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 | |
|---|---|---|---|---|---|---|---|
| 101 | CJM WEALTH ADVISERS, LTD. | FALLS CHURCH | 107750 | $1.47B | 13 | 2026-06-30 | → |
| 102 | SALOMON AND LUDWIN, LLC | RICHMOND | 292456 | $1.34B | 12 | 2026-05-31 | → |
| 103 | MAROTTA ASSET MANAGEMENT, INC. | CHARLOTTESVILLE | 115645 | $686.0M | 16 | 2026-03-31 | → |
| 104 | DUDLEY CAPITAL MANAGEMENT LLC | MIDDLEBURG | 282958 | $291.7M | 3 | 2026-04-30 | → |
| 105 | KFA PRIVATE WEALTH GROUP, LLC | TYSON | 281678 | $830.0M | 11 | 2026-03-31 | → |
| 106 | PEAKVALLEY WEALTH, LLC | ROANOKE | 165542 | $130.3M | 4 | 2026-02-28 | → |
| 107 | ASPECT PARTNERS, LLC | FAIRFAX | 307273 | $418.2M | 8 | 2026-04-30 | → |
| 108 | RESTON WEALTH MANAGEMENT, LLC. | RESTON | 148816 | $589.9M | 8 | 2026-03-31 | → |
| 109 | PARAGON FINANCIAL SERVICES | RICHMOND | 164832 | $383.7M | 7 | 2026-03-31 | → |
| 110 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | RICHMOND | 309329 | $469.5M | 5 | 2026-03-31 | → |
| 111 | EVERMAY WEALTH MANAGEMENT, LLC | ARLINGTON | 149230 | $1.33B | 24 | 2026-03-31 | → |
| 112 | BROAD RUN INVESTMENT MANAGEMENT, LLC | ARLINGTON | 165067 | $681.8M | 6 | 2026-03-31 | → |
| 113 | INTEGRATED FINANCIAL SOLUTIONS, INC. | RESTON | 112038 | $303.3M | 1 | 2026-02-28 | → |
| 114 | OLIO FINANCIAL PLANNING, LLC | MCLEAN | 282355 | $600.5M | 14 | 2026-03-31 | → |
| 115 | FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | CHARLOTTESVILLE | 136069 | $333.0M | 4 | 2026-03-31 | → |
| 116 | PBMARES WEALTH MANAGEMENT LLC | WILLIAMSBURG | 116218 | $1.30B | 22 | 2025-11-30 | → |
| 117 | TENZING FINANCIAL LLC | WILLIAMSBURG | 335259 | $231.1M | 5 | 2026-02-28 | → |
| 118 | PRESTON WEALTH ADVISORS, LLC. | RESTON | 165983 | $286.0M | 5 | 2026-03-31 | → |
| 119 | THE MAIN STREET GROUP, LTD | GLEN ALLEN | 175502 | $515.3M | 13 | 2026-05-31 | → |
| 120 | AEGIS FINANCIAL CORPORATION | MCLEAN | 111587 | $1.37B | 6 | 2026-03-31 | → |
| 121 | ROCKBRIDGE ASSET MANAGEMENT, LLC | ALEXANDRIA | 329880 | $218.0M | 4 | 2026-05-31 | → |
| 122 | SIMA WEALTH PARTNERS, LLC | NORTH CHESTERFIELD | 159943 | $156.7M | 6 | 2026-03-31 | → |
| 123 | TULL FINANCIAL GROUP, INC. | CHESAPEAKE | 112235 | $367.1M | 9 | 2026-03-31 | → |
| 124 | SELECTIVE WEALTH MANAGEMENT, INC. | FOREST | 164882 | $454.8M | 9 | 2026-05-31 | → |
| 125 | INDEPENDENCE WEALTH ADVISORS INC. | MCLEAN | 142195 | $219.8M | 4 | 2025-03-31 | → |
| 126 | HOPWOOD FINANCIAL SERVICES, INC. | RESTON | 127927 | $750.3M | 11 | 2026-03-31 | → |
| 127 | BUTTONWOOD WEALTH, LLC | WINCHESTER | 305896 | $425.3M | 7 | 2026-02-28 | → |
| 128 | STEIGERWALD, GORDON & KOCH INC. | LEESBURG | 111685 | $1.32B | 16 | 2026-04-30 | → |
| 129 | CHESAPEAKE INVESTMENT MANAGEMENT LLC | MCLEAN | 119010 | $205.0M | 7 | 2026-03-31 | → |
| 130 | MWA INVESTMENTS, LLC | WHITE STONE | 156685 | $250.4M | 1 | 2026-03-31 | → |
| 131 | SPECTRUM FINANCIAL INC | VIRGINIA BEACH | 105618 | $236.5M | 9 | 2026-03-31 | → |
| 132 | PARTNERS IN FINANCIAL PLANNING, LLC | SALEM | 151980 | $913.6M | 14 | 2026-03-31 | → |
| 133 | ACTIV8 FAMILY OFFICE LLC | MCLEAN | 337753 | $1.54B | 21 | 2026-03-31 | → |
