Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
757-623-3676
WISERADVISOR PALADIN
Fairfax, VA
AUM
—
Team
15 employees
Clients
—
Fees
REFERRAL FEES
(703) 651-2060
OXFORD FINANCE ADVISORS, LLC
Alexandria, VA
AUM
$2.41B
Team
80 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
703-519-4900
THE HOERNER PLANNING GROUP, LLC
Middleburg, VA
AUM
$1.65B
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
540-687-5090
BLUESTEM ASSET MANAGEMENT, LLC
Charlottesville, VA
AUM
$1.29B
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-243-7800
YORKTOWN MANAGEMENT AND RESEARCH CO INC
Forest, VA
AUM
$677.1M
Team
7 advisors
Clients
—
Fees
Percentage of AUM
434-846-1361
GUARDIAN POINT CAPITAL, LP
Charlottesville, VA
AUM
$646.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(434) 984-0608
CROW'S NEST HOLDINGS LP
Richmond, VA
AUM
$636.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(917) 596-6689
BENEFIT FIDUCIARY GROUP LLC
Richmond, VA
AUM
$529.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
804-457-2309
DUDLEY CAPITAL MANAGEMENT LLC
Middleburg, VA
AUM
$291.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
540-687-4600
MOMENTUS MANAGER LLC
Arlington, VA
AUM
$284.3M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; AFFILIATED ENTITIES RECEIVE CARRIED INTEREST
703-647-2300
MWA INVESTMENTS, LLC
White Stone, VA
AUM
$250.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
804-761-1969
LB PARTNERS LLC
Charlottesville, VA
AUM
$191.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-886-1101
COOK FINANCIAL DESIGNS, INC.
Virginia Beach, VA
AUM
$172.4M
Team
1 advisors
Clients
0
Fees
Fixed fees
757-498-4810
OXFORD CAPITAL MANAGEMENT
Richm0nd, VA
AUM
$170.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
804-282-2356
BLUELIST PARTNERS, LLC
Occoquan, VA
AUM
$134.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-407-1834
GIRA & GIRA INVESTMENT ADVISORS LLC
Harrisonburg, VA
AUM
$121.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(540) 433 7600
PORTFOLIO ADVISORY GROUP, INC.
Alexandria, VA
AUM
$115.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-461-9193
BONWELL CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$105.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
804-285-1546
MITCO ASSET MANAGEMENT
Vienna, VA
AUM
$98.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
703-304-6725
UNION STREET PARTNERS LLC
Alexandria, VA
AUM
$86.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
703-684-9222
KAMKE INVESTMENT STRATEGIES INC.
Charlottesville, VA
AUM
$80.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-566-0474
TONER ASSET MANAGEMENT GROUP, INC.
Virginia Beach, VA
AUM
$66.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
757-425-1977