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:
- 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 1607 Capital Partners |
|
$4.6 billion | 22 | 7 | $210.1 million |
| A. N. Culbertson & Company |
|
$635.6 million | 294 | 9 | $2.2 million |
| Advantage Investing |
|
$70.4 million | 247 | 2 | $285,013 |
| Advisors Financial |
|
$257.2 million | 209 | 6 | $1.2 million |
| Agili |
|
$1.1 billion | 342 | 5 | $3.1 million |
| Alexander Randolph Advisory |
|
$354.1 million | 144 | 3 | $2.5 million |
| Alpha Omega Investment Advisors |
|
$995.0 million | 452 | 11 | $2.2 million |
| American Financial Planning |
|
$23.1 million | 65 | 2 | $355,114 |
| American Values Investments |
|
$79.5 million | 14 | 2 | $5.7 million |
| Andersen |
|
$3.7 billion | 399 | 11 | $9.3 million |
| BakerAvenue |
|
$2.1 billion | 752 | 17 | $2.8 million |
| BDC Capital Management |
|
$67.1 million | 284 | 2 | $236,182 |
| Berg Faircloth Investment Advisors |
|
$40.2 million | 143 | 1 | $281,327 |
| Bernhardt Wealth Management |
|
$667.4 million | 317 | 4 | $2.1 million |
 Blue Edge Capital
|
|
$555.5 million | 132 | 4 | $4.2 million |
| Bluesail Advisors |
|
$19.4 million | 29 | 1 | $670,161 |
| Bowen Financial Services |
|
$133.5 million | 64 | 1 | $2.1 million |
| Bridge Investment Group |
|
$36.3 billion | 116 | 4 | $313.3 million |
| Cambridge Associates |
|
$294.3 billion | 568 | 461 | $518.2 million |
| Campion Asset Management |
|
$200.4 million | 106 | 2 | $1.9 million |
| Caprin Asset Management |
|
$1.4 billion | 1,067 | 8 | $1.3 million |
| Century Financial Group |
|
$52.1 million | 18 | 2 | $2.9 million |
| Chilton Investment Services |
|
$5.8 billion | 1,015 | 2 | $5.7 million |
| CJM Wealth Advisers |
|
$1.1 billion | 826 | 8 | $1.4 million |
| Clearlogic Financial |
|
$412.0 million | 181 | 4 | $2.3 million |
| Commonwealth Asset Management Group |
|
$13.0 million | 60 | 1 | $216,666 |
| Consolidated Planning Corporation |
|
$1.2 billion | 849 | 8 | $1.4 million |
| Courage Miller Partners |
|
$417.4 million | 226 | 4 | $1.8 million |
| Darrell & King |
|
$868.8 million | 231 | 4 | $3.8 million |
| David Wealth Management |
|
$130.0 million | 106 | 2 | $1.2 million |
| Dominguez Wealth Management Solutions |
|
$127.5 million | 169 | 3 | $754,431 |
| Elemental Capital Management |
|
$51.6 million | 93 | 3 | $555,133 |
| Evermay Wealth Management |
|
$857.0 million | 372 | 8 | $2.3 million |
| FBB Capital Partners |
|
$1.8 billion | 1,012 | 12 | $1.8 million |
| Financial Engines Advisors |
|
$290.4 billion | 1,309,406 | 569 | $221,745 |
| Focus Asset Management Company |
|
$69.5 million | 86 | 2 | $807,680 |
| Forum Financial Management |
|
$7.4 billion | 4,554 | 95 | $1.6 million |
 GGM Wealth Advisors
|
|
$458.8 million | 284 | 8 | $1.6 million |
| Glassman Wealth Services |
|
$1.9 billion | 325 | 9 | $6.0 million |
| Godsey & Gibb Wealth Management |
|
$1.2 billion | 755 | 8 | $1.6 million |
| Halo Capital Management |
|
$36.1 million | 37 | 1 | $974,918 |
| Halpern Financial |
|
$863.2 million | 294 | 6 | $2.9 million |
| Hayek Kallen Investment Management |
|
$387.0 million | 220 | 2 | $1.8 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Helm Financial Advisors |
|
$66.5 million | 42 | 1 | $1.6 million |
| Hemington Wealth Management |
|
$934.3 million | 609 | 15 | $1.5 million |
| Heritage Wealth Advisors |
|
$3.3 billion | 367 | 13 | $9.1 million |
| Hopwood Financial Services |
|
$531.8 million | 259 | 4 | $2.1 million |
| Houlihan Financial Resource Group |
|
$313.3 million | 186 | 3 | $1.7 million |
| HSC Wealth Advisors |
|
$356.5 million | 359 | 8 | $993,099 |
