Data / Investment advisers / Virginia
Investment advisers in Virginia: 343 firms, $583 billion in AUM
343 investment advisers have their main office in Virginia: 300 SEC registered and 43 exempt reporting. The registered advisers report $583 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Vest Financial LLC with $51.8 billion.
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.
Get advisers in Virginia over $100 millionWatch new advisers in VirginiaGet private fund advisers in Virginia
- 343Advisers
- 300SEC registered
- 43Exempt reporting
- $583 billionTotal AUM
- 280Advisers over $100 million
- 112Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 343 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Vest Financial LLC | McLean | $51.81 billion | 154 | 52 | Not listed | (855) 979-6060 | adviserinfo.sec.gov | |
| Sands Capital Management, LLC | Arlington | $44.30 billion | 274 | 182 | 2 | (703) 562-4000 | adviserinfo.sec.gov | |
| Investure, LLC | Charlottesville | $38.52 billion | 58 | 51 | 21 | (434) 220-0280 | investure.com | adviserinfo.sec.gov |
| Strategic Investment Management, LLC | Arlington | $35.51 billion | 87 | 94 | 26 | (703) 243-4433 | ocio.com | adviserinfo.sec.gov |
| Cornerstone Partners | Charlottesville | $29.35 billion | 22 | 36 | 5 | (434) 296-2300 | adviserinfo.sec.gov | |
| Davenport & Company LLC | Richmond | $24.70 billion | 24,315 | 525 | 3 | (804) 780-2000 | adviserinfo.sec.gov | |
| Thompson Siegel & Walmsley LLC | Richmond | $21.15 billion | 4,481 | 63 | 4 | (804) 353-4500 | adviserinfo.sec.gov | |
| Mason Investment Advisory Services Inc | Reston | $15.67 billion | 1,147 | 72 | Not listed | (703) 716-6000 | masoncompanies.com | adviserinfo.sec.gov |
| The London Company of Virginia | Richmond | $14.89 billion | 6,122 | 56 | Not listed | (804) 775-0317 | adviserinfo.sec.gov | |
| Columbia Capital | Alexandria | $13.84 billion | 31 | 54 | 30 | (703) 519-2000 | colcap.com | adviserinfo.sec.gov |
| Akre Capital Management, LLC | Middleburg | $11.82 billion | 218 | 12 | 3 | (540) 687-8923 | akrecapital.com | adviserinfo.sec.gov |
| Cary Street Partners | Richmond | $10.25 billion | 16,731 | 182 | Not listed | (804) 340-8100 | adviserinfo.sec.gov | |
| Agincourt Capital Management, LLC | Richmond | $9.95 billion | 414 | 18 | Not listed | (804) 648-1111 | agincourtcapital.com | adviserinfo.sec.gov |
| Spider Management Company, LLC | Richmond | $8.11 billion | 2 | 22 | 1 | (804) 289-6010 | smc.richmond.edu | adviserinfo.sec.gov |
| Brown Advisory | Norfolk | $7.57 billion | 1,606 | 36 | 16 | (757) 625-7670 | adviserinfo.sec.gov | |
| Homestead Advisers Corp. | Arlington | $7.45 billion | 19 | 40 | Not listed | 866-673-2299/800-258-3030 | adviserinfo.sec.gov | |
| Cassaday & Company, Inc. | McLean | $7.14 billion | 3,267 | 97 | Not listed | (703) 506-8200 | adviserinfo.sec.gov | |
| Foxhaven Asset Management, LP | Charlottesville | $6.50 billion | 5 | 10 | 3 | (434) 326-5300 | foxhavencap.com | adviserinfo.sec.gov |
| Andersen | McLean | $6.35 billion | 579 | 2,061 | Not listed | (571) 382-0020 | adviserinfo.sec.gov | |
| Ejf Capital LP | Arlington | $6.10 billion | 44 | 44 | 30 | (703) 997-5728 | ejfi.com | adviserinfo.sec.gov |
| Richmond Capital Management Inc | Richmond | $5.93 billion | 166 | 20 | 2 | (804) 379-8280 | richmondcap.com | adviserinfo.sec.gov |
| Brockenbrough | Richmond | $5.49 billion | 568 | 31 | 58 | (804) 288-0404 | adviserinfo.sec.gov | |
| Sands Capital Alternatives, LLC | Arlington | $5.41 billion | 37 | 182 | 34 | (703) 562-4000 | sandscapital.com | adviserinfo.sec.gov |
| Heritage Wealth Advisors | Richmond | $4.86 billion | 1,616 | 36 | 9 | (804) 643-4080 | adviserinfo.sec.gov | |
| Gladstone Management Corporation | McLean | $4.77 billion | 5 | 45 | Not listed | (703) 287-5800 | adviserinfo.sec.gov | |
| The Ascent Group, LLC | Virginia Beach | $4.76 billion | 8,449 | 44 | Not listed | (757) 499-8300 | aleragroup.com | adviserinfo.sec.gov |
| Washington Harbour Partners LP | Arlington | $4.73 billion | 76 | 12 | 75 | (202) 891-6202 | adviserinfo.sec.gov | |
| Spire Wealth Management, LLC | McLean | $4.51 billion | 15,272 | 145 | Not listed | (703) 657-6060 | barnettfinancialgroup.com | adviserinfo.sec.gov |
| Wealthcare Capital Management LLC | Richmond | $3.93 billion | 13,598 | 54 | Not listed | (804) 644-4711 | adviserinfo.sec.gov | |
| Harbor Group International, LLC | Norfolk | $3.79 billion | 96 | 293 | 74 | (757) 640-0800 | hgilending.com | adviserinfo.sec.gov |
| 57 Stars LLC | Arlington | $3.70 billion | 15 | 24 | 15 | (202) 824-1600 | 57stars.com | adviserinfo.sec.gov |
| The Burney Company | Reston | $3.59 billion | 4,528 | 46 | Not listed | (866) 928-7639 | burneyadvisorservices.com | adviserinfo.sec.gov |
| Quad-C Management, Inc. | Charlottesville | $3.55 billion | 2 | 33 | 2 | (434) 979-2070 | quadcmanagement.com | adviserinfo.sec.gov |
| 1607 Capital Partners, LLC | Richmond | $3.49 billion | 22 | 15 | 5 | (804) 525-1750 | 1607capital.com | adviserinfo.sec.gov |
| Bogart Wealth, LLC | McLean | $3.19 billion | 6,635 | 50 | Not listed | (703) 570-8651 | adviserinfo.sec.gov | |
| West Financial Services, Inc. | McLean | $2.84 billion | 2,766 | 39 | Not listed | (703) 847-2500 | westfinancial.com | adviserinfo.sec.gov |
| Rembert Pendleton Jackson | Vienna | $2.73 billion | 5,377 | 20 | Not listed | (703) 821-6655 | adviserinfo.sec.gov | |
| Quinn Opportunity Partners | Charlottesville | $2.61 billion | 7 | 2 | 3 | (917) 770-2705 | quinnopportunities.com | adviserinfo.sec.gov |
| Motley Fool Asset Management | Alexandria | $2.60 billion | 6 | 14 | Not listed | (703) 302-1100 | adviserinfo.sec.gov | |
| Glassman Wealth Services, LLC | Vienna | $2.56 billion | 3,038 | 21 | Not listed | (703) 534-4444 | adviserinfo.sec.gov | |
| Oxford Finance Advisors, LLC | Alexandria | $2.41 billion | 4 | 84 | 4 | (703) 519-4900 | adviserinfo.sec.gov | |
| Riverfront Investment Group, LLC | Richmond | $2.22 billion | 1,534 | 46 | Not listed | (804) 549-4800 | adviserinfo.sec.gov | |
