ORIGIN WEALTH MANAGEMENT LLC
Reston, VA
AUM
$771K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
703-386-7088
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA
465 advisers found
TITANREX
Arlington, VA
AUM
$607K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-455-9155
AUM
$26K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-340-8011
ASAL INVEST
Arlington, VA
AUM
$270
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
SUBSCRIPTION FEES FOR PORTFOLIO MANAGEMENT SERVICES
+1 (646) 288-3548
ADNATE CAPITAL MANAGEMENT LLC
Fairfax, VA
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
202-480-0499
ALNA WEALTH MANAGEMENT
Fredericksburg, VA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
540-642-1204
ASPAN CAPITAL LLC
Richmond, VA
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Performance-based fees
2405288003
CAPITOL LANDING WEALTH
Williamsburg, VA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-427-4000
CHURCHILL RESEARCH INC.
Falls Church, VA
AUM
—
Trusts & Estates
Team
1 advisors
Clients
—
Fees
MACROECONOMIC RESEARCH SERVICES
703-861-4796
DAVID N. HAINSWORTH, C.P.A., P.C.
Fairfax, VA
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(703) 352-0118
FIRSTFRUITS WEALTH MANAGEMENT
Richmond, VA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(804) 972-4239
GREY KIRWAN FINANCIAL
Reston, VA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-592-3944
HARVEST - FAITH-BASED INVESTING
Lynchburg, VA
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(872) 242-4689
KOMMON WEALTH, LLC
Roanoke, VA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
540-397-3335
LUCRUM CAPITAL ADVISORS
Mclean, VA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
703-206-8116
OYSTER CREEK CAPITAL
Urbanna, VA
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(804) 753-7223
PITHOM ADVISORS, INC.
Woodbridge, VA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Subscription fees +1 more
703-996-4524
RELIABLE ALLIANCE FINANCIAL
Fairfax, VA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(703) 364-5128
ROBINSON NELSON
Chesterfield, VA
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-424-3379
WISERADVISOR PALADIN
Fairfax, VA
AUM
—
Trusts & Estates
Team
15 employees
Clients
—
Fees
REFERRAL FEES
(703) 651-2060
OXFORD FINANCE ADVISORS, LLC
Alexandria, VA
AUM
$2.41B
Wealth Mgmt
Team
80 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
703-519-4900
Full profileNo website
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
BLUESTEM ASSET MANAGEMENT, LLC
Charlottesville, VA
AUM
$1.29B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-243-7800
Full profileNo website
YORKTOWN MANAGEMENT AND RESEARCH CO INC
Forest, VA
AUM
$677.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
434-846-1361
Full profileNo website