| Independence Wealth Advisors |
|
$200.8 million | 133 | 1 | $1.5 million |
| Interactive Financial Advisors |
|
$321.3 million | 2,170 | 40 | $148,057 |
| Investment Management of Virginia |
|
$691.1 million | 464 | 7 | $1.5 million |
| Jeff Harris & Associates |
|
$82.5 million | 329 | 2 | $250,891 |
| Jjsa Advisors |
|
$99.9 million | 168 | 2 | $594,707 |
| Keystone Asset Management |
|
$287.0 million | 135 | 1 | $2.1 million |
| Madison Wealth Management |
|
$1.3 billion | 537 | 12 | $2.4 million |
 Marotta Wealth Management
|
|
$569.6 million | 407 | 8 | $1.4 million |
| McAdam |
|
$1.2 billion | 3,837 | 208 | $322,252 |
| MidAtlantic Capital Management |
|
$374.3 million | 168 | 2 | $2.2 million |
| Monument Wealth Management |
|
$424.9 million | 208 | 7 | $2.0 million |
| Palladium Registered Investment Advisors |
|
$3.4 billion | 1,186 | 11 | $2.8 million |
| Partners in Financial Planning |
|
$678.4 million | 360 | 8 | $1.9 million |
| Patriot Advisory Group |
|
$21.2 million | 66 | 2 | $321,389 |
| Portfolio Design Services |
|
$125.3 million | 200 | 5 | $626,250 |
| Potomac Wealth Management |
|
$71.8 million | 49 | 1 | $1.5 million |
| Potomac Wealth Strategies |
|
$29.9 million | 60 | 1 | $499,100 |
| R & J Financial Partners |
|
$43.2 million | 21 | 2 | $2.1 million |
| Rechter Wealth Management |
|
$118.4 million | 59 | 1 | $2.0 million |
| Rede Wealth |
|
$246.0 million | 202 | 2 | $1.2 million |
| Roseline Capitol Advisors |
|
$47.2 million | 26 | 3 | $1.8 million |
| Sagevest Wealth Management |
|
$297.7 million | 113 | 4 | $2.6 million |
| SBK Financial |
|
$1.0 billion | 254 | 8 | $4.0 million |
| SEM Wealth Management |
|
$798.7 million | 1,480 | 5 | $539,655 |
| Sentinel Wealth Management |
|
$281.6 million | 94 | 2 | $3.0 million |
| Shaker Financial Services |
|
$265.9 million | 359 | 2 | $740,785 |
| Signet Financial Management |
|
$959.5 million | 696 | 15 | $1.4 million |
| Spectrum Financial |
|
$402.6 million | 254 | 2 | $1.6 million |
| Steigerwald, Gordon & Koch - Wealth Advisors |
|
$969.2 million | 577 | 5 | $1.7 million |
| Summit Financial Partners |
|
$87.2 million | 106 | 2 | $822,374 |
| Taber Asset Management |
|
$77.0 million | 98 | 4 | $786,082 |
| Taylor Financial Group |
|
$316.8 million | 453 | 3 | $699,310 |
| THE Burney Company |
|
$2.6 billion | 1,973 | 29 | $1.3 million |
| The Capital Management Corporation |
|
$588.3 million | 190 | 7 | $3.1 million |
| The London Company of Virginia |
|
$17.1 billion | 8,204 | 26 | $2.1 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| Third Millennium Advisors |
|
$32.8 million | 9 | 1 | $3.6 million |
| Tull Financial Group |
|
$267.2 million | 272 | 4 | $982,372 |
| Values First Advisors |
|
$196.0 million | 983 | 7 | $199,401 |
| Vectors Asset Management Company |
|
$753.9 million | 1,221 | 4 | $617,443 |
| Verus Financial Partners |
|
$983.0 million | 705 | 9 | $1.4 million |
| VIP Planners |
|
$90.7 million | 229 | 1 | $396,258 |
| Vision Wealth Planning |
|
$42.9 million | 22 | 1 | $1.9 million |
| Wealthcare Capital Management |
|
$2.9 billion | 4,585 | 35 | $636,199 |
| Wealthspire Advisors |
|
$17.4 billion | 6,407 | 110 | $2.7 million |
| Wesling Financial Planning Services Corp |
|
$53.3 million | 61 | 1 | $874,584 |
| Westbourne Investments |
|
$211.5 million | 221 | 6 | $957,037 |
| Wills Financial Group |
|
$345.2 million | 235 | 4 | $1.5 million |
| WS Wealth Management |
|
$99.7 million | 73 | 3 | $1.4 million |
| Yeske Buie |
|
$852.4 million | 417 | 7 | $2.0 million |
More Top Firms by State
About the Editorial Team
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.