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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
KAPLAN WEALTH MANAGEMENT, INC.
Reston, VA
AUM
$89.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 352-1780
SWIFT RUN CAPITAL MANAGEMENT
Charlottesville, VA
AUM
$88.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-326-6968
INVESTMENT LEADERSHIP, LLC
Forest, VA
AUM
$86.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
434 525 5250
SCHUTT CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$85.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
804-788-8860
FULLER WEALTH ADVISORS
Richmond, VA
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-977-1122
CULTIVATE FINANCIAL PLANNING
Radford, VA
AUM
$83.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Fixed fees
540-505-0095
KULEANA CAPITAL MANAGEMENT LLC
Free Union, VA
AUM
$82.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
434-207-2401
OAKLEIGH WEALTH SERVICES
Crozet, VA
AUM
$82.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
434-422-5220
H. L. LICHSTRAHL & COMPANY, LLC
Arlington, VA
AUM
$82.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
703-934-4777
HUNTER MICHAEL INVESTMENT ADVISORS INC
Richmond, VA
AUM
$81.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-378-7640
RATHNAM CAPITAL, LLC
Leesburg, VA
AUM
$81.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-245-6662
VIRGINIA INVESTMENT ADVISORY, INC.
Henrico, VA
AUM
$80.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-359-5195
FLORIN GROUP, LLC
Mclean, VA
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 520-2777
HARVEST FINANCIAL GROUP, LLC
Richmond, VA
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
804-788-4100
LYNCHBURG WEALTH MANAGEMENT
Lynchburg, VA
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
434-515-0380
VANSHAP CAPITAL, LLC
Arlington, VA
AUM
$76.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(571) 933-6950
CORNERSTONE ASSET MANAGEMENT
Winchester, VA
AUM
$75.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
540-313-4426
RISE WEALTH PARTNERS LLC
Mechanicsville, VA
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804-427-7784
AURORA POINTE CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
571-260-0483
CAPITAL FIDUCIARY ADVISORS
Ashburn, VA
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-568-2071
DOXA CAPITAL, LLC
Arlington, VA
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
703-638-8838
SOVEREIGN
Vienna, VA
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(703) 713-2954