Written by investor.com
November 08, 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 November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Virginia are as follows:
- Must be rated at least 4.5 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 |
| 8th Street Investments |
|
$143.1 million | 51 | 2 | $2.8 million |
| Advantage Investing |
|
$75.8 million | 233 | 2 | $325,289 |
| Advisor Financial Services |
|
$32.3 million | 266 | 1 | $121,417 |
| Agili |
|
$972.5 million | 349 | 5 | $2.8 million |
| Alexander Randolph Advisory |
|
$316.0 million | 146 | 3 | $2.2 million |
| Alexis Advisors |
|
$44.0 million | 135 | 2 | $325,928 |
| American Financial Planning |
|
$17.1 million | 93 | 2 | $183,596 |
| Baker Asset Management |
|
$4.5 million | 10 | 1 | $450,000 |
| BDC Capital Management |
|
$65.1 million | 261 | 1 | $249,264 |
| Berg Faircloth Investment Advisors |
|
$29.8 million | 144 | 1 | $207,238 |
 Blue Edge Capital
|
|
$529.9 million | 141 | 4 | $3.8 million |
| Bluesail Advisors |
|
$18.2 million | 28 | 1 | $648,970 |
| C.L. Sheldon & Company |
|
$54.2 million | 97 | 1 | $559,244 |
| C.O. Overbey, JR. Financial Planners |
|
$11.2 million | 15 | 1 | $744,232 |
| Cambridge Associates |
|
$276.0 billion | 581 | 463 | $475.1 million |
| Campion Asset Management |
|
$170.2 million | 103 | 2 | $1.7 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 |
| Contrary Investment Advisors |
|
$50.7 million | 70 | 1 | $724,864 |
| Courage Miller Partners |
|
$360.2 million | 228 | 3 | $1.6 million |
| David Wealth Management |
|
$147.2 million | 121 | 2 | $1.2 million |
| Edgewater Asset Management |
|
$39.0 million | 28 | 2 | $1.4 million |
| Elemental Capital Management |
|
$33.8 million | 36 | 2 | $939,081 |
| Evermay Wealth Management |
|
$799.5 million | 385 | 11 | $2.1 million |
| FBB Capital Partners |
|
$1.6 billion | 1,044 | 12 | $1.6 million |
| Ferguson, Andrews Investment Advisers |
|
$75.3 million | 42 | 1 | $1.8 million |
| Ficadenti Tandon Asset Management |
|
$19.4 million | 59 | 2 | $328,131 |
| Financial Solutions |
|
$35.9 million | 93 | 1 | $385,483 |
| Focus Asset Management Company |
|
$59.4 million | 81 | 2 | $733,626 |
| Fuller Wealth Advisors |
|
$52.0 million | 58 | 1 | $897,288 |
| Glassman Wealth Services |
|
$1.8 billion | 362 | 11 | $5.0 million |
| Godsey & Gibb Wealth Management |
|
$1.2 billion | 764 | 8 | $1.5 million |
| H. L. Lichstrahl & Company |
|
$59.5 million | 29 | 1 | $2.1 million |
| Halo Capital Management |
|
$34.4 million | 41 | 1 | $838,341 |
| Halpern Financial |
|
$828.8 million | 305 | 6 | $2.7 million |
| Helm Financial Advisors |
|
$64.8 million | 42 | 1 | $1.5 million |
| Hopwood Financial Services |
|
$486.3 million | 248 | 8 | $2.0 million |
| HSC Wealth Advisors |
|
$303.7 million | 383 | 8 | $792,905 |
| Hutchinson Financial Advisors |
|
$77.2 million | 255 | 1 | $302,849 |
| Independence Wealth Advisors |
|
$188.4 million | 142 | 1 | $1.3 million |
| Insight Wealth Management |
|
$67.0 million | 71 | 1 | $943,940 |
| Investment Management of Virginia |
|
$571.4 million | 469 | 8 | $1.2 million |
| Investology |
|
$120.0 million | 382 | 3 | $314,136 |
| Jjsa Advisors |
|
$83.8 million | 225 | 2 | $372,469 |
| Kaplan Wealth Management |
|
$76.1 million | 233 | 3 | $326,548 |
| Leamnson Capital Advisory |
|
$14.8 million | 15 | 1 | $985,886 |
| Madison Wealth Management |
|
$1.1 billion | 576 | 12 | $2.0 million |
 Marotta Wealth Management
|
|
$524.8 million | 363 | 9 | $1.4 million |
| Metrics Money Management |
|
$69.8 million | 43 | 1 | $1.6 million |
| MidAtlantic Capital Management |
|
$373.9 million | 164 | 2 | $2.3 million |
| Mitchell Advisory |
|
$54.1 million | 25 | 1 | $2.2 million |
| Monarch Asset Management |
|
$60.0 million | 39 | 1 | $1.5 million |
| Montgomery Capital Management |
|
$13.9 million | 16 | 1 | $871,250 |
| Morris & Wells Wealth Management |
|
$694.3 million | 236 | 4 | $2.9 million |
| Nautilus Financial Group |
|
$47.5 million | 252 | 1 | $188,297 |
| OFS |
|
$1.1 billion | 390 | 8 | $2.7 million |
| Partners in Financial Planning |
|
$617.9 million | 382 | 8 | $1.6 million |
| Patriot Advisory Group |
|
$17.2 million | 59 | 1 | $291,676 |
| Pavlov Financial Planning |
|
$9.5 million | 18 | 2 | $527,592 |
| Potomac Wealth Management |
|
$56.4 million | 36 | 1 | $1.6 million |
| Potomac Wealth Strategies |
|
$29.7 million | 61 | 1 | $486,661 |
| Rathnam Capital |
|
$57.3 million | 40 | 1 | $1.4 million |
| Rechter Wealth Management |
|
$103.8 million | 55 | 1 | $1.9 million |
| Richmond Capital Management |
|
$5.4 billion | 199 | 13 | $27.0 million |
| Riverbend Investment Management |
|
$13.0 million | 40 | 1 | $325,825 |
| Roseline Capitol Advisors |
|
$47.0 million | 26 | 3 | $1.8 million |
| RP Slater Financial Management |
|
$12.8 million | 25 | 2 | $510,000 |
| Sandpiper Capital |
|
$35.1 million | 65 | 1 | $540,020 |
| SBK Financial |
|
$994.4 million | 267 | 8 | $3.7 million |
| Schutt Capital Management |
|
$63.7 million | 58 | 2 | $1.1 million |
| 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 |
| Strategic Wealth Management Solutions |
|
$35.9 million | 45 | 1 | $797,992 |
| 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 |
| TFO Wealth Partners |
|
$3.2 billion | 1,566 | 35 | $2.1 million |
| The Capital Management Corporation |
|
$564.6 million | 190 | 6 | $3.0 million |
| Third Millennium Advisors |
|
$25.4 million | 10 | 1 | $2.5 million |
| 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 |
|
$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 |
| WayneFirebaugh |
|
$65.4 million | 227 | 1 | $287,939 |
| Wealthcare Capital Management |
|
$2.6 billion | 5,064 | 38 | $514,028 |
| 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 |
| ZAK Investment Management Company |
|
$37.2 million | 21 | 2 | $1.8 million |
More Top Firms by State
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investor.com
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