SEC-registered financial advisors in Virginia
This page lists 232 advisory firms with a main office in Virginia that are registered with the SEC and report individual clients. It is not every advisor in Virginia. Firms registered with Virginia's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Virginia
Showing 24 of 232
- 1607 Capital Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- 3Chopt Investment Partners LLC$500M to $1BSEC recordPercentage of assets
- 4J Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- 8th Street Investments, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- A. N. Culbertson & Company, Inc.$500M to $1BSEC recordPercentage of assets
- Abich Financial Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Acima Private Wealth LLC$100M to $500MSEC recordPercentage of assetsOther
- Acorn Financial Advisory Services, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Activ8 Family Office LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Acts Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Advisors Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aegis Financial Corporation$1B or moreSEC recordPercentage of assets
- Agincourt Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Akre Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Alexander Randolph Advisory Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Allegiance Financial Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Allridge Wealth Management, Inc$100M to $500MSEC recordPercentage of assetsHourly
- Alpha Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Alpha Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alpha Omega Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Altura Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Amj Financial Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Andersen$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Apforia$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Arbor Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Argo Wealth Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Aria Wealth Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Arrow Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Asal InvestUnder $25MSEC recordOther
- Ascent Financial Group$100M to $500MSEC recordPercentage of assets
- Aspect Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Avenir Corporation$500M to $1BSEC recordPercentage of assets
- Aztlan Equity Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Azzad Asset Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Bay Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bay Rivers Group Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beacon Harbor Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Beacon Wealth Consultants, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bellars Harris Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Benjamins MoneyUnder $25MSEC recordPercentage of assetsOther
- Birks Financial Corp.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Edge Capital, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Bluelist Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bogart Wealth, LLC$1B or moreSEC recordPercentage of assets
- Bowen Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brighter Financial Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Broad Run Investment Management, LLC$500M to $1BSEC recordPercentage of assets
- Brockenbrough$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Brown Advisory$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Brown Edwards Wealth Strategies$100M to $500MSEC recordPercentage of assets
- Brown | Miller Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Buchanan Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Buttonwood Wealth$100M to $500MSEC recordPercentage of assetsHourlyOther
- Campbell Deegan Financial$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Campion Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Canal Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Capitol Financial Consultants, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Capitol Private Wealth Group LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Capitol Securities Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Capitol Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Cary Street Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Cary Street Partners Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cassaday & Company, Inc.$1B or moreSEC recordPercentage of assetsHourlyOther
- Centurion Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyPerformance-based
- Charmarline Wealth Management$100M to $500MSEC recordPercentage of assets
- Chase Investment Counsel Corporation$500M to $1BSEC recordPercentage of assetsHourlyOther
- Chesapeake Investment Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- CJM Wealth Advisers, Ltd.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Clarion Wealth Management Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Claris Financial, LLC$100M to $500MSEC recordPercentage of assets
- Clio Asset Management LLC$100M to $500MSEC recordPercentage of assets
- Cobblestone Asset Management$100M to $500MSEC recordPercentage of assets
- Colonial River Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Commonwealth Retirement Investments LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Compton Wealth Advisory Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Concord Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cook Financial Designs, Inc.$100M to $500MSEC recordFixed or flat fee
- Cope Connelly$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Courage Miller Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Covenant Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- D'Orazio Wealth Advisors$1B or moreSEC recordFixed or flat feeOther
- Davenport & Company LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
- Decisionmap Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dominguez Wealth Management Solutions, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dudley Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ejf Capital LP$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Emergent Financial Services, LLC.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Evermay Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Evoadvisors$100M to $500MSEC recordFixed or flat fee
- Evolutionary Tree Capital Management, LLC$25M to $100MSEC recordPercentage of assets
- Fields Gottscho Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Financial Security Advisory Inc$1B or moreSEC recordPercentage of assetsHourly
- First Georgetown Securities, Inc$100M to $500MSEC recordPercentage of assets
- Fitzwilliams Wealth Management Inc.$100M to $500MSEC recordPercentage of assets
- Forefront Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Founders Grove Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Gira & Gira Investment Advisors LLC$100M to $500MSEC recordPercentage of assets
- Glassman Wealth Services, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Glover Park Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Godsey & Gibb Wealth Management$1B or moreSEC recordPercentage of assetsOther
- Gratus Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Graves Light Lenhart$1B or moreSEC recordPercentage of assets
- Harborpoint Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Harbour Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Heartwood Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Heritage Wealth Management Group, Ltd$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Hermitage Wealth$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Highstone Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Hopwood Financial Services, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Houlihan Financial Resource Group, Ltd.$100M to $500MSEC recordPercentage of assetsHourly
- Hughes Financial Services, LLC$500M to $1BSEC recordPercentage of assets
- Hunter Lewis LLC$100M to $500MSEC recordFixed or flat fee
