RAVENSWOOD PARTNERS LP
Mclean, VA
AUM
$436.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-382-8689
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in VA
207 advisers found
BUTTONWOOD WEALTH
Winchester, VA
AUM
$425.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-662-5233
SAGEVEST WEALTH MANAGEMENT
Mclean, VA
AUM
$423.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(703) 992-7650
ACIMA PRIVATE WEALTH LLC
Richmond, VA
AUM
$420.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT, ANNUAL FEE
(804) 422-8450
TAYLOR FINANCIAL GROUP, INC.
Roanoke, VA
AUM
$410.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
540-774-7971
ALEXANDER RANDOLPH ADVISORY INC
Mclean, VA
AUM
$403.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-734-1507
GOLDEN SPARK INSIGHTS
Fairfax, VA
AUM
$400.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
508-981-2447
CLARION WEALTH MANAGEMENT PARTNERS
Fairfax, VA
AUM
$394.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(703) 631-4800
HUNTER LEWIS LLC
Crozet, VA
AUM
$394.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Fixed fees
434-996-0370
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
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
MASONRY CAPITAL MANAGEMENT, LLC
Charlottesville, VA
AUM
$370.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-202-3554
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
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
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
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
Charlottesville, VA
AUM
$333.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
800-628-3812
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
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
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
BEACON WEALTH CONSULTANTS, INC.
Roanoke, VA
AUM
$278.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
540-345-3891