Investment adviser firms in Virginia · Page 3
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: July 2026 and August 2026
- PARTNERS IN FINANCIAL PLANNING, LLCCRD 151980 · SALEM, VA$913,571,674.00Regulatory AUM · August 2026
- PBMARES WEALTH MANAGEMENT LLCCRD 116218 · WILLIAMSBURG, VA$1,302,024,713.00Regulatory AUM · August 2026
- PEAKVALLEY WEALTH, LLCCRD 165542 · ROANOKE, VA$130,270,000.00Regulatory AUM · August 2026
- PEGASUS FINANCIAL GROUP LLCCRD 145127 · CHANTILLY, VA$122,320,436.00Regulatory AUM · August 2026
- PETTYJOHN, WOOD & WHITE, INC.CRD 106403 · LYNCHBURG, VA$1,022,956,504.00Regulatory AUM · August 2026
- PINE HARBOR WEALTH MANAGEMENT LLCCRD 317352 · FAIRFAX, VA$507,085,498.00Regulatory AUM · August 2026
- PLUSTICK MANAGEMENT LLCCRD 173707 · CHARLOTTESVILLE, VA$280,836,615.00Regulatory AUM · August 2026
- POINTOAK RETIREMENT ADVISORS, LLCCRD 314866 · MCLEAN, VA$1,078,990,787.00Regulatory AUM · August 2026
- PORTFOLIO ADVISORY GROUP, INC.CRD 116011 · ALEXANDRIA, VA$115,833,952.00Regulatory AUM · August 2026
- PRESTON WEALTH ADVISORS, LLC.CRD 165983 · RESTON, VA$285,980,470.00Regulatory AUM · August 2026
- PROFESSIONAL FINANCIAL SOLUTIONS, LLCCRD 114957 · FAIRFAX, VA$409,664,540.00Regulatory 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
- RANGE ADVISORY, LLCCRD 321969 · MCLEAN, VA$653,945,567.00Regulatory AUM · August 2026
- RAVENSWOOD PARTNERS LPCRD 327106 · MCLEAN, VA$436,146,000.00Regulatory AUM · August 2026
- REDE WEALTH, LLCCRD 173346 · CHARLOTTESVILLE, VA$346,105,910.00Regulatory AUM · August 2026
- REDMOND ASSET MANAGEMENT, LLCCRD 138706 · HENRICO, VA$537,229,250.00Regulatory AUM · August 2026
- REFRAME WEALTH, LLCCRD 313386 · FAIRFAX, VA$394,837,521.00Regulatory AUM · August 2026
- RESPOND.COM, INC.CRD 321249 · FAIRFAX, VANot availableRegulatory AUM · August 2026
- RESTON WEALTH MANAGEMENT, LLC.CRD 148816 · RESTON, VA$589,943,000.00Regulatory AUM · August 2026
- RETIREMENT PLANOLOGY, INC.CRD 171302 · ALEXANDRIA, VA$265,936,155.00Regulatory AUM · August 2026
- RETIREMENT RESEARCHER, LLCCRD 297379 · TYSONS, VANot availableRegulatory AUM · August 2026
- RICHMOND CAPITAL MANAGEMENT INCCRD 104636 · RICHMOND, VA$5,933,762,000.00Regulatory AUM · August 2026
- RIVER CRESCENT ADVISORS, LLCCRD 334629 · SUFFOLK, VA$136,820,102.00Regulatory AUM · August 2026
- RIVERFRONT INVESTMENT GROUP, LLCCRD 146221 · RICHMOND, VA$2,221,276,035.00Regulatory AUM · August 2026
- ROCKBRIDGE ASSET MANAGEMENT, LLCCRD 329880 · ALEXANDRIA, VA$218,011,000.00Regulatory AUM · August 2026
- SAGE FINANCIAL MANAGEMENT GROUP, INC.CRD 143562 · MCLEAN, VA$423,234,598.00Regulatory AUM · August 2026
- SALOMON AND LUDWIN, LLCCRD 292456 · RICHMOND, VA$1,337,497,420.00Regulatory AUM · August 2026
- SANCHEZ & ZURES, LLCCRD 139898 · MCLEAN, VA$241,940,448.00Regulatory AUM · August 2026
- SANDS CAPITAL ALTERNATIVES, LLCCRD 155517 · ARLINGTON, VA$5,405,373,296.00Regulatory AUM · August 2026
- SANDS CAPITAL HORIZONS, LLCCRD 335568 · ARLINGTON, VA$466,939,172.00Regulatory AUM · August 2026
- SANDS CAPITAL MANAGEMENT, LLCCRD 137610 · ARLINGTON, VA$44,304,791,445.00Regulatory AUM · August 2026
- SBK FINANCIAL, INC.CRD 132513 · RICHMOND, VA$1,538,440,735.00Regulatory AUM · August 2026
