Financial advisors in Virginia

65 SEC-registered advisory firms based in Virginia, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Virginia

Richmond (20)Mclean (9)Arlington (5)Vienna (4)Reston (3)Charlottesville (3)Virginia Beach (2)Norfolk (2)Falls Church (2)Middleburg (2)Alexandria (2)Herndon (2)Glen Allen (1)Chantilly (1)Williamsburg (1)Leesburg (1)

Virginia advisory firms by assets

Davenport & Company LLC

Richmond, VA · CRD #1588

$25B AUM·25k accounts·Fee-based

Cary Street Partners

Richmond, VA · CRD #128545

$10B AUM·23k accounts·Fee-based

Navy Federal Investment Services, LLC logo
Navy Federal Investment Services, LLC

Vienna, VA · CRD #138459

$2.1B AUM·18k accounts·Fee-only

Thompson Siegel & Walmsley LLC logo
Thompson Siegel & Walmsley LLC

Richmond, VA · CRD #105726

$21B AUM·7.7k accounts·Fee-only

Spire Wealth Management, LLC logo
Spire Wealth Management, LLC

Mclean, VA · CRD #113908

$4.5B AUM·15k accounts·Fee-based

Capitol Securities Management, INC.

Glen Allen, VA · CRD #14169

$2.2B AUM·4.7k accounts·Fee-based

Sands Capital Management, LLC

Arlington, VA · CRD #137610

$44B AUM·274 accounts·Fee-only

The London Company of Virginia

Richmond, VA · CRD #106654

$15B AUM·6.1k accounts·Fee-only

Mason Investment Advisory Services INC logo
Mason Investment Advisory Services INC

Reston, VA · CRD #111113

$16B AUM·1.2k accounts·Fee-based

Wealthcare Capital Management LLC

Richmond, VA · CRD #111119

$3.9B AUM·14k accounts·Fee-based

Cassaday & Company, INC.

Mclean, VA · CRD #317672

$7.1B AUM·3.3k accounts·Fee-only

The Burney Company logo
The Burney Company

Reston, VA · CRD #106945

$3.6B AUM·4.5k accounts·Fee-based

Bogart Wealth, LLC

Mclean, VA · CRD #283886

$3.2B AUM·8.9k accounts·Fee-only

The Ascent Group, LLC logo
The Ascent Group, LLC

Virginia Beach, VA · CRD #314424

$4.8B AUM·8.6k accounts·Fee-based

Strategic Investment Management, LLC logo
Strategic Investment Management, LLC

Arlington, VA · CRD #104862

$36B AUM·89 accounts·Fee-based

Vest Financial LLC

Mclean, VA · CRD #165976

$52B AUM·154 accounts·Fee-only

Brown Advisory

Norfolk, VA · CRD #106375

$7.6B AUM·1.6k accounts·Fee-based

Andersen

Mclean, VA · CRD #124205

$6.3B AUM·579 accounts·Fee-based

Azzad Asset Management, INC.

Falls Church, VA · CRD #111291

$1.8B AUM·18k accounts·Fee-based

Investure, LLC logo
Investure, LLC

Charlottesville, VA · CRD #130099

$39B AUM·77 accounts·Fee-only

Rembert Pendleton Jackson

Vienna, VA · CRD #306510

$2.7B AUM·7.7k accounts·Fee-based

Financial Security Advisory INC logo
Financial Security Advisory INC

Virginia Beach, VA · CRD #110746

$1.7B AUM·3.2k accounts·Fee-only

Heritage Wealth Advisors

Richmond, VA · CRD #137484

$4.9B AUM·1.6k accounts·Fee-based

Wellington Consulting Services INC logo
Wellington Consulting Services INC

Chantilly, VA · CRD #105837

$1.7B AUM·10k accounts·Fee-only

Agincourt Capital Management, LLC logo
Agincourt Capital Management, LLC

Richmond, VA · CRD #112096

$10.0B AUM·414 accounts·Fee-only

West Financial Services, INC. logo
West Financial Services, INC.

Mclean, VA · CRD #137497

$2.8B AUM·2.8k accounts·Fee-based

Glassman Wealth Services, LLC

Vienna, VA · CRD #151478

$2.6B AUM·3.2k accounts·Fee-based

Brockenbrough

Richmond, VA · CRD #105142

$5.5B AUM·570 accounts·Fee-based

Akre Capital Management, LLC logo
Akre Capital Management, LLC

Middleburg, VA · CRD #109242

$12B AUM·218 accounts·Fee-only

Acorn Financial Advisory Services, INC. logo
Acorn Financial Advisory Services, INC.

Reston, VA · CRD #116763

$1.4B AUM·4.6k accounts·Fee-based

Motley Fool Wealth Management, LLC

Alexandria, VA · CRD #165689

$1.6B AUM·2.1k accounts·Fee-only

Northwest Financial Advisors LLC logo
Northwest Financial Advisors LLC

Herndon, VA · CRD #166769

$1.2B AUM·2.8k accounts·Fee-only

Riverfront Investment Group, LLC

Richmond, VA · CRD #146221

$2.2B AUM·1.5k accounts·Fee-only

Cary Street Partners Asset Management logo
Cary Street Partners Asset Management

Richmond, VA · CRD #289178

$1.4B AUM·3.5k accounts·Fee-based

Cornerstone Partners

Charlottesville, VA · CRD #311296

$29B AUM·22 accounts·Fee-only

Godsey & Gibb Wealth Management

Richmond, VA · CRD #105650

$1.6B AUM·1.9k accounts·Fee-only

Cjm Wealth Advisers, Ltd.

Falls Church, VA · CRD #107750

$1.5B AUM·2.7k accounts·Fee-based

Pbmares Wealth Management LLC

Williamsburg, VA · CRD #116218

$1.3B AUM·2.7k accounts·Fee-based

The Hoerner Planning Group, LLC

Middleburg, VA · CRD #139464

$1.7B AUM·2.9k accounts·Fee-based

Evermay Wealth Management, LLC

Arlington, VA · CRD #149230

$1.3B AUM·2.0k accounts·Fee-based

Showing the 40 largest of 65 firms in Virginia. Get matched to see the ones that fit you.

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Virginia

How many financial advisors are in Virginia?

AdvisoryReviews lists 65 SEC-registered advisory firms based in Virginia, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Virginia?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Virginia?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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