- Hunter Michael Investment Advisors Inc$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Integrated Financial Solutions, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Investment Management Corporation$100M to $500MSEC recordPercentage of assets
- Investology Inc.$100M to $500MSEC recordPercentage of assets
- Investure, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- James River Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Jjsa Advisors, Ltd.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Joss Brown Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Juno Financial Group LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Kanawha Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Kennondale Capital Management$100M to $500MSEC recordPercentage of assets
- Kfa Private Wealth Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Kinloch Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kirk Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsHourly
- Korving & Company LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Wealth Management Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Marotta Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Martin Wealth Solutions$100M to $500MSEC recordPercentage of assetsHourly
- Mason & Associates, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mason Investment Advisory Services Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Masonry Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- McGinn Penninger Investment Management Inc.$100M to $500MSEC recordPercentage of assets
- McLaughlin Ryder Investments, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- McLean Asset Management Corp.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Meridian Financial Partners LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Midatlantic Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Montvue Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Monument Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Morris & Wells Wealth Management$500M to $1BSEC recordPercentage of assets
- Mwa Investments, LLC$100M to $500MSEC recordPercentage of assets
- Nasdaq Dorsey Wright$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Navy Federal Investment Services, LLC$1B or moreSEC recordPercentage of assets
- Northwest Financial Advisors LLC$1B or moreSEC recordPercentage of assetsHourly
- Norton Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Oakleigh Wealth Services$100M to $500MSEC recordHourlyFixed or flat fee
- October Effect Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Olio Financial Planning$500M to $1BSEC recordHourlyFixed or flat fee
- Omega Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Opulen Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oxford Capital Management$100M to $500MSEC recordPercentage of assets
- Pactolus$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- Paragon Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Partners in Financial Planning, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Peakvalley Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Pegasus Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pettyjohn, Wood & White, Inc.$1B or moreSEC recordPercentage of assets
- Piedmont Wealth Advisory$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Piedmont Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pine Harbor Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Pointoak Retirement Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Portfolio Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Preston Wealth Advisors, LLC.$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Professional Financial Solutions, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Range Advisory, LLC$1B or moreSEC recordOther
- Rede Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Redmond Asset Management, LLC$500M to $1BSEC recordPercentage of assets
- Reframe Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rembert Pendleton Jackson$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Reston Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Richmond Capital Management Inc$1B or moreSEC recordPercentage of assetsPerformance-based
- River Crescent Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Riverfront Investment Group, LLC$1B or moreSEC recordPercentage of assets
- Rockbridge Asset Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Sagevest Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Salomon and Ludwin$1B or moreSEC recordPercentage of assets
- Sanchez & Zures, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Sands Capital Horizons, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sands Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Selby Lane Capital, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Selective Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Sentinel Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sima Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Solitude Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Spark Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Spectrum Financial Inc$100M to $500MSEC recordPercentage of assetsOther
- Spire Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Steelhead Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Steigerwald, Gordon & Koch - Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategent Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Strategic Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sturman Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- T.M. Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Taylor Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Taylor Hoffman Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Templer Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tenzing Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Ascent Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The Burney Company$1B or moreSEC recordPercentage of assetsFixed or flat fee
- The Capital Management Corporation$500M to $1BSEC recordPercentage of assets
- The Edgar Lomax Company$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- The Hoerner Planning Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- The Ithaka Group, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- The Lewis Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The London Company of Virginia$1B or moreSEC recordPercentage of assets
- The Main Street Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- The Scott S. James Company$100M to $500MSEC recordPercentage of assetsHourly
- Thompson Davis Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Thompson Siegel & Walmsley LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Tone Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Toth Financial Advisory Corp$1B or moreSEC recordPercentage of assetsPerformance-based
- Trio Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tull Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Variant Private Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Verus Financial Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Vip Planners, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Virginia Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthcare Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthcrest Financial Services, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Wealthcrossing$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wealthtrak Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthway Financial Advisors$100M to $500MSEC recordPercentage of assets
- Wellington Consulting Services Inc$1B or moreSEC recordPercentage of assets
- West Financial Services, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Westbourne Investments, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wills Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Yeske Buie Inc.$1B or moreSEC recordPercentage of assets
- Z3 Capital Partners$100M to $500MSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.