REMBERT PENDLETON JACKSON
Vienna, VA
AUM
$2.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-821-6655
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
GLASSMAN WEALTH SERVICES, LLC
Vienna, VA
AUM
$2.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-534-4444
RIVERFRONT INVESTMENT GROUP, LLC
Richmond, VA
AUM
$2.22B
Wealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
—
Fees
Percentage of AUM
804-549-4800
CAPITOL SECURITIES MANAGEMENT, INC.
Glen Allen, VA
AUM
$2.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
126 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-612-1484
NAVY FEDERAL INVESTMENT SERVICES, LLC
Vienna, VA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
147 advisors
Clients
More than 500
Fees
Percentage of AUM
703-206-1517
KANAWHA CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
804-359-3900
AZZAD ASSET MANAGEMENT, INC.
Falls Church, VA
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-207-7005
FINANCIAL SECURITY ADVISORY INC
Virginia Beach, VA
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
43 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
757-431-1414
WELLINGTON CONSULTING SERVICES INC
Chantilly, VA
AUM
$1.69B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
877-836-1993
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM
844-408-4390
GODSEY & GIBB WEALTH MANAGEMENT
Richmond, VA
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES, TAX PREPARATION FEES
804-285-7333
HEARTWOOD WEALTH ADVISORS, LLC
Richmond, VA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
804-269-8711
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
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
CARY STREET PARTNERS ASSET MANAGEMENT
Richmond, VA
AUM
$1.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-340-8100
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
THE EDGAR LOMAX COMPANY
Alexandria, VA
AUM
$1.42B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
703-719-0026
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
AEGIS FINANCIAL CORPORATION
Mclean, VA
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-528-7788
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