TESFAYE O'NEILL FINANCIAL
Alexandria, VA
AUM
—
Financial Planning
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
703-705-2011
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
WISERADVISOR PALADIN
Fairfax, VA
AUM
—
Trusts & Estates
Team
15 employees
Clients
—
Fees
REFERRAL FEES
(703) 651-2060
THE HOERNER PLANNING GROUP, LLC
Middleburg, VA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
540-687-5090
Full profileNo website
DUDLEY CAPITAL MANAGEMENT LLC
Middleburg, VA
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
540-687-4600
Full profileNo website
MWA INVESTMENTS, LLC
White Stone, VA
AUM
$250.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
804-761-1969
Full profileNo website
COOK FINANCIAL DESIGNS, INC.
Virginia Beach, VA
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees
757-498-4810
Full profileNo website
OXFORD CAPITAL MANAGEMENT
Richm0nd, VA
AUM
$170.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
804-282-2356
Full profileNo website
BLUELIST PARTNERS, LLC
Occoquan, VA
AUM
$134.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-407-1834
Full profileNo website
GIRA & GIRA INVESTMENT ADVISORS LLC
Harrisonburg, VA
AUM
$121.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(540) 433 7600
Full profileNo website
PORTFOLIO ADVISORY GROUP, INC.
Alexandria, VA
AUM
$115.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-461-9193
Full profileNo website
BONWELL CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
804-285-1546
Full profileNo website
MITCO ASSET MANAGEMENT
Vienna, VA
AUM
$98.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
703-304-6725
Full profileNo website
KAMKE INVESTMENT STRATEGIES INC.
Charlottesville, VA
AUM
$80.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-566-0474
Full profileNo website
TONER ASSET MANAGEMENT GROUP, INC.
Virginia Beach, VA
AUM
$66.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
757-425-1977
Full profileNo website
ALPERIN FINANCIAL SOLUTIONS, LLC
Virginia Beach, VA
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
757-490-3500
Full profileNo website
RAUCH ADVISORY LLC
Chesapeake, VA
AUM
$44.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-424-8906
Full profileNo website
WANDA KILMAN PITTMAN
Roanoke, VA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
540-767-9050
Full profileNo website
EMPIRE ADVISORS WEALTH MANAGEMENT LLC
Fairfax, VA
AUM
$22.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
703-591-9280
Full profileNo website
GATEWAY FINANCIAL GROUP, INC.
Henrico, VA
AUM
$21.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
804-270-7710
Full profileNo website
COMPASS CAPITAL INVESTMENTS LLC
Fincastle, VA
AUM
$14.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
540-473-2746
Full profileNo website
PARKS INVESTMENT MANAGEMENT, LLC
Bristol, VA
AUM
$12.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
276-608-9622
Full profileNo website
ACCOUNTING ADVISORY SERVICES, L.L.C.
Glen Allen, VA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
804-935-8510
Full profileNo website
HAVEN FINANCIAL PARTNERS LLC
Virginia Beach, VA
AUM
$7.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
757-219-2644
Full profileNo website
EMERALD INVESTMENTS, INC.
Arlington, VA
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-704-5283
Full profileNo website