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Investment advisers in Virginia

298 SEC-registered advisers with a main office in Virginia, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Professional Financial Solutions, LLCFairfax$409.7M—
Heritage Financial, LLCGainesville$408M—
Alexander Randolph Advisory IncMcLean$403.9M—
Alliance Wealth Strategies, LLCLynchburg$403.3M—
Golden Spark Insights Merchant Banking Group Inc.Fairfax$400M—
Reframe Wealth, LLCVienna$394.8M—
Clarion Wealth Management Partners, LLCFairfax$394.8M—
Abich Financial Wealth Management, LLCAshburn$394.7M—
Hunter Lewis LLCCrozet$394.6M1
Virginia Wealth Management Group, Inc.Virginia Beach$393.8M—
Sentinel Wealth Management, Inc.Reston$388.8M—
Wills Financial Group, LLCRichmond$385.7M—
Paragon Financial ServicesRichmond$383.7M—
New River Financial Group, LLCChristiansburg$377.1M—
Commonwealth Retirement Investments LLCRichmond$377M—
Strategent Financial, LLCHarrisonburg$374.7M—
Masonry Capital Management, LLCCharlottesville$370.5M1
Tull Financial Group, Inc.Chesapeake$367.1M—
Evr Research LPRichmond$365M1
Solitude Financial Services, Inc.Charlottesville$363.5M—
Decisionmap Wealth Management, LLCGreat Falls$363.4M—
Montvue Capital Management, Inc.Lynchburg$357.2M—
Houlihan Financial Resource Group, Ltd.Ashburn$357.2M—
Oak Barrel Wealth Advisory LLCReston$353.7M—
4j Wealth Management, LLCMcLean$348.1M—
Rede Wealth, LLCCharlottesville$346.1M—
Steelhead Wealth Management LLCGlen Allen$341.9M—
Evolution Advisers, Inc.Richmond$337.2M—
Fields Gottscho Capital Management LLCCharlottesville$333M—
Claris Financial, LLCGlen Allen$330.2M—
Bay Rivers Group, Inc.Williamsburg$326.2M—
Advisors Financial, Inc.McLean$321.2M—
Legacy Wealth Management Inc.Manassas$313.9M—
Omega Wealth Management LLCArlington$309.7M—
Integrated Financial Solutions, Inc.Reston$303.3M—
Kinloch Capital, LLCGlen Allen$301.1M—
Dudley Capital Management LLCMiddleburg$291.7M—
Birks Financial Corp.Herndon$290.6M—
Legacy Wealth Management Group, Inc.Lynchburg$289.8M—
Preston Wealth Advisors, LLC.Reston$286M2
Momentus Manager LLCArlington$284.3M3
Plustick Management LLCCharlottesville$280.8M1
Beacon Wealth Consultants, Inc.Roanoke$278.3M—
Westbourne Investments, Inc.Alexandria$276.4M—
Clarendon Capital, LLCTysons$275.4M5
James River Asset Management, LLCMidlothian$273.8M—
Capitol Financial Consultants, Inc.McLean$269.2M—
Variant Private Wealth LLCTysons$267.5M—
Retirement Planology, Inc.Alexandria$265.9M—
Comprehensive Financial Planning CorporationRichmond$263.9M—
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