Investment adviser firms in CHARLOTTESVILLE, Virginia
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
27 firms · Source months shown: August 2026
- A. N. CULBERTSON & COMPANY, INC.CRD 108341 · CHARLOTTESVILLE, VA$817,783,658.00Regulatory AUM · August 2026
- ARIA WEALTH PARTNERS, LLCCRD 334270 · CHARLOTTESVILLE, VA$112,343,257.00Regulatory AUM · August 2026
- BLUESTEM ASSET MANAGEMENT, LLCCRD 158330 · CHARLOTTESVILLE, VA$1,291,147,632.00Regulatory AUM · August 2026
- CHASE INVESTMENT COUNSEL CORPORATIONCRD 104648 · CHARLOTTESVILLE, VA$509,811,884.00Regulatory AUM · August 2026
- CLIO ASSET MANAGEMENT LLCCRD 298041 · CHARLOTTESVILLE, VA$121,839,463.00Regulatory AUM · August 2026
- CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLCCRD 311296 · CHARLOTTESVILLE, VA$29,349,651,535.00Regulatory AUM · August 2026
- EMERGENT FINANCIAL SERVICES, LLC.CRD 288434 · CHARLOTTESVILLE, VA$195,201,000.00Regulatory AUM · August 2026
- FIELDS GOTTSCHO CAPITAL MANAGEMENT LLCCRD 136069 · CHARLOTTESVILLE, VA$333,044,193.00Regulatory AUM · August 2026
- FOXHAVEN ASSET MANAGEMENT, LPCRD 168872 · CHARLOTTESVILLE, VA$6,504,266,283.00Regulatory AUM · August 2026
- GUARDIAN POINT CAPITAL, LPCRD 165053 · CHARLOTTESVILLE, VA$646,439,588.00Regulatory AUM · August 2026
- HARREN EQUITY PARTNERS, LLCCRD 158494 · CHARLOTTESVILLE, VA$201,386,829.00Regulatory AUM · August 2026
- INVESTURE, LLCCRD 130099 · CHARLOTTESVILLE, VA$38,524,231,856.00Regulatory AUM · August 2026
- IRON PATH CAPITAL, L.P.CRD 316139 · CHARLOTTESVILLE, VA$698,528,128.00Regulatory AUM · August 2026
- LB PARTNERS LLCCRD 309088 · CHARLOTTESVILLE, VA$191,306,535.00Regulatory AUM · August 2026
- MAROTTA ASSET MANAGEMENT, INC.CRD 115645 · CHARLOTTESVILLE, VA$686,035,648.00Regulatory AUM · August 2026
- MASONRY CAPITAL MANAGEMENT, LLCCRD 292664 · CHARLOTTESVILLE, VA$370,494,645.00Regulatory AUM · August 2026
- MORRIS & WELLS WEALTH MANAGEMENTCRD 162411 · CHARLOTTESVILLE, VA$987,926,210.00Regulatory AUM · August 2026
- OCTAGON FINANCE LLCCRD 289850 · CHARLOTTESVILLE, VA$184,092,581.00Regulatory AUM · August 2026
- PLUSTICK MANAGEMENT LLCCRD 173707 · CHARLOTTESVILLE, VA$280,836,615.00Regulatory AUM · August 2026
- QUAD-C MANAGEMENT, INC.CRD 161395 · CHARLOTTESVILLE, VA$3,546,720,000.00Regulatory AUM · August 2026
- QUANTITATIVE INVESTMENT MANAGEMENT, LLCCRD 156869 · CHARLOTTESVILLE, VA$1,670,609,931.00Regulatory AUM · August 2026
- QUINN OPPORTUNITY PARTNERS LLCCRD 167470 · CHARLOTTESVILLE, VA$2,613,980,988.00Regulatory AUM · August 2026
- REDE WEALTH, LLCCRD 173346 · CHARLOTTESVILLE, VA$346,105,910.00Regulatory AUM · August 2026
- SELBY LANE CAPITAL, LLCCRD 325345 · CHARLOTTESVILLE, VA$505,422,313.00Regulatory AUM · August 2026
- SOLITUDE FINANCIAL SERVICES, INC.CRD 150348 · CHARLOTTESVILLE, VA$363,512,536.00Regulatory AUM · August 2026
- STURMAN WEALTH ADVISORS, LLCCRD 331560 · CHARLOTTESVILLE, VA$116,420,349.00Regulatory AUM · August 2026
- WACONA CAPITAL, LLCCRD 331836 · CHARLOTTESVILLE, VA$194,115,432.00Regulatory AUM · August 2026