Investment adviser firms in Virginia · Page 2
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
298 firms · Source months shown: August 2026
- EDWIN T. BURTON, INC.CRD 293796 · IRVINGTON, VANot availableRegulatory AUM · August 2026
- EJF CAPITAL LPCRD 138854 · ARLINGTON, VA$6,101,275,318.00Regulatory AUM · August 2026
- EMERGENT FINANCIAL SERVICES, LLC.CRD 288434 · CHARLOTTESVILLE, VA$195,201,000.00Regulatory AUM · August 2026
- EVERMAY WEALTH MANAGEMENT, LLCCRD 149230 · ARLINGTON, VA$1,329,578,501.00Regulatory AUM · August 2026
- EVOLUTION ADVISERS, INC.CRD 149615 · RICHMOND, VA$337,176,397.00Regulatory AUM · August 2026
- EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLCCRD 291127 · ALEXANDRIA, VA$91,691,110.00Regulatory AUM · August 2026
- EVR RESEARCH LPCRD 283385 · RICHMOND, VA$365,015,905.00Regulatory AUM · August 2026
- FIELDS GOTTSCHO CAPITAL MANAGEMENT LLCCRD 136069 · CHARLOTTESVILLE, VA$333,044,193.00Regulatory AUM · August 2026
- FINANCIAL SECURITY ADVISORY INCCRD 110746 · VIRGINIA BEACH, VA$1,743,248,795.00Regulatory AUM · August 2026
- FITZWILLIAMS WEALTH MANAGEMENT INC.CRD 312192 · CHESAPEAKE, VA$123,549,687.00Regulatory AUM · August 2026
- FJ CAPITAL MANAGEMENT LLCCRD 158049 · MCLEAN, VA$1,079,796,000.00Regulatory AUM · August 2026
- FONVILLE WEALTH MANAGEMENT LLCCRD 155221 · RICHMOND, VA$909,643,877.00Regulatory AUM · August 2026
- FOREFRONT ASSET MANAGEMENT, LLCCRD 281118 · VIRGINIA BEACH, VA$136,948,016.00Regulatory AUM · August 2026
- FOUNDERS GROVE WEALTH PARTNERS, LLCCRD 331352 · RICHMOND, VA$532,282,506.00Regulatory AUM · August 2026
- FOXHAVEN ASSET MANAGEMENT, LPCRD 168872 · CHARLOTTESVILLE, VA$6,504,266,283.00Regulatory AUM · August 2026
- GEF CAPITAL PARTNERS, LLCCRD 293329 · ARLINGTON, VA$1,754,093,607.00Regulatory AUM · August 2026
- GENESIS PRIVATE WEALTH, LLCCRD 315692 · ASHBURN, VA$482,357,468.00Regulatory AUM · August 2026
- GIRA & GIRA INVESTMENT ADVISORS LLCCRD 167813 · HARRISONBURG, VA$121,432,303.00Regulatory AUM · August 2026
- GLADSTONE MANAGEMENT CORPORATIONCRD 122482 · MCLEAN, VA$4,423,684,349.00Regulatory AUM · August 2026
- GLASSMAN WEALTH SERVICES, LLCCRD 151478 · VIENNA, VA$2,556,853,431.00Regulatory AUM · August 2026
- GLOVER PARK WEALTH MANAGEMENT, LLCCRD 309793 · ARLINGTON, VA$144,252,021.00Regulatory AUM · August 2026
- GODSEY & GIBB INCCRD 105650 · RICHMOND, VA$1,560,594,356.00Regulatory AUM · August 2026
- GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC.CRD 339382 · FAIRFAX, VA$400,000,000.00Regulatory AUM · August 2026
- GRATUS WEALTH ADVISORS LLCCRD 328641 · VIRGINIA BEACH, VA$822,187,016.00Regulatory AUM · August 2026
- GRAVES LIGHT LENHART WEALTH, INC.CRD 298283 · HARRISONBURG, VA$1,234,032,819.00Regulatory AUM · August 2026
- GUARDIAN POINT CAPITAL, LPCRD 165053 · CHARLOTTESVILLE, VA$646,439,588.00Regulatory AUM · August 2026
- HARBOR GROUP INTERNATIONAL, LLCCRD 285895 · NORFOLK, VA$3,787,606,138.00Regulatory AUM · August 2026
- HARBOUR CAPITAL ADVISORS, LLCCRD 157266 · TYSONS CORNER, VA$701,078,839.00Regulatory AUM · August 2026
- HARREN EQUITY PARTNERS, LLCCRD 158494 · CHARLOTTESVILLE, VA$201,386,829.00Regulatory AUM · August 2026
- HARVEST APP LLCCRD 338019 · LYNCHBURG, VANot availableRegulatory AUM · August 2026
- HEARTWOOD WEALTH ADVISORS, LLCCRD 300273 · RICHMOND, VA$1,548,607,424.00Regulatory AUM · August 2026