| Capitol Securities Management, Inc. | Glen Allen | $2.16 billion | 3,970 | 170 | Not listed | (888) 612-1484 | adviserinfo.sec.gov | |
| Navy Federal Investment Services, LLC | Vienna | $2.10 billion | 8,783 | 206 | Not listed | (703) 206-1517 | navyfederal.org | adviserinfo.sec.gov |
| Financial Security Advisory Inc | Virginia Beach | $1.95 billion | 3,393 | 37 | Not listed | (757) 431-1414 | gofsg.com | adviserinfo.sec.gov |
| Kanawha Capital Management, LLC | Richmond | $1.84 billion | 1,484 | 11 | Not listed | (804) 359-3900 | kancap.com | adviserinfo.sec.gov |
| Azzad Asset Management, Inc. | Falls Church | $1.84 billion | 18,098 | 18 | Not listed | (703) 207-7005 | adviserinfo.sec.gov | |
| Gef Capital Partners | Arlington | $1.75 billion | 26 | 52 | 23 | (202) 743-2898 | gefcapital.com | adviserinfo.sec.gov |
| Wellington Consulting Services Inc | Chantilly | $1.69 billion | 9,324 | 13 | Not listed | (877) 836-1993 | wrs401k.com | adviserinfo.sec.gov |
| Quantitative Investment Management, LLC | Charlottesville | $1.67 billion | 2 | 39 | 2 | (434) 817-4800 | quantitative.com | adviserinfo.sec.gov |
| The Hoerner Planning Group, LLC | Middleburg | $1.65 billion | 1,877 | 8 | Not listed | (540) 687-5090 | adviserinfo.sec.gov | |
| Godsey & Gibb Wealth Management | Richmond | $1.56 billion | 1,876 | 23 | Not listed | (804) 285-7333 | adviserinfo.sec.gov | |
| Activ8 Family Office LLC | McLean | $1.54 billion | 1,844 | 25 | Not listed | (978) 870-0255 | activ8familyoffice.com | adviserinfo.sec.gov |
| Wealthcrossing | Richmond | $1.54 billion | 1,318 | 18 | Not listed | (804) 237-1700 | adviserinfo.sec.gov | |
| CJM Wealth Advisers, LTD. | Falls Church | $1.47 billion | 2,562 | 13 | Not listed | (703) 425-0700 | adviserinfo.sec.gov | |
| Cary Street Partners Asset Management | Richmond | $1.45 billion | 3,451 | 49 | Not listed | (804) 340-8100 | carystreetpartners.com | adviserinfo.sec.gov |
| D'Orazio Wealth Advisors | Vienna | $1.44 billion | 291 | 11 | Not listed | (703) 269-3100 | adviserinfo.sec.gov | |
| The Edgar Lomax Company | Alexandria | $1.42 billion | 36 | 8 | Not listed | (703) 719-0026 | edgarlomax.com | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | 18 | 4 | (202) 737-5220 | dccp.com | adviserinfo.sec.gov |
| Acorn Financial Advisory Services, Inc. | Reston | $1.40 billion | 4,566 | 11 | Not listed | (703) 293-3100 | acorn-financial.com | adviserinfo.sec.gov |
| Range Advisory, LLC | McLean | $1.39 billion | 5,205 | 38 | Not listed | (703) 261-4126 | adviserinfo.sec.gov | |
| Aegis Financial Corporation | McLean | $1.37 billion | 67 | 6 | Not listed | (703) 528-7788 | aegisvaluefund.com | adviserinfo.sec.gov |
| Salomon and Ludwin | Richmond | $1.34 billion | 1,602 | 12 | Not listed | (804) 592-4999 | adviserinfo.sec.gov | |
| Evermay Wealth Management, LLC | Arlington | $1.33 billion | 1,957 | 24 | Not listed | (703) 822-5696 | adviserinfo.sec.gov | |
| Steigerwald, Gordon & Koch, Wealth Advisors | Leesburg | $1.32 billion | 730 | 15 | Not listed | (703) 777-8826 | sgkwealthadvisors.com | adviserinfo.sec.gov |
| Bluestem Asset Management, LLC | Charlottesville | $1.29 billion | 1 | 4 | 1 | (434) 243-7800 | adviserinfo.sec.gov | |
| Canal Capital Management, LLC | Richmond | $1.28 billion | 1,988 | 6 | 7 | (804) 325-1450 | canalcapitalmanagement.com | adviserinfo.sec.gov |
| Northwest Financial Advisors LLC | Herndon | $1.24 billion | 2,756 | 37 | Not listed | (703) 810-1072 | klampropoulos.nwfllc.com | adviserinfo.sec.gov |
| Graves Light Lenhart | Harrisonburg | $1.23 billion | 1,294 | 11 | Not listed | (540) 433-3076 | gllwealth.com | adviserinfo.sec.gov |
| Verus Financial Partners | Richmond | $1.18 billion | 1,935 | 21 | Not listed | (804) 592-3465 | adviserinfo.sec.gov | |
| Toth Financial Advisory Corp | Leesburg | $1.15 billion | 2,352 | 18 | 1 | (703) 443-8684 | tothfinancial.com | adviserinfo.sec.gov |
| Winston Capital Management LLC | Arlington | $1.15 billion | 9 | 9 | 5 | (703) 905-9555 | winstonpartners.com | adviserinfo.sec.gov |
| Aldrich Capital Partners LLC | McLean | $1.12 billion | 14 | 52 | 14 | (703) 376-3570 | adviserinfo.sec.gov | |
| FJ Capital Management LLC | McLean | $1.08 billion | 10 | 18 | 4 | (703) 331-5500 | adviserinfo.sec.gov | |
| Pointoak Retirement Advisors | McLean | $1.08 billion | 117 | 3 | Not listed | (703) 595-4444 | adviserinfo.sec.gov | |
| Solomon Hess Capital Management | Arlington | $1.08 billion | 4 | 7 | 3 | (703) 356-3333 | adviserinfo.sec.gov | |
| Concord Wealth Partners | Abingdon | $1.07 billion | 3,273 | 20 | Not listed | (276) 628-5910 | cavenessadvisory.com | adviserinfo.sec.gov |
| Yeske Buie Inc. | Vienna | $1.07 billion | 1,495 | 17 | Not listed | (800) 772-1887 | adviserinfo.sec.gov | |
| Alpha Omega Wealth Management, LLC | Richmond | $1.02 billion | 1,310 | 9 | Not listed | (804) 955-1600 | adviserinfo.sec.gov | |
| Pettyjohn, Wood & White, Inc. | Lynchburg | $1.02 billion | 1,016 | 6 | Not listed | (434) 845-1266 | pwandw.com | adviserinfo.sec.gov |
| Nasdaq Dorsey Wright | Richmond | $1.01 billion | 840 | 25 | Not listed | (804) 320-8511 | adviserinfo.sec.gov | |
| McLean Asset Management Corp. | Tysons | $993.9 million | 1,504 | 26 | Not listed | (703) 827-0636 | adviserinfo.sec.gov | |
| Brown | Miller Wealth Management, LLC | McLean | $991.1 million | 2,704 | 11 | Not listed | (703) 972-1950 | brownmillerwm.com | adviserinfo.sec.gov |
| Morris & Wells Wealth Management | Charlottesville | $987.9 million | 298 | 2 | Not listed | (434) 977-7010 | morrisandwells.com | adviserinfo.sec.gov |
| Partners in Financial Planning, LLC | Salem | $913.6 million | 2,774 | 14 | Not listed | (540) 444-2930 | adviserinfo.sec.gov | |
| Covenant Wealth Advisors | Richmond | $909.6 million | 1,890 | 12 | Not listed | (804) 729-5265 | adviserinfo.sec.gov | |
| Navimed Capital Advisors, LLC | Rosslyn | $904.9 million | 4 | 14 | 4 | (202) 817-2850 | navimed.com | adviserinfo.sec.gov |
| 3chopt Investment Partners LLC | Richmond | $889.4 million | 645 | 7 | Not listed | (804) 401-1840 | 3choptinvest.com | adviserinfo.sec.gov |
