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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in VA
207 advisers found
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
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
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
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
VANTAGE CONSULTING GROUP INC
Virginia Beach, VA
AUM
$241.7M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
757-491-1200
SPECTRUM FINANCIAL INC
Virginia Beach, VA
AUM
$236.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; SERVICE FEE/SUB ADVISORY FEE
757-463-7600
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
ROCKBRIDGE ASSET MANAGEMENT, LLC
Alexandria, VA
AUM
$218.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
571.982.5398
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
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
MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
Alexandria, VA
AUM
$204.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
703-548-2555
EMERGENT FINANCIAL SERVICES, LLC.
Charlottesville, VA
AUM
$195.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
434-260-1690
INVESTMENT MANAGEMENT CORPORATION
Roanoke, VA
AUM
$191.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
540-774-8899
ARBOR PRIVATE WEALTH, LLC
Ashburn, VA
AUM
$160.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-559-7975
SIMA WEALTH PARTNERS, LLC
North Chesterfield, VA
AUM
$156.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-285-5700
HERITAGE WEALTH MANAGEMENT GROUP, LTD
Norfolk, VA
AUM
$152.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
757-321-3725
HUNDREDFOLD ADVISORS, LLC
Virginia Beach, VA
AUM
$148.2M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
757-463-7600
GLOVER PARK WEALTH MANAGEMENT, LLC
Arlington, VA
AUM
$144.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(202) 926-3636
KENNONDALE CAPITAL MANAGEMENT
Richmond, VA
AUM
$141.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(804) 350-3368
FOREFRONT ASSET MANAGEMENT, LLC
Virginia Beach, VA
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
757-222-1880
NORTON CAPITAL MANAGEMENT, INC.
Henrico, VA
AUM
$136.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT FEES
(757) 623-1200
HENDERSON FINANCIAL GROUP LLC
Virginia Beach, VA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
757-314-4638