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