| Aztlan Equity Management, LLC | McLean | $851.1 million | 15 | 10 | 4 | 01-703-47-8020 | aztlanem.com | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | 446 | 6 | Not listed | (202) 659-4427 | avenircorp.com | adviserinfo.sec.gov |
| Acansa Investment Management Group, LLC | Tysons Corner | $838 million | 2 | 5 | Not listed | (703) 639-1888 | acansa-inv.com | adviserinfo.sec.gov |
| Kfa Private Wealth Group, LLC | Tyson | $830 million | 3,279 | 11 | Not listed | (571) 386-2029 | adviserinfo.sec.gov | |
| The Capital Management Corporation | Glen Allen | $825.6 million | 681 | 8 | Not listed | (804) 270-4000 | cmcva.com | adviserinfo.sec.gov |
| Gratus Wealth Advisors LLC | Virginia Beach | $822.2 million | 1,142 | 9 | Not listed | (757) 909-5500 | gratuswealthadvisors.com | adviserinfo.sec.gov |
| LNC Partners | Arlington | $820.3 million | 6 | 16 | 6 | (703) 651-2150 | lnc-partners.com | adviserinfo.sec.gov |
| A. N. Culbertson & Company, Inc. | Charlottesville | $817.8 million | 849 | 9 | Not listed | (434) 972-7766 | anculbertson.com | adviserinfo.sec.gov |
| Compton Wealth Advisory Group, LLC | Virginia Beach | $800.3 million | 505 | 10 | Not listed | (757) 351-0741 | comptonwealth.com | adviserinfo.sec.gov |
| Centurion Wealth Management | McLean | $786.2 million | 1,504 | 13 | Not listed | (571) 765-1890 | adviserinfo.sec.gov | |
| Blue Edge Capital, LLC | Richmond | $765.1 million | 420 | 5 | Not listed | (804) 673-7401 | blueedgecap.com | adviserinfo.sec.gov |
| Hughes Financial Services, LLC | Herndon | $759.8 million | 2,327 | 12 | Not listed | (703) 669-3660 | h4fs.com | adviserinfo.sec.gov |
| Hopwood Financial Services, Inc. | Reston | $750.3 million | 1,068 | 11 | Not listed | (703) 787-0008 | adviserinfo.sec.gov | |
| Campbell Deegan Financial | Richmond | $745.1 million | 1,855 | 7 | Not listed | (804) 913-1114 | adviserinfo.sec.gov | |
| Harbour Capital Advisors, LLC | Tysons Corner | $701.1 million | 413 | 11 | 2 | (703) 992-6164 | harbourcapitaladvisors.com | adviserinfo.sec.gov |
| Iron Path Capital, L.P. | Charlottesville | $698.5 million | 10 | 18 | 10 | (434) 257-3288 | adviserinfo.sec.gov | |
| Marotta Wealth Management, Inc. | Charlottesville | $686 million | 1,947 | 16 | Not listed | (434) 244-0000 | emarotta.com | adviserinfo.sec.gov |
| Broad Run Investment Management, LLC | Arlington | $681.8 million | 140 | 6 | Not listed | (703) 260-1260 | adviserinfo.sec.gov | |
| Yorktown Management and Research Co Inc | Forest | $677.1 million | 4 | 9 | Not listed | (434) 846-1361 | adviserinfo.sec.gov | |
| Allegiance Financial Group | Vienna | $675 million | 1,525 | 12 | Not listed | (703) 242-7900 | afgas.net | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | 969 | 11 | Not listed | (703) 504-9600 | adviserinfo.sec.gov | |
| Guardian Point Capital, LP | Charlottesville | $646.4 million | 1 | 4 | 1 | (434) 984-0608 | adviserinfo.sec.gov | |
| Concord Asset Management, LLC | Abingdon | $639.4 million | 1,653 | 2 | Not listed | (276) 628-5910 | adviserinfo.sec.gov | |
| Crow's Nest Holdings LP | Richmond | $636.6 million | 4 | 4 | 2 | (917) 596-6689 | adviserinfo.sec.gov | |
| Meridian Financial Partners LLC | Warrenton | $627.6 million | 1,522 | 7 | Not listed | (540) 878-5416 | adviserinfo.sec.gov | |
| Beacon Harbor Wealth Advisors | Virginia Beach | $608.3 million | 1,529 | 8 | Not listed | (757) 644-4545 | beaconharborwealth.com | adviserinfo.sec.gov |
| Kah Capital Management, LLC | McLean | $605.3 million | 6 | 8 | 2 | (703) 677-3424 | kahcapital.com | adviserinfo.sec.gov |
| Olio Financial Planning | McLean | $600.5 million | 1,640 | 14 | Not listed | (703) 459-9299 | adviserinfo.sec.gov | |
| Reston Wealth Management | Reston | $589.9 million | 1,776 | 8 | Not listed | (703) 481-2280 | financialfieldnotes.com | adviserinfo.sec.gov |
| The Ithaka Group, LLC | Arlington | $572.1 million | 126 | 7 | Not listed | (240) 395-5000 | ithakagroup.com | adviserinfo.sec.gov |
| Capitol Private Wealth Group LLC | Vienna | $562.1 million | 2,157 | 8 | Not listed | (703) 226-0008 | capitolpwg.com | adviserinfo.sec.gov |
| Juno Financial Group LLC | Richmond | $541.9 million | 705 | 8 | Not listed | (804) 500-6464 | junofinancialgroup.com | adviserinfo.sec.gov |
| Redmond Asset Management, LLC | Henrico | $537.2 million | 728 | 6 | Not listed | (804) 288-6080 | redmondassetmanagement.com | adviserinfo.sec.gov |
| Founders Grove Wealth Partners, LLC | Richmond | $532.3 million | 702 | 4 | Not listed | (804) 910-0001 | adviserinfo.sec.gov | |
| Cap91 Partners Management LLC | Richmond | $531 million | 2 | 9 | 2 | (804) 525-9249 | adviserinfo.sec.gov | |
| Benefit Fiduciary Group LLC | Richmond | $529.4 million | 47 | 2 | Not listed | (804) 457-2309 | adviserinfo.sec.gov | |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | 785 | 3 | Not listed | (703) 684-9222 | mclaughlinryder.com | adviserinfo.sec.gov |
| The Main Street Group | Glen Allen | $515.3 million | 2,488 | 13 | Not listed | (804) 270-4470 | themainstreetgroup.com | adviserinfo.sec.gov |
| Chase Investment Counsel Corporation | Charlottesville | $509.8 million | 137 | 7 | Not listed | (434) 293-9104 | adviserinfo.sec.gov | |
| Wealthcrest Financial Services, LLC | Springfield | $507.5 million | 380 | 9 | Not listed | (703) 372-1717 | wealthcrest.com | adviserinfo.sec.gov |
| Pine Harbor Wealth Management LLC | Fairfax | $507.1 million | 652 | 2 | Not listed | (703) 589-9100 | adviserinfo.sec.gov | |
| Selby Lane Capital, LLC | Charlottesville | $505.4 million | 9 | 15 | 7 | (650) 463-9511 | selbylane.com | adviserinfo.sec.gov |
| Bellars Harris Wealth Management | Virginia Beach | $505.4 million | 1,496 | 8 | Not listed | (757) 704-4200 | bellarsharriswealth.com | adviserinfo.sec.gov |
| The Lewis Financial Group | Ashburn | $482.4 million | 691 | 6 | Not listed | (703) 288-1272 | lewisprivatewealth.com | adviserinfo.sec.gov |
| Amj Financial Wealth Management LLC | Leesburg | $481.8 million | 1,862 | 17 | Not listed | (703) 466-0477 | adviserinfo.sec.gov | |
