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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
PEACELINK FINANCIAL PLANNING
Virginia Beach, VA
AUM
$28.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
757-279-5015
VIRGINIA GLOBAL ASSET MANAGEMENT, LLC
Norfolk, VA
AUM
$26.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
757-962-7976
B&L WEALTH GROUP, LLC
Mclean, VA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
703-381-2991
KINGDOM CAPITAL ADVISORS, LLC
Fairfax, VA
AUM
$25.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
804-678-8369
BALLARDSVILLE INVESTMENT ADVISORS
Charles City, VA
AUM
$25.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
7578760402
ARDENT WEALTH ADVISORY, LLC
Midlothian, VA
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
804-405-3819
ROUND OAK CAPITAL LLC
Charlottesville, VA
AUM
$23.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
434-295-2000
J. B. BRYAN FINANCIAL GROUP, INC.
Richmond, VA
AUM
$22.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
804-780-1025
WEALTHIX CAPITAL
Virginia Beach, VA
AUM
$22.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-204-5727
AMERICAN FINANCIAL PLANNING, INC.
Roanoke, VA
AUM
$21.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
540-904-1670
NEAT FINANCIAL PLANNING
Falls Church, VA
AUM
$21.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 468-1810
YES LIFE FINANCIAL
Glen Allen, VA
AUM
$21.1M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
804-869-5861
OAKTON FINANCIAL, LLC
Reston, VA
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
(703) 871-5014
SANDPIPER CAPITAL, LLC
Norfolk, VA
AUM
$20.2M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
757-679-9781
PERSONAL FINANCIAL PLANNING INC.
Roanoke, VA
AUM
$19.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
540-774-8700
STOCK PLAN ADVISORY GROUP LLC
Alexandria, VA
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
202-680-3393
ICONIC WEALTH MANAGEMENT
Alexandria, VA
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-891-9518
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
Fairfax, VA
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-250-6060