Virginia · 337 firms
Financial Planners in Virginia
Advisers offering comprehensive financial planning services. Browse 337 advisers in Virginia matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Virginia
DAVENPORT & COMPANY LLC
Richmond, VA
AUM
$24.70B
Team
228 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
804-780-2000
MASON INVESTMENT ADVISORY SERVICES INC
Reston, VA
AUM
$15.67B
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-716-6000
CARY STREET PARTNERS
Richmond, VA
AUM
$10.25B
Team
85 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(804) 340-8100
HOMESTEAD ADVISERS CORP.
Arlington, VA
AUM
$7.45B
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; COST REIMBURSABLE.
866-673-2299/800-258-3030
CASSADAY & COMPANY, INC.
Mclean, VA
AUM
$7.14B
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-506-8200
ANDERSEN
Mclean, VA
AUM
$6.35B
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
571-382-0020
BROCKENBROUGH
Richmond, VA
AUM
$5.49B
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
804-288-0404
HERITAGE WEALTH ADVISORS
Richmond, VA
AUM
$4.86B
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-643-4080
THE ASCENT GROUP, LLC
Virginia Beach, VA
AUM
$4.76B
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
757-499-8300
SPIRE WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$4.51B
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-657-6060
WEALTHCARE CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$3.93B
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804-644-4711
THE BURNEY COMPANY
Reston, VA
AUM
$3.59B
Team
42 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
866-928-7639
BOGART WEALTH, LLC
Mclean, VA
AUM
$3.19B
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM
(703) 570-8651
WEST FINANCIAL SERVICES, INC.
Mclean, VA
AUM
$2.84B
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-847-2500
REMBERT PENDLETON JACKSON
Vienna, VA
AUM
$2.73B
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-821-6655
GLASSMAN WEALTH SERVICES, LLC
Vienna, VA
AUM
$2.56B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-534-4444
CAPITOL SECURITIES MANAGEMENT, INC.
Glen Allen, VA
AUM
$2.16B
Team
126 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-612-1484
NAVY FEDERAL INVESTMENT SERVICES, LLC
Vienna, VA
AUM
$2.10B
Team
147 advisors
Clients
More than 500
Fees
Percentage of AUM
703-206-1517
KANAWHA CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$1.84B
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
804-359-3900
AZZAD ASSET MANAGEMENT, INC.
Falls Church, VA
AUM
$1.84B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-207-7005
FINANCIAL SECURITY ADVISORY INC
Virginia Beach, VA
AUM
$1.74B
Team
43 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
757-431-1414
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$1.60B
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM
844-408-4390
GODSEY & GIBB WEALTH MANAGEMENT
Richmond, VA
AUM
$1.56B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES, TAX PREPARATION FEES
804-285-7333
HEARTWOOD WEALTH ADVISORS, LLC
Richmond, VA
AUM
$1.55B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
804-269-8711
576 total advisers in Virginia. Browse all Virginia advisors