Research Report · 2026-06-30
Institutional Registered Investment Advisers in Virginia
SEC-registered investment advisers in Virginia ranked by reported institutional client assets.
Firms
209
Total AUM
$454.40B
Median AUM
$469.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | STRATEGIC INVESTMENT MANAGEMENT, LLC | ARLINGTON | 104862 | $35.51B | 94 | 2026-03-31 | → |
| 2 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 311296 | $29.35B | 36 | 2026-03-31 | → |
| 3 | INVESTURE, LLC | CHARLOTTESVILLE | 130099 | $38.52B | 51 | 2026-03-31 | → |
| 4 | SANDS CAPITAL MANAGEMENT, LLC | ARLINGTON | 137610 | $44.30B | 182 | 2026-03-31 | → |
| 5 | AGINCOURT CAPITAL MANAGEMENT, LLC | RICHMOND | 112096 | $9.95B | 18 | 2026-03-31 | → |
| 6 | MASON INVESTMENT ADVISORY SERVICES INC | RESTON | 111113 | $15.67B | 72 | 2026-03-31 | → |
| 7 | THOMPSON SIEGEL & WALMSLEY LLC | RICHMOND | 105726 | $21.15B | 63 | 2026-04-30 | → |
| 8 | HOMESTEAD ADVISERS CORP. | ARLINGTON | 109845 | $7.45B | 40 | 2026-06-30 | → |
| 9 | RICHMOND CAPITAL MANAGEMENT INC | RICHMOND | 104636 | $5.93B | 20 | 2026-03-31 | → |
| 10 | THE LONDON COMPANY OF VIRGINIA, LLC | RICHMOND | 106654 | $14.89B | 56 | 2026-03-31 | → |
| 11 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 12 | ANDERSEN TAX LLC | MCLEAN | 124205 | $6.35B | 2,061 | 2026-03-31 | → |
| 13 | 1607 CAPITAL PARTNERS, LLC | RICHMOND | 144758 | $3.49B | 15 | 2026-03-31 | → |
| 14 | HERITAGE WEALTH ADVISORS, LLC | RICHMOND | 137484 | $4.86B | 36 | 2026-05-31 | → |
| 15 | DAVENPORT & COMPANY LLC | RICHMOND | 1588 | $24.70B | 525 | 2026-06-30 | → |
| 16 | LOWE, BROCKENBROUGH & COMPANY, INC. | RICHMOND | 105142 | $5.49B | 31 | 2026-05-31 | → |
| 17 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | RICHMOND | 128545 | $10.25B | 182 | 2026-03-31 | → |
| 18 | THE EDGAR LOMAX COMPANY | ALEXANDRIA | 105444 | $1.42B | 8 | 2026-03-31 | → |
| 19 | THE ASCENT GROUP, LLC | VIRGINIA BEACH | 314424 | $4.76B | 44 | 2026-03-31 | → |
| 20 | POINTOAK RETIREMENT ADVISORS, LLC | MCLEAN | 314866 | $1.08B | 3 | 2026-03-31 | → |
| 21 | QUINN OPPORTUNITY PARTNERS LLC | CHARLOTTESVILLE | 167470 | $2.61B | 2 | 2026-04-30 | → |
| 22 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | TYSONS CORNER | 313457 | $838.0M | 5 | 2026-03-31 | → |
| 23 | CONCORD ASSET MANAGEMENT, LLC | ABINGDON | 310710 | $639.4M | 2 | 2026-03-31 | → |
| 24 | BENEFIT FIDUCIARY GROUP LLC | RICHMOND | 291252 | $529.4M | 2 | 2026-01-31 | → |
| 25 | AKRE CAPITAL MANAGEMENT, LLC | MIDDLEBURG | 109242 | $11.82B | 12 | 2026-06-30 | → |
| 26 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | FAIRFAX | 339382 | $400.0M | 1 | 2026-03-31 | → |
| 27 | SIGNATURE FINANCIAL MANAGEMENT INC | NORFOLK | 106375 | $7.57B | 36 | 2026-03-31 | → |
| 28 | MASONRY CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 292664 | $370.5M | 3 | 2026-03-31 | → |
| 29 | RETIREMENT PLANOLOGY, INC. | ALEXANDRIA | 171302 | $265.9M | 3 | 2026-03-31 | → |
| 30 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | RICHMOND | 116524 | $477.0M | 2 | 2026-02-28 | → |
| 31 | THE HOERNER PLANNING GROUP, LLC | MIDDLEBURG | 139464 | $1.65B | 8 | 2026-03-31 | → |
