PRESTON WEALTH ADVISORS, LLC.
Reston, VA
AUM
$286.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Performance-based fees +1 more
703-757-0419
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA
337 advisers found
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
WESTBOURNE INVESTMENTS, INC.
Alexandria, VA
AUM
$276.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-294-6880
JAMES RIVER ASSET MANAGEMENT, LLC
Midlothian, VA
AUM
$273.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-323-0517
CAPITOL FINANCIAL CONSULTANTS, INC.
Mclean, VA
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
703-821-2000
VARIANT PRIVATE WEALTH LLC
Tysons, VA
AUM
$267.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-760-7600
HIGHSTONE GROUP
Richmond, VA
AUM
$263.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
804-285-7010
KEYSTONE ASSET MANAGEMENT, INC.
Mclean, VA
AUM
$261.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-734-3400
COBBLESTONE ASSET MANAGEMENT
Richmond, VA
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
804-272-8272
ARGO WEALTH ADVISORY, LLC
Mclean, VA
AUM
$256.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-914-3830
ALPHA ADVISORS, LLC
Richmond, VA
AUM
$256.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-754-8532
LEGACY WEALTH MANAGEMENT INC.
Manassas, VA
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
877-650-4738
INVESTOLOGY INC.
Reston, VA
AUM
$250.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
703-429-1975
WEALTHWAY FINANCIAL ADVISORS
Norfolk, VA
AUM
$245.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
757-456-2200
SANCHEZ & ZURES, LLC
Mclean, VA
AUM
$241.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
703-349-0330
ALTURA WEALTH ADVISORS
Virginia Beach, VA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(757) 834-7606
TENZING FINANCIAL LLC
Williamsburg, VA
AUM
$231.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(757) 703-0030
CAMPION ASSET MANAGEMENT, LLC
Fairfax, VA
AUM
$228.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-848-0344
BAY CAPITAL ADVISORS, LLC
Virginia Beach, VA
AUM
$228.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
757-816-0967
ALPHA FINANCIAL ADVISORS, LLC
Mclean, VA
AUM
$218.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-442-7686
WEALTHTRAK ADVISORS
Virginia Beach, VA
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(757) 523-1250
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
Williamsburg, VA
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-645-9252
BUCHANAN WEALTH MANAGEMENT
Reston, VA
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-956-2633
THOMPSON DAVIS ASSET MANAGEMENT
Richmond, VA
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
804-644-6380