Falists

Virginia · 5 advisers

Financial Advisors in Middleburg, Virginia

Looking for a financial advisor in Middleburg, Virginia? Falists indexes 5 SEC-registered and state-registered investment advisers in Middleburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $11.82B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

2

Largest AUM

$11.82B

Financial planning

3

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning3Trusts4Retirement3Institutional3

Top advisors in Middleburg

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

DUDLEY CAPITAL MANAGEMENT LLC

Middleburg, VA

AUM

$291.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

540-687-4600

Full profileNo website

More cities in Virginia

Richmond (79)Arlington (53)Mclean (49)Alexandria (41)Charlottesville (39)Virginia Beach (32)Reston (31)Vienna (22)Fairfax (17)Roanoke (16)Glen Allen (15)Norfolk (13)

Common questions

How many financial advisors are in Middleburg, Virginia?
5 registered investment advisers are listed in our Middleburg directory, sourced from public SEC filings.
What types of advisors are in Middleburg?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Middleburg?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.