Research Report · 2026-06-30
Largest Registered Investment Advisers in Virginia
Virginia SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
310
Total AUM
$586.18B
Median AUM
$419.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | CENTURION WEALTH MANAGEMENT, LLC | MCLEAN | 317929 | $784.0M | 14 | 2026-06-30 | → |
| 102 | BLUE EDGE CAPITAL, LLC | RICHMOND | 155613 | $765.1M | 5 | 2026-04-30 | → |
| 103 | HUGHES FINANCIAL SERVICES, LLC | HERNDON | 173195 | $759.8M | 12 | 2026-02-28 | → |
| 104 | HOPWOOD FINANCIAL SERVICES, INC. | RESTON | 127927 | $750.3M | 11 | 2026-03-31 | → |
| 105 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | RICHMOND | 293020 | $745.1M | 7 | 2026-03-31 | → |
| 106 | THE CAPITAL MANAGEMENT CORPORATION | GLEN ALLEN | 112242 | $710.1M | 9 | 2025-06-30 | → |
| 107 | MILLENNIUM ADVISORY SERVICES, INC. | GLEN ALLEN | 116057 | $707.5M | 29 | 2025-01-31 | → |
| 108 | HARBOUR CAPITAL ADVISORS, LLC | TYSONS CORNER | 157266 | $701.1M | 11 | 2026-02-28 | → |
| 109 | IRON PATH CAPITAL, L.P. | CHARLOTTESVILLE | 316139 | $698.5M | 18 | 2026-04-30 | → |
| 110 | MAROTTA ASSET MANAGEMENT, INC. | CHARLOTTESVILLE | 115645 | $686.0M | 16 | 2026-03-31 | → |
| 111 | BROAD RUN INVESTMENT MANAGEMENT, LLC | ARLINGTON | 165067 | $681.8M | 6 | 2026-03-31 | → |
| 112 | YORKTOWN MANAGEMENT AND RESEARCH CO INC | FOREST | 105083 | $677.1M | 9 | 2026-03-31 | → |
| 113 | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | VIENNA | 313110 | $675.0M | 12 | 2026-05-31 | → |
| 114 | RANGE ADVISORY, LLC | MCLEAN | 321969 | $653.9M | 38 | 2026-03-31 | → |
| 115 | GUARDIAN POINT CAPITAL, LP | CHARLOTTESVILLE | 165053 | $646.4M | 4 | 2026-03-31 | → |
| 116 | CONCORD ASSET MANAGEMENT, LLC | ABINGDON | 310710 | $639.4M | 2 | 2026-03-31 | → |
| 117 | CROW'S NEST HOLDINGS LP | RICHMOND | 316652 | $636.6M | 4 | 2026-03-31 | → |
| 118 | MERIDIAN FINANCIAL PARTNERS LLC | WARRENTON | 281969 | $627.6M | 7 | 2026-03-31 | → |
| 119 | BEACON HARBOR WEALTH ADVISORS, INC. | VIRGINIA BEACH | 300243 | $608.3M | 8 | 2026-02-28 | → |
| 120 | KAH CAPITAL MANAGEMENT, LLC | MCLEAN | 298287 | $605.3M | 8 | 2026-03-31 | → |
| 121 | OAK HILL WEALTH ADVISORS, LLC | LANSDOWNE | 318606 | $603.2M | 10 | 2025-03-31 | → |
| 122 | OLIO FINANCIAL PLANNING, LLC | MCLEAN | 282355 | $600.5M | 14 | 2026-03-31 | → |
| 123 | RESTON WEALTH MANAGEMENT, LLC. | RESTON | 148816 | $589.9M | 8 | 2026-03-31 | → |
| 124 | THE ITHAKA GROUP, LLC | ARLINGTON | 146975 | $572.1M | 7 | 2026-03-31 | → |
| 125 | CAPITOL PRIVATE WEALTH GROUP LLC | VIENNA | 283257 | $562.1M | 8 | 2026-04-30 | → |
| 126 | JUNO FINANCIAL GROUP LLC | RICHMOND | 336362 | $541.9M | 8 | 2026-02-28 | → |
| 127 | REDMOND ASSET MANAGEMENT, LLC | HENRICO | 138706 | $537.2M | 6 | 2026-04-30 | → |
| 128 | FOUNDERS GROVE WEALTH PARTNERS, LLC | RICHMOND | 331352 | $532.3M | 4 | 2026-03-31 | → |
| 129 | MONUMENT CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 159882 | $531.7M | 11 | 2026-03-31 | → |
| 130 | CAP91 PARTNERS MANAGEMENT LLC | RICHMOND | 324057 | $531.0M | 9 | 2026-03-31 | → |
| 131 | BENEFIT FIDUCIARY GROUP LLC | RICHMOND | 291252 | $529.4M | 2 | 2026-01-31 | → |
| 132 | RDL FINANCIAL, INC. | FAIRFAX | 111647 | $526.8M | 13 | 2025-04-30 | → |