| 32 | JUNO FINANCIAL GROUP LLC | RICHMOND | 336362 | $541.9M | 8 | 2026-02-28 | → |
| 33 | THE BURNEY COMPANY | RESTON | 106945 | $3.59B | 46 | 2026-03-31 | → |
| 34 | ACORN FINANCIAL ADVISORY SERVICES, INC. | RESTON | 116763 | $1.40B | 11 | 2026-06-30 | → |
| 35 | GRAVES LIGHT LENHART WEALTH, INC. | HARRISONBURG | 298283 | $1.23B | 11 | 2026-03-31 | → |
| 36 | GODSEY & GIBB INC | RICHMOND | 105650 | $1.56B | 23 | 2026-05-31 | → |
| 37 | WEALTHCARE CAPITAL MANAGEMENT LLC | RICHMOND | 111119 | $3.93B | 54 | 2026-05-31 | → |
| 38 | SPIRE WEALTH MANAGEMENT, LLC | MCLEAN | 113908 | $4.51B | 145 | 2026-06-30 | → |
| 39 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | MCLEAN | 305063 | $176.3M | 5 | 2026-06-30 | → |
| 40 | HUNTER LEWIS LLC | CROZET | 304985 | $394.6M | 7 | 2026-04-30 | → |
| 41 | SANDS CAPITAL ALTERNATIVES, LLC | ARLINGTON | 155517 | $5.41B | 182 | 2026-03-31 | → |
| 42 | WEST FINANCIAL SERVICES, INC. | MCLEAN | 137497 | $2.84B | 39 | 2026-06-30 | → |
| 43 | CASSADAY & CO WEALTH MANAGEMENT LLC | MCLEAN | 317672 | $7.14B | 97 | 2026-03-31 | → |
| 44 | ATLANTIC UNION MUNICIPAL ADVISORS, INC | GLEN ALLEN | 329425 | $134.3M | 4 | 2026-05-31 | → |
| 45 | BLUE EDGE CAPITAL, LLC | RICHMOND | 155613 | $765.1M | 5 | 2026-04-30 | → |
| 46 | EMERGENT FINANCIAL SERVICES, LLC. | CHARLOTTESVILLE | 288434 | $195.2M | 5 | 2026-03-31 | → |
| 47 | HEARTWOOD WEALTH ADVISORS, LLC | RICHMOND | 300273 | $1.55B | 13 | 2026-04-30 | → |
| 48 | RIVERFRONT INVESTMENT GROUP, LLC | RICHMOND | 146221 | $2.22B | 46 | 2026-06-30 | → |
| 49 | FINANCIAL SECURITY ADVISORY INC | VIRGINIA BEACH | 110746 | $1.74B | 43 | 2026-03-31 | → |
| 50 | REDMOND ASSET MANAGEMENT, LLC | HENRICO | 138706 | $537.2M | 6 | 2026-04-30 | → |
| 51 | AZZAD ASSET MANAGEMENT, INC. | FALLS CHURCH | 111291 | $1.84B | 18 | 2026-01-31 | → |
| 52 | SSB WEALTH MANAGEMENT, INC. | VIENNA | 306510 | $2.73B | 20 | 2026-06-30 | → |
| 53 | THE ITHAKA GROUP, LLC | ARLINGTON | 146975 | $572.1M | 7 | 2026-03-31 | → |
| 54 | RAVENSWOOD PARTNERS LP | MCLEAN | 327106 | $436.1M | 5 | 2026-05-31 | → |
| 55 | GLASSMAN WEALTH SERVICES, LLC | VIENNA | 151478 | $2.56B | 21 | 2026-04-30 | → |
| 56 | PETTYJOHN, WOOD & WHITE, INC. | LYNCHBURG | 106403 | $1.02B | 6 | 2026-03-31 | → |
| 57 | KENNONDALE CAPITAL MANAGEMENT, LLC | RICHMOND | 299863 | $141.9M | 3 | 2026-03-31 | → |
| 58 | MCLEAN ASSET MANAGEMENT CORPORATION | TYSONS | 108067 | $993.9M | 26 | 2026-05-31 | → |
| 59 | THE CAPITAL MANAGEMENT CORPORATION | GLEN ALLEN | 112242 | $710.1M | 9 | 2025-06-30 | → |
| 60 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | RICHMOND | 289178 | $1.45B | 49 | 2026-03-31 | → |
| 61 | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | VIENNA | 313110 | $675.0M | 12 | 2026-05-31 | → |
| 62 | CAPITOL SECURITIES MANAGEMENT, INC. | GLEN ALLEN | 14169 | $2.16B | 170 | 2026-03-31 | → |
| 63 | KANAWHA CAPITAL MANAGEMENT, LLC | RICHMOND | 118458 | $1.84B | 11 | 2026-04-30 | → |
| 64 | INVESTOLOGY INC. | RESTON | 130408 | $250.0M | 5 | 2026-04-30 | → |
| 65 | VANTAGE CONSULTING GROUP INC | VIRGINIA BEACH | 105240 | $241.7M | 10 | 2026-03-31 | → |
| 66 | GLOVER PARK WEALTH MANAGEMENT, LLC | ARLINGTON | 309793 | $144.3M | 2 | 2026-06-30 | → |
