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Investment advisers in Virginia: 343 firms, page 2

The full lists. Investment advisers in Virginia: 343 rows, $17.15, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.

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Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.

Largest advisers by AUM, 301 to 343 of 343, in the same order as page 1.

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.

Largest advisers by AUM, page 2

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Razor's Edge Ventures II, LLCRestonNot listedNot listedNot listed8(407) 463-7312adviserinfo.sec.gov
Swan & LegendLeesburgNot listedNot listedNot listed6(703) 646-9445swanandlegend.comadviserinfo.sec.gov
Aafmc LLCMcLeanNot listedNot listedNot listed5(703) 303-6136aaf.vcadviserinfo.sec.gov
Merlin VenturesMcLeanNot listedNot listedNot listed3(703) 752-2928merlin.vcadviserinfo.sec.gov
Mooring Financial CorporationAshburnNot listedNot listedNot listed3(703) 917-0707mooringfinancial.comadviserinfo.sec.gov
Razor's Edge Ventures III, LLCRestonNot listedNot listedNot listed3(407) 463-7312adviserinfo.sec.gov
Rsip Management, LLCRichmondNot listedNot listedNot listed3(804) 256-3939randolphsquareip.comadviserinfo.sec.gov
Cobro Ventures Management, LLCMcLeanNot listedNot listedNot listed2(703) 879-6522cobroventures.comadviserinfo.sec.gov
Lingerfelt Capital Partners, LLCRichmondNot listedNot listedNot listed2(804) 270-0015adviserinfo.sec.gov
Motley Fool VenturesAlexandriaNot listedNot listedNot listed2(703) 838-3665foolventures.comadviserinfo.sec.gov
RDB Holdings Inc.ArlingtonNot listedNot listedNot listed2(703) 840-3050adviserinfo.sec.gov
Razor's Edge GP IV, LLCRestonNot listedNot listedNot listed2(407) 463-7312adviserinfo.sec.gov
Red Cell Management, LLCTysonsNot listedNot listedNot listed2(202) 270-8459redcellpartners.comadviserinfo.sec.gov
Sterling Advisory Services, Inc.HerndonNot listedNot listedNot listed2(703) 471-6060adviserinfo.sec.gov
Vanshap Capital, LLCArlingtonNot listedNot listedNot listed2(571) 933-6950vanshapcapital.comadviserinfo.sec.gov
100km Ventures LLCArlingtonNot listedNot listedNot listed1(571) 274-0596100kmvc.comadviserinfo.sec.gov
Aff Funds, LLCArlingtonNot listedNot listedNot listed1(301) 375-0791americasfrontier.comadviserinfo.sec.gov
America's Frontier Management, LLCArlingtonNot listedNot listedNot listed1(301) 375-0791americasfrontier.comadviserinfo.sec.gov
Autumn Wind Asset Management IncRestonNot listedNot listedNot listed1(703) 757-3848autumnwind.comadviserinfo.sec.gov
Charted Ventures LLCArlingtonNot listedNot listedNot listed1(803) 348-7046adviserinfo.sec.gov
Deliberate CapitalArlingtonNot listedNot listedNot listed1(703) 225-8045adviserinfo.sec.gov
Ecp Management III, LLCVirginia BeachNot listedNot listedNot listed1(757) 437-3000envestcap.comadviserinfo.sec.gov
Hutch Capital Management LLCRichmondNot listedNot listedNot listed1(804) 578-4504adviserinfo.sec.gov
Izvor Capital GP, LLCFairfax StationNot listedNot listedNot listed1(917) 940-0783adviserinfo.sec.gov
Lighthouse Network Ventures LLCRichmondNot listedNot listedNot listed1(804) 234-4304lighthousenetwork.coadviserinfo.sec.gov
MJL Capital LLCAlexandriaNot listedNot listedNot listed1(410) 800-7188mjl.capitaladviserinfo.sec.gov
NRVRichmondNot listedNot listedNot listed1(804) 887-2355adviserinfo.sec.gov
Rugby Associates, L.L.C.CharlottesvilleNot listedNot listedNot listed1(434) 220-0067rugbyassociates.comadviserinfo.sec.gov
Threefifty Capital, LLCAshburnNot listedNot listedNot listed1(571) 758-2777adviserinfo.sec.gov
Ultratech Capital PartnersAlexandriaNot listedNot listedNot listed1(703) 705-4900ultratech.capitaladviserinfo.sec.gov
Vallecito Capital LLCAlexandriaNot listedNot listedNot listed1(703) 520-5381vallecitocapital.comadviserinfo.sec.gov
Wilbanks, Smith & Thomas Asset Management, LLCNorfolkNot listedNot listedNot listed1(757) 623-3676adviserinfo.sec.gov
Apex Wealth Advisors, LLCViennaNot listed01Not listed(202) 536-4468adviserinfo.sec.gov
Authentic Wealth Partners LLCCulpeperNot listed02Not listed(703) 986-8164authenticwealthpartners.comadviserinfo.sec.gov
Etb ConsultingIrvingtonNot listed01Not listed(212) 731-2340adviserinfo.sec.gov
Harvest, Faith-Based InvestingLynchburgNot listed02Not listed(872) 242-4689adviserinfo.sec.gov
Legacy Wealth Advisor LLCLynchburgNot listed01Not listed(434) 266-8044adviserinfo.sec.gov
Pbmares Wealth Management LLCFairfaxNot listed04Not listed(703) 385-8577adviserinfo.sec.gov
Retirement Researcher, LLCTysonsNot listed02Not listed(833) 828-9811adviserinfo.sec.gov
Sima Retirement Solutions, LLCRichmondNot listed06Not listed(804) 285-5700simafinancialgroup.comadviserinfo.sec.gov
Vocare Wealth AdvisorsRestonNot listed04Not listed(571) 529-6205vocarewealthadvisors.comadviserinfo.sec.gov
Watch Hill Financial IncRichmondNot listed02Not listed(804) 677-9685watchhillfinancial.comadviserinfo.sec.gov
Wiseradvisor PaladinFairfaxNot listed015Not listed(703) 651-2060addfinancialadvisors.comadviserinfo.sec.gov

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.

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