Virginia · 386 firms
Trust & Estate Advisors in Virginia
Advisers working with trusts, estates, and charitable organizations. Browse 386 advisers in Virginia matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Virginia
SANDS CAPITAL MANAGEMENT, LLC
Arlington, VA
AUM
$44.30B
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(703) 562-4000
INVESTURE, LLC
Charlottesville, VA
AUM
$38.52B
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
434-220-0280
STRATEGIC INVESTMENT MANAGEMENT, LLC
Arlington, VA
AUM
$35.51B
Team
42 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
703-243-4433
CORNERSTONE PARTNERS
Charlottesville, VA
AUM
$29.35B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-296-2300
DAVENPORT & COMPANY LLC
Richmond, VA
AUM
$24.70B
Team
228 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
804-780-2000
THOMPSON SIEGEL & WALMSLEY LLC
Richmond, VA
AUM
$21.15B
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-353-4500
MASON INVESTMENT ADVISORY SERVICES INC
Reston, VA
AUM
$15.67B
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-716-6000
THE LONDON COMPANY OF VIRGINIA
Richmond, VA
AUM
$14.89B
Team
15 advisors
Clients
—
Fees
Percentage of AUM
804-775-0317
AKRE CAPITAL MANAGEMENT, LLC
Middleburg, VA
AUM
$11.82B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
540-687-8923
CARY STREET PARTNERS
Richmond, VA
AUM
$10.25B
Team
85 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(804) 340-8100
AGINCOURT CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$9.95B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-648-1111
BROWN ADVISORY
Norfolk, VA
AUM
$7.57B
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
757-625-7670
CASSADAY & COMPANY, INC.
Mclean, VA
AUM
$7.14B
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-506-8200
ANDERSEN
Mclean, VA
AUM
$6.35B
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
571-382-0020
RICHMOND CAPITAL MANAGEMENT INC
Richmond, VA
AUM
$5.93B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-379-8280
BROCKENBROUGH
Richmond, VA
AUM
$5.49B
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
804-288-0404
HERITAGE WEALTH ADVISORS
Richmond, VA
AUM
$4.86B
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-643-4080
THE ASCENT GROUP, LLC
Virginia Beach, VA
AUM
$4.76B
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
757-499-8300
SPIRE WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$4.51B
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-657-6060
WEALTHCARE CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$3.93B
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804-644-4711
THE BURNEY COMPANY
Reston, VA
AUM
$3.59B
Team
42 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
866-928-7639
1607 CAPITAL PARTNERS, LLC
Richmond, VA
AUM
$3.49B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804.525.1750
BOGART WEALTH, LLC
Mclean, VA
AUM
$3.19B
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM
(703) 570-8651
WEST FINANCIAL SERVICES, INC.
Mclean, VA
AUM
$2.84B
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-847-2500
576 total advisers in Virginia. Browse all Virginia advisors