IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Virginia

Independent RIAs with the fastest client growth over one year in Virginia

As of October 2, 2026, Range Advisory, LLC ranked #1 in Virginia in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 110.3%, from a base of 1,404.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Range Advisory, LLC McLean 110.3% 1,404
2 The Burney Company Reston 99.9% 1,932
3 Apforia Virginia Beach 74.1% 286
4 Colonial River Wealth Management LLC Midlothian 73.9% 1,034
5 The Lewis Financial Group Ashburn 46.3% 229
6 Martin Wealth Solutions Christiansburg 43.1% 626
7 Cobblestone Asset Management Richmond 39.8% 309
8 Legacy Wealth Management Inc. Manassas 37.9% 533
9 Omega Wealth Management LLC Arlington 35.9% 128
10 Glover Park Wealth Management, LLC Arlington 34.8% 141
11 Legacy Wealth Management Group, Inc. Lynchburg 24.5% 973
12 Covenant Wealth Advisors Richmond 23.7% 427
13 Blue Edge Capital, LLC Richmond 19.4% 144
14 Cary Street Partners Richmond 19.2% 5,860
15 Buttonwood Wealth Winchester 18.8% 346
16 3CHOPT Investment Partners LLC Richmond 17.4% 201
17 Harborpoint Wealth Partners Virginia Beach 16.3% 245
18 The Ascent Group, LLC Virginia Beach 15.9% 3,709
19 Jjsa Advisors, Ltd. Virginia Beach 15.1% 192
20 Founders Grove Wealth Partners, LLC Richmond 15.0% 147
21 United Wealth Management, LLC Charlottesville 14.7% 224
22 Decisionmap Wealth Management, LLC Great Falls 14.4% 139
23 Alpha Financial Advisors, LLC McLean 13.9% 137
24 Monument Wealth Management Alexandria 13.1% 213
25 Chase Investment Counsel Corporation Charlottesville 12.7% 118
26 Wealthcare Capital Management LLC Richmond 12.3% 5,066
27 Solitude Financial Services, Inc. Charlottesville 12.3% 146
28 Capitol Private Wealth Group LLC Vienna 11.7% 512
29 Spark Financial Advisors Richmond 11.6% 155
30 Acorn Financial Advisory Services, Inc. Reston 11.3% 2,356
31 Morris & Wells Wealth Management Charlottesville 10.8% 490
32 Bay Capital Advisors, LLC Virginia Beach 10.8% 176
33 Bay Rivers Group Wealth Partners Williamsburg 10.8% 362
34 Tone Capital, LLC Richmond 10.5% 152
35 Dover Advisors, LLC Richmond 10.3% 116
36 Clarion Wealth Management Partners Fairfax 9.1% 394
37 Hughes Financial Services, LLC Herndon 9.1% 770
38 Claris Financial, LLC Glen Allen 8.7% 551
39 Bogart Wealth, LLC McLean 8.5% 1,329
40 Heritage Wealth Advisors Richmond 8.2% 426
41 Evermay Wealth Management, LLC Arlington 8.0% 525
42 Meridian Financial Partners LLC Warrenton 8.0% 540
43 Kanawha Capital Management, LLC Richmond 7.9% 530
44 Amj Financial Wealth Management LLC Leesburg 7.7% 439
45 Commonwealth Retirement Investments LLC Richmond 7.6% 314
46 Canal Capital Management, LLC Richmond 7.5% 388
47 4J Wealth Management, LLC McLean 7.4% 230
48 Graves Light Lenhart Harrisonburg 7.4% 408
49 Brown | Miller Wealth Management, LLC McLean 7.2% 474
50 Korving & Company LLC Suffolk 7.2% 265
51 Dominguez Wealth Management Solutions, Inc. Williamsburg 7.1% 184
52 Pine Harbor Wealth Management LLC Successor Fairfax 6.9% 160
53 Reframe Wealth, LLC Fairfax 6.8% 221
54 Buchanan Wealth Management Reston 6.3% 174
55 Gratus Wealth Advisors LLC Virginia Beach 6.2% 418
56 Heartwood Wealth Advisors, LLC Richmond 6.1% 541
57 Investment Management Corporation Roanoke 6.0% 182
58 Andersen McLean 6.0% 618
59 Investology Inc. Reston 5.9% 425
60 Variant Private Wealth LLC Tysons 5.6% 195
61 Advisors Financial, Inc. McLean 5.6% 213
62 Wealthcrossing Richmond 5.1% 254
63 Professional Financial Solutions, LLC Fairfax 5.0% 278
63 Strategent Financial, LLC Harrisonburg 5.0% 139
65 Abich Financial Wealth Management, LLC Ashburn 5.0% 498
66 Sagevest Wealth Management McLean 4.9% 144
67 The Capital Management Corporation Glen Allen 4.8% 187
68 A. N. Culbertson & Company, Inc. Charlottesville 4.7% 301
69 The Hoerner Planning Group, LLC Middleburg 4.6% 414
70 Salomon and Ludwin Richmond 4.6% 439
71 Glassman Wealth Services, LLC Vienna 4.1% 388
72 Heritage Financial LLC Gainesville 4.1% 340
73 Yeske Buie Inc. Vienna 4.0% 451
74 Campbell Deegan Financial Richmond 3.9% 741
75 Hopwood Financial Services, Inc. Reston 3.9% 285
76 Reston Wealth Management Reston 3.8% 475
77 Allegiance Financial Group Vienna 3.8% 585
78 Joss Brown Wealth Advisors Williamsburg 3.7% 134
79 Cook Financial Designs, Inc. Virginia Beach 3.7% 188
80 Preston Wealth Advisors, LLC. Reston 3.7% 380
81 Peakvalley Wealth, LLC Roanoke 3.7% 163
82 Cassaday & Company, Inc. McLean 3.5% 3,155
83 Toth Financial Advisory Corp Leesburg 3.5% 1,266
84 Heritage Wealth Management Group, Ltd Norfolk 3.4% 174
85 Virginia Wealth Management Group, Inc. Virginia Beach 3.4% 119
86 Birks Financial Corp. Herndon 3.2% 154
87 Kfa Private Wealth Group, LLC Tyson 3.2% 847
88 James River Asset Management, LLC Midlothian 3.2% 410
89 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 3.1% 688
90 Godsey & Gibb Wealth Management Richmond 3.0% 807
91 Mason & Associates, LLC Newport News 2.9% 410
92 Paragon Financial Services Richmond 2.6% 719
93 Evoadvisors Richmond 2.4% 165
94 Kinloch Capital, LLC Glen Allen 2.2% 181
95 D'Orazio Wealth Advisors Vienna 2.1% 286
96 Azzad Asset Management, Inc. Falls Church 1.8% 1,515
97 Partners in Financial Planning, LLC Salem 1.8% 389
98 Alpha Advisors, LLC Richmond 1.8% 114
99 Hendershot Investments, Inc. Centreville 1.7% 517
100 Taylor Hoffman Capital Management Richmond 1.6% 513

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

Client growth 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.