Research Report · 2026-06-30
Largest Registered Investment Advisers in Virginia
Virginia SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
310
Total AUM
$586.18B
Median AUM
$419.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | VEST FINANCIAL LLC | MCLEAN | 165976 | $51.81B | 52 | 2026-06-30 | → |
| 2 | SANDS CAPITAL MANAGEMENT, LLC | ARLINGTON | 137610 | $44.30B | 182 | 2026-03-31 | → |
| 3 | INVESTURE, LLC | CHARLOTTESVILLE | 130099 | $38.52B | 51 | 2026-03-31 | → |
| 4 | STRATEGIC INVESTMENT MANAGEMENT, LLC | ARLINGTON | 104862 | $35.51B | 94 | 2026-03-31 | → |
| 5 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 311296 | $29.35B | 36 | 2026-03-31 | → |
| 6 | DAVENPORT & COMPANY LLC | RICHMOND | 1588 | $24.70B | 525 | 2026-06-30 | → |
| 7 | THOMPSON SIEGEL & WALMSLEY LLC | RICHMOND | 105726 | $21.15B | 63 | 2026-04-30 | → |
| 8 | MASON INVESTMENT ADVISORY SERVICES INC | RESTON | 111113 | $15.67B | 72 | 2026-03-31 | → |
| 9 | THE LONDON COMPANY OF VIRGINIA, LLC | RICHMOND | 106654 | $14.89B | 56 | 2026-03-31 | → |
| 10 | AKRE CAPITAL MANAGEMENT, LLC | MIDDLEBURG | 109242 | $11.82B | 12 | 2026-06-30 | → |
| 11 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | RICHMOND | 128545 | $10.25B | 182 | 2026-03-31 | → |
| 12 | AGINCOURT CAPITAL MANAGEMENT, LLC | RICHMOND | 112096 | $9.95B | 18 | 2026-03-31 | → |
| 13 | COLUMBIA CAPITAL, L.P. | ALEXANDRIA | 159616 | $9.10B | 23 | 2026-05-31 | → |
| 14 | SIGNATURE FINANCIAL MANAGEMENT INC | NORFOLK | 106375 | $7.57B | 36 | 2026-03-31 | → |
| 15 | HOMESTEAD ADVISERS CORP. | ARLINGTON | 109845 | $7.45B | 40 | 2026-06-30 | → |
| 16 | CASSADAY & CO WEALTH MANAGEMENT LLC | MCLEAN | 317672 | $7.14B | 97 | 2026-03-31 | → |
| 17 | FOXHAVEN ASSET MANAGEMENT, LP | CHARLOTTESVILLE | 168872 | $6.50B | 10 | 2026-03-31 | → |
| 18 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 19 | ANDERSEN TAX LLC | MCLEAN | 124205 | $6.35B | 2,061 | 2026-03-31 | → |
| 20 | EJF CAPITAL LP | ARLINGTON | 138854 | $6.10B | 44 | 2026-04-30 | → |
| 21 | RICHMOND CAPITAL MANAGEMENT INC | RICHMOND | 104636 | $5.93B | 20 | 2026-03-31 | → |
| 22 | LOWE, BROCKENBROUGH & COMPANY, INC. | RICHMOND | 105142 | $5.49B | 31 | 2026-05-31 | → |
| 23 | SANDS CAPITAL ALTERNATIVES, LLC | ARLINGTON | 155517 | $5.41B | 182 | 2026-03-31 | → |
| 24 | HERITAGE WEALTH ADVISORS, LLC | RICHMOND | 137484 | $4.86B | 36 | 2026-05-31 | → |
| 25 | THE ASCENT GROUP, LLC | VIRGINIA BEACH | 314424 | $4.76B | 44 | 2026-03-31 | → |
| 26 | WASHINGTON HARBOUR PARTNERS LP | ARLINGTON | 309915 | $4.73B | 12 | 2026-03-31 | → |
| 27 | SPIRE WEALTH MANAGEMENT, LLC | MCLEAN | 113908 | $4.51B | 145 | 2026-06-30 | → |
| 28 | GLADSTONE MANAGEMENT CORPORATION | MCLEAN | 122482 | $4.42B | 45 | 2026-04-30 | → |
| 29 | WEALTHCARE CAPITAL MANAGEMENT LLC | RICHMOND | 111119 | $3.93B | 54 | 2026-05-31 | → |
| 30 | HARBOR GROUP INTERNATIONAL, LLC | NORFOLK | 285895 | $3.79B | 293 | 2026-04-30 | → |
| 31 | 57 STARS LLC | ARLINGTON | 135202 | $3.70B | 24 | 2026-03-31 | → |
| 32 | THE BURNEY COMPANY | RESTON | 106945 | $3.59B | 46 | 2026-03-31 | → |
| 33 | QUAD-C MANAGEMENT, INC. | CHARLOTTESVILLE | 161395 | $3.55B | 33 | 2026-03-31 | → |
