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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in VA
166 advisers found
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
A. N. CULBERTSON & COMPANY, INC.
Charlottesville, VA
AUM
$817.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
434-972-7766
COMPTON WEALTH ADVISORY GROUP, LLC
Virginia Beach, VA
AUM
$800.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
757-351-0741
CENTURION WEALTH MANAGEMENT
Mclean, VA
AUM
$784.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
571-765-1890
BLUE EDGE CAPITAL, LLC
Richmond, VA
AUM
$765.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-673-7401
HOPWOOD FINANCIAL SERVICES, INC.
Reston, VA
AUM
$750.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
703-787-0008
CAMPBELL DEEGAN FINANCIAL
Richmond, VA
AUM
$745.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
804-913-1114
MAROTTA WEALTH MANAGEMENT, INC.
Charlottesville, VA
AUM
$686.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
434-244-0000
ALLEGIANCE FINANCIAL GROUP
Vienna, VA
AUM
$675.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(703) 242-7900
MERIDIAN FINANCIAL PARTNERS LLC
Warrenton, VA
AUM
$627.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(540)-878-5416
BEACON HARBOR WEALTH ADVISORS
Virginia Beach, VA
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
757-644-4545
OLIO FINANCIAL PLANNING
Mclean, VA
AUM
$600.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
703.459.9299
RESTON WEALTH MANAGEMENT
Reston, VA
AUM
$589.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
703-481-2280
CAPITOL PRIVATE WEALTH GROUP LLC
Vienna, VA
AUM
$562.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 226-0008
JUNO FINANCIAL GROUP LLC
Richmond, VA
AUM
$541.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
804-500-6464
MCLAUGHLIN RYDER INVESTMENTS, INC.
Alexandria, VA
AUM
$522.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-684-9222
THE MAIN STREET GROUP
Glen Allen, VA
AUM
$515.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
804-270-4470
SENECA HOUSE ADVISORS
Richmond, VA
AUM
$506.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
(804) 332-6574
THE LEWIS FINANCIAL GROUP
Ashburn, VA
AUM
$482.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-288-1272
AMJ FINANCIAL WEALTH MANAGEMENT LLC
Leesburg, VA
AUM
$481.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-466-0477
COURAGE MILLER PARTNERS, LLC
Norfolk, VA
AUM
$480.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
757-390-3100
MIDATLANTIC CAPITAL MANAGEMENT, INC.
Richmond, VA
AUM
$477.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-272-9200
TAYLOR HOFFMAN CAPITAL MANAGEMENT
Richmond, VA
AUM
$469.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
804-964-2500