THE CAPITAL MANAGEMENT CORPORATION
Glen Allen, VA
AUM
$710.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
804-270-4000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in VA
207 advisers found
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
BROAD RUN INVESTMENT MANAGEMENT, LLC
Arlington, VA
AUM
$681.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-260-1260
CONCORD ASSET MANAGEMENT, LLC
Abingdon, VA
AUM
$639.4M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(276) 628-5910
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
THE ITHAKA GROUP, LLC
Arlington, VA
AUM
$572.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-395-5000
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
REDMOND ASSET MANAGEMENT, LLC
Henrico, VA
AUM
$537.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
804-288-6080
FOUNDERS GROVE WEALTH PARTNERS, LLC
Richmond, VA
AUM
$532.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(804) 910-0001
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
CHASE INVESTMENT COUNSEL CORPORATION
Charlottesville, VA
AUM
$509.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
434-293-9104
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
BELLARS HARRIS WEALTH MANAGEMENT
Virginia Beach, VA
AUM
$505.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-704-4200
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
Z3 CAPITAL PARTNERS
Richmond, VA
AUM
$466.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
804-256-1770
COLONIAL RIVER WEALTH MANAGEMENT LLC
Midlothian, VA
AUM
$464.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(804) 335-1200
SELECTIVE WEALTH MANAGEMENT, INC.
Forest, VA
AUM
$454.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM
434-515-1517