SLAGEL INVESTMENT MANAGEMENT
Blacksburg, VA
AUM
$52.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
540-953-2063
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA
465 advisers found
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
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
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
ACCURATE CAPITAL AND WEALTH LLC
Glen Allen, VA
AUM
$30.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Commissions +1 more
800-849-1085
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