ACTIV8 FAMILY OFFICE LLC
Mclean, VA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-870-0255
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA
337 advisers found
WEALTHCROSSING
Richmond, VA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-237-1700
CJM WEALTH ADVISERS, LTD.
Falls Church, VA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
703-425-0700
D'ORAZIO WEALTH ADVISORS
Vienna, VA
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Fixed fees; PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS
703-269-3100
ACORN FINANCIAL ADVISORY SERVICES, INC.
Reston, VA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(703) 293-3100
SALOMON AND LUDWIN
Richmond, VA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
804-592-4999
EVERMAY WEALTH MANAGEMENT, LLC
Arlington, VA
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703 822-5696
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
Leesburg, VA
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
703-777-8826
PBMARES WEALTH MANAGEMENT LLC
Williamsburg, VA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
757.229.7180
CANAL CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
804-325-1450
NORTHWEST FINANCIAL ADVISORS LLC
Herndon, VA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-810-1072
GRAVES LIGHT LENHART
Harrisonburg, VA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM
(540) 433-3076
VERUS FINANCIAL PARTNERS
Richmond, VA
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
804-592-3465
CONCORD WEALTH PARTNERS
Abingdon, VA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
276-628-5910
YESKE BUIE INC.
Vienna, VA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
800-772-1887
ALPHA OMEGA WEALTH MANAGEMENT, LLC
Richmond, VA
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-955-1600
MCLEAN ASSET MANAGEMENT CORP.
Tysons, VA
AUM
$993.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
703-827-0636
BROWN | MILLER WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$991.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-972-1950
MORRIS & WELLS WEALTH MANAGEMENT
Charlottesville, VA
AUM
$987.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
434-977-7010
PARTNERS IN FINANCIAL PLANNING, LLC
Salem, VA
AUM
$913.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
540-444-2930
COVENANT WEALTH ADVISORS
Richmond, VA
AUM
$909.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(804) 729-5265
3CHOPT INVESTMENT PARTNERS LLC
Richmond, VA
AUM
$889.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
804-401-1840
KFA PRIVATE WEALTH GROUP, LLC
Tyson, VA
AUM
$830.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
571-386-2029
GRATUS WEALTH ADVISORS LLC
Virginia Beach, VA
AUM
$822.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
757-909-5500