| 34 | 1607 CAPITAL PARTNERS, LLC | RICHMOND | 144758 | $3.49B | 15 | 2026-03-31 | → |
| 35 | BOGART WEALTH, LLC | MCLEAN | 283886 | $3.19B | 50 | 2026-03-31 | → |
| 36 | WEST FINANCIAL SERVICES, INC. | MCLEAN | 137497 | $2.84B | 39 | 2026-06-30 | → |
| 37 | SSB WEALTH MANAGEMENT, INC. | VIENNA | 306510 | $2.73B | 20 | 2026-06-30 | → |
| 38 | QUINN OPPORTUNITY PARTNERS LLC | CHARLOTTESVILLE | 167470 | $2.61B | 2 | 2026-04-30 | → |
| 39 | MOTLEY FOOL ASSET MANAGEMENT, LLC | ALEXANDRIA | 149688 | $2.60B | 14 | 2025-12-31 | → |
| 40 | GLASSMAN WEALTH SERVICES, LLC | VIENNA | 151478 | $2.56B | 21 | 2026-04-30 | → |
| 41 | OXFORD FINANCE ADVISORS, LLC | ALEXANDRIA | 304433 | $2.41B | 84 | 2026-03-31 | → |
| 42 | RIVERFRONT INVESTMENT GROUP, LLC | RICHMOND | 146221 | $2.22B | 46 | 2026-06-30 | → |
| 43 | CAPITOL SECURITIES MANAGEMENT, INC. | GLEN ALLEN | 14169 | $2.16B | 170 | 2026-03-31 | → |
| 44 | NAVY FEDERAL INVESTMENT SERVICES, LLC | VIENNA | 138459 | $2.10B | 206 | 2026-05-31 | → |
| 45 | KANAWHA CAPITAL MANAGEMENT, LLC | RICHMOND | 118458 | $1.84B | 11 | 2026-04-30 | → |
| 46 | AZZAD ASSET MANAGEMENT, INC. | FALLS CHURCH | 111291 | $1.84B | 18 | 2026-01-31 | → |
| 47 | GEF CAPITAL PARTNERS, LLC | ARLINGTON | 293329 | $1.75B | 52 | 2026-03-31 | → |
| 48 | FINANCIAL SECURITY ADVISORY INC | VIRGINIA BEACH | 110746 | $1.74B | 43 | 2026-03-31 | → |
| 49 | WELLINGTON CONSULTING SERVICES INC | CHANTILLY | 105837 | $1.69B | 13 | 2026-03-31 | → |
| 50 | QUANTITATIVE INVESTMENT MANAGEMENT, LLC | CHARLOTTESVILLE | 156869 | $1.67B | 39 | 2026-03-31 | → |
| 51 | THE HOERNER PLANNING GROUP, LLC | MIDDLEBURG | 139464 | $1.65B | 8 | 2026-03-31 | → |
| 52 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | ALEXANDRIA | 165689 | $1.60B | 39 | 2026-04-30 | → |
| 53 | GODSEY & GIBB INC | RICHMOND | 105650 | $1.56B | 23 | 2026-05-31 | → |
| 54 | HEARTWOOD WEALTH ADVISORS, LLC | RICHMOND | 300273 | $1.55B | 13 | 2026-04-30 | → |
| 55 | ACTIV8 FAMILY OFFICE LLC | MCLEAN | 337753 | $1.54B | 21 | 2026-03-31 | → |
| 56 | SBK FINANCIAL, INC. | RICHMOND | 132513 | $1.54B | 18 | 2026-03-31 | → |
| 57 | CJM WEALTH ADVISERS, LTD. | FALLS CHURCH | 107750 | $1.47B | 13 | 2026-06-30 | → |
| 58 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | RICHMOND | 289178 | $1.45B | 49 | 2026-03-31 | → |
| 59 | D'ORAZIO & ASSOCIATES, INC. | VIENNA | 131976 | $1.44B | 11 | 2026-03-31 | → |
| 60 | THE EDGAR LOMAX COMPANY | ALEXANDRIA | 105444 | $1.42B | 8 | 2026-03-31 | → |
| 61 | DC CAPITAL PARTNERS MANAGEMENT, L.P. | ALEXANDRIA | 283131 | $1.40B | 18 | 2026-05-31 | → |
| 62 | ACORN FINANCIAL ADVISORY SERVICES, INC. | RESTON | 116763 | $1.40B | 11 | 2026-06-30 | → |
| 63 | AEGIS FINANCIAL CORPORATION | MCLEAN | 111587 | $1.37B | 6 | 2026-03-31 | → |
| 64 | OCTAGON FINANCIAL SERVICES INC | MCLEAN | 107335 | $1.36B | 24 | 2025-03-31 | → |
| 65 | SALOMON AND LUDWIN, LLC | RICHMOND | 292456 | $1.34B | 12 | 2026-05-31 | → |
| 66 | EVERMAY WEALTH MANAGEMENT, LLC | ARLINGTON | 149230 | $1.33B | 24 | 2026-03-31 | → |
| 67 | STEIGERWALD, GORDON & KOCH INC. | LEESBURG | 111685 | $1.32B | 16 | 2026-04-30 | → |
