How many financial advisors are in Midlothian, Virginia?

Falists lists 6 registered investment advisers with a principal office or filing address in Midlothian, Virginia, based on public SEC IAPD data.

How do financial advisors in Midlothian charge fees?

Fee structures vary by firm. In Midlothian, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Midlothian?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Virginia · 6 advisers

Financial Advisors in Midlothian, Virginia

Looking for a financial advisor in Midlothian, Virginia? Falists indexes 6 SEC-registered and state-registered investment advisers in Midlothian — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $464.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$464.4M

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts5 Retirement Institutional2

Top advisors in Midlothian

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

View all 6 →

COLONIAL RIVER WEALTH MANAGEMENT LLC

Midlothian, VA

AUM

$464.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

8 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(804) 335-1200

Full profile Visit site →

JAMES RIVER ASSET MANAGEMENT, LLC

Midlothian, VA

AUM

$273.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

804-323-0517

Full profile Visit site →

BOWEN FINANCIAL SERVICES, LLC

Midlothian, VA

AUM

$191.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

804-897-2850

Full profile Visit site →

HUSSMEN FINANCIAL

Midlothian, VA

AUM

$43.8M

Financial PlanningTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

804-409-5819

Full profile Visit site →

ARDENT WEALTH ADVISORY, LLC

Midlothian, VA

AUM

$24.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

804-405-3819

Full profile Visit site →

JUST A CONVERSATION, LLC

Midlothian, VA

AUM

—

Fee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges; Fixed fees

804-790-9486

Full profileNo website

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Common questions

How many financial advisors are in Midlothian, Virginia?: 6 registered investment advisers are listed in our Midlothian directory, sourced from public SEC filings.
What types of advisors are in Midlothian?: 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 Midlothian?: 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.