| Courage Miller Partners, LLC | Norfolk | $480.7 million | 840 | 4 | Not listed | (757) 390-3100 | adviserinfo.sec.gov | |
| Midatlantic Capital Management, Inc. | Richmond | $477 million | 323 | 2 | Not listed | (804) 272-9200 | midatlantic-capital.com | adviserinfo.sec.gov |
| Mason & Associates, LLC | Newport News | $471.4 million | 1,687 | 11 | Not listed | (757) 223-9898 | adviserinfo.sec.gov | |
| Taylor Hoffman Capital Management | Richmond | $469.5 million | 1,082 | 5 | 1 | (804) 964-2500 | taylorhoffman.com | adviserinfo.sec.gov |
| Sands Capital Horizons, LLC | Arlington | $466.9 million | 8 | 4 | 1 | (703) 562-4000 | sandscapital.com | adviserinfo.sec.gov |
| Z3 Capital Partners | Richmond | $466.8 million | 1,009 | 5 | Not listed | (804) 256-1770 | z3capital.com | adviserinfo.sec.gov |
| Colonial River Wealth Management LLC | Midlothian | $464.4 million | 1,799 | 21 | Not listed | (804) 335-1200 | colonialriver.com | adviserinfo.sec.gov |
| Selective Wealth Management, Inc. | Forest | $454.8 million | 1,801 | 9 | Not listed | (434) 515-1517 | adviserinfo.sec.gov | |
| Ravenswood Partners LP | McLean | $436.1 million | 11 | 5 | 1 | (703) 382-8689 | adviserinfo.sec.gov | |
| Buttonwood Wealth | Winchester | $425.3 million | 1,062 | 7 | Not listed | (540) 662-5233 | adviserinfo.sec.gov | |
| Sagevest Wealth Management | McLean | $423.2 million | 475 | 6 | Not listed | (703) 992-7650 | sagevestwealth.com | adviserinfo.sec.gov |
| Acima Private Wealth LLC | Richmond | $420.4 million | 135 | 7 | Not listed | (804) 422-8450 | acimapw.com | adviserinfo.sec.gov |
| Aspect Partners, LLC | Fairfax | $418.2 million | 973 | 8 | Not listed | (703) 916-8400 | adviserinfo.sec.gov | |
| Taylor Financial Group, Inc. | Roanoke | $410 million | 1,112 | 6 | Not listed | (540) 774-7971 | taylorfg.com | adviserinfo.sec.gov |
| Professional Financial Solutions, LLC | Fairfax | $409.7 million | 911 | 8 | Not listed | (703) 385-0870 | adviserinfo.sec.gov | |
| Heritage Financial LLC | Gainesville | $408 million | 1,507 | 8 | Not listed | (703) 754-1233 | adviserinfo.sec.gov | |
| Alexander Randolph Advisory Inc | McLean | $403.9 million | 474 | 5 | Not listed | (703) 734-1507 | alexanderrandolph.com | adviserinfo.sec.gov |
| Brown Edwards Wealth Strategies | Lynchburg | $403.3 million | 604 | 8 | Not listed | (434) 948-9000 | brownedwardswealth.com | adviserinfo.sec.gov |
| Golden Spark Insights | Fairfax | $400 million | 2 | 1 | Not listed | (508) 981-2447 | goldensparkinsight.com | adviserinfo.sec.gov |
| Reframe Wealth, LLC | Vienna | $394.8 million | 662 | 5 | Not listed | (571) 354-8471 | reframewealth.com | adviserinfo.sec.gov |
| Clarion Wealth Management Partners | Fairfax | $394.8 million | 1,323 | 8 | Not listed | (703) 631-4800 | adviserinfo.sec.gov | |
| Abich Financial Wealth Management, LLC | Ashburn | $394.7 million | 1,354 | 28 | Not listed | (571) 577-9968 | adviserinfo.sec.gov | |
| Hunter Lewis LLC | Crozet | $394.6 million | 19 | 7 | 1 | (434) 996-0370 | adviserinfo.sec.gov | |
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | 399 | 4 | Not listed | (757) 963-1823 | vwmg.net | adviserinfo.sec.gov |
| Sentinel Wealth Management, Inc. | Reston | $388.8 million | 356 | 3 | Not listed | (703) 787-5770 | sentinelwealth.com | adviserinfo.sec.gov |
| Wills Financial Group, LLC | Richmond | $385.7 million | 753 | 5 | Not listed | (804) 330-3100 | willsfg.com | adviserinfo.sec.gov |
| Paragon Financial Services | Richmond | $383.7 million | 1,382 | 7 | Not listed | (804) 673-8888 | paragonfinancial.com | adviserinfo.sec.gov |
| Martin Wealth Solutions | Christiansburg | $377.1 million | 1,638 | 10 | Not listed | (540) 639-4810 | planwellretirehappy.com | adviserinfo.sec.gov |
| Commonwealth Retirement Investments LLC | Richmond | $377 million | 1,001 | 12 | Not listed | (804) 282-1238 | adviserinfo.sec.gov | |
| Strategent Financial, LLC | Harrisonburg | $374.7 million | 136 | 6 | Not listed | (540) 437-1222 | strategentfinancial.com | adviserinfo.sec.gov |
| Masonry Capital Management, LLC | Charlottesville | $370.5 million | 60 | 3 | 1 | (434) 202-3554 | adviserinfo.sec.gov | |
| Tull Financial Group, Inc. | Chesapeake | $367.1 million | 1,000 | 9 | Not listed | (757) 436-1122 | adviserinfo.sec.gov | |
| Evr Research LP | Richmond | $365 million | 3 | 6 | 1 | (804) 451-6810 | evrresearch.com | adviserinfo.sec.gov |
| Solitude Financial Services, Inc. | Charlottesville | $363.5 million | 787 | 8 | Not listed | (434) 218-2201 | solitudefinancial.com | adviserinfo.sec.gov |
| Decisionmap Wealth Management, LLC | Great Falls | $363.4 million | 799 | 5 | Not listed | (703) 520-1160 | adviserinfo.sec.gov | |
| Montvue Capital Management, Inc. | Lynchburg | $357.2 million | 497 | 5 | Not listed | (434) 455-2795 | montvue.com | adviserinfo.sec.gov |
| Houlihan Financial Resource Group, LTD. | Ashburn | $357.2 million | 564 | 4 | Not listed | (703) 796-0800 | adviserinfo.sec.gov | |
| Piedmont Wealth Advisory | Reston | $353.7 million | 615 | 3 | Not listed | (571) 313-5125 | piedmontwealthadvisory.com | adviserinfo.sec.gov |
| 4j Wealth Management, LLC | McLean | $348.1 million | 682 | 4 | Not listed | (703) 566-9573 | yelp.com | adviserinfo.sec.gov |
| Rede Wealth, LLC | Charlottesville | $346.1 million | 500 | 4 | Not listed | (434) 974-3500 | redewealth.com | adviserinfo.sec.gov |
| Steelhead Wealth Management | Glen Allen | $341.9 million | 280 | 7 | Not listed | (804) 548-0781 | steelheadwealth.com | adviserinfo.sec.gov |
| Evoadvisors | Richmond | $337.2 million | 991 | 7 | Not listed | (804) 794-1981 | adviserinfo.sec.gov | |
| Fields Gottscho Capital Management LLC | Charlottesville | $333 million | 184 | 4 | Not listed | (800) 628-3812 | fieldsgottscho.com | adviserinfo.sec.gov |
| Claris Financial, LLC | Glen Allen | $330.2 million | 1,038 | 8 | Not listed | (804) 935-3000 | clarisfinancial.com | adviserinfo.sec.gov |
| Advisors Financial, Inc. | McLean | $321.2 million | 723 | 7 | Not listed | (703) 883-0300 | advisorsfinancial.com | adviserinfo.sec.gov |