- HENDERSON FINANCIAL GROUP LLCCRD 333013 · VIRGINIA BEACH, VA$136,405,284.00Regulatory AUM · August 2026
- HERITAGE FINANCIAL, LLCCRD 285149 · GAINESVILLE, VA$407,976,663.00Regulatory AUM · August 2026
- HERITAGE WEALTH ADVISORS, LLCCRD 137484 · RICHMOND, VA$4,858,545,649.00Regulatory AUM · August 2026
- HERITAGE WEALTH MANAGEMENT GROUP, LTDCRD 148459 · NORFOLK, VA$152,216,991.00Regulatory AUM · August 2026
- HERMITAGE WEALTH MANAGEMENT, INC.CRD 333235 · RICHMOND, VA$37,535,475.00Regulatory AUM · August 2026
- HOMESTEAD ADVISERS CORP.CRD 109845 · ARLINGTON, VA$7,450,093,556.00Regulatory AUM · August 2026
- HOPWOOD FINANCIAL SERVICES, INC.CRD 127927 · RESTON, VA$750,255,685.00Regulatory AUM · August 2026
- HOULIHAN FINANCIAL RESOURCE GROUP, LTD.CRD 116670 · ASHBURN, VA$357,188,973.00Regulatory AUM · August 2026
- HUGHES FINANCIAL SERVICES, LLCCRD 173195 · HERNDON, VA$759,792,822.00Regulatory AUM · August 2026
- HUNDREDFOLD ADVISORS, LLCCRD 131854 · VIRGINIA BEACH, VA$148,216,588.00Regulatory AUM · August 2026
- HUNTER LEWIS LLCCRD 304985 · CROZET, VA$394,569,396.00Regulatory AUM · August 2026
- HUNTER MICHAEL INVESTMENT ADVISORS INCCRD 107884 · RICHMOND, VA$81,236,514.00Regulatory AUM · August 2026
- INTEGRATED FINANCIAL SOLUTIONS, INC.CRD 112038 · RESTON, VA$303,305,402.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT CORPORATIONCRD 107246 · ROANOKE, VA$191,179,778.00Regulatory AUM · August 2026
- INVESTOLOGY INC.CRD 130408 · RESTON, VA$250,000,000.00Regulatory 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
- JAMES RIVER ASSET MANAGEMENT, LLCCRD 117917 · MIDLOTHIAN, VA$273,776,635.00Regulatory AUM · August 2026
- JAMES SCOTT S COCRD 105861 · FALLS CHURCH, VA$139,382,237.00Regulatory AUM · August 2026
- JJSA ADVISORS, LTD.CRD 116460 · VIRGINIA BEACH, VA$154,336,256.00Regulatory AUM · August 2026
- JOSS BROWN WEALTH ADVISORS GROUP LLCCRD 324719 · WILLIAMSBURG, VA$162,360,605.00Regulatory AUM · August 2026
- JUNO FINANCIAL GROUP LLCCRD 336362 · RICHMOND, VA$541,908,916.00Regulatory AUM · August 2026
- KAH CAPITAL MANAGEMENT, LLCCRD 298287 · MCLEAN, VA$605,261,307.00Regulatory AUM · August 2026
- KANAWHA CAPITAL MANAGEMENT, LLCCRD 118458 · RICHMOND, VA$1,839,620,293.00Regulatory AUM · August 2026
- KENNONDALE CAPITAL MANAGEMENT, LLCCRD 299863 · RICHMOND, VA$141,919,614.00Regulatory AUM · August 2026
- KEYSTONE ASSET MANAGEMENT, INC.CRD 130101 · MCLEAN, VA$261,000,000.00Regulatory AUM · August 2026
- KFA PRIVATE WEALTH GROUP, LLCCRD 281678 · TYSON, VA$829,950,586.00Regulatory AUM · August 2026
- KINLOCH CAPITAL, LLCCRD 300735 · GLEN ALLEN, VA$301,100,787.00Regulatory AUM · August 2026
- KIRK CAPITAL ADVISORS LLCCRD 312401 · VIENNA, VA$204,891,142.00Regulatory AUM · August 2026
- KORVING & COMPANY LLCCRD 152095 · SUFFOLK, VA$137,537,282.00Regulatory AUM · August 2026
- LB PARTNERS LLCCRD 309088 · CHARLOTTESVILLE, VA$191,306,535.00Regulatory AUM · August 2026
- LCW SERVICES, LLCCRD 337998 · VIRGINIA BEACH, VA$234,907,065.00Regulatory AUM · August 2026
- LEGACY WEALTH ADVISOR LLCCRD 334697 · LYNCHBURG, VANot availableRegulatory AUM · August 2026
- LEGACY WEALTH MANAGEMENT GROUP, INC.CRD 322235 · LYNCHBURG, VA$289,830,000.00Regulatory AUM · August 2026
- LEGACY WEALTH MANAGEMENT INC.CRD 173453 · MANASSAS, VA$313,864,428.00Regulatory AUM · August 2026
- LNC MANAGEMENT, LLCCRD 319581 · ARLINGTON, VA$820,269,490.00Regulatory AUM · August 2026
