360 WEALTH CONSULTANTS, LLC
Roanoke, VA
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(1) 540-562-0123
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA
465 advisers found
BOELTE O'HARA WEALTH MANAGEMENT
Clarksville, VA
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(434) 374-2928
CORETEGIC CAPITAL, LLC
Arlington, VA
AUM
$16.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(703) 261-9449
WINSTON PAUL CAPITAL MANAGEMENT, INC.
Tysons Corner, VA
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-570-9700
DIFFERENT INVESTMENTS, LLC
Ashburn, VA
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
877-934-3337
DEAFINVEST
Tysons, VA
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-559-5509
OG ADVISORY GROUP, LLC
Roanoke, VA
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
540-384-0422
WELL-PLANNED FINANCIAL LLC
Staunton, VA
AUM
$13.5M
Financial PlanningWealth MgmtRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
540-302-5252
BROADPARK ADVISORS, LLC
Charlottesville, VA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
914-666-0010
MAGNOLIA LANE CAPITAL, LLC
Newport News, VA
AUM
$11.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
757-272-1612
BENJAMINS MONEY
Mclean, VA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOFTWARE & FINANCIAL PLANNING FEES RETAINER FEES
(240) 395-4455
AMERICAN EXECUTIVE ADVISORS, LLC
Alexandria, VA
AUM
$8.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-769-1202
RULE72 FINANCIAL
Potomac Falls, VA
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
571-517-1246
NEXUS WEALTH MANAGEMENT, LLC
Chesapeake, VA
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-777-3980
ROCK STEADY WEALTH, INC.
Richmond, VA
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-683-2565
DREAM FINANCIAL PLANNING
Herndon, VA
AUM
$5.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(571) 910-1440
MONTGOMERY CAPITAL MANAGEMENT, LLC
Newport News, VA
AUM
$4.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
757-597-9525
PLANDEAVOR
Arlington, VA
AUM
$2.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-599-2331
DP GROW LLC
Richmond, VA
AUM
$2.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-352-0881
VINCENT C. LUCAS, C.P.A., P.C.
Mclean, VA
AUM
$2.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
703-893-9320
PALLADIUM WEALTH MANAGEMENT, LLC
Burke, VA
AUM
$1.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
703-543-6963
HALIEUS INVESTMENT ADVISORS
Broadway, VA
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
540-896-3330
OMSAI COM LLC
Chantilly, VA
AUM
$930K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
571-235-4705
MER CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$829K
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
703-740-1765