| 68 | PBMARES WEALTH MANAGEMENT LLC | WILLIAMSBURG | 116218 | $1.30B | 22 | 2025-11-30 | → |
| 69 | BLUESTEM ASSET MANAGEMENT, LLC | CHARLOTTESVILLE | 158330 | $1.29B | 4 | 2026-05-31 | → |
| 70 | CANAL CAPITAL MANAGEMENT, LLC | RICHMOND | 164971 | $1.28B | 6 | 2026-06-30 | → |
| 71 | NORTHWEST FINANCIAL ADVISORS LLC | HERNDON | 166769 | $1.24B | 37 | 2026-03-31 | → |
| 72 | GRAVES LIGHT LENHART WEALTH, INC. | HARRISONBURG | 298283 | $1.23B | 11 | 2026-03-31 | → |
| 73 | VERUS FINANCIAL PARTNERS, INC. | RICHMOND | 106744 | $1.18B | 21 | 2026-05-31 | → |
| 74 | TOTH FINANCIAL ADVISORY CORP | LEESBURG | 104952 | $1.15B | 18 | 2026-03-31 | → |
| 75 | WINSTON CAPITAL MANAGEMENT LLC | ARLINGTON | 111450 | $1.15B | 9 | 2026-06-30 | → |
| 76 | ALDRICH CAPITAL PARTNERS LLC | MCLEAN | 283127 | $1.12B | 52 | 2025-03-31 | → |
| 77 | FJ CAPITAL MANAGEMENT LLC | MCLEAN | 158049 | $1.08B | 18 | 2026-03-31 | → |
| 78 | POINTOAK RETIREMENT ADVISORS, LLC | MCLEAN | 314866 | $1.08B | 3 | 2026-03-31 | → |
| 79 | SOLOMON HESS SBA MANAGEMENT LLC | ARLINGTON | 158481 | $1.08B | 7 | 2026-04-30 | → |
| 80 | CONCORD WEALTH PARTNERS | ABINGDON | 118643 | $1.07B | 20 | 2026-03-31 | → |
| 81 | YESKE BUIE INC. | VIENNA | 143234 | $1.07B | 17 | 2026-02-28 | → |
| 82 | HEMINGTON WEALTH MANAGEMENT, LLC | FALLS CHURCH | 169024 | $1.06B | 16 | 2025-05-31 | → |
| 83 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | RICHMOND | 149842 | $1.02B | 9 | 2026-03-31 | → |
| 84 | PETTYJOHN, WOOD & WHITE, INC. | LYNCHBURG | 106403 | $1.02B | 6 | 2026-03-31 | → |
| 85 | DORSEY, WRIGHT & ASSOCIATES, LLC | RICHMOND | 104925 | $1.01B | 25 | 2026-04-30 | → |
| 86 | MCLEAN ASSET MANAGEMENT CORPORATION | TYSONS | 108067 | $993.9M | 26 | 2026-05-31 | → |
| 87 | BROWN | MILLER WEALTH MANAGEMENT, LLC | MCLEAN | 305742 | $991.1M | 11 | 2026-04-30 | → |
| 88 | MORRIS & WELLS WEALTH MANAGEMENT | CHARLOTTESVILLE | 162411 | $987.9M | 2 | 2026-03-31 | → |
| 89 | PARTNERS IN FINANCIAL PLANNING, LLC | SALEM | 151980 | $913.6M | 14 | 2026-03-31 | → |
| 90 | FONVILLE WEALTH MANAGEMENT LLC | RICHMOND | 155221 | $909.6M | 12 | 2026-05-31 | → |
| 91 | NAVIMED CAPITAL ADVISORS, LLC | ROSSLYN | 169508 | $904.9M | 14 | 2026-04-30 | → |
| 92 | 3CHOPT INVESTMENT PARTNERS LLC | RICHMOND | 319125 | $889.4M | 7 | 2026-03-31 | → |
| 93 | AZTLAN EQUITY MANAGEMENT, LLC | MCLEAN | 286360 | $851.1M | 10 | 2026-03-31 | → |
| 94 | AVENIR CORPORATION | ALEXANDRIA | 110545 | $849.3M | 6 | 2026-03-31 | → |
| 95 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | TYSONS CORNER | 313457 | $838.0M | 5 | 2026-03-31 | → |
| 96 | KFA PRIVATE WEALTH GROUP, LLC | TYSON | 281678 | $830.0M | 11 | 2026-03-31 | → |
| 97 | GRATUS WEALTH ADVISORS LLC | VIRGINIA BEACH | 328641 | $822.2M | 9 | 2026-05-31 | → |
| 98 | LNC MANAGEMENT, LLC | ARLINGTON | 319581 | $820.3M | 16 | 2026-03-31 | → |
| 99 | A. N. CULBERTSON & COMPANY, INC. | CHARLOTTESVILLE | 108341 | $817.8M | 9 | 2026-06-30 | → |
| 100 | COMPTON WEALTH ADVISORY GROUP, LLC | VIRGINIA BEACH | 281732 | $800.3M | 10 | 2026-06-30 | → |
Related Lists
Sleeve310 firms · 2026-06-30