | 1 | $3.3 million | $909.6 million | adviserinfo.sec.gov |
| Clarion Wealth Management Partners | Fairfax | 7 | $3.3 million | $394.8 million | adviserinfo.sec.gov |
| Redmond Asset Management, LLC | Henrico | Fewer than 5 | $3 million | $537.2 million | adviserinfo.sec.gov |
| Evolutionary Tree Capital Management, LLC | Alexandria | Fewer than 5 | $2.9 million | $91.7 million | adviserinfo.sec.gov |
| Andersen | McLean | Fewer than 5 | $2.9 million | $6.35 billion | adviserinfo.sec.gov |
| T.M. Wealth Management | Reston | Fewer than 5 | $2.9 million | $209.8 million | adviserinfo.sec.gov |
| Northwest Financial Advisors LLC | Herndon | 1 | $2.2 million | $1.24 billion | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | 2 | $1.9 million | $236.5 million | adviserinfo.sec.gov |
| Korving & Company LLC | Suffolk | 5 | $1.8 million | $137.5 million | adviserinfo.sec.gov |
| Dominguez Wealth Management Solutions, Inc. | Williamsburg | Fewer than 5 | $1.4 million | $213.1 million | adviserinfo.sec.gov |
| Brown Edwards Wealth Strategies | Lynchburg | Fewer than 5 | $1.4 million | $403.3 million | adviserinfo.sec.gov |
| Akre Capital Management, LLC | Middleburg | 1 | $1.3 million | $11.82 billion | adviserinfo.sec.gov |
| Forefront Asset Management, LLC | Virginia Beach | 6 | $1.3 million | $136.9 million | adviserinfo.sec.gov |
| Courage Miller Partners, LLC | Norfolk | 1 | $1.2 million | $480.7 million | adviserinfo.sec.gov |
| Paragon Financial Services | Richmond | 2 | $970,417 | $383.7 million | adviserinfo.sec.gov |
| Pegasus Financial Group LLC | Chantilly | Fewer than 5 | $855,846 | $122.3 million | adviserinfo.sec.gov |
| Taylor Hoffman Capital Management | Richmond | 3 | $844,191 | $469.5 million | adviserinfo.sec.gov |
| A. N. Culbertson & Company, Inc. | Charlottesville | 1 | $773,205 | $817.8 million | adviserinfo.sec.gov |
| Tull Financial Group, Inc. | Chesapeake | 2 | $749,536 | $367.1 million | adviserinfo.sec.gov |
| Brighter Financial Capital Management, LLC | Reston | 4 | $556,233 | $135.1 million | adviserinfo.sec.gov |
| Gira & Gira Investment Advisors LLC | Harrisonburg | 1 | $193,553 | $121.4 million | adviserinfo.sec.gov |
| Rembert Pendleton Jackson | Vienna | 1 | $141,978 | $2.73 billion | adviserinfo.sec.gov |
| Meridian Financial Partners LLC | Warrenton | 1 | $75,945 | $627.6 million | adviserinfo.sec.gov |
| Strategent Financial, LLC | Harrisonburg | 6 | Not listed | $374.7 million | adviserinfo.sec.gov |
| Hunter Michael Investment Advisors Inc | Richmond | 5 | Not listed | $81.2 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.