ARIA WEALTH PARTNERS
Charlottesville, VA
AUM
$112.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-338-6840
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
KATZ FAMILY FINANCIAL ADVISORS, LLC
Alexandria, VA
AUM
$110.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
301-961-6030
GUELICH CAPITAL MANAGEMENT, LLC
Roanoke, VA
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-772-4545
COPE CONNELLY
Arlington, VA
AUM
$107.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(888) 336-8402
CAPITOL WEALTH MANAGEMENT, INC.
Mclean, VA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
703-891-4070
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.
Glen Allen, VA
AUM
$103.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
800-279-3768
ALLRIDGE WEALTH MANAGEMENT, INC
Ashburn, VA
AUM
$103.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
703-840-5500
BDC CAPITAL MANAGEMENT, INC.
Glen Allen, VA
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
804-965-0707
TEMPLER WEALTH MANAGEMENT, LLC
Vienna, VA
AUM
$102.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-927-4126
BEALE HEALY INVESTMENT ADVISORS INC
Richmond, VA
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804-355-0223
CLEARVIEW FINANCIAL
Richmond, VA
AUM
$102.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
804-869-9541
CRAFTWORK CAPITAL LLC
Alexandria, VA
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 596-5575
APFORIA
Virginia Beach, VA
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(833) 780-2487
ASCENT FINANCIAL GROUP
Richmond, VA
AUM
$100.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
804-602-2121
MONSOUR ADVISORY SERVICES, INC.
Roanoke, VA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
540-989-6578
KCR WEALTH MANAGEMENT, LLC
Reston, VA
AUM
$95.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(703) 722-2212
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
540-389-6060
MITCHELL ADVISORY INC
Reston, VA
AUM
$94.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-481-9868
MONROE CAPITAL PARTNERS, LLC
Irvington, VA
AUM
$93.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-220-1022
STAGES PLANNING GROUP, LLC
Virginia Beach, VA
AUM
$92.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
717-430-8914
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$91.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-544-2300
WS WEALTH MANAGEMENT, LLC
Washington, VA
AUM
$90.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
703 999 5065
WAYNEFIREBAUGH, INC.
Roanoke, VA
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
540-366-5800
POTOMAC WEALTH MANAGEMENT LLC
Great Falls, VA
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(202) 236 9667