Best Financial Advisor Firms Virginia 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Virginia.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Virginia are as followed:

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 $4.6 billion 22 7 $210.1 million
A. N. Culbertson & Company 5/5 Stars $635.6 million 294 9 $2.2 million
Advantage Investing 5/5 Stars $70.4 million 247 2 $285,013
Advisors Financial 5/5 Stars $257.2 million 209 6 $1.2 million
Agili 5/5 Stars $1.1 billion 342 5 $3.1 million
Alexander Randolph Advisory 5/5 Stars $354.1 million 144 3 $2.5 million
Alpha Omega Investment Advisors 5/5 Stars $995.0 million 452 11 $2.2 million
American Financial Planning 5/5 Stars $23.1 million 65 2 $355,114
American Values Investments 5/5 Stars $79.5 million 14 2 $5.7 million
Andersen 5/5 Stars $3.7 billion 399 11 $9.3 million
BakerAvenue 5/5 Stars $2.1 billion 752 17 $2.8 million
BDC Capital Management 5/5 Stars $67.1 million 284 2 $236,182
Berg Faircloth Investment Advisors 5/5 Stars $40.2 million 143 1 $281,327
Bernhardt Wealth Management 5/5 Stars $667.4 million 317 4 $2.1 million
Blue Edge Capital logoBlue Edge Capital 5/5 Stars $555.5 million 132 4 $4.2 million
Bluesail Advisors 5/5 Stars $19.4 million 29 1 $670,161
Bowen Financial Services 5/5 Stars $133.5 million 64 1 $2.1 million
Bridge Investment Group 5/5 Stars $36.3 billion 116 4 $313.3 million
Cambridge Associates 5/5 Stars $294.3 billion 568 461 $518.2 million
Campion Asset Management 5/5 Stars $200.4 million 106 2 $1.9 million
Caprin Asset Management 5/5 Stars $1.4 billion 1,067 8 $1.3 million
Century Financial Group 5/5 Stars $52.1 million 18 2 $2.9 million
Chilton Investment Services 5/5 Stars $5.8 billion 1,015 2 $5.7 million
CJM Wealth Advisers 5/5 Stars $1.1 billion 826 8 $1.4 million
Clearlogic Financial 5/5 Stars $412.0 million 181 4 $2.3 million
Commonwealth Asset Management Group 5/5 Stars $13.0 million 60 1 $216,666
Consolidated Planning Corporation 5/5 Stars $1.2 billion 849 8 $1.4 million
Courage Miller Partners 5/5 Stars $417.4 million 226 4 $1.8 million
Darrell & King 5/5 Stars $868.8 million 231 4 $3.8 million
David Wealth Management 5/5 Stars $130.0 million 106 2 $1.2 million
Dominguez Wealth Management Solutions 5/5 Stars $127.5 million 169 3 $754,431
Elemental Capital Management 5/5 Stars $51.6 million 93 3 $555,133
Evermay Wealth Management 5/5 Stars $857.0 million 372 8 $2.3 million
FBB Capital Partners 5/5 Stars $1.8 billion 1,012 12 $1.8 million
Financial Engines Advisors 5/5 Stars $290.4 billion 1,309,406 569 $221,745
Focus Asset Management Company 5/5 Stars $69.5 million 86 2 $807,680
Forum Financial Management 5/5 Stars $7.4 billion 4,554 95 $1.6 million
GGM Wealth Advisors logoGGM Wealth Advisors 5/5 Stars $458.8 million 284 8 $1.6 million
Glassman Wealth Services 5/5 Stars $1.9 billion 325 9 $6.0 million
Godsey & Gibb Wealth Management 5/5 Stars $1.2 billion 755 8 $1.6 million
Halo Capital Management 5/5 Stars $36.1 million 37 1 $974,918
Halpern Financial 5/5 Stars $863.2 million 294 6 $2.9 million
Hayek Kallen Investment Management 5/5 Stars $387.0 million 220 2 $1.8 million
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Helm Financial Advisors 5/5 Stars $66.5 million 42 1 $1.6 million
Hemington Wealth Management 5/5 Stars $934.3 million 609 15 $1.5 million
Heritage Wealth Advisors 5/5 Stars $3.3 billion 367 13 $9.1 million
Hopwood Financial Services 5/5 Stars $531.8 million 259 4 $2.1 million
Houlihan Financial Resource Group 5/5 Stars $313.3 million 186 3 $1.7 million
