BLUESTONE INVESTMENT MANAGER, LLC
Mclean, VA
AUM
$144.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-462-5601
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
GLOVER PARK WEALTH MANAGEMENT, LLC
Arlington, VA
AUM
$144.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(202) 926-3636
WEST TOWER GROUP, LLC
Richmond, VA
AUM
$142.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(804) 420-8588
KENNONDALE CAPITAL MANAGEMENT
Richmond, VA
AUM
$141.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(804) 350-3368
THE SCOTT S. JAMES COMPANY
Falls Church, VA
AUM
$139.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-533-2500
OCTOBER EFFECT LTD.
Virginia Beach, VA
AUM
$138.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
757-390-3341
KORVING & COMPANY LLC
Suffolk, VA
AUM
$137.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-638-5490
FOREFRONT ASSET MANAGEMENT, LLC
Virginia Beach, VA
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
757-222-1880
RIVER CRESCENT ADVISORS, LLC
Suffolk, VA
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(757) 651-9305
NORTON CAPITAL MANAGEMENT, INC.
Henrico, VA
AUM
$136.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT FEES
(757) 623-1200
HENDERSON FINANCIAL GROUP LLC
Virginia Beach, VA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
757-314-4638
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-796-0957
ATLANTIC UNION MUNICIPAL ADVISORS, INC
Glen Allen, VA
AUM
$134.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
804-802-4955X6055
TRIO WEALTH MANAGEMENT, LLC
Great Falls, VA
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(703) 459-9171
AUM
$133.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-791-5955
AUM
$133.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-304-9195
PEAKVALLEY WEALTH, LLC
Roanoke, VA
AUM
$130.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
540-904-7969
ACTS FINANCIAL ADVISORS
Mclean, VA
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-749-5522
VIP PLANNERS, INC.
Roanoke, VA
AUM
$126.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
5403421895
FITZWILLIAMS WEALTH MANAGEMENT INC.
Chesapeake, VA
AUM
$123.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
757-961-0700
PEGASUS FINANCIAL GROUP LLC
Chantilly, VA
AUM
$122.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-956-6662
CLIO ASSET MANAGEMENT LLC
Charlottesville, VA
AUM
$121.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
434-329-7463
CHARMARLINE WEALTH MANAGEMENT
Lynchburg, VA
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
434-455-3036
TONE CAPITAL, LLC
Richmond, VA
AUM
$118.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(804) 447-1404