| 67 | CONCORD WEALTH PARTNERS | ABINGDON | 118643 | $1.07B | 20 | 2026-03-31 | → |
| 68 | DORSEY, WRIGHT & ASSOCIATES, LLC | RICHMOND | 104925 | $1.01B | 25 | 2026-04-30 | → |
| 69 | Z3 CAPITAL PARTNERS, LLC | RICHMOND | 336791 | $466.8M | 5 | 2026-03-31 | → |
| 70 | CANAL CAPITAL MANAGEMENT, LLC | RICHMOND | 164971 | $1.28B | 6 | 2026-06-30 | → |
| 71 | COMPTON WEALTH ADVISORY GROUP, LLC | VIRGINIA BEACH | 281732 | $800.3M | 10 | 2026-06-30 | → |
| 72 | GRATUS WEALTH ADVISORS LLC | VIRGINIA BEACH | 328641 | $822.2M | 9 | 2026-05-31 | → |
| 73 | MCLAUGHLIN RYDER INVESTMENTS, INC. | ALEXANDRIA | 147529 | $522.1M | 3 | 2026-03-31 | → |
| 74 | BROWN | MILLER WEALTH MANAGEMENT, LLC | MCLEAN | 305742 | $991.1M | 11 | 2026-04-30 | → |
| 75 | MORRIS & WELLS WEALTH MANAGEMENT | CHARLOTTESVILLE | 162411 | $987.9M | 2 | 2026-03-31 | → |
| 76 | CHASE INVESTMENT COUNSEL CORPORATION | CHARLOTTESVILLE | 104648 | $509.8M | 7 | 2026-03-31 | → |
| 77 | EJF CAPITAL LP | ARLINGTON | 138854 | $6.10B | 44 | 2026-04-30 | → |
| 78 | AVENIR CORPORATION | ALEXANDRIA | 110545 | $849.3M | 6 | 2026-03-31 | → |
| 79 | BEACON WEALTH CONSULTANTS, INC. | ROANOKE | 154939 | $278.3M | 19 | 2026-06-30 | → |
| 80 | MORSE CAPITAL PARTNERS, LLC | RICHMOND | 146383 | $246.1M | 4 | 2025-03-31 | → |
| 81 | DAVID WEALTH MANAGEMENT, LLC | FAIRFAX | 164232 | $239.3M | 2 | 2025-01-31 | → |
| 82 | HEMINGTON WEALTH MANAGEMENT, LLC | FALLS CHURCH | 169024 | $1.06B | 16 | 2025-05-31 | → |
| 83 | COURAGE MILLER PARTNERS, LLC | NORFOLK | 147360 | $480.7M | 4 | 2026-03-31 | → |
| 84 | NORTHWEST FINANCIAL ADVISORS LLC | HERNDON | 166769 | $1.24B | 37 | 2026-03-31 | → |
| 85 | HERITAGE FINANCIAL, LLC | GAINESVILLE | 285149 | $408.0M | 8 | 2026-06-30 | → |
| 86 | CAMPION ASSET MANAGEMENT, LLC | FAIRFAX | 134002 | $228.8M | 3 | 2026-03-31 | → |
| 87 | ALLIANCE WEALTH STRATEGIES, LLC | LYNCHBURG | 173559 | $330.7M | 7 | 2026-03-31 | → |
| 88 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | RICHMOND | 149842 | $1.02B | 9 | 2026-03-31 | → |
| 89 | CENTURION WEALTH MANAGEMENT, LLC | MCLEAN | 317929 | $784.0M | 14 | 2026-06-30 | → |
| 90 | BUCHANAN WEALTH MANAGEMENT, LLC | RESTON | 316629 | $212.0M | 4 | 2026-03-31 | → |
| 91 | ARGO WEALTH ADVISORY, LLC | MCLEAN | 334041 | $256.2M | 2 | 2025-12-31 | → |
| 92 | HENDERSON FINANCIAL GROUP LLC | VIRGINIA BEACH | 333013 | $136.4M | 5 | 2026-06-30 | → |
| 93 | MONEYWISE INC | FOREST | 105103 | $449.2M | 10 | 2026-02-28 | → |
| 94 | MERIDIAN FINANCIAL PARTNERS LLC | WARRENTON | 281969 | $627.6M | 7 | 2026-03-31 | → |
| 95 | RESOURCE 1, INC. | NORFOLK | 115816 | $132.7M | 2 | 2026-03-31 | → |
| 96 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | ALEXANDRIA | 165689 | $1.60B | 39 | 2026-04-30 | → |
| 97 | BEACON HARBOR WEALTH ADVISORS, INC. | VIRGINIA BEACH | 300243 | $608.3M | 8 | 2026-02-28 | → |
| 98 | TOTH FINANCIAL ADVISORY CORP | LEESBURG | 104952 | $1.15B | 18 | 2026-03-31 | → |
| 99 | WESTBOURNE INVESTMENTS, INC. | ALEXANDRIA | 37499 | $276.4M | 7 | 2026-03-31 | → |
| 100 | SBK FINANCIAL, INC. | RICHMOND | 132513 | $1.54B | 18 | 2026-03-31 | → |
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