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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
HUGHES FINANCIAL SERVICES, LLC
Herndon, VA
AUM
$759.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM
703-669-3660
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
THE CAPITAL MANAGEMENT CORPORATION
Glen Allen, VA
AUM
$710.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
804-270-4000
HARBOUR CAPITAL ADVISORS, LLC
Tysons Corner, VA
AUM
$701.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-992-6164
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
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
RANGE ADVISORY, LLC
Mclean, VA
AUM
$653.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
More than 500
Fees
MEMBERSHIP DUES
(703) 261-4126
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
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
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
MONUMENT WEALTH MANAGEMENT
Alexandria, VA
AUM
$531.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-504-9600
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
WEALTHCREST FINANCIAL SERVICES, LLC
Springfield, VA
AUM
$507.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
703-372-1717