THE ASCENT GROUP, LLC
Virginia Beach, VA
AUM
$4.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
757-499-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA
465 advisers found
WASHINGTON HARBOUR PARTNERS LP
Arlington, VA
AUM
$4.73B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-891-6202
SPIRE WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-657-6060
GLADSTONE MANAGEMENT CORPORATION
Mclean, VA
AUM
$4.42B
Wealth Mgmt
Team
40 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
703-287-5800
WEALTHCARE CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$3.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804-644-4711
HARBOR GROUP INTERNATIONAL, LLC
Norfolk, VA
AUM
$3.79B
Wealth Mgmt
Team
46 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
757-640-0800
57 STARS LLC
Arlington, VA
AUM
$3.70B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-824-1600
THE BURNEY COMPANY
Reston, VA
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
866-928-7639
QUAD-C MANAGEMENT, INC.
Charlottesville, VA
AUM
$3.55B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-979-2070
1607 CAPITAL PARTNERS, LLC
Richmond, VA
AUM
$3.49B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804.525.1750
BOGART WEALTH, LLC
Mclean, VA
AUM
$3.19B
Financial PlanningWealth MgmtTrusts & Estates
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM
(703) 570-8651
WEST FINANCIAL SERVICES, INC.
Mclean, VA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-847-2500
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
QUINN OPPORTUNITY PARTNERS
Charlottesville, VA
AUM
$2.61B
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
917-770-2705
MOTLEY FOOL ASSET MANAGEMENT
Alexandria, VA
AUM
$2.60B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM
703-302-1100
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
GEF CAPITAL PARTNERS
Arlington, VA
AUM
$1.75B
Wealth Mgmt
Team
38 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
202-743-2898
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