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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
GOLDEN SPARK INSIGHTS
Fairfax, VA
AUM
$400.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
508-981-2447
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
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
Ashburn, VA
AUM
$394.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(571) 577-9968
HUNTER LEWIS LLC
Crozet, VA
AUM
$394.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Fixed fees
434-996-0370
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Virginia Beach, VA
AUM
$393.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-963-1823
SENTINEL WEALTH MANAGEMENT, INC.
Reston, VA
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
703-787-5770
WILLS FINANCIAL GROUP, LLC
Richmond, VA
AUM
$385.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
804-330-3100
PARAGON FINANCIAL SERVICES
Richmond, VA
AUM
$383.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-673-8888
MARTIN WEALTH SOLUTIONS
Christiansburg, VA
AUM
$377.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
540-639-4810
COMMONWEALTH RETIREMENT INVESTMENTS LLC
Richmond, VA
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-282-1238
STRATEGENT FINANCIAL, LLC
Harrisonburg, VA
AUM
$374.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
540-437-1222
MASONRY CAPITAL MANAGEMENT, LLC
Charlottesville, VA
AUM
$370.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-202-3554
TULL FINANCIAL GROUP, INC.
Chesapeake, VA
AUM
$367.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(757)436-1122
EVR RESEARCH LP
Richmond, VA
AUM
$365.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804.451.6810
SOLITUDE FINANCIAL SERVICES, INC.
Charlottesville, VA
AUM
$363.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(434) 218-2201
DECISIONMAP WEALTH MANAGEMENT, LLC
Great Falls, VA
AUM
$363.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(703) 520-1160
MONTVUE CAPITAL MANAGEMENT, INC.
Lynchburg, VA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-455-2795
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Ashburn, VA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
703-796-0800