- LOWE, BROCKENBROUGH & COMPANY, INC.CRD 105142 · RICHMOND, VA$5,487,791,666.00Regulatory AUM · August 2026
- MAROTTA ASSET MANAGEMENT, INC.CRD 115645 · CHARLOTTESVILLE, VA$686,035,648.00Regulatory AUM · August 2026
- MASON & ASSOCIATES, LLCCRD 307206 · NEWPORT NEWS, VA$471,360,944.00Regulatory AUM · August 2026
- MASON INVESTMENT ADVISORY SERVICES INCCRD 111113 · RESTON, VA$15,671,432,130.00Regulatory AUM · August 2026
- MASONRY CAPITAL MANAGEMENT, LLCCRD 292664 · CHARLOTTESVILLE, VA$370,494,645.00Regulatory AUM · August 2026
- MCGINN PENNINGER INVESTMENT MANAGEMENT INC.CRD 107396 · ALEXANDRIA, VA$204,440,844.00Regulatory AUM · August 2026
- MCLAUGHLIN RYDER INVESTMENTS, INC.CRD 147529 · ALEXANDRIA, VA$522,091,202.00Regulatory AUM · August 2026
- MCLEAN ASSET MANAGEMENT CORPORATIONCRD 108067 · TYSONS, VA$993,930,145.00Regulatory AUM · August 2026
- MERIDIAN FINANCIAL PARTNERS LLCCRD 281969 · WARRENTON, VA$627,591,835.00Regulatory AUM · August 2026
- MIDATLANTIC CAPITAL MANAGEMENT, INC.CRD 116524 · RICHMOND, VA$477,028,310.00Regulatory AUM · August 2026
- MOMENTUS MANAGER LLCCRD 324068 · ARLINGTON, VA$284,262,453.00Regulatory AUM · August 2026
- MONEYWISE INCCRD 105103 · FOREST, VA$449,210,824.00Regulatory AUM · August 2026
- MONTVUE CAPITAL MANAGEMENT, INC.CRD 116807 · LYNCHBURG, VA$357,234,883.00Regulatory AUM · August 2026
- MONUMENT CAPITAL MANAGEMENT, LLCCRD 159882 · ALEXANDRIA, VA$531,711,630.00Regulatory AUM · August 2026
- MORRIS & WELLS WEALTH MANAGEMENTCRD 162411 · CHARLOTTESVILLE, VA$987,926,210.00Regulatory AUM · August 2026
- MOTLEY FOOL ASSET MANAGEMENT, LLCCRD 149688 · ALEXANDRIA, VA$2,603,671,290.00Regulatory AUM · August 2026
- MOTLEY FOOL WEALTH MANAGEMENT, LLCCRD 165689 · ALEXANDRIA, VA$1,595,324,821.00Regulatory AUM · August 2026
- MWA INVESTMENTS, LLCCRD 156685 · WHITE STONE, VA$250,409,031.00Regulatory AUM · August 2026
- NAVIMED CAPITAL ADVISORS, LLCCRD 169508 · ROSSLYN, VA$904,947,000.00Regulatory AUM · August 2026
- NAVY FEDERAL INVESTMENT SERVICES, LLCCRD 138459 · VIENNA, VA$2,100,125,394.00Regulatory AUM · August 2026
- NEW RIVER FINANCIAL GROUP, LLCCRD 283428 · CHRISTIANSBURG, VA$377,087,213.00Regulatory AUM · August 2026
- NORTHWEST FINANCIAL ADVISORS LLCCRD 166769 · HERNDON, VA$1,243,981,468.00Regulatory AUM · August 2026
- NORTON CAPITAL MANAGEMENT, INC.CRD 110398 · HENRICO, VA$136,565,435.00Regulatory AUM · August 2026
- OAK BARREL WEALTH ADVISORY LLCCRD 333693 · RESTON, VA$353,748,214.00Regulatory AUM · August 2026
- OCTAGON FINANCE LLCCRD 289850 · CHARLOTTESVILLE, VA$184,092,581.00Regulatory AUM · August 2026
- OCTOBER EFFECT LTD.CRD 281369 · VIRGINIA BEACH, VA$145,595,475.00Regulatory AUM · August 2026
- OLIO FINANCIAL PLANNING, LLCCRD 282355 · MCLEAN, VA$600,505,998.00Regulatory AUM · August 2026
- OMEGA WEALTH MANAGEMENT LLCCRD 132580 · ARLINGTON, VA$309,669,547.00Regulatory AUM · August 2026
- OPULEN FINANCIAL GROUP, LLCCRD 173963 · ARLINGTON, VA$171,825,919.00Regulatory AUM · August 2026
- OXFORD CAPITAL MANAGEMENT, INC.CRD 118359 · RICHM0ND, VA$170,000,000.00Regulatory AUM · August 2026
- OXFORD FINANCE ADVISORS, LLCCRD 304433 · ALEXANDRIA, VA$2,406,939,233.00Regulatory AUM · August 2026
- PACTOLUS PRIVATE WEALTH MANAGEMENT LLCCRD 155195 · VIENNA, VA$187,843,313.00Regulatory AUM · August 2026
- PARAGON FINANCIAL SERVICESCRD 164832 · RICHMOND, VA$383,742,812.00Regulatory AUM · August 2026