CAMPION ASSET MANAGEMENT, LLC
Fairfax, VA
AUM
$228.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-848-0344
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA
386 advisers found
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
ALPHA FINANCIAL ADVISORS, LLC
Mclean, VA
AUM
$218.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-442-7686
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
BUCHANAN WEALTH MANAGEMENT
Reston, VA
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-956-2633
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
T.M. WEALTH MANAGEMENT
Reston, VA
AUM
$209.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(703) 537-8351
CHESAPEAKE INVESTMENT MANAGEMENT LLC
Mclean, VA
AUM
$205.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
202-821-1530
KIRK CAPITAL ADVISORS LLC
Vienna, VA
AUM
$204.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888.340.5475
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
BOWEN FINANCIAL SERVICES, LLC
Midlothian, VA
AUM
$191.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-897-2850
PACTOLUS
Vienna, VA
AUM
$187.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
571-297-6364
OPULEN FINANCIAL GROUP, LLC
Arlington, VA
AUM
$171.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-299-2053
AUM
$169.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-810-8424
8TH STREET INVESTMENTS, LLC
Alexandria, VA
AUM
$166.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 519-0962
JOSS BROWN WEALTH ADVISORS
Williamsburg, VA
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-903-2127
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
PIEDMONT WEALTH MANAGEMENT
Alexandria, VA
AUM
$156.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 518 - 8361
JJSA ADVISORS, LTD.
Virginia Beach, VA
AUM
$154.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
757-473-0004