| 133 | MCLAUGHLIN RYDER INVESTMENTS, INC. | ALEXANDRIA | 147529 | $522.1M | 3 | 2026-03-31 | → |
| 134 | THE MAIN STREET GROUP, LTD | GLEN ALLEN | 175502 | $515.3M | 13 | 2026-05-31 | → |
| 135 | CHASE INVESTMENT COUNSEL CORPORATION | CHARLOTTESVILLE | 104648 | $509.8M | 7 | 2026-03-31 | → |
| 136 | WEALTHCREST FINANCIAL SERVICES, LLC | SPRINGFIELD | 130049 | $507.5M | 9 | 2026-03-31 | → |
| 137 | PINE HARBOR WEALTH MANAGEMENT LLC | FAIRFAX | 317352 | $507.1M | 2 | 2026-02-28 | → |
| 138 | STONY POINT WEALTH MANAGEMENT INC. | RICHMOND | 210519 | $506.1M | 8 | 2026-03-31 | → |
| 139 | SELBY LANE CAPITAL, LLC | CHARLOTTESVILLE | 325345 | $505.4M | 15 | 2026-03-31 | → |
| 140 | BELLARS HARRIS WEALTH MANAGEMENT, LLC | VIRGINIA BEACH | 338986 | $505.4M | 8 | 2026-04-30 | → |
| 141 | GENESIS PRIVATE WEALTH, LLC | ASHBURN | 315692 | $482.4M | 6 | 2026-03-31 | → |
| 142 | AMJ FINANCIAL WEALTH MANAGEMENT LLC | LEESBURG | 162878 | $481.8M | 17 | 2026-03-31 | → |
| 143 | COURAGE MILLER PARTNERS, LLC | NORFOLK | 147360 | $480.7M | 4 | 2026-03-31 | → |
| 144 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | RICHMOND | 116524 | $477.0M | 2 | 2026-02-28 | → |
| 145 | MASON & ASSOCIATES, LLC | NEWPORT NEWS | 307206 | $471.4M | 11 | 2026-06-30 | → |
| 146 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | RICHMOND | 309329 | $469.5M | 5 | 2026-03-31 | → |
| 147 | SANDS CAPITAL HORIZONS, LLC | ARLINGTON | 335568 | $466.9M | 4 | 2026-03-31 | → |
| 148 | Z3 CAPITAL PARTNERS, LLC | RICHMOND | 336791 | $466.8M | 5 | 2026-03-31 | → |
| 149 | COLONIAL RIVER INVESTMENTS, LLC | MIDLOTHIAN | 284839 | $464.4M | 21 | 2026-03-31 | → |
| 150 | SELECTIVE WEALTH MANAGEMENT, INC. | FOREST | 164882 | $454.8M | 9 | 2026-05-31 | → |
| 151 | MONEYWISE INC | FOREST | 105103 | $449.2M | 10 | 2026-02-28 | → |
| 152 | RAVENSWOOD PARTNERS LP | MCLEAN | 327106 | $436.1M | 5 | 2026-05-31 | → |
| 153 | BUTTONWOOD WEALTH, LLC | WINCHESTER | 305896 | $425.3M | 7 | 2026-02-28 | → |
| 154 | SAGE FINANCIAL MANAGEMENT GROUP, INC. | MCLEAN | 143562 | $423.2M | 6 | 2026-06-30 | → |
| 155 | ACIMA PRIVATE WEALTH LLC | RICHMOND | 281496 | $420.4M | 7 | 2026-04-30 | → |
| 156 | ASPECT PARTNERS, LLC | FAIRFAX | 307273 | $418.2M | 8 | 2026-04-30 | → |
| 157 | TAYLOR FINANCIAL GROUP, INC. | ROANOKE | 116744 | $410.0M | 6 | 2026-02-28 | → |
| 158 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | FAIRFAX | 114957 | $409.7M | 8 | 2026-02-28 | → |
| 159 | HERITAGE FINANCIAL, LLC | GAINESVILLE | 285149 | $408.0M | 8 | 2026-06-30 | → |
| 160 | ALEXANDER RANDOLPH ADVISORY INC | MCLEAN | 106024 | $403.9M | 5 | 2026-03-31 | → |
| 161 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | FAIRFAX | 339382 | $400.0M | 1 | 2026-03-31 | → |
| 162 | REFRAME WEALTH, LLC | FAIRFAX | 313386 | $394.8M | 5 | 2026-04-30 | → |
| 163 | CLARION WEALTH MANAGEMENT PARTNERS, LLC | FAIRFAX | 334243 | $394.8M | 8 | 2026-03-31 | → |
| 164 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | ASHBURN | 310633 | $394.7M | 28 | 2026-03-31 | → |
| 165 | HUNTER LEWIS LLC | CROZET | 304985 | $394.6M | 7 | 2026-04-30 | → |
| 166 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | VIRGINIA BEACH | 311248 | $393.8M | 4 | 2026-02-28 | → |