| Legacy Wealth Management Inc. | Manassas | $313.9 million | 1,437 | 11 | Not listed | (877) 650-4738 | adviserinfo.sec.gov | |
| Omega Wealth Management LLC | Arlington | $309.7 million | 121 | 7 | Not listed | (703) 387-0919 | adviserinfo.sec.gov | |
| Integrated Financial Solutions, Inc. | Reston | $303.3 million | 338 | 1 | Not listed | (703) 295-9200 | ifnadvisors.com | adviserinfo.sec.gov |
| Kinloch Capital, LLC | Glen Allen | $301.1 million | 705 | 5 | Not listed | (804) 956-4550 | kinlochcapital.com | adviserinfo.sec.gov |
| Dudley Capital Management LLC | Middleburg | $291.7 million | 357 | 3 | Not listed | (540) 687-4600 | adviserinfo.sec.gov | |
| Birks Financial Corp. | Herndon | $290.6 million | 628 | 3 | Not listed | (703) 481-6202 | adviserinfo.sec.gov | |
| Legacy Wealth Management Group, Inc. | Lynchburg | $289.8 million | 1,744 | 19 | Not listed | (434) 266-1214 | lynchburglegacy.com | adviserinfo.sec.gov |
| Preston Wealth Advisors, LLC. | Reston | $286 million | 886 | 5 | 2 | (703) 757-0419 | prestonwealthadvisors.com | adviserinfo.sec.gov |
| Momentus Manager LLC | Arlington | $284.3 million | 3 | 30 | 3 | (703) 647-2300 | adviserinfo.sec.gov | |
| Plustick Management LLC | Charlottesville | $280.8 million | 3 | 4 | 1 | (434) 977-9229 | plustickpartners.com | adviserinfo.sec.gov |
| Beacon Wealth Consultants, Inc. | Roanoke | $278.3 million | 1,138 | 19 | Not listed | (540) 345-3891 | lightpointportfoliosolutions.com | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | 393 | 7 | Not listed | (703) 294-6880 | westbourneinv.com | adviserinfo.sec.gov |
| Clarendon Capital, LLC | Tysons | $275.4 million | 5 | 11 | 5 | (703) 705-2017 | clarendoncap.com | adviserinfo.sec.gov |
| James River Asset Management, LLC | Midlothian | $273.8 million | 1,254 | 9 | Not listed | (804) 323-0517 | jamesriverwealth.com | adviserinfo.sec.gov |
| Capitol Financial Consultants, Inc. | McLean | $269.2 million | 417 | 4 | Not listed | (703) 821-2000 | capfin.net | adviserinfo.sec.gov |
| Variant Private Wealth LLC | Tysons | $267.5 million | 851 | 4 | Not listed | (703) 760-7600 | variantprivatewealth.com | adviserinfo.sec.gov |
| Retirement Planology, Inc. | Alexandria | $265.9 million | 63 | 3 | Not listed | (703) 595-2829 | retirementplanology.com | adviserinfo.sec.gov |
| Highstone Group | Richmond | $263.9 million | 841 | 4 | Not listed | (804) 285-7010 | highstonegroup.com | adviserinfo.sec.gov |
| Keystone Asset Management, Inc. | McLean | $261 million | 134 | 5 | Not listed | (703) 734-3400 | keyami.com | adviserinfo.sec.gov |
| Cobblestone Asset Management | Richmond | $258.9 million | 1,042 | 4 | Not listed | (804) 272-8272 | adviserinfo.sec.gov | |
| Argo Wealth Advisory, LLC | McLean | $256.2 million | 425 | 2 | Not listed | (703) 914-3830 | argowealthadvisory.com | adviserinfo.sec.gov |
| Alpha Advisors, LLC | Richmond | $256.1 million | 401 | 4 | Not listed | (804) 754-8532 | alpha-advisors.com | adviserinfo.sec.gov |
| Mwa Investments, LLC | White Stone | $250.4 million | 41 | 1 | Not listed | (804) 761-1969 | adviserinfo.sec.gov | |
| Investology Inc. | Reston | $250 million | 450 | 5 | Not listed | (703) 429-1975 | investologyinc.net | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | $246.3 million | 7 | 10 | 9 | (757) 491-1200 | vantageconsultinggroup.com | adviserinfo.sec.gov |
| Wealthway Financial Advisors | Norfolk | $245.6 million | 552 | 5 | Not listed | (757) 456-2200 | wealthwayadvisors.com | adviserinfo.sec.gov |
| Sanchez & Zures, LLC | McLean | $241.9 million | 476 | 2 | Not listed | (703) 349-0330 | szadvisors.com | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | $236.5 million | 454 | 9 | Not listed | (757) 463-7600 | investspectrum.com | adviserinfo.sec.gov |
| Altura Wealth Advisors | Virginia Beach | $234.9 million | 898 | 6 | Not listed | (757) 834-7606 | alturawealth.com | adviserinfo.sec.gov |
| Tenzing Financial LLC | Williamsburg | $231.1 million | 752 | 5 | Not listed | (757) 703-0030 | tenzingfinancial.us | adviserinfo.sec.gov |
| Campion Asset Management, LLC | Fairfax | $228.8 million | 298 | 3 | Not listed | (703) 848-0344 | campionam.com | adviserinfo.sec.gov |
| Bay Capital Advisors, LLC | Virginia Beach | $228.3 million | 615 | 5 | Not listed | (757) 816-0967 | adviserinfo.sec.gov | |
| Alpha Financial Advisors, LLC | McLean | $218.3 million | 156 | 7 | Not listed | (703) 442-7686 | alphafinancialadvisors.com | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | $218 million | 63 | 4 | 2 | (571) 982-5398 | rockbridgecap.com | adviserinfo.sec.gov |
| Wealthtrak Advisors | Virginia Beach | $214.3 million | 780 | 5 | Not listed | (757) 523-1250 | weathtrkadvisors.com | adviserinfo.sec.gov |
| Dominguez Wealth Management Solutions, Inc. | Williamsburg | $213.1 million | 659 | 2 | Not listed | (757) 645-9252 | adviserinfo.sec.gov | |
| Buchanan Wealth Management | Reston | $212 million | 473 | 4 | Not listed | (703) 956-2633 | adviserinfo.sec.gov | |
| Thompson Davis Asset Management | Richmond | $211.3 million | 300 | 9 | 1 | (804) 644-6380 | adviserinfo.sec.gov | |
| T.M. Wealth Management | Reston | $209.8 million | 475 | 6 | Not listed | (703) 537-8351 | adviserinfo.sec.gov | |
| Chesapeake Investment Management LLC | McLean | $205 million | 395 | 7 | Not listed | (202) 821-1530 | chesapeakeim.com | adviserinfo.sec.gov |
| Kirk Capital Advisors LLC | Vienna | $204.9 million | 401 | 5 | Not listed | (888) 340-5475 | kirkcapitaladvisors.com | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | $204.4 million | 332 | 5 | Not listed | (703) 548-2555 | mcginninpenninger.com | adviserinfo.sec.gov |
| Harren Equity Partners, LLC | Charlottesville | $201.4 million | 2 | 5 | 2 | (434) 245-5800 | harrenequity.com | adviserinfo.sec.gov |
| Emergent Financial Services, LLC. | Charlottesville | $195.2 million | 250 | 5 | Not listed | (434) 260-1690 | emergentfs.com | adviserinfo.sec.gov |
| Altmore Capital Investment Management, LLC | Arlington | $194.7 million | 11 | 10 | 9 | (703) 861-3964 | adviserinfo.sec.gov | |
| Wacona Capital, LLC | Charlottesville | $194.1 million | 5 | 5 | 4 | (434) 922-0726 | waconacapital.com | adviserinfo.sec.gov |
