BULL BEAR INVESTMENT MANAGEMENT LLC
Reston, VA
AUM
$66.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
703-774-3520
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
VISION WEALTH PLANNING, LLC
Glen Allen, VA
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(804) 368-0854
MASSIE FINANCIAL PLANNING INC.
Alexandria, VA
AUM
$66.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(571) 895-2969
NAUTILUS FINANCIAL GROUP, INC.
Virginia Beach, VA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
757-340-7006
JADE & COWRY LLC
Arlington, VA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 594-1706
DOMINION CAPITAL WEALTH ADVISORS
Norfolk, VA
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-961-0067
FINANCIAL SOLUTIONS
Onancock, VA
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-699-1968
ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
Alexandria, VA
AUM
$64.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-535-5921
R & J FINANCIAL PARTNERS, LLC
Winchester, VA
AUM
$64.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
540-662-7070
ADVANTA WEALTH MANAGEMENT
Lynchburg, VA
AUM
$63.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
434-255-0255
RANGER GLOBAL HOLDINGS LLC
Charlottesville, VA
AUM
$63.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-770-7001
NORSEMAN ADVISORY GROUP, INC.
Newport News, VA
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
757-223-1559
WESLING FINANCIAL PLANNING SERVICES CORP.
Alexandria, VA
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 768-7679
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(804) 347-0126
LASTING LEGACY WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$59.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-842-4333
REVOLUTION WEALTH, LLC
Chantilly, VA
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(703) 321-0150
MCKAY WEALTH MANAGEMENT GROUP LLC
Richmond, VA
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
804-447-1708
RENEW WEALTH MANAGEMENT LLC
Alexandria, VA
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 737-2220
BULL RUN INVESTMENT MANAGEMENT LLC
Mclean, VA
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(703) 344-6844
VERNON MANAGEMENT GROUP, INCORPORATED
Richm0nd, VA
AUM
$55.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
804-683-8479
WOOD CREEK CAPITAL ADVISORS, LLC
Lynchburg, VA
AUM
$55.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
434-665-3332
MOUNTAIN VIEW WEALTH MANAGEMENT LLC
Arlington, VA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(540) 219-8462
SLAGEL INVESTMENT MANAGEMENT
Blacksburg, VA
AUM
$52.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
540-953-2063
WELCOME HOME WEALTH ADVISORS LLC
North Chesterfield, VA
AUM
$50.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
(804) 897-4844