KIRK CAPITAL ADVISORS LLC
Vienna, VA
AUM
$204.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888.340.5475
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
Alexandria, VA
AUM
$204.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
703-548-2555
HARREN EQUITY PARTNERS, LLC
Charlottesville, VA
AUM
$201.4M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
434-245-5800
EMERGENT FINANCIAL SERVICES, LLC.
Charlottesville, VA
AUM
$195.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
434-260-1690
ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC
Arlington, VA
AUM
$194.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-861-3964
WACONA CAPITAL, LLC
Charlottesville, VA
AUM
$194.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
434-922-0726
INVESTMENT MANAGEMENT CORPORATION
Roanoke, VA
AUM
$191.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
540-774-8899
BOWEN FINANCIAL SERVICES, LLC
Midlothian, VA
AUM
$191.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-897-2850
ATEGRA CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$190.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-564-9131
PACTOLUS
Vienna, VA
AUM
$187.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
571-297-6364
OCTAGON FINANCE LLC
Charlottesville, VA
AUM
$184.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
434-977-7770
CORBETT ROAD CAPITAL MANAGEMENT, LLC
Mclean, VA
AUM
$176.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
703-748-5831
AUM
$174.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; CUSTOM FEE FOR HNI AND FAMILY OFFICE BUSINESSES
(703) 728-3380
OPULEN FINANCIAL GROUP, LLC
Arlington, VA
AUM
$171.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-299-2053
AUM
$169.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-810-8424
8TH STREET INVESTMENTS, LLC
Alexandria, VA
AUM
$166.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 519-0962
JOSS BROWN WEALTH ADVISORS
Williamsburg, VA
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-903-2127
ARBOR PRIVATE WEALTH, LLC
Ashburn, VA
AUM
$160.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-559-7975
SIMA WEALTH PARTNERS, LLC
North Chesterfield, VA
AUM
$156.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-285-5700
PIEDMONT WEALTH MANAGEMENT
Alexandria, VA
AUM
$156.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 518 - 8361
JJSA ADVISORS, LTD.
Virginia Beach, VA
AUM
$154.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
757-473-0004
HERITAGE WEALTH MANAGEMENT GROUP, LTD
Norfolk, VA
AUM
$152.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
757-321-3725
HUNDREDFOLD ADVISORS, LLC
Virginia Beach, VA
AUM
$148.2M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
757-463-7600
SPARK FINANCIAL ADVISORS
Richmond, VA
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
804-451-1210