| LB Partners LLC | Charlottesville | $191.3 million | 4 | 2 | 4 | (434) 886-1101 | adviserinfo.sec.gov | |
| Investment Management Corporation | Roanoke | $191.2 million | 666 | 6 | Not listed | (540) 774-8899 | investmentmanagementcorporation.com | adviserinfo.sec.gov |
| Bowen Financial Services, LLC | Midlothian | $191 million | 305 | 3 | Not listed | (804) 897-2850 | adviserinfo.sec.gov | |
| Ategra Capital Management, LLC | Vienna | $190.2 million | 2 | 5 | 2 | (703) 564-9131 | ategracapital.com | adviserinfo.sec.gov |
| Pactolus | Vienna | $187.8 million | 447 | 17 | 5 | (571) 297-6364 | adviserinfo.sec.gov | |
| Octagon Finance LLC | Charlottesville | $184.1 million | 9 | 5 | 3 | (434) 977-7770 | octagonfinance.com | adviserinfo.sec.gov |
| Corbett Road Capital Management, LLC | McLean | $176.3 million | 391 | 5 | Not listed | (703) 748-5831 | corbettroadcapital.com | adviserinfo.sec.gov |
| Cook Financial Designs, Inc. | Virginia Beach | $172.4 million | 567 | 1 | Not listed | (757) 498-4810 | adviserinfo.sec.gov | |
| Opulen Financial Group, LLC | Arlington | $171.8 million | 649 | 1 | Not listed | (571) 299-2053 | adviserinfo.sec.gov | |
| Oxford Capital Management | Richm0nd | $170 million | 120 | 2 | Not listed | (804) 282-2356 | adviserinfo.sec.gov | |
| 8th Street Investments, LLC | Alexandria | $166.9 million | 206 | 3 | Not listed | (703) 519-0962 | 8thstreetllc.com | adviserinfo.sec.gov |
| New Paradigm Capital Management, LLC | Great Falls | $166.6 million | 1 | 5 | 1 | (703) 757-4802 | npcm.llc | adviserinfo.sec.gov |
| Joss Brown Wealth Advisors | Williamsburg | $162.4 million | 603 | 5 | Not listed | (757) 903-2127 | adviserinfo.sec.gov | |
| Arbor Private Wealth, LLC | Ashburn | $160.1 million | 267 | 2 | Not listed | (703) 559-7975 | arborpw.com | adviserinfo.sec.gov |
| Sima Wealth Partners, LLC | Richmond | $156.7 million | 311 | 6 | Not listed | (804) 285-5700 | simafinancialgroup.com | adviserinfo.sec.gov |
| Piedmont Wealth Management | Alexandria | $156.1 million | 541 | 4 | Not listed | (703) 518-8361 | piedmontwm.com | adviserinfo.sec.gov |
| Jjsa Advisors, LTD. | Virginia Beach | $154.3 million | 587 | 2 | Not listed | (757) 473-0004 | jjsadvisors.com | adviserinfo.sec.gov |
| Heritage Wealth Management Group, LTD | Norfolk | $152.2 million | 460 | 5 | Not listed | (757) 321-3725 | adviserinfo.sec.gov | |
| Cope Connelly | Arlington | $151.1 million | 252 | 6 | 5 | (888) 336-8402 | copeconnelly.com | adviserinfo.sec.gov |
| Hundredfold Advisors, LLC | Virginia Beach | $148.2 million | 1 | 2 | Not listed | (757) 463-7600 | hundredfoldadvisors.com | adviserinfo.sec.gov |
| Spark Financial Advisors | Richmond | $147.1 million | 624 | 7 | Not listed | (804) 451-1210 | adviserinfo.sec.gov | |
| West Tower Group, LLC | Richmond | $146.2 million | 4 | 8 | 2 | (804) 420-8588 | westtowergroup.com | adviserinfo.sec.gov |
| October Effect LTD. | Virginia Beach | $145.6 million | 597 | 4 | Not listed | (757) 390-3341 | financialplanning-vab.com | adviserinfo.sec.gov |
| Bluestone Investment Manager, LLC | McLean | $144.8 million | 3 | 11 | 3 | (703) 462-5601 | bluestoneinv.com | adviserinfo.sec.gov |
| Glover Park Wealth Management, LLC | Arlington | $144.3 million | 335 | 3 | Not listed | (202) 926-3636 | adviserinfo.sec.gov | |
| Kennondale Capital Management | Richmond | $141.9 million | 14 | 3 | Not listed | (804) 350-3368 | kennondale.com | adviserinfo.sec.gov |
| The Scott S. James Company | Falls Church | $139.4 million | 267 | 3 | Not listed | (703) 533-2500 | scottjamesgroup.com | adviserinfo.sec.gov |
| Korving & Company LLC | Suffolk | $137.5 million | 691 | 3 | Not listed | (757) 638-5490 | adviserinfo.sec.gov | |
| Forefront Asset Management, LLC | Virginia Beach | $136.9 million | 781 | 4 | Not listed | (757) 222-1880 | forefrontam.com | adviserinfo.sec.gov |
| River Crescent Advisors, LLC | Suffolk | $136.8 million | 244 | 2 | Not listed | (757) 651-9305 | rivercrescentadvisors.com | adviserinfo.sec.gov |
| Harborpoint Wealth Partners | Virginia Beach | $136.4 million | 643 | 5 | Not listed | (757) 314-4638 | hendersonfg.com | adviserinfo.sec.gov |
| Brighter Financial Capital Management, LLC | Reston | $135.1 million | 780 | 5 | Not listed | (703) 796-0957 | adviserinfo.sec.gov | |
| Atlantic Union Municipal Advisors, Inc | Glen Allen | $134.3 million | 1 | 4 | Not listed | vamint.com | adviserinfo.sec.gov | |
| Bluelist Partners, LLC | Occoquan | $134.3 million | 84 | 1 | Not listed | (703) 407-1834 | adviserinfo.sec.gov | |
| Trio Wealth Management, LLC | Great Falls | $134 million | 338 | 4 | Not listed | (703) 459-9171 | adviserinfo.sec.gov | |
| Norton Capital Management, Inc. | Henrico | $131.9 million | 238 | 5 | Not listed | (757) 623-1200 | adviserinfo.sec.gov | |
| Peakvalley Wealth, LLC | Roanoke | $130.3 million | 481 | 4 | Not listed | (540) 904-7969 | peakvalleywealth.com | adviserinfo.sec.gov |
| Clio Asset Management LLC | Charlottesville | $127.8 million | 65 | 1 | Not listed | (434) 329-7463 | clioam.com | adviserinfo.sec.gov |
| Acts Financial Advisors | McLean | $126.5 million | 158 | 2 | Not listed | (571) 749-5522 | actsfinancialadvisors.com | adviserinfo.sec.gov |
| Vip Planners, Inc. | Roanoke | $126.2 million | 427 | 4 | Not listed | (540) 342-1895 | vipplanners.com | adviserinfo.sec.gov |
| Fitzwilliams Wealth Management Inc. | Chesapeake | $123.5 million | 634 | 13 | Not listed | (757) 961-0700 | fitzwilliamsfinancial.com | adviserinfo.sec.gov |
| Pegasus Financial Group LLC | Chantilly | $122.3 million | 282 | 4 | Not listed | (703) 956-6662 | adviserinfo.sec.gov | |
| Gira & Gira Investment Advisors LLC | Harrisonburg | $121.4 million | 397 | 2 | Not listed | (540) 433-7600 | adviserinfo.sec.gov | |
| Arrow Wealth Advisors | Lynchburg | $121.2 million | 516 | 2 | Not listed | (210) 541-9967 | adviserinfo.sec.gov | |
| Charmarline Wealth Management | Lynchburg | $118.8 million | 320 | 1 | Not listed | (434) 455-3036 | cmlwm.com | adviserinfo.sec.gov |