| 167 | SENTINEL WEALTH MANAGEMENT, INC. | RESTON | 122235 | $388.8M | 3 | 2026-04-30 | → |
| 168 | WILLS FINANCIAL GROUP, LLC | RICHMOND | 334431 | $385.7M | 5 | 2026-02-28 | → |
| 169 | PARAGON FINANCIAL SERVICES | RICHMOND | 164832 | $383.7M | 7 | 2026-03-31 | → |
| 170 | NEW RIVER FINANCIAL GROUP, LLC | CHRISTIANSBURG | 283428 | $377.1M | 10 | 2026-02-28 | → |
| 171 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | RICHMOND | 285998 | $377.0M | 12 | 2026-03-31 | → |
| 172 | STRATEGENT FINANCIAL, LLC | HARRISONBURG | 148173 | $374.7M | 6 | 2026-03-31 | → |
| 173 | MASONRY CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 292664 | $370.5M | 3 | 2026-03-31 | → |
| 174 | TULL FINANCIAL GROUP, INC. | CHESAPEAKE | 112235 | $367.1M | 9 | 2026-03-31 | → |
| 175 | EVR RESEARCH LP | RICHMOND | 283385 | $365.0M | 6 | 2026-05-31 | → |
| 176 | SOLITUDE FINANCIAL SERVICES, INC. | CHARLOTTESVILLE | 150348 | $363.5M | 8 | 2026-05-31 | → |
| 177 | DECISIONMAP WEALTH MANAGEMENT, LLC | GREAT FALLS | 328429 | $363.4M | 5 | 2026-03-31 | → |
| 178 | MONTVUE CAPITAL MANAGEMENT, INC. | LYNCHBURG | 116807 | $357.2M | 5 | 2026-01-31 | → |
| 179 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | ASHBURN | 116670 | $357.2M | 4 | 2026-03-31 | → |
| 180 | OAK BARREL WEALTH ADVISORY LLC | RESTON | 333693 | $353.7M | 3 | 2026-01-31 | → |
| 181 | 4J WEALTH MANAGEMENT, LLC | MCLEAN | 297268 | $348.1M | 4 | 2026-03-31 | → |
| 182 | REDE WEALTH, LLC | CHARLOTTESVILLE | 173346 | $346.1M | 4 | 2026-02-28 | → |
| 183 | STEELHEAD WEALTH MANAGEMENT LLC | GLEN ALLEN | 338410 | $341.9M | 7 | 2026-03-31 | → |
| 184 | EVOLUTION ADVISERS, INC. | RICHMOND | 149615 | $337.2M | 7 | 2026-04-30 | → |
| 185 | FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | CHARLOTTESVILLE | 136069 | $333.0M | 4 | 2026-03-31 | → |
| 186 | ALLIANCE WEALTH STRATEGIES, LLC | LYNCHBURG | 173559 | $330.7M | 7 | 2026-03-31 | → |
| 187 | CLARIS FINANCIAL, LLC | GLEN ALLEN | 168503 | $330.2M | 8 | 2026-03-31 | → |
| 188 | BAY RIVERS GROUP, INC. | WILLIAMSBURG | 290095 | $326.2M | 4 | 2026-03-31 | → |
| 189 | ADVISORS FINANCIAL, INC. | MCLEAN | 144837 | $321.2M | 7 | 2026-06-30 | → |
| 190 | OMEGA WEALTH MANAGEMENT LLC | ARLINGTON | 132580 | $309.7M | 7 | 2026-03-31 | → |
| 191 | INTEGRATED FINANCIAL SOLUTIONS, INC. | RESTON | 112038 | $303.3M | 1 | 2026-02-28 | → |
| 192 | KINLOCH CAPITAL, LLC | GLEN ALLEN | 300735 | $301.1M | 5 | 2026-03-31 | → |
| 193 | DUDLEY CAPITAL MANAGEMENT LLC | MIDDLEBURG | 282958 | $291.7M | 3 | 2026-04-30 | → |
| 194 | BIRKS FINANCIAL CORP. | HERNDON | 118623 | $290.6M | 3 | 2026-06-30 | → |
| 195 | LEGACY WEALTH MANAGEMENT GROUP, INC. | LYNCHBURG | 322235 | $289.8M | 19 | 2026-03-31 | → |
| 196 | PRESTON WEALTH ADVISORS, LLC. | RESTON | 165983 | $286.0M | 5 | 2026-03-31 | → |
| 197 | MOMENTUS MANAGER LLC | ARLINGTON | 324068 | $284.3M | 30 | 2026-05-31 | → |
| 198 | PLUSTICK MANAGEMENT LLC | CHARLOTTESVILLE | 173707 | $280.8M | 4 | 2026-03-31 | → |
| 199 | BEACON WEALTH CONSULTANTS, INC. | ROANOKE | 154939 | $278.3M | 19 | 2026-06-30 | → |
| 200 | WESTBOURNE INVESTMENTS, INC. | ALEXANDRIA | 37499 | $276.4M | 7 | 2026-03-31 | → |
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