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 | |
|---|---|---|---|---|---|---|---|
| 201 | CLARENDON CAPITAL, LLC | TYSONS | 298698 | $275.4M | 11 | 2026-03-31 | → |
| 202 | JAMES RIVER ASSET MANAGEMENT, LLC | MIDLOTHIAN | 117917 | $273.8M | 9 | 2026-03-31 | → |
| 203 | CAPITOL FINANCIAL CONSULTANTS, INC. | MCLEAN | 109800 | $269.2M | 4 | 2026-03-31 | → |
| 204 | VARIANT PRIVATE WEALTH LLC | TYSONS | 288011 | $267.5M | 4 | 2026-05-31 | → |
| 205 | RETIREMENT PLANOLOGY, INC. | ALEXANDRIA | 171302 | $265.9M | 3 | 2026-03-31 | → |
| 206 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | RICHMOND | 107549 | $263.9M | 4 | 2026-03-31 | → |
| 207 | COBBLESTONE ASSET MANAGEMENT LLC | RICHMOND | 326545 | $258.9M | 4 | 2026-05-31 | → |
| 208 | ARGO WEALTH ADVISORY, LLC | MCLEAN | 334041 | $256.2M | 2 | 2025-12-31 | → |
| 209 | ALPHA ADVISORS, LLC | RICHMOND | 118107 | $256.1M | 4 | 2026-02-28 | → |
| 210 | LEGACY WEALTH MANAGEMENT INC. | MANASSAS | 173453 | $251.0M | 10 | 2026-03-31 | → |
| 211 | MWA INVESTMENTS, LLC | WHITE STONE | 156685 | $250.4M | 1 | 2026-03-31 | → |
| 212 | INVESTOLOGY INC. | RESTON | 130408 | $250.0M | 5 | 2026-04-30 | → |
| 213 | FENWAY FINANCIAL ADVISORS, LLC | ARLINGTON | 139775 | $247.7M | 2 | 2026-03-31 | → |
| 214 | MORSE CAPITAL PARTNERS, LLC | RICHMOND | 146383 | $246.1M | 4 | 2025-03-31 | → |
| 215 | WEALTHWAY FINANCIAL ADVISORS | NORFOLK | 108824 | $245.6M | 5 | 2026-02-28 | → |
| 216 | SANCHEZ & ZURES, LLC | MCLEAN | 139898 | $241.9M | 2 | 2026-03-31 | → |
| 217 | VANTAGE CONSULTING GROUP INC | VIRGINIA BEACH | 105240 | $241.7M | 10 | 2026-03-31 | → |
| 218 | DAVID WEALTH MANAGEMENT, LLC | FAIRFAX | 164232 | $239.3M | 2 | 2025-01-31 | → |
| 219 | SPECTRUM FINANCIAL INC | VIRGINIA BEACH | 105618 | $236.5M | 9 | 2026-03-31 | → |
| 220 | LCW SERVICES, LLC | VIRGINIA BEACH | 337998 | $234.9M | 6 | 2026-04-30 | → |
| 221 | TENZING FINANCIAL LLC | WILLIAMSBURG | 335259 | $231.1M | 5 | 2026-02-28 | → |
| 222 | CAMPION ASSET MANAGEMENT, LLC | FAIRFAX | 134002 | $228.8M | 3 | 2026-03-31 | → |
| 223 | BAY CAPITAL ADVISORS, LLC | VIRGINIA BEACH | 140796 | $228.3M | 5 | 2026-03-31 | → |
| 224 | INDEPENDENCE WEALTH ADVISORS INC. | MCLEAN | 142195 | $219.8M | 4 | 2025-03-31 | → |
| 225 | ALPHA FINANCIAL ADVISORS, LLC | MCLEAN | 116291 | $218.3M | 7 | 2026-02-28 | → |
| 226 | ROCKBRIDGE ASSET MANAGEMENT, LLC | ALEXANDRIA | 329880 | $218.0M | 4 | 2026-05-31 | → |
| 227 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. | VIRGINIA BEACH | 160057 | $214.3M | 5 | 2026-05-31 | → |
| 228 | DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. | WILLIAMSBURG | 173083 | $213.1M | 2 | 2026-03-31 | → |
| 229 | BUCHANAN WEALTH MANAGEMENT, LLC | RESTON | 316629 | $212.0M | 4 | 2026-03-31 | → |
| 230 | THOMPSON DAVIS & CO., INC. | RICHMOND | 41353 | $211.3M | 9 | 2026-03-31 | → |
| 231 | T.M. WEALTH MANAGEMENT, LLC | RESTON | 287965 | $209.8M | 6 | 2026-03-31 | → |
| 232 | CHESAPEAKE INVESTMENT MANAGEMENT LLC | MCLEAN | 119010 | $205.0M | 7 | 2026-03-31 | → |
| 233 | KIRK CAPITAL ADVISORS LLC | VIENNA | 312401 | $204.9M | 5 | 2026-03-31 | → |
