NAUTILUS FINANCIAL GROUP, INC.
Virginia Beach, VA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
757-340-7006
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in VA
207 advisers found
DOMINION CAPITAL WEALTH ADVISORS
Norfolk, VA
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-961-0067
THIRDLINE CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$64.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
8045646801
RANGER GLOBAL HOLDINGS LLC
Charlottesville, VA
AUM
$63.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-770-7001
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(804) 347-0126
MCKAY WEALTH MANAGEMENT GROUP LLC
Richmond, VA
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
804-447-1708
BULL RUN INVESTMENT MANAGEMENT LLC
Mclean, VA
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(703) 344-6844
HALO CAPITAL MANAGEMENT, LLC
Fairfax, VA
AUM
$49.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
703-873-7591
BARRETT CAPITAL MANAGEMENT,LLC
Richmond, VA
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
804-419-1100
GREY OWL CAPITAL MANAGEMENT, LLC
Arlington, VA
AUM
$47.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
703-459-9400
BERG FAIRCLOTH INVESTMENT ADVISORS
Leesburg, VA
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(703) 821-1040
SERVUS CAPITAL MANAGEMENT
Lynchburg, VA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
434-316-0246
HISTOR INVESTING, LLC
Williamsburg, VA
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(757) 808-5153
3SUMMIT INVESTMENT MANAGEMENT, LLC
Vienna, VA
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
571-565-2161
B&L WEALTH GROUP, LLC
Mclean, VA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
703-381-2991
AMERICAN FINANCIAL PLANNING, INC.
Roanoke, VA
AUM
$21.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
540-904-1670
SANDPIPER CAPITAL, LLC
Norfolk, VA
AUM
$20.2M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
757-679-9781
TWIN RIVERS ADVISORS, LLC
Blackstone, VA
AUM
$17.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(434) 264-3006
DIFFERENT INVESTMENTS, LLC
Ashburn, VA
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
877-934-3337
ROCK STEADY WEALTH, INC.
Richmond, VA
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-683-2565
MONTGOMERY CAPITAL MANAGEMENT, LLC
Newport News, VA
AUM
$4.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
757-597-9525
DP GROW LLC
Richmond, VA
AUM
$2.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-352-0881
MER CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$829K
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
703-740-1765
ADNATE CAPITAL MANAGEMENT LLC
Fairfax, VA
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
202-480-0499