GUARDIAN POINT CAPITAL, LP
Charlottesville, VA
AUM
$646.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(434) 984-0608
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA
465 advisers found
CROW'S NEST HOLDINGS LP
Richmond, VA
AUM
$636.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(917) 596-6689
Full profileNo website
BENEFIT FIDUCIARY GROUP LLC
Richmond, VA
AUM
$529.4M
Wealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
804-457-2309
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
MOMENTUS MANAGER LLC
Arlington, VA
AUM
$284.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; AFFILIATED ENTITIES RECEIVE CARRIED INTEREST
703-647-2300
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
LB PARTNERS LLC
Charlottesville, VA
AUM
$191.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-886-1101
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