| 234 | MCGINN PENNINGER INVESTMENT MANAGEMENT INC. | ALEXANDRIA | 107396 | $204.4M | 5 | 2026-03-31 | → |
| 235 | WELLINGS CAPITAL MANAGEMENT, LLC | FOREST | 316324 | $201.9M | 11 | 2025-08-31 | → |
| 236 | HARREN EQUITY PARTNERS, LLC | CHARLOTTESVILLE | 158494 | $201.4M | 5 | 2026-03-31 | → |
| 237 | EMERGENT FINANCIAL SERVICES, LLC. | CHARLOTTESVILLE | 288434 | $195.2M | 5 | 2026-03-31 | → |
| 238 | ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC | ARLINGTON | 312292 | $194.7M | 10 | 2026-05-31 | → |
| 239 | WACONA CAPITAL, LLC | CHARLOTTESVILLE | 331836 | $194.1M | 5 | 2025-11-30 | → |
| 240 | LB PARTNERS LLC | CHARLOTTESVILLE | 309088 | $191.3M | 2 | 2026-03-31 | → |
| 241 | INVESTMENT MANAGEMENT CORPORATION | ROANOKE | 107246 | $191.2M | 6 | 2026-02-28 | → |
| 242 | BOWEN FINANCIAL SERVICES, LLC | MIDLOTHIAN | 116714 | $191.0M | 3 | 2026-03-31 | → |
| 243 | ATEGRA CAPITAL MANAGEMENT, LLC | VIENNA | 164245 | $190.2M | 5 | 2026-03-31 | → |
| 244 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | VIENNA | 155195 | $187.8M | 17 | 2026-03-31 | → |
| 245 | OCTAGON FINANCE LLC | CHARLOTTESVILLE | 289850 | $184.1M | 5 | 2026-03-31 | → |
| 246 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | MCLEAN | 305063 | $176.3M | 5 | 2026-06-30 | → |
| 247 | COOK FINANCIAL DESIGNS, INC. | VIRGINIA BEACH | 115241 | $172.4M | 1 | 2026-03-31 | → |
| 248 | OPULEN FINANCIAL GROUP, LLC | ARLINGTON | 173963 | $171.8M | 1 | 2026-01-31 | → |
| 249 | 1623 CAPITAL LLC | ALEXANDRIA | 299755 | $170.7M | 5 | 2024-12-31 | → |
| 250 | OXFORD CAPITAL MANAGEMENT, INC. | RICHM0ND | 118359 | $170.0M | 2 | 2026-02-28 | → |
| 251 | 8TH STREET INVESTMENTS, LLC | ALEXANDRIA | 148727 | $166.9M | 3 | 2026-03-31 | → |
| 252 | JOSS BROWN WEALTH ADVISORS GROUP LLC | WILLIAMSBURG | 324719 | $162.4M | 5 | 2026-02-28 | → |
| 253 | ARBOR PRIVATE WEALTH, LLC | ASHBURN | 315812 | $160.1M | 2 | 2026-02-28 | → |
| 254 | SIMA WEALTH PARTNERS, LLC | NORTH CHESTERFIELD | 159943 | $156.7M | 6 | 2026-03-31 | → |
| 255 | BURKE & HERBERT WEALTH SERVICES, LLC | ALEXANDRIA | 340285 | $156.1M | 4 | 2026-04-30 | → |
| 256 | JJSA ADVISORS, LTD. | VIRGINIA BEACH | 116460 | $154.3M | 2 | 2026-03-31 | → |
| 257 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | NORFOLK | 148459 | $152.2M | 5 | 2026-03-31 | → |
| 258 | HUNDREDFOLD ADVISORS, LLC | VIRGINIA BEACH | 131854 | $148.2M | 2 | 2026-03-31 | → |
| 259 | SPARK FINANCIAL ADVISORS, LLC | RICHMOND | 296914 | $147.1M | 7 | 2026-03-31 | → |
| 260 | OCTOBER EFFECT LTD. | VIRGINIA BEACH | 281369 | $145.6M | 4 | 2026-06-30 | → |
| 261 | BLUESTONE INVESTMENT MANAGER, LLC | MCLEAN | 296820 | $144.8M | 11 | 2026-03-31 | → |
| 262 | GLOVER PARK WEALTH MANAGEMENT, LLC | ARLINGTON | 309793 | $144.3M | 2 | 2026-06-30 | → |
| 263 | WEST TOWER GROUP, LLC | RICHMOND | 323520 | $142.0M | 10 | 2026-06-30 | → |
| 264 | KENNONDALE CAPITAL MANAGEMENT, LLC | RICHMOND | 299863 | $141.9M | 3 | 2026-03-31 | → |
| 265 | JAMES SCOTT S CO | FALLS CHURCH | 105861 | $139.4M | 3 | 2026-03-31 | → |
| 266 | GRAND STRATEGY CAPITAL, LLC | CHARLOTTESVILLE | 154400 | $137.7M | 3 | 2025-01-31 | → |