| 134 | NORTON CAPITAL MANAGEMENT, INC. | HENRICO | 110398 | $136.6M | 6 | 2025-09-30 | → |
| 135 | SANDS CAPITAL HORIZONS, LLC | ARLINGTON | 335568 | $466.9M | 4 | 2026-03-31 | → |
| 136 | INVESTMENT MANAGEMENT CORPORATION | ROANOKE | 107246 | $191.2M | 6 | 2026-02-28 | → |
| 137 | OCTAGON FINANCIAL SERVICES INC | MCLEAN | 107335 | $1.36B | 24 | 2025-03-31 | → |
| 138 | CLIO ASSET MANAGEMENT LLC | CHARLOTTESVILLE | 298041 | $121.8M | 1 | 2026-05-31 | → |
| 139 | ACIMA PRIVATE WEALTH LLC | RICHMOND | 281496 | $420.4M | 7 | 2026-04-30 | → |
| 140 | HERMITAGE WEALTH MANAGEMENT, INC. | RICHMOND | 333235 | $37.5M | 14 | 2026-03-31 | → |
| 141 | BOGART WEALTH, LLC | MCLEAN | 283886 | $3.19B | 50 | 2026-03-31 | → |
| 142 | BAY CAPITAL ADVISORS, LLC | VIRGINIA BEACH | 140796 | $228.3M | 5 | 2026-03-31 | → |
| 143 | OAK HILL WEALTH ADVISORS, LLC | LANSDOWNE | 318606 | $603.2M | 10 | 2025-03-31 | → |
| 144 | OAK BARREL WEALTH ADVISORY LLC | RESTON | 333693 | $353.7M | 3 | 2026-01-31 | → |
| 145 | BELLARS HARRIS WEALTH MANAGEMENT, LLC | VIRGINIA BEACH | 338986 | $505.4M | 8 | 2026-04-30 | → |
| 146 | HUNTER MICHAEL INVESTMENT ADVISORS INC | RICHMOND | 107884 | $81.2M | 1 | 2026-03-31 | → |
| 147 | YESKE BUIE INC. | VIENNA | 143234 | $1.07B | 17 | 2026-02-28 | → |
| 148 | AMJ FINANCIAL WEALTH MANAGEMENT LLC | LEESBURG | 162878 | $481.8M | 17 | 2026-03-31 | → |
| 149 | 4J WEALTH MANAGEMENT, LLC | MCLEAN | 297268 | $348.1M | 4 | 2026-03-31 | → |
| 150 | COBBLESTONE ASSET MANAGEMENT LLC | RICHMOND | 326545 | $258.9M | 4 | 2026-05-31 | → |
| 151 | ADVISORS FINANCIAL, INC. | MCLEAN | 144837 | $321.2M | 7 | 2026-06-30 | → |
| 152 | A. N. CULBERTSON & COMPANY, INC. | CHARLOTTESVILLE | 108341 | $817.8M | 9 | 2026-06-30 | → |
| 153 | CLARIS FINANCIAL, LLC | GLEN ALLEN | 168503 | $330.2M | 8 | 2026-03-31 | → |
| 154 | WINSTON CAPITAL MANAGEMENT LLC | ARLINGTON | 111450 | $1.15B | 9 | 2026-06-30 | → |
| 155 | JAMES RIVER ASSET MANAGEMENT, LLC | MIDLOTHIAN | 117917 | $273.8M | 9 | 2026-03-31 | → |
| 156 | STRATEGENT FINANCIAL, LLC | HARRISONBURG | 148173 | $374.7M | 6 | 2026-03-31 | → |
| 157 | JOSS BROWN WEALTH ADVISORS GROUP LLC | WILLIAMSBURG | 324719 | $162.4M | 5 | 2026-02-28 | → |
| 158 | WILLS FINANCIAL GROUP, LLC | RICHMOND | 334431 | $385.7M | 5 | 2026-02-28 | → |
| 159 | LCW SERVICES, LLC | VIRGINIA BEACH | 337998 | $234.9M | 6 | 2026-04-30 | → |
| 160 | EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 291127 | $91.7M | 5 | 2026-04-30 | → |
| 161 | OMEGA WEALTH MANAGEMENT LLC | ARLINGTON | 132580 | $309.7M | 7 | 2026-03-31 | → |
| 162 | THOMPSON DAVIS & CO., INC. | RICHMOND | 41353 | $211.3M | 9 | 2026-03-31 | → |
| 163 | BAY RIVERS GROUP, INC. | WILLIAMSBURG | 290095 | $326.2M | 4 | 2026-03-31 | → |
| 164 | APFORIA LTD | VIRGINIA BEACH | 327176 | $101.9M | 20 | 2026-04-30 | → |
| 165 | CLARION WEALTH MANAGEMENT PARTNERS, LLC | FAIRFAX | 334243 | $394.8M | 8 | 2026-03-31 | → |
| 166 | 3CHOPT INVESTMENT PARTNERS LLC | RICHMOND | 319125 | $889.4M | 7 | 2026-03-31 | → |
| 167 | BURKE & HERBERT WEALTH SERVICES, LLC | ALEXANDRIA | 340285 | $156.1M | 4 | 2026-04-30 | → |
| 168 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | ASHBURN | 310633 | $394.7M | 28 | 2026-03-31 | → |
