Best Financial Advisor Firms Virginia 2023

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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 5/5 Stars $143.1 million 51 2 $2.8 million
Advantage Investing 5/5 Stars $75.8 million 233 2 $325,289
Advisor Financial Services 5/5 Stars $32.3 million 266 1 $121,417
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
Alexis Advisors 5/5 Stars $44.0 million 135 2 $325,928
American Financial Planning 5/5 Stars $17.1 million 93 2 $183,596
Baker Asset Management 5/5 Stars $4.5 million 10 1 $450,000
BDC Capital Management 5/5 Stars $65.1 million 261 1 $249,264
Berg Faircloth Investment Advisors 5/5 Stars $29.8 million 144 1 $207,238
Blue Edge Capital logoBlue 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
C.L. Sheldon & Company 5/5 Stars $54.2 million 97 1 $559,244
C.O. Overbey, JR. Financial Planners 5/5 Stars $11.2 million 15 1 $744,232
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
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
Contrary Investment Advisors 5/5 Stars $50.7 million 70 1 $724,864
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
Edgewater Asset Management 5/5 Stars $39.0 million 28 2 $1.4 million
Elemental Capital Management 5/5 Stars $33.8 million 36 2 $939,081
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
Ferguson, Andrews Investment Advisers 5/5 Stars $75.3 million 42 1 $1.8 million
Ficadenti Tandon Asset Management 5/5 Stars $19.4 million 59 2 $328,131
Financial Solutions 5/5 Stars $35.9 million 93 1 $385,483
Focus Asset Management Company 5/5 Stars $59.4 million 81 2 $733,626
Fuller Wealth Advisors 5/5 Stars $52.0 million 58 1 $897,288
Glassman Wealth Services 5/5 Stars $1.8 billion 362 11 $5.0 million
Godsey & Gibb Wealth Management 5/5 Stars $1.2 billion 764 8 $1.5 million
H. L. Lichstrahl & Company 5/5 Stars $59.5 million 29 1 $2.1 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
Helm Financial Advisors 5/5 Stars $64.8 million 42 1 $1.5 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
Hutchinson Financial Advisors 5/5 Stars $77.2 million 255 1 $302,849
Independence Wealth Advisors 5/5 Stars $188.4 million 142 1 $1.3 million
Insight Wealth Management 5/5 Stars $67.0 million 71 1 $943,940
Investment Management of Virginia 5/5 Stars $571.4 million 469 8 $1.2 million
Investology 5/5 Stars $120.0 million 382 3 $314,136
Jjsa Advisors 5/5 Stars $83.8 million 225 2 $372,469
Kaplan Wealth Management 5/5 Stars $76.1 million 233 3 $326,548
Leamnson Capital Advisory 5/5 Stars $14.8 million 15 1 $985,886
Madison Wealth Management 5/5 Stars $1.1 billion 576 12 $2.0 million
Marotta Wealth Management logoMarotta Wealth Management 5/5 Stars $524.8 million 363 9 $1.4 million
Metrics Money Management 5/5 Stars $69.8 million 43 1 $1.6 million
MidAtlantic Capital Management 5/5 Stars $373.9 million 164 2 $2.3 million
Mitchell Advisory 5/5 Stars $54.1 million 25 1 $2.2 million
Monarch Asset Management 5/5 Stars $60.0 million 39 1 $1.5 million
Montgomery Capital Management 5/5 Stars $13.9 million 16 1 $871,250
Morris & Wells Wealth Management 5/5 Stars $694.3 million 236 4 $2.9 million
Nautilus Financial Group 5/5 Stars $47.5 million 252 1 $188,297
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 $17.2 million 59 1 $291,676
Pavlov Financial Planning 5/5 Stars $9.5 million 18 2 $527,592
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
Rathnam Capital 5/5 Stars $57.3 million 40 1 $1.4 million
Rechter Wealth Management 5/5 Stars $103.8 million 55 1 $1.9 million
Richmond Capital Management 5/5 Stars $5.4 billion 199 13 $27.0 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
RP Slater Financial Management 5/5 Stars $12.8 million 25 2 $510,000
Sandpiper Capital 5/5 Stars $35.1 million 65 1 $540,020
SBK Financial 5/5 Stars $994.4 million 267 8 $3.7 million
Schutt Capital Management 5/5 Stars $63.7 million 58 2 $1.1 million
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
Strategic Wealth Management Solutions 5/5 Stars $35.9 million 45 1 $797,992
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
TFO Wealth Partners 5/5 Stars $3.2 billion 1,566 35 $2.1 million
The Capital Management Corporation 5/5 Stars $564.6 million 190 6 $3.0 million
Third Millennium Advisors 5/5 Stars $25.4 million 10 1 $2.5 million
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 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
WayneFirebaugh 5/5 Stars $65.4 million 227 1 $287,939
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
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
ZAK Investment Management Company 5/5 Stars $37.2 million 21 2 $1.8 million

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