- SELBY LANE CAPITAL, LLCCRD 325345 · CHARLOTTESVILLE, VA$505,422,313.00Regulatory AUM · August 2026
- SELECTIVE WEALTH MANAGEMENT, INC.CRD 164882 · FOREST, VA$454,812,962.00Regulatory AUM · August 2026
- SENTINEL WEALTH MANAGEMENT, INC.CRD 122235 · RESTON, VA$388,786,800.00Regulatory AUM · August 2026
- SIGNATURE FINANCIAL MANAGEMENT INCCRD 106375 · NORFOLK, VA$7,570,327,667.00Regulatory AUM · August 2026
- SIMA RETIREMENT SOLUTIONS, LLCCRD 286030 · NORTH CHESTERFIELD, VANot availableRegulatory AUM · August 2026
- SIMA WEALTH PARTNERS, LLCCRD 159943 · NORTH CHESTERFIELD, VA$156,659,083.00Regulatory AUM · August 2026
- SOLITUDE FINANCIAL SERVICES, INC.CRD 150348 · CHARLOTTESVILLE, VA$363,512,536.00Regulatory AUM · August 2026
- SOLOMON HESS SBA MANAGEMENT LLCCRD 158481 · ARLINGTON, VA$1,077,739,681.00Regulatory AUM · August 2026
- SPARK FINANCIAL ADVISORS, LLCCRD 296914 · RICHMOND, VA$147,096,626.00Regulatory AUM · August 2026
- SPECTRUM FINANCIAL INCCRD 105618 · VIRGINIA BEACH, VA$236,484,223.00Regulatory AUM · August 2026
- SPIDER MANAGEMENT COMPANY, LLCCRD 149343 · RICHMOND, VA$6,413,329,387.00Regulatory AUM · August 2026
- SPIRE WEALTH MANAGEMENT, LLCCRD 113908 · MCLEAN, VA$4,513,834,512.00Regulatory AUM · August 2026
- SSB WEALTH MANAGEMENT, INC.CRD 306510 · VIENNA, VA$2,725,709,202.00Regulatory AUM · August 2026
- STEELHEAD WEALTH MANAGEMENT LLCCRD 338410 · GLEN ALLEN, VA$341,895,056.00Regulatory AUM · August 2026
- STEIGERWALD, GORDON & KOCH INC.CRD 111685 · LEESBURG, VA$1,322,699,543.00Regulatory AUM · August 2026
- STONY POINT WEALTH MANAGEMENT INC.CRD 210519 · RICHMOND, VA$506,067,770.00Regulatory AUM · August 2026
- STRATEGENT FINANCIAL, LLCCRD 148173 · HARRISONBURG, VA$374,747,138.00Regulatory AUM · August 2026
- STRATEGIC INVESTMENT MANAGEMENT, LLCCRD 104862 · ARLINGTON, VA$35,512,226,350.00Regulatory AUM · August 2026
- STURMAN WEALTH ADVISORS, LLCCRD 331560 · CHARLOTTESVILLE, VA$116,420,349.00Regulatory AUM · August 2026
- T.M. WEALTH MANAGEMENT, LLCCRD 287965 · RESTON, VA$209,803,730.00Regulatory AUM · August 2026
- TAYLOR FINANCIAL GROUP, INC.CRD 116744 · ROANOKE, VA$409,990,223.00Regulatory AUM · August 2026
- TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLCCRD 309329 · RICHMOND, VA$469,548,942.00Regulatory AUM · August 2026
- TEMPLER WEALTH MANAGEMENT, LLCCRD 305972 · VIENNA, VA$102,919,045.00Regulatory AUM · August 2026
- TENZING FINANCIAL LLCCRD 335259 · WILLIAMSBURG, VA$231,100,000.00Regulatory AUM · August 2026
- THE ASCENT GROUP, LLCCRD 314424 · VIRGINIA BEACH, VA$4,760,597,948.00Regulatory AUM · August 2026
- THE BURNEY COMPANYCRD 106945 · RESTON, VA$3,588,662,390.00Regulatory AUM · August 2026
- THE CAPITAL MANAGEMENT CORPORATIONCRD 112242 · GLEN ALLEN, VA$825,641,317.00Regulatory AUM · August 2026
- THE EDGAR LOMAX COMPANYCRD 105444 · ALEXANDRIA, VA$1,423,981,733.00Regulatory AUM · August 2026
- THE HOERNER PLANNING GROUP, LLCCRD 139464 · MIDDLEBURG, VA$1,652,844,771.00Regulatory AUM · August 2026
- THE ITHAKA GROUP, LLCCRD 146975 · ARLINGTON, VA$572,127,870.00Regulatory AUM · August 2026
- THE LONDON COMPANY OF VIRGINIA, LLCCRD 106654 · RICHMOND, VA$14,892,294,292.00Regulatory AUM · August 2026
