HIGHSTONE GROUP
Richmond, VA
AUM
$263.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
804-285-7010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA
465 advisers found
KEYSTONE ASSET MANAGEMENT, INC.
Mclean, VA
AUM
$261.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-734-3400
COBBLESTONE ASSET MANAGEMENT
Richmond, VA
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
804-272-8272
ARGO WEALTH ADVISORY, LLC
Mclean, VA
AUM
$256.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-914-3830
ALPHA ADVISORS, LLC
Richmond, VA
AUM
$256.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-754-8532
AUM
$253.3M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
404-281-1254
LEGACY WEALTH MANAGEMENT INC.
Manassas, VA
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
877-650-4738
INVESTOLOGY INC.
Reston, VA
AUM
$250.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
703-429-1975
WEALTHWAY FINANCIAL ADVISORS
Norfolk, VA
AUM
$245.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
757-456-2200
SANCHEZ & ZURES, LLC
Mclean, VA
AUM
$241.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
703-349-0330
VANTAGE CONSULTING GROUP INC
Virginia Beach, VA
AUM
$241.7M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
757-491-1200
SPECTRUM FINANCIAL INC
Virginia Beach, VA
AUM
$236.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; SERVICE FEE/SUB ADVISORY FEE
757-463-7600
ALTURA WEALTH ADVISORS
Virginia Beach, VA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(757) 834-7606
TENZING FINANCIAL LLC
Williamsburg, VA
AUM
$231.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(757) 703-0030
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
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