| Tone Capital, LLC | Richmond | $118.3 million | 320 | 4 | Not listed | (804) 447-1404 | tonecapital.com | adviserinfo.sec.gov |
| Sturman Wealth Advisors | Charlottesville | $116.4 million | 282 | 2 | Not listed | (434) 201-2255 | sturmanwealth.com | adviserinfo.sec.gov |
| Portfolio Advisory Group, Inc. | Alexandria | $115.8 million | 180 | 2 | Not listed | (703) 461-9193 | adviserinfo.sec.gov | |
| First Georgetown Securities, Inc | Alexandria | $115.7 million | 123 | 4 | Not listed | (703) 519-7700 | firstgeorgetown.com | adviserinfo.sec.gov |
| Aria Wealth Partners | Charlottesville | $112.3 million | 314 | 3 | Not listed | (434) 338-6840 | ariawealthpartners.com | adviserinfo.sec.gov |
| Capitol Wealth Management, Inc. | McLean | $111.9 million | 93 | 2 | Not listed | (703) 891-4070 | capitolwealthmgmt.com | adviserinfo.sec.gov |
| Allridge Wealth Management, Inc | Ashburn | $103.3 million | 129 | 2 | Not listed | (703) 840-5500 | allridgewealth.com | adviserinfo.sec.gov |
| Templer Wealth Management, LLC | Vienna | $102.9 million | 181 | 1 | Not listed | (703) 927-4126 | adviserinfo.sec.gov | |
| Oakleigh Wealth Services | Crozet | $102.5 million | 257 | 2 | Not listed | (434) 422-5220 | oakleighwealth.com | adviserinfo.sec.gov |
| Apforia | Virginia Beach | $101.9 million | 1,228 | 19 | Not listed | (757) 752-8055 | adviserinfo.sec.gov | |
| Ascent Financial Group | Richmond | $100.8 million | 456 | 2 | Not listed | (804) 602-2121 | linked.com | adviserinfo.sec.gov |
| Evolutionary Tree Capital Management, LLC | Alexandria | $91.7 million | 77 | 5 | Not listed | (703) 544-2300 | evolutionarytree.com | adviserinfo.sec.gov |
| Union Street Partners LLC | Alexandria | $86.3 million | 1 | 2 | Not listed | (703) 684-9222 | adviserinfo.sec.gov | |
| Hunter Michael Investment Advisors Inc | Richmond | $81.2 million | 35 | 1 | Not listed | (804) 378-7640 | huntermichael.com | adviserinfo.sec.gov |
| Albright Capital Management LP | Arlington | $49.8 million | 2 | 7 | 2 | (202) 370-3500 | albrightcapital.com | adviserinfo.sec.gov |
| Hermitage Wealth | Richmond | $37.5 million | 200 | 14 | Not listed | (804) 270-7877 | adviserinfo.sec.gov | |
| C4m Global Advisors LLC | Arlington | $16.3 million | 1 | 3 | 1 | (888) 336-8402 | c4m.com | adviserinfo.sec.gov |
| Benjamins Money | McLean | $9.1 million | 13 | 3 | Not listed | (240) 395-4455 | adviserinfo.sec.gov | |
| Traders A.I., Inc. | Fairfax | $773,573 | 1 | 3 | Not listed | (201) 654-5385 | adviserinfo.sec.gov | |
| Asal Invest | Arlington | $270 | 4 | 2 | Not listed | (646) 288-3548 | adviserinfo.sec.gov | |
| Okeanos Venture Management LLC | Great Falls | Not listed | Not listed | Not listed | 134 | (703) 929-0784 | adviserinfo.sec.gov | |
| Proof | Arlington | Not listed | Not listed | Not listed | 104 | (703) 563-4100 | adviserinfo.sec.gov | |
| Unity Growth Fund I LLC | Reston | Not listed | Not listed | Not listed | 46 | (703) 585-7915 | adviserinfo.sec.gov | |
| Blu Venture Management, LLC | Arlington | Not listed | Not listed | Not listed | 41 | (703) 214-8826 | bluventureinvestors.com | adviserinfo.sec.gov |
| Qed Investors, LLC | Alexandria | Not listed | Not listed | Not listed | 34 | (703) 862-3296 | qedinvestors.com | adviserinfo.sec.gov |
| Blue Heron Capital Management, LLC | Richmond | Not listed | Not listed | Not listed | 23 | (202) 246-3009 | blueheroncap.com | adviserinfo.sec.gov |
| Sinewave Ventures, LLC | McLean | Not listed | Not listed | Not listed | 21 | (703) 570-5220 | sinewave.vc | adviserinfo.sec.gov |
| Lavrock Ventures, LLC | Arlington | Not listed | Not listed | Not listed | 18 | (410) 599-2918 | lavrockvc.com | adviserinfo.sec.gov |
| Mcas | Lansdowne | Not listed | Not listed | Not listed | 18 | (703) 348-0156 | militellocapital.com | adviserinfo.sec.gov |
| Property Investment Advisors, Inc. | Richmond | Not listed | Not listed | Not listed | 12 | (804) 644-4473 | adviserinfo.sec.gov | |
| Blue Delta Capital Partners, LLC | McLean | Not listed | Not listed | Not listed | 9 | (703) 989-4829 | bluedeltacapitalpartners.com | adviserinfo.sec.gov |
Advisers in Virginia that manage private funds
112 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Okeanos Venture Management LLC | Great Falls | VA | 134 | Not listed | 68 | 66 | Not listed | $67.8 million | Not listed | adviserinfo.sec.gov |
| Proof | Arlington | VA | 104 | Not listed | Not listed | 104 | Not listed | $727.2 million | Not listed | adviserinfo.sec.gov |
| Washington Harbour Partners LP | Arlington | VA | 75 | 1 | 74 | Not listed | Not listed | $3.46 billion | $4.73 billion | adviserinfo.sec.gov |
| Harbor Group International, LLC | Norfolk | VA | 74 | Not listed | 74 | Not listed | Not listed | $2.46 billion | $3.79 billion | adviserinfo.sec.gov |
| Brockenbrough | Richmond | VA | 58 | 7 | 46 | Not listed | 3 | $2.79 billion | $5.49 billion | adviserinfo.sec.gov |
| Unity Growth Fund I LLC | Reston | VA | 46 | Not listed | 16 | Not listed | Not listed | $61.6 million | Not listed | adviserinfo.sec.gov |
| Blu Venture Management, LLC | Arlington | VA | 41 | Not listed | Not listed | 41 | Not listed | $215.4 million | Not listed | adviserinfo.sec.gov |
| Sands Capital Alternatives, LLC | Arlington | VA | 34 | Not listed | 23 | 11 | Not listed | $3.73 billion | $5.41 billion | adviserinfo.sec.gov |
| Qed Investors, LLC | Alexandria | VA | 34 | Not listed | Not listed | 34 | Not listed | $3.30 billion | Not listed | adviserinfo.sec.gov |
| Columbia Capital | Alexandria | VA | 30 | Not listed | 1 | 24 | 5 | $13.82 billion | $13.84 billion | adviserinfo.sec.gov |
| Ejf Capital LP | Arlington | VA | 30 | 4 | 10 | 1 | 2 | $4.70 billion | $6.10 billion | adviserinfo.sec.gov |
| Strategic Investment Management, LLC | Arlington | VA | 26 | 4 | 12 | Not listed | 2 | $11.59 billion | $35.51 billion | adviserinfo.sec.gov |
| Gef Capital Partners | Arlington | VA | 23 | Not listed | 23 | Not listed | Not listed | $1.94 billion | $1.75 billion | adviserinfo.sec.gov |
| Blue Heron Capital Management, LLC | Richmond | VA | 23 | Not listed | Not listed | 23 | Not listed | $300.6 million | Not listed | adviserinfo.sec.gov |