| 267 | KORVING & COMPANY LLC | SUFFOLK | 152095 | $137.5M | 3 | 2026-03-31 | → |
| 268 | FOREFRONT ASSET MANAGEMENT, LLC | VIRGINIA BEACH | 281118 | $136.9M | 4 | 2026-05-31 | → |
| 269 | RIVER CRESCENT ADVISORS, LLC | SUFFOLK | 334629 | $136.8M | 2 | 2026-01-31 | → |
| 270 | NORTON CAPITAL MANAGEMENT, INC. | HENRICO | 110398 | $136.6M | 6 | 2025-09-30 | → |
| 271 | HENDERSON FINANCIAL GROUP LLC | VIRGINIA BEACH | 333013 | $136.4M | 5 | 2026-06-30 | → |
| 272 | BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC | RESTON | 300619 | $135.1M | 4 | 2026-02-28 | → |
| 273 | ATLANTIC UNION MUNICIPAL ADVISORS, INC | GLEN ALLEN | 329425 | $134.3M | 4 | 2026-05-31 | → |
| 274 | BLUELIST PARTNERS, LLC | OCCOQUAN | 304568 | $134.3M | 1 | 2026-03-31 | → |
| 275 | TRIO WEALTH MANAGEMENT, LLC | GREAT FALLS | 328042 | $134.0M | 4 | 2026-03-31 | → |
| 276 | RESOURCE 1, INC. | NORFOLK | 115816 | $132.7M | 2 | 2026-03-31 | → |
| 277 | PEAKVALLEY WEALTH, LLC | ROANOKE | 165542 | $130.3M | 4 | 2026-02-28 | → |
| 278 | MULLINS INVESTMENT SERVICES, LLC | CULPEPER | 155899 | $128.4M | 2 | 2025-10-31 | → |
| 279 | ACTS FINANCIAL ADVISORS, LLC | MCLEAN | 325930 | $126.5M | 2 | 2026-03-31 | → |
| 280 | VIP PLANNERS, INC. | ROANOKE | 111946 | $126.2M | 4 | 2026-03-31 | → |
| 281 | SUMMIT FINANCIAL PARTNERS, INC. | GLEN ALLEN | 117749 | $124.5M | 2 | 2025-11-30 | → |
| 282 | FITZWILLIAMS WEALTH MANAGEMENT INC. | CHESAPEAKE | 312192 | $123.5M | 13 | 2026-03-31 | → |
| 283 | PEGASUS FINANCIAL GROUP LLC | CHANTILLY | 145127 | $122.3M | 4 | 2026-05-31 | → |
| 284 | CLIO ASSET MANAGEMENT LLC | CHARLOTTESVILLE | 298041 | $121.8M | 1 | 2026-05-31 | → |
| 285 | GIRA & GIRA INVESTMENT ADVISORS LLC | HARRISONBURG | 167813 | $121.4M | 2 | 2026-04-30 | → |
| 286 | HUTCHINSON FINANCIAL ADVISORS, INC | GLEN ALLEN | 116062 | $120.9M | 4 | 2025-05-31 | → |
| 287 | CHARMARLINE WEALTH MANAGEMENT LLC | LYNCHBURG | 336719 | $118.8M | 1 | 2026-02-28 | → |
| 288 | TONE CAPITAL, LLC | RICHMOND | 285622 | $118.3M | 4 | 2026-03-31 | → |
| 289 | STURMAN WEALTH ADVISORS, LLC | CHARLOTTESVILLE | 331560 | $116.4M | 2 | 2026-02-28 | → |
| 290 | PORTFOLIO ADVISORY GROUP, INC. | ALEXANDRIA | 116011 | $115.8M | 2 | 2026-03-31 | → |
| 291 | FIRST GEORGETOWN SECURITIES, INC. | ALEXANDRIA | 5871 | $115.7M | 4 | 2026-06-30 | → |
| 292 | ARIA WEALTH PARTNERS, LLC | CHARLOTTESVILLE | 334270 | $112.3M | 3 | 2026-03-31 | → |
| 293 | CHARMARLINE WEALTH MANAGEMENT LLC | LYNCHBURG | 152697 | $111.9M | 1 | 2025-06-30 | → |
| 294 | XPS CAPITAL LLC | ARLINGTON | 311665 | $107.6M | 6 | 2026-05-31 | → |
| 295 | ALLRIDGE WEALTH MANAGEMENT, P.C. | ASHBURN | 117249 | $103.3M | 2 | 2026-03-31 | → |
| 296 | TEMPLER WEALTH MANAGEMENT, LLC | VIENNA | 305972 | $102.9M | 1 | 2026-04-30 | → |
| 297 | APFORIA LTD | VIRGINIA BEACH | 327176 | $101.9M | 20 | 2026-04-30 | → |
| 298 | ASCENT FINANCIAL GROUP LLC | RICHMOND | 325706 | $100.8M | 2 | 2026-02-28 | → |
| 299 | EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 291127 | $91.7M | 5 | 2026-04-30 | → |
| 300 | UNION STREET PARTNERS LLC | ALEXANDRIA | 156148 | $86.3M | 2 | 2026-02-28 | → |
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