ZAK INVESTMENT MANAGEMENT COMPANY, LLC
Norfolk, VA
AUM
$50.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
757-227-5600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
HALO CAPITAL MANAGEMENT, LLC
Fairfax, VA
AUM
$49.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
703-873-7591
PRIMEAUMAYER FINANCIAL
Manassas, VA
AUM
$49.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
571-252-7111
BARRETT CAPITAL MANAGEMENT,LLC
Richmond, VA
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
804-419-1100
GREY OWL CAPITAL MANAGEMENT, LLC
Arlington, VA
AUM
$47.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
703-459-9400
CONNOR CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-714-6692
COURAGE KORVING MILLER PARTNERS, LLC
Norfolk, VA
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
757-390-3100
HUSSMEN FINANCIAL
Midlothian, VA
AUM
$43.8M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
804-409-5819
EDGEWATER ASSET MANAGEMENT
Virginia Beach, VA
AUM
$42.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-363-7696
BERG FAIRCLOTH INVESTMENT ADVISORS
Leesburg, VA
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(703) 821-1040
STONEBROOK INVESTMENT, LLC
Ashburn, VA
AUM
$38.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
703-587-8683
HERMITAGE WEALTH
Richmond, VA
AUM
$37.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
804-270-7877
THIRD MILLENNIUM ADVISORS, INC.
Barboursville, VA
AUM
$34.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
434-975-6760
MARTELLO RETIREMENT AND WEALTH, LLC
Virginia Beach, VA
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
757-664-9400
DISCOVERY WEALTH PLANNING LLC
Vienna, VA
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
703-281-3735
RADVANYI WEALTH MANAGEMENT LLC
Reston, VA
AUM
$33.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
571-218-0276
NHABLA
Arlington, VA
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
202-599-3614
RR PORTFOLIOS, LLC
Herndon, VA
AUM
$30.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(937) 802-4997
SERVUS CAPITAL MANAGEMENT
Lynchburg, VA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
434-316-0246
BLUESAIL ADVISORS LLC
Mclean, VA
AUM
$28.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-373-1170
HISTOR INVESTING, LLC
Williamsburg, VA
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(757) 808-5153
TYTON WEALTH
Norfolk, VA
AUM
$28.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
307-655-1757
PATHWAY FINANCIAL PLANNING, INC.
Newport News, VA
AUM
$28.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
757-595-4588
3SUMMIT INVESTMENT MANAGEMENT, LLC
Vienna, VA
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
571-565-2161