VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Virginia Beach, VA
AUM
$393.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-963-1823
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA
337 advisers found
SENTINEL WEALTH MANAGEMENT, INC.
Reston, VA
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
703-787-5770
WILLS FINANCIAL GROUP, LLC
Richmond, VA
AUM
$385.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
804-330-3100
PARAGON FINANCIAL SERVICES
Richmond, VA
AUM
$383.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-673-8888
MARTIN WEALTH SOLUTIONS
Christiansburg, VA
AUM
$377.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
540-639-4810
COMMONWEALTH RETIREMENT INVESTMENTS LLC
Richmond, VA
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-282-1238
STRATEGENT FINANCIAL, LLC
Harrisonburg, VA
AUM
$374.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
540-437-1222
TULL FINANCIAL GROUP, INC.
Chesapeake, VA
AUM
$367.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(757)436-1122
SOLITUDE FINANCIAL SERVICES, INC.
Charlottesville, VA
AUM
$363.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(434) 218-2201
DECISIONMAP WEALTH MANAGEMENT, LLC
Great Falls, VA
AUM
$363.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(703) 520-1160
MONTVUE CAPITAL MANAGEMENT, INC.
Lynchburg, VA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-455-2795
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Ashburn, VA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
703-796-0800
PIEDMONT WEALTH ADVISORY
Reston, VA
AUM
$353.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(571) 313-5125
4J WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$348.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 566-9573
REDE WEALTH, LLC
Charlottesville, VA
AUM
$346.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(434) 974-3500
STEELHEAD WEALTH MANAGEMENT
Glen Allen, VA
AUM
$341.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(804) 548-0781
EVOADVISORS
Richmond, VA
AUM
$337.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Fixed fees
804-794-1981
BAY RIVERS GROUP WEALTH PARTNERS
Williamsburg, VA
AUM
$326.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(757) 259-2450
ADVISORS FINANCIAL, INC.
Vienna, VA
AUM
$321.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 883-0300
OMEGA WEALTH MANAGEMENT LLC
Arlington, VA
AUM
$309.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-387-0919
INTEGRATED FINANCIAL SOLUTIONS, INC.
Reston, VA
AUM
$303.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-295-9200
KINLOCH CAPITAL, LLC
Glen Allen, VA
AUM
$301.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-956-4550
BIRKS FINANCIAL CORP.
Herndon, VA
AUM
$290.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-481-6202
LEGACY WEALTH MANAGEMENT GROUP, INC.
Lynchburg, VA
AUM
$289.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
434-266-1214