Best Financial Advisor Firms Virginia 2023

investor.com

Written by investor.com

April 04, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Virginia.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Virginia, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 04, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Virginia are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Virginia.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
1607 Capital Partners 5/5 Stars $3.9 billion 22 8 $177.4 million
A. N. Culbertson & Company 5/5 Stars $538.1 million 292 9 $1.8 million
Advantage Investing 5/5 Stars $75.8 million 233 2 $325,289
Advisors Financial 5/5 Stars $238.1 million 212 6 $1.1 million
Agili 5/5 Stars $972.5 million 349 5 $2.8 million
Alexander Randolph Advisory 5/5 Stars $316.0 million 146 3 $2.2 million
Alta Capital Management 5/5 Stars $1.5 billion 1,586 15 $928,971
American Financial Planning 5/5 Stars $17.1 million 93 2 $183,596
Andersen 5/5 Stars $4.2 billion 411 9 $10.3 million
BakerAvenue 5/5 Stars $1.9 billion 737 18 $2.6 million
Barrett Capital Management 5/5 Stars $47.3 million 74 7 $638,633
BDC Capital Management 5/5 Stars $65.1 million 261 1 $249,264
Blue Edge Capital 5/5 Stars $529.9 million 141 4 $3.8 million
Bluesail Advisors 5/5 Stars $18.2 million 28 1 $648,970
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
C.L. Sheldon & Company 5/5 Stars $54.2 million 97 1 $559,244
Cambridge Associates 5/5 Stars $276.0 billion 581 463 $475.1 million
Campion Asset Management 5/5 Stars $170.2 million 103 2 $1.7 million
Chilton Investment Services 5/5 Stars $5.4 billion 1,195 2 $4.6 million
CJM Wealth Advisers 5/5 Stars $1.1 billion 826 9 $1.3 million
Clearlogic Financial 5/5 Stars $372.3 million 185 5 $2.0 million
Collegiate Capital Management 5/5 Stars $428.1 million 373 4 $1.1 million
Commonwealth Asset Management Group 5/5 Stars $11.5 million 70 1 $164,285
Consolidated Planning Corporation 5/5 Stars $1.6 billion 904 9 $1.8 million
Courage Miller Partners 5/5 Stars $360.2 million 228 3 $1.6 million
David Wealth Management 5/5 Stars $147.2 million 121 2 $1.2 million
Dominguez Wealth Management Solutions 5/5 Stars $139.3 million 174 2 $800,470
Evermay Wealth Management 5/5 Stars $799.5 million 385 11 $2.1 million
FBB Capital Partners 5/5 Stars $1.6 billion 1,044 12 $1.6 million
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
Focus Asset Management Company 5/5 Stars $59.4 million 81 2 $733,626
Forum Financial Management 5/5 Stars $7.0 billion 4,994 100 $1.4 million
GGM Wealth Advisors 5/5 Stars $434.4 million 311 6 $1.4 million
Glassman Wealth Services 5/5 Stars $1.9 billion 355 11 $5.4 million
Godsey & Gibb Wealth Management 5/5 Stars $1.2 billion 764 8 $1.5 million
Halo Capital Management 5/5 Stars $34.4 million 41 1 $838,341
Halpern Financial 5/5 Stars $828.8 million 305 6 $2.7 million
Hayek Kallen Investment Management 5/5 Stars $336.4 million 208 3 $1.6 million
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Helm Financial Advisors 5/5 Stars $66.2 million 42 1 $1.6 million
Hemington Wealth Management 5/5 Stars $858.8 million 678 15 $1.3 million
Hopwood Financial Services 5/5 Stars $486.3 million 248 8 $2.0 million
HSC Wealth Advisors 5/5 Stars $303.7 million 383 8 $792,905
Hughes Financial Services 5/5 Stars $399.8 million 676 7 $591,365
Independence Wealth Advisors 5/5 Stars $188.4 million 142 1 $1.3 million
Interactive Financial Advisors 5/5 Stars $278.3 million 2,382 37 $116,822
Investment Management of Virginia 5/5 Stars $571.4 million 469 8 $1.2 million
