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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
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
TOTH FINANCIAL ADVISORY CORP
Leesburg, VA
AUM
$1.15B
Wealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
703-443-8684
POINTOAK RETIREMENT ADVISORS
Mclean, VA
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-595-4444
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
PETTYJOHN, WOOD & WHITE, INC.
Lynchburg, VA
AUM
$1.02B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
434-845-1266
NASDAQ DORSEY WRIGHT
Richmond, VA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
804-320-8511
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
AZTLAN EQUITY MANAGEMENT, LLC
Mclean, VA
AUM
$851.1M
Wealth MgmtTrusts & Estates
Team
10 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
01-703-47-8020
AVENIR CORPORATION
Alexandria, VA
AUM
$849.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(202) 659-4427
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
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