PINE HARBOR WEALTH MANAGEMENT LLC
Fairfax, VA
AUM
$507.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-589-9100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
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
SELBY LANE CAPITAL, LLC
Charlottesville, VA
AUM
$505.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
650-463-9511
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
MASON & ASSOCIATES, LLC
Newport News, VA
AUM
$471.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(757) 223-9898
TAYLOR HOFFMAN CAPITAL MANAGEMENT
Richmond, VA
AUM
$469.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
804-964-2500
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
HSC WEALTH ADVISORS
Forest, VA
AUM
$449.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
434-316-9356
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
ASPECT PARTNERS, LLC
Fairfax, VA
AUM
$418.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-916-8400
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
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
Fairfax, VA
AUM
$409.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-385-0870
HERITAGE FINANCIAL LLC
Gainesville, VA
AUM
$408.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(703) 754-1233
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
REFRAME WEALTH, LLC
Fairfax, VA
AUM
$394.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(571) 354-8471
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