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Best Financial Advisor Firms Virginia 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Virginia.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Virginia, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of October 16, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Virginia are as followed:

  • Must be Trusted by investor.com.
  • 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
1607 Capital Partners 2007 View Locations
A. N. Culbertson & Company 1993 View Locations
Advantage Investing 1997 View Locations
Alexander Randolph Advisory 1991 View Locations
Alpha Omega Investment Advisors 2009 View Locations
American Capital Planning 2009 View Locations
American Financial Planning 2007 View Locations
Andersen 2003 View Locations
BDC Capital Management 2012 View Locations
BakerAvenue 2004 View Locations
Bernhardt Wealth Management 2000 View Locations
Blue Edge Capital 2013 View Locations
Bluesail Advisors 2008 View Locations
Broad Run Investment Management 2012 View Locations
C.L. Sheldon & Company 2011 View Locations
CJM Wealth Advisers 1979 View Locations
Cambridge Associates 1978 View Locations
Campion Asset Management 2006 View Locations
Caprin Asset Management 1997 View Locations
Century Financial Group 2000 View Locations
Chase Investment Counsel Corporation 1964 View Locations
Chilton Investment Services 2011 View Locations
Clearlogic Financial 2004 View Locations
Collegiate Capital Management 2005 View Locations
Commonwealth Asset Management Group 2011 View Locations
Contrary Investment Advisors 2010 View Locations
Cornerstone Wealth Management 2012 View Locations
Darrell & King 2012 View Locations
David Wealth Management 2012 $250,000 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Elemental Capital Management 2008 View Locations
Evermay Wealth Management 2009 View Locations
FBB Capital Partners 2000 View Locations
FJY Financial 2006 View Locations
Focus Asset Management Company 2012 View Locations
Forum Financial Management 2009 View Locations
GGM Wealth Advisors 1996 View Locations
Glassman Wealth Services 2009 View Locations
Godsey & Gibb Wealth Management 1985 View Locations
Grand Strategy Capital 2010 View Locations
H. L. Lichstrahl & Company 2012 View Locations
HBW Advisory Services 2012 View Locations
HSC Wealth Advisors 1984 View Locations
Halpern Financial 2000 View Locations
Hayek Kallen Investment Management 1985 View Locations
Helm Financial Advisors 2003 View Locations
Hemington Wealth Management 2013 View Locations
Honeycutt Financial Services 2005 View Locations
Hopwood Financial Services 2003 View Locations
Houlihan Financial Resource Group 2002 View Locations
Hutchinson Financial Advisors 1997 View Locations
Independence Wealth Advisors 2006 View Locations
Interactive Financial Advisors 2005 View Locations
Investment Management of Virginia 2000 View Locations
Jeff Harris & Associates 2012 View Locations
Jjsa Advisors 1995 View Locations
Keystone Asset Management 2004 View Locations
Madison Wealth Management 2001 View Locations
Marotta Wealth Management 2004 View Locations
MidAtlantic Capital Management 2005 View Locations
Monument Wealth Management 2012 View Locations
Palladium Registered Investment Advisors 2007 View Locations
Partners in Financial Planning 2009 View Locations
Patriot Advisory Group 2002 View Locations
Pineno Levin & Ford Asset Management 1994 View Locations
Potomac Wealth Management 2009 View Locations
Potomac Wealth Strategies 2009 View Locations
Precipio Wealth Management 2009 $1,000,000 View Locations
RP Slater Financial Management 2010 View Locations
Rechter Wealth Management 2003 View Locations
SBK Financial 2005 View Locations
SEM Wealth Management 1998 View Locations
SOL Capital Management Co. 1987 View Locations
Sagevest Wealth Management 2007 View Locations
Savant Wealth Management 1993 View Locations
Schutt Capital Management 2009 View Locations
Sentinel Wealth Management 2002 View Locations
Shaker Financial Services 2004 View Locations
Signet Financial Management 1988 View Locations
South State Advisory 2010 View Locations
Spectrum Financial 1988 View Locations
Steigerwald, Gordon & Koch - Wealth Advisors 1998 View Locations
Summit Financial Partners 2000 View Locations
THE Burney Company 1974 View Locations
Taylor Financial Group 2003 View Locations
The Capital Management Corporation 1977 View Locations
The London Company of Virginia 1994 View Locations
The Mather Group 2011 View Locations
Tull Financial Group 2003 View Locations
VIP Planners 1991 View Locations
Values First Advisors 2009 View Locations
Vectors Asset Management Company 2005 View Locations
Verus Financial Partners 1992 View Locations
WayneFirebaugh 2006 View Locations
Wealthcare Capital Management 2001 View Locations
Wealthspire Advisors 1995 View Locations
Wellington Consulting Services 1992 View Locations
Wesling Financial Planning Services Corp 2006 View Locations
Wills Financial Group 1999 View Locations
Yeske Buie 2007 View Locations


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