Falists

Virginia · 39 advisers

Financial Advisors in Charlottesville, Virginia

Looking for a financial advisor in Charlottesville, Virginia? Falists indexes 39 SEC-registered and state-registered investment advisers in Charlottesville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 34 firms list a website you can visit directly. Firms in this directory manage up to $38.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

39

With website

34

Largest AUM

$38.52B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth32Planning11Trusts20Retirement5Institutional15

Top advisors in Charlottesville

Ranked by AUM · Fees, team & specialties at a glance

View all 39 →
View all 39 advisors in Charlottesville

More cities in Virginia

Richmond (79)Arlington (53)Mclean (49)Alexandria (41)Virginia Beach (32)Reston (31)Vienna (22)Fairfax (17)Roanoke (16)Glen Allen (15)Norfolk (13)Ashburn (12)

Common questions

How many financial advisors are in Charlottesville, Virginia?
39 registered investment advisers are listed in our Charlottesville directory, sourced from public SEC filings.
What types of advisors are in Charlottesville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Charlottesville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.