AKRE CAPITAL MANAGEMENT, LLC
Middleburg, VA
AUM
$11.82B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
540-687-8923
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA, MIDDLEBURG
4 advisers found
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
Middleburg, VA
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-687-7077
THE HOERNER PLANNING GROUP, LLC
Middleburg, VA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
540-687-5090
Full profileNo website
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