| 169 | FOREFRONT ASSET MANAGEMENT, LLC | VIRGINIA BEACH | 281118 | $136.9M | 4 | 2026-05-31 | → |
| 170 | FONVILLE WEALTH MANAGEMENT LLC | RICHMOND | 155221 | $909.6M | 12 | 2026-05-31 | → |
| 171 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. | VIRGINIA BEACH | 160057 | $214.3M | 5 | 2026-05-31 | → |
| 172 | VARIANT PRIVATE WEALTH LLC | TYSONS | 288011 | $267.5M | 4 | 2026-05-31 | → |
| 173 | XPS CAPITAL LLC | ARLINGTON | 311665 | $107.6M | 6 | 2026-05-31 | → |
| 174 | LEGACY WEALTH MANAGEMENT GROUP, INC. | LYNCHBURG | 322235 | $289.8M | 19 | 2026-03-31 | → |
| 175 | HUTCHINSON FINANCIAL ADVISORS, INC | GLEN ALLEN | 116062 | $120.9M | 4 | 2025-05-31 | → |
| 176 | T.M. WEALTH MANAGEMENT, LLC | RESTON | 287965 | $209.8M | 6 | 2026-03-31 | → |
| 177 | KORVING & COMPANY LLC | SUFFOLK | 152095 | $137.5M | 3 | 2026-03-31 | → |
| 178 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | RICHMOND | 293020 | $745.1M | 7 | 2026-03-31 | → |
| 179 | ARIA WEALTH PARTNERS, LLC | CHARLOTTESVILLE | 334270 | $112.3M | 3 | 2026-03-31 | → |
| 180 | DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. | WILLIAMSBURG | 173083 | $213.1M | 2 | 2026-03-31 | → |
| 181 | 8TH STREET INVESTMENTS, LLC | ALEXANDRIA | 148727 | $166.9M | 3 | 2026-03-31 | → |
| 182 | MONTVUE CAPITAL MANAGEMENT, INC. | LYNCHBURG | 116807 | $357.2M | 5 | 2026-01-31 | → |
| 183 | MULLINS INVESTMENT SERVICES, LLC | CULPEPER | 155899 | $128.4M | 2 | 2025-10-31 | → |
| 184 | TONE CAPITAL, LLC | RICHMOND | 285622 | $118.3M | 4 | 2026-03-31 | → |
| 185 | PORTFOLIO ADVISORY GROUP, INC. | ALEXANDRIA | 116011 | $115.8M | 2 | 2026-03-31 | → |
| 186 | TAYLOR FINANCIAL GROUP, INC. | ROANOKE | 116744 | $410.0M | 6 | 2026-02-28 | → |
| 187 | FENWAY FINANCIAL ADVISORS, LLC | ARLINGTON | 139775 | $247.7M | 2 | 2026-03-31 | → |
| 188 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | NORFOLK | 148459 | $152.2M | 5 | 2026-03-31 | → |
| 189 | VIP PLANNERS, INC. | ROANOKE | 111946 | $126.2M | 4 | 2026-03-31 | → |
| 190 | PEGASUS FINANCIAL GROUP LLC | CHANTILLY | 145127 | $122.3M | 4 | 2026-05-31 | → |
| 191 | BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC | RESTON | 300619 | $135.1M | 4 | 2026-02-28 | → |
| 192 | TRIO WEALTH MANAGEMENT, LLC | GREAT FALLS | 328042 | $134.0M | 4 | 2026-03-31 | → |
| 193 | WEALTHWAY FINANCIAL ADVISORS | NORFOLK | 108824 | $245.6M | 5 | 2026-02-28 | → |
| 194 | REDE WEALTH, LLC | CHARLOTTESVILLE | 173346 | $346.1M | 4 | 2026-02-28 | → |
| 195 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | VIRGINIA BEACH | 311248 | $393.8M | 4 | 2026-02-28 | → |
| 196 | COLONIAL RIVER INVESTMENTS, LLC | MIDLOTHIAN | 284839 | $464.4M | 21 | 2026-03-31 | → |
| 197 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | FAIRFAX | 114957 | $409.7M | 8 | 2026-02-28 | → |
| 198 | EVOLUTION ADVISERS, INC. | RICHMOND | 149615 | $337.2M | 7 | 2026-04-30 | → |
| 199 | LEGACY WEALTH MANAGEMENT INC. | MANASSAS | 173453 | $251.0M | 10 | 2026-03-31 | → |
| 200 | KIRK CAPITAL ADVISORS LLC | VIENNA | 312401 | $204.9M | 5 | 2026-03-31 | → |
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