| Investure, LLC | Charlottesville | VA | 21 | 21 | Not listed | Not listed | Not listed | $20.62 billion | $38.52 billion | adviserinfo.sec.gov |
| Sinewave Ventures, LLC | McLean | VA | 21 | Not listed | Not listed | 21 | Not listed | $314.5 million | Not listed | adviserinfo.sec.gov |
| Lavrock Ventures, LLC | Arlington | VA | 18 | Not listed | Not listed | 18 | Not listed | $264.1 million | Not listed | adviserinfo.sec.gov |
| Mcas | Lansdowne | VA | 18 | Not listed | Not listed | 3 | 15 | $92.8 million | Not listed | adviserinfo.sec.gov |
| Brown Advisory | Norfolk | VA | 16 | 2 | 13 | Not listed | Not listed | $1.68 billion | $7.57 billion | adviserinfo.sec.gov |
| 57 Stars LLC | Arlington | VA | 15 | Not listed | 15 | Not listed | Not listed | $3.70 billion | $3.70 billion | adviserinfo.sec.gov |
| Aldrich Capital Partners LLC | McLean | VA | 14 | Not listed | 14 | Not listed | Not listed | $889.7 million | $1.12 billion | adviserinfo.sec.gov |
| Property Investment Advisors, Inc. | Richmond | VA | 12 | Not listed | Not listed | Not listed | 12 | $75.1 million | Not listed | adviserinfo.sec.gov |
| Iron Path Capital, L.P. | Charlottesville | VA | 10 | Not listed | 10 | Not listed | Not listed | $698.5 million | $698.5 million | adviserinfo.sec.gov |
| Heritage Wealth Advisors | Richmond | VA | 9 | Not listed | Not listed | Not listed | Not listed | $255.4 million | $4.86 billion | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | VA | 9 | Not listed | 4 | 1 | Not listed | $254.5 million | $246.3 million | adviserinfo.sec.gov |
| Altmore Capital Investment Management, LLC | Arlington | VA | 9 | Not listed | 9 | Not listed | Not listed | $184.6 million | $194.7 million | adviserinfo.sec.gov |
| Blue Delta Capital Partners, LLC | McLean | VA | 9 | Not listed | Not listed | 9 | Not listed | $711.2 million | Not listed | adviserinfo.sec.gov |
| Razor's Edge Ventures II, LLC | Reston | VA | 8 | Not listed | Not listed | 8 | Not listed | $243 million | Not listed | adviserinfo.sec.gov |
| Canal Capital Management, LLC | Richmond | VA | 7 | Not listed | 1 | Not listed | 6 | $162.7 million | $1.28 billion | adviserinfo.sec.gov |
| Selby Lane Capital, LLC | Charlottesville | VA | 7 | Not listed | 2 | 1 | Not listed | $513 million | $505.4 million | adviserinfo.sec.gov |
| LNC Partners | Arlington | VA | 6 | Not listed | 6 | Not listed | Not listed | $820.3 million | $820.3 million | adviserinfo.sec.gov |
| Swan & Legend | Leesburg | VA | 6 | Not listed | Not listed | 6 | Not listed | $93.5 million | Not listed | adviserinfo.sec.gov |
| Cornerstone Partners | Charlottesville | VA | 5 | 2 | 3 | Not listed | Not listed | $517.7 million | $29.35 billion | adviserinfo.sec.gov |
| 1607 Capital Partners, LLC | Richmond | VA | 5 | 3 | Not listed | Not listed | Not listed | $1.32 billion | $3.49 billion | adviserinfo.sec.gov |
| Winston Capital Management LLC | Arlington | VA | 5 | 5 | Not listed | Not listed | Not listed | $1.14 billion | $1.15 billion | adviserinfo.sec.gov |
| Clarendon Capital, LLC | Tysons | VA | 5 | Not listed | 5 | Not listed | Not listed | $275.4 million | $275.4 million | adviserinfo.sec.gov |
| Pactolus | Vienna | VA | 5 | Not listed | 3 | Not listed | Not listed | $71.8 million | $187.8 million | adviserinfo.sec.gov |
| Cope Connelly | Arlington | VA | 5 | Not listed | 1 | Not listed | Not listed | $19.3 million | $151.1 million | adviserinfo.sec.gov |
| Aafmc LLC | McLean | VA | 5 | Not listed | Not listed | 5 | Not listed | $182.1 million | Not listed | adviserinfo.sec.gov |
| Thompson Siegel & Walmsley LLC | Richmond | VA | 4 | 3 | Not listed | Not listed | Not listed | $276.9 million | $21.15 billion | adviserinfo.sec.gov |
Newest SEC registrations in Virginia
8 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| New Paradigm Capital Management, LLC | Great Falls | VA | October 16, 2026 | $166.6 million | npcm.llc | adviserinfo.sec.gov |
| Apex Wealth Advisors, LLC | Vienna | VA | October 8, 2026 | Not listed | adviserinfo.sec.gov | |
| Vocare Wealth Advisors | Reston | VA | October 1, 2026 | Not listed | vocarewealthadvisors.com | adviserinfo.sec.gov |
| Authentic Wealth Partners LLC | Culpeper | VA | August 27, 2026 | Not listed | authenticwealthpartners.com | adviserinfo.sec.gov |
| Watch Hill Financial Inc | Richmond | VA | August 26, 2026 | Not listed | watchhillfinancial.com | adviserinfo.sec.gov |
| Oakleigh Wealth Services | Crozet | VA | August 14, 2026 | $102.5 million | oakleighwealth.com | adviserinfo.sec.gov |
| Capitol Wealth Management, Inc. | McLean | VA | August 7, 2026 | $111.9 million | capitolwealthmgmt.com | adviserinfo.sec.gov |
| First Georgetown Securities, Inc | Alexandria | VA | August 5, 2026 | $115.7 million | firstgeorgetown.com | adviserinfo.sec.gov |
Cities in Virginia
| City | Advisers | AUM |
|---|---|---|
| Richmond | 60 | $138.87 billion |
| McLean | 39 | $95.97 billion |
| Arlington | 34 | $116.37 billion |
| Charlottesville | 28 | $91.37 billion |
| Alexandria | 23 | $25.39 billion |
| Virginia Beach | 20 | $11.99 billion |
| Reston | 19 | $24.14 billion |
| Vienna | 13 | $12.21 billion |
More ways to read Virginia
- Advisers in Virginia with $10 billion to $100 billion in AUM
- Advisers in Virginia with $1 billion to $10 billion in AUM
- Advisers in Virginia with $500 million to $1 billion in AUM
- Advisers in Virginia with $100 million to $500 million in AUM
- Advisers in Virginia serving individuals
- Advisers in Virginia serving high net worth individuals
- Advisers in Virginia serving investment companies
- Advisers in Virginia serving pooled investment vehicles
- Advisers in Virginia serving pension and profit sharing plans
- Advisers in Virginia serving charitable organizations
- Advisers in Virginia serving state and municipal governments
- Advisers in Virginia serving insurance companies
- Advisers in Virginia serving corporations and other businesses
- Private fund advisers in Virginia
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.