PIEDMONT WEALTH ADVISORY
Reston, VA
AUM
$353.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(571) 313-5125
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
4J WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$348.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 566-9573
REDE WEALTH, LLC
Charlottesville, VA
AUM
$346.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(434) 974-3500
STEELHEAD WEALTH MANAGEMENT
Glen Allen, VA
AUM
$341.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(804) 548-0781
EVOADVISORS
Richmond, VA
AUM
$337.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Fixed fees
804-794-1981
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
Charlottesville, VA
AUM
$333.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
800-628-3812
BROWN EDWARDS WEALTH STRATEGIES
Lynchburg, VA
AUM
$330.7M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
434 948-9000
CLARIS FINANCIAL, LLC
Glen Allen, VA
AUM
$330.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
804-935-3000
BAY RIVERS GROUP WEALTH PARTNERS
Williamsburg, VA
AUM
$326.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(757) 259-2450
ADVISORS FINANCIAL, INC.
Vienna, VA
AUM
$321.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 883-0300
OMEGA WEALTH MANAGEMENT LLC
Arlington, VA
AUM
$309.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-387-0919
INTEGRATED FINANCIAL SOLUTIONS, INC.
Reston, VA
AUM
$303.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-295-9200
KINLOCH CAPITAL, LLC
Glen Allen, VA
AUM
$301.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-956-4550
BIRKS FINANCIAL CORP.
Herndon, VA
AUM
$290.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-481-6202
LEGACY WEALTH MANAGEMENT GROUP, INC.
Lynchburg, VA
AUM
$289.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
434-266-1214
PRESTON WEALTH ADVISORS, LLC.
Reston, VA
AUM
$286.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Performance-based fees +1 more
703-757-0419
PLUSTICK MANAGEMENT LLC
Charlottesville, VA
AUM
$280.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-977-9229
BEACON WEALTH CONSULTANTS, INC.
Roanoke, VA
AUM
$278.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
540-345-3891
WESTBOURNE INVESTMENTS, INC.
Alexandria, VA
AUM
$276.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-294-6880
CLARENDON CAPITAL, LLC
Tysons, VA
AUM
$275.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(703) 705-2017
JAMES RIVER ASSET MANAGEMENT, LLC
Midlothian, VA
AUM
$273.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-323-0517
CAPITOL FINANCIAL CONSULTANTS, INC.
Mclean, VA
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
703-821-2000
VARIANT PRIVATE WEALTH LLC
Tysons, VA
AUM
$267.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-760-7600
RETIREMENT PLANOLOGY, INC.
Alexandria, VA
AUM
$265.9M
Wealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
703-595-2829