Virginia · 465 firms
Wealth Managers in Virginia
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 465 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
Wealth Management firms in Virginia
VEST FINANCIAL LLC
Mclean, VA
AUM
$51.81B
Team
12 advisors
Clients
—
Fees
Percentage of AUM
855-979-6060
SANDS CAPITAL MANAGEMENT, LLC
Arlington, VA
AUM
$44.30B
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(703) 562-4000
INVESTURE, LLC
Charlottesville, VA
AUM
$38.52B
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
434-220-0280
STRATEGIC INVESTMENT MANAGEMENT, LLC
Arlington, VA
AUM
$35.51B
Team
42 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
703-243-4433
CORNERSTONE PARTNERS
Charlottesville, VA
AUM
$29.35B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-296-2300
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
THOMPSON SIEGEL & WALMSLEY LLC
Richmond, VA
AUM
$21.15B
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-353-4500
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
THE LONDON COMPANY OF VIRGINIA
Richmond, VA
AUM
$14.89B
Team
15 advisors
Clients
—
Fees
Percentage of AUM
804-775-0317
AKRE CAPITAL MANAGEMENT, LLC
Middleburg, VA
AUM
$11.82B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
540-687-8923
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
AGINCOURT CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$9.95B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-648-1111
COLUMBIA CAPITAL
Alexandria, VA
AUM
$9.10B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-519-2000
BROWN ADVISORY
Norfolk, VA
AUM
$7.57B
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
757-625-7670
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
FOXHAVEN ASSET MANAGEMENT, LP
Charlottesville, VA
AUM
$6.50B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(434) 326-5300
SPIDER MANAGEMENT COMPANY, LLC
Richmond, VA
AUM
$6.41B
Team
10 advisors
Clients
—
Fees
Percentage of AUM
804-289-6010
ANDERSEN
Mclean, VA
AUM
$6.35B
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
571-382-0020
EJF CAPITAL LP
Arlington, VA
AUM
$6.10B
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
703-997-5728
RICHMOND CAPITAL MANAGEMENT INC
Richmond, VA
AUM
$5.93B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-379-8280
BROCKENBROUGH
Richmond, VA
AUM
$5.49B
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
804-288-0404
SANDS CAPITAL ALTERNATIVES, LLC
Arlington, VA
AUM
$5.41B
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-562-4000
HERITAGE WEALTH ADVISORS
Richmond, VA
AUM
$4.86B
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-643-4080
576 total advisers in Virginia. Browse all Virginia advisors