Ranking, Virginia

Independent RIAs with the biggest asset gains over one year in Virginia

As of October 2, 2026, Cary Street Partners ranked #1 in Virginia in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $2.0 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Virginia
Rank	Firm	City	Increase
1	Cary Street Partners	Richmond	$2.0 billion
2	Range Advisory, LLC	McLean	$1.2 billion
3	Cassaday & Company, Inc.	McLean	$1.2 billion
4	Wealthcare Capital Management LLC	Richmond	$897.8 million
5	Juno Financial Group LLC	Richmond	$541.9 million
6	Bogart Wealth, LLC	McLean	$510.6 million
7	Z3 Capital Partners	Richmond	$466.8 million
8	The Burney Company	Reston	$451.7 million
9	Glassman Wealth Services, LLC	Vienna	$362.5 million
10	Wealthcrossing	Richmond	$334.5 million
11	Heritage Wealth Advisors	Richmond	$291.0 million
12	Andersen	McLean	$268.7 million
13	Covenant Wealth Advisors	Richmond	$256.6 million
14	Brown Advisory	Norfolk	$250.4 million
15	Heartwood Wealth Advisors, LLC	Richmond	$246.1 million
16	Tenzing Financial LLC	Williamsburg	$231.1 million
17	Azzad Asset Management, Inc.	Falls Church	$221.1 million
18	Kanawha Capital Management, LLC	Richmond	$197.8 million
19	Centurion Wealth Management	McLean	$194.8 million
20	Monument Wealth Management	Alexandria	$183.3 million
21	CJM Wealth Advisers, Ltd.	Falls Church	$181.0 million
22	Verus Financial Partners	Richmond	$177.3 million
23	McLean Asset Management Corp.	Tysons	$174.7 million
24	Allegiance Financial Group	Vienna	$170.0 million
25	The Lewis Financial Group	Ashburn	$168.4 million
26	Abich Financial Wealth Management, LLC	Ashburn	$167.1 million
27	Acorn Financial Advisory Services, Inc.	Reston	$164.1 million
28	Godsey & Gibb Wealth Management	Richmond	$163.8 million
29	Brown \| Miller Wealth Management, LLC	McLean	$163.1 million
30	Kfa Private Wealth Group, LLC	Tyson	$153.7 million
31	Graves Light Lenhart	Harrisonburg	$152.5 million
32	3CHOPT Investment Partners LLC	Richmond	$150.2 million
33	Evermay Wealth Management, LLC	Arlington	$149.1 million
34	Hughes Financial Services, LLC	Herndon	$143.4 million
35	Yeske Buie Inc.	Vienna	$143.4 million
36	Morris & Wells Wealth Management	Charlottesville	$140.9 million
37	Toth Financial Advisory Corp	Leesburg	$138.7 million
38	Legacy Wealth Management Inc.	Manassas	$136.6 million
39	The Hoerner Planning Group, LLC	Middleburg	$136.4 million
40	Partners in Financial Planning, LLC	Salem	$133.8 million
41	Gratus Wealth Advisors LLC	Virginia Beach	$131.5 million
42	Brown Edwards Wealth Strategies	Lynchburg	$131.1 million
43	Colonial River Wealth Management LLC	Midlothian	$124.5 million
44	Concord Wealth Partners	Abingdon	$123.9 million
45	Decisionmap Wealth Management, LLC	Great Falls	$120.9 million
46	D'Orazio Wealth Advisors	Vienna	$120.6 million
47	Buttonwood Wealth	Winchester	$118.4 million
48	Alpha Omega Wealth Management, LLC	Richmond	$118.1 million
49	Meridian Financial Partners LLC	Warrenton	$116.8 million
50	The Capital Management Corporation	Glen Allen	$115.5 million
51	A. N. Culbertson & Company, Inc.	Charlottesville	$113.4 million
52	Reston Wealth Management	Reston	$112.8 million
53	Capitol Private Wealth Group LLC	Vienna	$111.4 million
54	Salomon and Ludwin	Richmond	$110.4 million
55	Olio Financial Planning	McLean	$108.6 million
56	Steigerwald, Gordon & Koch - Wealth Advisors	Leesburg	$107.9 million
57	The Main Street Group	Glen Allen	$100.6 million
58	Martin Wealth Solutions	Christiansburg	$100.5 million
59	Founders Grove Wealth Partners, LLC	Richmond	$99.5 million
60	United Wealth Management, LLC	Charlottesville	$95.5 million
61	Campbell Deegan Financial	Richmond	$91.5 million
62	Piedmont Wealth Advisory	Reston	$85.9 million
63	Hendershot Investments, Inc.	Centreville	$85.9 million
64	Canal Capital Management, LLC	Richmond	$84.1 million
65	Hopwood Financial Services, Inc.	Reston	$83.7 million
66	Clarion Wealth Management Partners	Fairfax	$82.4 million
67	Marotta Wealth Management, Inc.	Charlottesville	$82.2 million
68	Wealthcrest Financial Services, LLC	Springfield	$81.5 million
69	Compton Wealth Advisory Group, LLC	Virginia Beach	$80.3 million
70	Solitude Financial Services, Inc.	Charlottesville	$79.5 million
71	Professional Financial Solutions, LLC	Fairfax	$79.2 million
72	Cobblestone Asset Management	Richmond	$78.0 million
73	Strategent Financial, LLC	Harrisonburg	$77.4 million
74	Integrated Financial Solutions, Inc.	Reston	$76.8 million
75	Heritage Financial LLC	Gainesville	$73.2 million
76	Blue Edge Capital, LLC	Richmond	$72.4 million
77	Cope Connelly	Arlington	$72.0 million
78	Commonwealth Retirement Investments LLC	Richmond	$70.8 million
79	Mason & Associates, LLC	Newport News	$67.5 million
80	Aspect Partners, LLC	Fairfax	$66.3 million
81	Evoadvisors	Richmond	$66.2 million
82	Aria Wealth Partners	Charlottesville	$66.1 million
83	Sagevest Wealth Management	McLean	$64.7 million
84	Pine Harbor Wealth Management LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.	Fairfax	$62.3 million
85	Courage Miller Partners, LLC	Norfolk	$61.9 million
86	Chase Investment Counsel Corporation	Charlottesville	$57.6 million
87	Legacy Wealth Management Group, Inc.	Lynchburg	$56.5 million
88	Tull Financial Group, Inc.	Chesapeake	$55.4 million
89	Westbourne Investments, Inc.	Alexandria	$55.3 million
90	Buchanan Wealth Management	Reston	$54.7 million
91	Amj Financial Wealth Management LLC	Leesburg	$54.4 million
92	Birks Financial Corp.	Herndon	$54.3 million
93	4J Wealth Management, LLC	McLean	$54.1 million
94	Bay Rivers Group Wealth Partners	Williamsburg	$53.6 million
95	Omega Wealth Management LLC	Arlington	$50.6 million
96	Variant Private Wealth LLC	Tysons	$50.4 million
97	Sentinel Wealth Management, Inc.	Reston	$50.1 million
98	Investology Inc.	Reston	$50.0 million
99	Wealthtrak Advisors	Virginia Beach	$49.7 million
100	Taylor Hoffman Capital Management	Richmond	$49.6 million

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.