AUM
$135.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-796-0957
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in VA
207 advisers found
ATLANTIC UNION MUNICIPAL ADVISORS, INC
Glen Allen, VA
AUM
$134.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
804-802-4955X6055
PEAKVALLEY WEALTH, LLC
Roanoke, VA
AUM
$130.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
540-904-7969
ACTS FINANCIAL ADVISORS
Mclean, VA
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-749-5522
CLIO ASSET MANAGEMENT LLC
Charlottesville, VA
AUM
$121.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
434-329-7463
TONE CAPITAL, LLC
Richmond, VA
AUM
$118.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(804) 447-1404
ARIA WEALTH PARTNERS
Charlottesville, VA
AUM
$112.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-338-6840
COPE CONNELLY
Arlington, VA
AUM
$107.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(888) 336-8402
CRAFTWORK CAPITAL LLC
Alexandria, VA
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 596-5575
MONSOUR ADVISORY SERVICES, INC.
Roanoke, VA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
540-989-6578
MITCHELL ADVISORY INC
Reston, VA
AUM
$94.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-481-9868
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$91.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-544-2300
WAYNEFIREBAUGH, INC.
Roanoke, VA
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
540-366-5800
KAPLAN WEALTH MANAGEMENT, INC.
Reston, VA
AUM
$89.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 352-1780
SWIFT RUN CAPITAL MANAGEMENT
Charlottesville, VA
AUM
$88.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-326-6968
INVESTMENT LEADERSHIP, LLC
Forest, VA
AUM
$86.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
434 525 5250
FULLER WEALTH ADVISORS
Richmond, VA
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-977-1122
H. L. LICHSTRAHL & COMPANY, LLC
Arlington, VA
AUM
$82.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
703-934-4777
HUNTER MICHAEL INVESTMENT ADVISORS INC
Richmond, VA
AUM
$81.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-378-7640
VIRGINIA INVESTMENT ADVISORY, INC.
Henrico, VA
AUM
$80.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-359-5195
AURORA POINTE CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
571-260-0483
CAPITAL FIDUCIARY ADVISORS
Ashburn, VA
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-568-2071
DOXA CAPITAL, LLC
Arlington, VA
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
703-638-8838
ROSELINE CAPITOL ADVISORS, LLC
Richmond, VA
AUM
$67.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-545-7440