HSC Wealth Advisors 5/5 Stars $356.5 million 359 8 $993,099
Independence Wealth Advisors 5/5 Stars $200.8 million 133 1 $1.5 million
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
Investment Management of Virginia 5/5 Stars $691.1 million 464 7 $1.5 million
Jeff Harris & Associates 5/5 Stars $82.5 million 329 2 $250,891
Jjsa Advisors 5/5 Stars $99.9 million 168 2 $594,707
Keystone Asset Management 5/5 Stars $287.0 million 135 1 $2.1 million
Madison Wealth Management 5/5 Stars $1.3 billion 537 12 $2.4 million
Marotta Wealth Management logoMarotta Wealth Management 5/5 Stars $569.6 million 407 8 $1.4 million
McAdam 5/5 Stars $1.2 billion 3,837 208 $322,252
MidAtlantic Capital Management 5/5 Stars $374.3 million 168 2 $2.2 million
Monument Wealth Management 5/5 Stars $424.9 million 208 7 $2.0 million
Palladium Registered Investment Advisors 5/5 Stars $3.4 billion 1,186 11 $2.8 million
Partners in Financial Planning 5/5 Stars $678.4 million 360 8 $1.9 million
Patriot Advisory Group 5/5 Stars $21.2 million 66 2 $321,389
Portfolio Design Services 5/5 Stars $125.3 million 200 5 $626,250
Potomac Wealth Management 5/5 Stars $71.8 million 49 1 $1.5 million
Potomac Wealth Strategies 5/5 Stars $29.9 million 60 1 $499,100
R & J Financial Partners 5/5 Stars $43.2 million 21 2 $2.1 million
Rechter Wealth Management 5/5 Stars $118.4 million 59 1 $2.0 million
Rede Wealth 5/5 Stars $246.0 million 202 2 $1.2 million
Roseline Capitol Advisors 5/5 Stars $47.2 million 26 3 $1.8 million
Sagevest Wealth Management 5/5 Stars $297.7 million 113 4 $2.6 million
SBK Financial 5/5 Stars $1.0 billion 254 8 $4.0 million
SEM Wealth Management 5/5 Stars $798.7 million 1,480 5 $539,655
Sentinel Wealth Management 5/5 Stars $281.6 million 94 2 $3.0 million
Shaker Financial Services 5/5 Stars $265.9 million 359 2 $740,785
Signet Financial Management 5/5 Stars $959.5 million 696 15 $1.4 million
Spectrum Financial 5/5 Stars $402.6 million 254 2 $1.6 million
Steigerwald, Gordon & Koch - Wealth Advisors 5/5 Stars $969.2 million 577 5 $1.7 million
Summit Financial Partners 5/5 Stars $87.2 million 106 2 $822,374
Taber Asset Management 5/5 Stars $77.0 million 98 4 $786,082
Taylor Financial Group 5/5 Stars $316.8 million 453 3 $699,310
THE Burney Company 5/5 Stars $2.6 billion 1,973 29 $1.3 million
The Capital Management Corporation 5/5 Stars $588.3 million 190 7 $3.1 million
The London Company of Virginia 5/5 Stars $17.1 billion 8,204 26 $2.1 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
Third Millennium Advisors 5/5 Stars $32.8 million 9 1 $3.6 million
Tull Financial Group 5/5 Stars $267.2 million 272 4 $982,372
Values First Advisors 5/5 Stars $196.0 million 983 7 $199,401
Vectors Asset Management Company 5/5 Stars $753.9 million 1,221 4 $617,443
Verus Financial Partners 5/5 Stars $983.0 million 705 9 $1.4 million
VIP Planners 5/5 Stars $90.7 million 229 1 $396,258
Vision Wealth Planning 5/5 Stars $42.9 million 22 1 $1.9 million
Wealthcare Capital Management 5/5 Stars $2.9 billion 4,585 35 $636,199
Wealthspire Advisors 5/5 Stars $17.4 billion 6,407 110 $2.7 million
Wesling Financial Planning Services Corp 5/5 Stars $53.3 million 61 1 $874,584
Westbourne Investments 5/5 Stars $211.5 million 221 6 $957,037
Wills Financial Group 5/5 Stars $345.2 million 235 4 $1.5 million
WS Wealth Management 5/5 Stars $99.7 million 73 3 $1.4 million
Yeske Buie 5/5 Stars $852.4 million 417 7 $2.0 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, retirement planning, and more.


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