# Investment advisers in Virginia: 343 firms, page 2

Updated November 10, 2026.

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

## The full lists

This record is a row of these lists. 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.

- [Investment advisers in Virginia](https://specstream.ai/data/investment-advisers/state/virginia): 343 rows, the SEC's Form ADV file of November 2, 2026, $17.15, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/virginia
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Razor's Edge Ventures II, LLC](https://specstream.ai/data/investment-advisers/firm/razor-s-edge-ventures-ii-llc-297288) | Reston | Not listed | Not listed | Not listed | 8 | (407) 463-7312 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297288) |
| [Swan & Legend](https://specstream.ai/data/investment-advisers/firm/swan-legend-175323) | Leesburg | Not listed | Not listed | Not listed | 6 | (703) 646-9445 | swanandlegend.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/175323) |
| [Aafmc LLC](https://specstream.ai/data/investment-advisers/firm/aafmc-llc-287665) | McLean | Not listed | Not listed | Not listed | 5 | (703) 303-6136 | aaf.vc | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287665) |
| Merlin Ventures | McLean | Not listed | Not listed | Not listed | 3 | (703) 752-2928 | merlin.vc | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334993) |
| Mooring Financial Corporation | Ashburn | Not listed | Not listed | Not listed | 3 | (703) 917-0707 | mooringfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163667) |
| Razor's Edge Ventures III, LLC | Reston | Not listed | Not listed | Not listed | 3 | (407) 463-7312 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319605) |
| Rsip Management, LLC | Richmond | Not listed | Not listed | Not listed | 3 | (804) 256-3939 | randolphsquareip.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297779) |
| Cobro Ventures Management, LLC | McLean | Not listed | Not listed | Not listed | 2 | (703) 879-6522 | cobroventures.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309434) |
| Lingerfelt Capital Partners, LLC | Richmond | Not listed | Not listed | Not listed | 2 | (804) 270-0015 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166899) |
| Motley Fool Ventures | Alexandria | Not listed | Not listed | Not listed | 2 | (703) 838-3665 | foolventures.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298748) |
| RDB Holdings Inc. | Arlington | Not listed | Not listed | Not listed | 2 | (703) 840-3050 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163651) |
| Razor's Edge GP IV, LLC | Reston | Not listed | Not listed | Not listed | 2 | (407) 463-7312 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333731) |
| Red Cell Management, LLC | Tysons | Not listed | Not listed | Not listed | 2 | (202) 270-8459 | redcellpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315048) |
| Sterling Advisory Services, Inc. | Herndon | Not listed | Not listed | Not listed | 2 | (703) 471-6060 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163874) |
| Vanshap Capital, LLC | Arlington | Not listed | Not listed | Not listed | 2 | (571) 933-6950 | vanshapcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/162206) |
| 100km Ventures LLC | Arlington | Not listed | Not listed | Not listed | 1 | (571) 274-0596 | 100kmvc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332928) |
| Aff Funds, LLC | Arlington | Not listed | Not listed | Not listed | 1 | (301) 375-0791 | americasfrontier.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336074) |
| America's Frontier Management, LLC | Arlington | Not listed | Not listed | Not listed | 1 | (301) 375-0791 | americasfrontier.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330450) |
| Autumn Wind Asset Management Inc | Reston | Not listed | Not listed | Not listed | 1 | (703) 757-3848 | autumnwind.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110569) |
| Charted Ventures LLC | Arlington | Not listed | Not listed | Not listed | 1 | (803) 348-7046 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328572) |
| Deliberate Capital | Arlington | Not listed | Not listed | Not listed | 1 | (703) 225-8045 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311806) |
| Ecp Management III, LLC | Virginia Beach | Not listed | Not listed | Not listed | 1 | (757) 437-3000 | envestcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335759) |
| Hutch Capital Management LLC | Richmond | Not listed | Not listed | Not listed | 1 | (804) 578-4504 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290275) |
| Izvor Capital GP, LLC | Fairfax Station | Not listed | Not listed | Not listed | 1 | (917) 940-0783 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/344235) |
| Lighthouse Network Ventures LLC | Richmond | Not listed | Not listed | Not listed | 1 | (804) 234-4304 | lighthousenetwork.co | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342115) |
| MJL Capital LLC | Alexandria | Not listed | Not listed | Not listed | 1 | (410) 800-7188 | mjl.capital | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323441) |
| NRV | Richmond | Not listed | Not listed | Not listed | 1 | (804) 887-2355 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289569) |
| Rugby Associates, L.L.C. | Charlottesville | Not listed | Not listed | Not listed | 1 | (434) 220-0067 | rugbyassociates.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/115571) |
| Threefifty Capital, LLC | Ashburn | Not listed | Not listed | Not listed | 1 | (571) 758-2777 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312673) |
| Ultratech Capital Partners | Alexandria | Not listed | Not listed | Not listed | 1 | (703) 705-4900 | ultratech.capital | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333767) |
| Vallecito Capital LLC | Alexandria | Not listed | Not listed | Not listed | 1 | (703) 520-5381 | vallecitocapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328832) |
| Wilbanks, Smith & Thomas Asset Management, LLC | Norfolk | Not listed | Not listed | Not listed | 1 | (757) 623-3676 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106060) |
| Apex Wealth Advisors, LLC | Vienna | Not listed | 0 | 1 | Not listed | (202) 536-4468 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339638) |
| Authentic Wealth Partners LLC | Culpeper | Not listed | 0 | 2 | Not listed | (703) 986-8164 | authenticwealthpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/343757) |
| Etb Consulting | Irvington | Not listed | 0 | 1 | Not listed | (212) 731-2340 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/293796) |
| Harvest, Faith-Based Investing | Lynchburg | Not listed | 0 | 2 | Not listed | (872) 242-4689 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338019) |
| Legacy Wealth Advisor LLC | Lynchburg | Not listed | 0 | 1 | Not listed | (434) 266-8044 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334697) |
| Pbmares Wealth Management LLC | Fairfax | Not listed | 0 | 4 | Not listed | (703) 385-8577 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/116218) |
| Retirement Researcher, LLC | Tysons | Not listed | 0 | 2 | Not listed | (833) 828-9811 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297379) |
| Sima Retirement Solutions, LLC | Richmond | Not listed | 0 | 6 | Not listed | (804) 285-5700 | simafinancialgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286030) |
| Vocare Wealth Advisors | Reston | Not listed | 0 | 4 | Not listed | (571) 529-6205 | vocarewealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/344366) |
| Watch Hill Financial Inc | Richmond | Not listed | 0 | 2 | Not listed | (804) 677-9685 | watchhillfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/343646) |
| Wiseradvisor Paladin | Fairfax | Not listed | 0 | 15 | Not listed | (703) 651-2060 | addfinancialadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/321249) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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](https://creativecommons.org/licenses/by/4.0/).