CAP91 PARTNERS MANAGEMENT LLC
Richmond, VA
AUM
$531.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-525-9249
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA
465 advisers found
MCLAUGHLIN RYDER INVESTMENTS, INC.
Alexandria, VA
AUM
$522.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-684-9222
THE MAIN STREET GROUP
Glen Allen, VA
AUM
$515.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
804-270-4470
CHASE INVESTMENT COUNSEL CORPORATION
Charlottesville, VA
AUM
$509.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
434-293-9104
WEALTHCREST FINANCIAL SERVICES, LLC
Springfield, VA
AUM
$507.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
703-372-1717
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
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
SANDS CAPITAL HORIZONS, LLC
Arlington, VA
AUM
$466.9M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
703-562-4000
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
RAVENSWOOD PARTNERS LP
Mclean, VA
AUM
$436.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-382-8689
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