- THE MAIN STREET GROUP, LTDCRD 175502 · GLEN ALLEN, VA$515,285,051.00Regulatory AUM · August 2026
- THIRDLINE CAPITAL MANAGEMENT LLCCRD 314158 · RICHMOND, VA$64,290,705.00Regulatory AUM · August 2026
- THOMPSON DAVIS & CO., INC.CRD 41353 · RICHMOND, VA$211,338,163.00Regulatory AUM · August 2026
- THOMPSON SIEGEL & WALMSLEY LLCCRD 105726 · RICHMOND, VA$21,146,500,000.00Regulatory AUM · August 2026
- TONE CAPITAL, LLCCRD 285622 · RICHMOND, VA$118,265,800.00Regulatory AUM · August 2026
- TOTH FINANCIAL ADVISORY CORPCRD 104952 · LEESBURG, VA$1,154,553,270.00Regulatory AUM · August 2026
- TRADERS A.I., INC.CRD 331700 · FAIRFAX, VA$773,573.00Regulatory AUM · August 2026
- TRIO WEALTH MANAGEMENT, LLCCRD 328042 · GREAT FALLS, VA$133,979,243.00Regulatory AUM · August 2026
- TULL FINANCIAL GROUP, INC.CRD 112235 · CHESAPEAKE, VA$367,086,618.00Regulatory AUM · August 2026
- UNION STREET PARTNERS LLCCRD 156148 · ALEXANDRIA, VA$86,257,354.00Regulatory AUM · August 2026
- VANSHAP CAPITAL, LLCCRD 162206 · ARLINGTON, VA$76,700,000.00Regulatory AUM · July 2026
- VANTAGE CONSULTING GROUP INCCRD 105240 · VIRGINIA BEACH, VA$241,728,428.00Regulatory AUM · August 2026
- VARIANT PRIVATE WEALTH LLCCRD 288011 · TYSONS, VA$267,478,020.00Regulatory AUM · August 2026
- VERUS FINANCIAL PARTNERS, INC.CRD 106744 · RICHMOND, VA$1,181,875,242.00Regulatory AUM · August 2026
- VEST FINANCIAL LLCCRD 165976 · MCLEAN, VA$51,808,987,927.00Regulatory AUM · August 2026
- VIP PLANNERS, INC.CRD 111946 · ROANOKE, VA$126,165,535.00Regulatory AUM · August 2026
- VIRGINIA WEALTH MANAGEMENT GROUP, INC.CRD 311248 · VIRGINIA BEACH, VA$393,830,795.00Regulatory AUM · August 2026
- WACONA CAPITAL, LLCCRD 331836 · CHARLOTTESVILLE, VA$194,115,432.00Regulatory AUM · August 2026
- WASHINGTON HARBOUR PARTNERS LPCRD 309915 · ARLINGTON, VA$4,725,096,051.00Regulatory AUM · August 2026
- WEALTHCARE CAPITAL MANAGEMENT LLCCRD 111119 · RICHMOND, VA$3,928,651,410.00Regulatory AUM · August 2026
- WEALTHCREST FINANCIAL SERVICES, LLCCRD 130049 · SPRINGFIELD, VA$507,531,045.00Regulatory AUM · August 2026
- WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.CRD 160057 · VIRGINIA BEACH, VA$214,279,037.00Regulatory AUM · August 2026
- WEALTHWAY FINANCIAL ADVISORSCRD 108824 · NORFOLK, VA$245,569,000.00Regulatory AUM · August 2026
- WELLINGTON CONSULTING SERVICES INCCRD 105837 · CHANTILLY, VA$1,689,317,127.00Regulatory AUM · August 2026
- WEST FINANCIAL SERVICES, INC.CRD 137497 · MCLEAN, VA$2,836,210,165.00Regulatory AUM · August 2026
- WEST TOWER GROUP, LLCCRD 323520 · RICHMOND, VA$142,029,046.00Regulatory AUM · August 2026
- WESTBOURNE INVESTMENTS, INC.CRD 37499 · ALEXANDRIA, VA$276,365,058.00Regulatory AUM · August 2026
- WILLS FINANCIAL GROUP, LLCCRD 334431 · RICHMOND, VA$385,729,154.00Regulatory AUM · August 2026
- WINSTON CAPITAL MANAGEMENT LLCCRD 111450 · ARLINGTON, VA$1,147,168,187.00Regulatory AUM · August 2026
- XPS CAPITAL LLCCRD 311665 · ARLINGTON, VA$151,094,700.00Regulatory AUM · August 2026
- YESKE BUIE INC.CRD 143234 · VIENNA, VA$1,069,351,557.00Regulatory AUM · August 2026
- YORKTOWN MANAGEMENT AND RESEARCH CO INCCRD 105083 · FOREST, VA$677,085,322.00Regulatory AUM · August 2026
- Z3 CAPITAL PARTNERS, LLCCRD 336791 · RICHMOND, VA$466,781,953.00Regulatory AUM · August 2026