DAVENPORT & COMPANY LLC
Richmond, VA
AUM
$24.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
228 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
804-780-2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA
337 advisers found
MASON INVESTMENT ADVISORY SERVICES INC
Reston, VA
AUM
$15.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-716-6000
CARY STREET PARTNERS
Richmond, VA
AUM
$10.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
85 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(804) 340-8100
HOMESTEAD ADVISERS CORP.
Arlington, VA
AUM
$7.45B
Financial PlanningWealth MgmtInstitutional
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; COST REIMBURSABLE.
866-673-2299/800-258-3030
CASSADAY & COMPANY, INC.
Mclean, VA
AUM
$7.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-506-8200
ANDERSEN
Mclean, VA
AUM
$6.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
571-382-0020
BROCKENBROUGH
Richmond, VA
AUM
$5.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
804-288-0404
HERITAGE WEALTH ADVISORS
Richmond, VA
AUM
$4.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-643-4080
THE ASCENT GROUP, LLC
Virginia Beach, VA
AUM
$4.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
757-499-8300
SPIRE WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-657-6060
WEALTHCARE CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$3.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804-644-4711
THE BURNEY COMPANY
Reston, VA
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
866-928-7639
BOGART WEALTH, LLC
Mclean, VA
AUM
$3.19B
Financial PlanningWealth MgmtTrusts & Estates
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM
(703) 570-8651
WEST FINANCIAL SERVICES, INC.
Mclean, VA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-847-2500
REMBERT PENDLETON JACKSON
Vienna, VA
AUM
$2.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-821-6655
GLASSMAN WEALTH SERVICES, LLC
Vienna, VA
AUM
$2.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-534-4444
CAPITOL SECURITIES MANAGEMENT, INC.
Glen Allen, VA
AUM
$2.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
126 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-612-1484
NAVY FEDERAL INVESTMENT SERVICES, LLC
Vienna, VA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
147 advisors
Clients
More than 500
Fees
Percentage of AUM
703-206-1517
KANAWHA CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
804-359-3900
AZZAD ASSET MANAGEMENT, INC.
Falls Church, VA
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-207-7005
FINANCIAL SECURITY ADVISORY INC
Virginia Beach, VA
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
43 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
757-431-1414
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM
844-408-4390
GODSEY & GIBB WEALTH MANAGEMENT
Richmond, VA
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES, TAX PREPARATION FEES
804-285-7333
HEARTWOOD WEALTH ADVISORS, LLC
Richmond, VA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
804-269-8711
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