Jjsa Advisors 5/5 Stars $83.8 million 225 2 $372,469
Katz Family Financial Advisors 5/5 Stars $81.0 million 96 2 $843,937
Keystone Asset Management 5/5 Stars $224.0 million 132 1 $1.7 million
Madison Wealth Management 5/5 Stars $1.1 billion 576 12 $2.0 million
Marotta Wealth Management 5/5 Stars $524.8 million 363 9 $1.4 million
McAdam 5/5 Stars $1.3 billion 4,436 188 $283,018
MidAtlantic Capital Management 5/5 Stars $373.9 million 164 2 $2.3 million
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
Monarch Asset Management 5/5 Stars $60.0 million 39 1 $1.5 million
Monument Wealth Management 5/5 Stars $399.8 million 209 8 $1.9 million
OFS 5/5 Stars $1.1 billion 390 8 $2.7 million
Partners in Financial Planning 5/5 Stars $617.9 million 382 8 $1.6 million
Patriot Advisory Group 5/5 Stars $21.2 million 66 2 $321,389
Portfolio Design Services 5/5 Stars $107.2 million 299 5 $358,527
Potomac Wealth Management 5/5 Stars $56.4 million 36 1 $1.6 million
Potomac Wealth Strategies 5/5 Stars $29.7 million 61 1 $486,661
R & J Financial Partners 5/5 Stars $40.5 million 22 2 $1.8 million
Rechter Wealth Management 5/5 Stars $103.8 million 55 1 $1.9 million
Rede Wealth 5/5 Stars $239.3 million 220 2 $1.1 million
Redmond Asset Management 5/5 Stars $341.7 million 158 2 $2.2 million
Riverbend Investment Management 5/5 Stars $13.0 million 40 1 $325,825
Roseline Capitol Advisors 5/5 Stars $47.0 million 26 3 $1.8 million
Sagevest Wealth Management 5/5 Stars $254.2 million 113 5 $2.2 million
SBK Financial 5/5 Stars $994.4 million 267 8 $3.7 million
SEM Wealth Management 5/5 Stars $817.9 million 1,560 4 $524,277
Sentinel Wealth Management 5/5 Stars $254.6 million 93 2 $2.7 million
Shaker Financial Services 5/5 Stars $207.6 million 368 2 $564,084
Signet Financial Management 5/5 Stars $839.7 million 725 15 $1.2 million
Spectrum Financial 5/5 Stars $370.4 million 253 2 $1.5 million
Steigerwald, Gordon & Koch - Wealth Advisors 5/5 Stars $915.8 million 627 7 $1.5 million
Summit Financial Partners 5/5 Stars $89.7 million 122 2 $735,389
Taber Asset Management 5/5 Stars $62.0 million 104 4 $596,526
Taylor Financial Group 5/5 Stars $273.9 million 441 3 $621,132
THE Burney Company 5/5 Stars $2.3 billion 1,956 30 $1.2 million
The Capital Management Corporation 5/5 Stars $588.3 million 190 7 $3.1 million
The Edgar Lomax Company 5/5 Stars $1.8 billion 37 6 $47.3 million
The London Company of Virginia 5/5 Stars $14.8 billion 8,754 27 $1.7 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
Tull Financial Group 5/5 Stars $238.9 million 283 4 $844,015
Valeo Financial Advisors 5/5 Stars $7.1 billion 2,376 85 $3.0 million
Values First Advisors 5/5 Stars $174.9 million 950 8 $184,118
Vectors Asset Management Company 5/5 Stars $738.6 million 2,620 4 $281,923
Verus Financial Partners 5/5 Stars $837.0 million 677 9 $1.2 million
VIP Planners 5/5 Stars $79.2 million 240 1 $330,197
Vision Wealth Planning 5/5 Stars $44.7 million 24 1 $1.9 million
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
Wellington Consulting Services 5/5 Stars $969.7 million 8,091 9 $119,849
Wesling Financial Planning Services Corp 5/5 Stars $45.6 million 61 1 $747,227
West Financial Services 5/5 Stars $1.9 billion 911 22 $2.1 million
Westbourne Investments 5/5 Stars $190.3 million 211 6 $901,807
Wills Financial Group 5/5 Stars $304.4 million 241 5 $1.3 million
WS Wealth Management 5/5 Stars $87.6 million 73 3 $1.2 million
Yeske Buie 5/5 Stars $767.7 million 429 7 $1.8 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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