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AdvisorIQ

Ranking, Virginia

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Virginia

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Pactolus Broker-dealer affiliated Vienna 45.5% 211
7 Martin Wealth Solutions Christiansburg 43.1% 626
8 Cobblestone Asset Management Richmond 39.8% 309
9 Legacy Wealth Management Inc. Manassas 37.9% 533
10 Omega Wealth Management LLC Arlington 35.9% 128
11 Glover Park Wealth Management, LLC Arlington 34.8% 141
12 Legacy Wealth Management Group, Inc. Lynchburg 24.5% 973
13 Covenant Wealth Advisors Richmond 23.7% 427
14 Blue Edge Capital, LLC Richmond 19.4% 144
15 Cary Street Partners Richmond 19.2% 5,860
16 Buttonwood Wealth Winchester 18.8% 346
17 3CHOPT Investment Partners LLC Richmond 17.4% 201
18 Financial Security Advisory Inc Broker-dealer affiliated Virginia Beach 16.8% 2,904
19 Harborpoint Wealth Partners Virginia Beach 16.3% 245
20 Navy Federal Investment Services, LLC Broker-dealer affiliated Vienna 15.9% 6,406
21 The Ascent Group, LLC Virginia Beach 15.9% 3,709
22 Jjsa Advisors, Ltd. Virginia Beach 15.1% 192
23 Founders Grove Wealth Partners, LLC Richmond 15.0% 147
24 United Wealth Management, LLC Charlottesville 14.7% 224
25 Decisionmap Wealth Management, LLC Great Falls 14.4% 139
26 McLaughlin Ryder Investments, Inc. Broker-dealer affiliated Alexandria 14.3% 440
27 Alpha Financial Advisors, LLC McLean 13.9% 137
28 Monument Wealth Management Alexandria 13.1% 213
29 Chase Investment Counsel Corporation Charlottesville 12.7% 118
30 Wealthcare Capital Management LLC Richmond 12.3% 5,066
31 Solitude Financial Services, Inc. Charlottesville 12.3% 146
32 Capitol Private Wealth Group LLC Vienna 11.7% 512
33 Spark Financial Advisors Richmond 11.6% 155
34 Acorn Financial Advisory Services, Inc. Reston 11.3% 2,356
35 Morris & Wells Wealth Management Charlottesville 10.8% 490
36 Bay Capital Advisors, LLC Virginia Beach 10.8% 176
37 Bay Rivers Group Wealth Partners Williamsburg 10.8% 362
38 Tone Capital, LLC Richmond 10.5% 152
39 Dover Advisors, LLC Richmond 10.3% 116
40 Clarion Wealth Management Partners Fairfax 9.1% 394
41 Hughes Financial Services, LLC Herndon 9.1% 770
42 Claris Financial, LLC Glen Allen 8.7% 551
43 Bogart Wealth, LLC McLean 8.5% 1,329
44 Heritage Wealth Advisors Richmond 8.2% 426
45 Evermay Wealth Management, LLC Arlington 8.0% 525
46 Meridian Financial Partners LLC Warrenton 8.0% 540
47 Kanawha Capital Management, LLC Richmond 7.9% 530
48 Amj Financial Wealth Management LLC Leesburg 7.7% 439
49 Commonwealth Retirement Investments LLC Richmond 7.6% 314
50 Canal Capital Management, LLC Richmond 7.5% 388
51 4J Wealth Management, LLC McLean 7.4% 230
52 Davenport & Company LLC Broker-dealer affiliated Richmond 7.4% 16,587
53 Graves Light Lenhart Harrisonburg 7.4% 408
54 Brown | Miller Wealth Management, LLC McLean 7.2% 474
55 Korving & Company LLC Suffolk 7.2% 265
56 Dominguez Wealth Management Solutions, Inc. Williamsburg 7.1% 184
57 Pine Harbor Wealth Management LLC Successor Fairfax 6.9% 160
58 Reframe Wealth, LLC Fairfax 6.8% 221
59 Buchanan Wealth Management Reston 6.3% 174
60 Gratus Wealth Advisors LLC Virginia Beach 6.2% 418
61 Heartwood Wealth Advisors, LLC Richmond 6.1% 541
62 Investment Management Corporation Roanoke 6.0% 182
63 Andersen McLean 6.0% 618
64 Investology Inc. Reston 5.9% 425
65 Capitol Securities Management, Inc. Broker-dealer affiliated Glen Allen 5.7% 3,796
66 Variant Private Wealth LLC Tysons 5.6% 195
67 Advisors Financial, Inc. McLean 5.6% 213
68 Wealthcrossing Richmond 5.1% 254
69 Professional Financial Solutions, LLC Fairfax 5.0% 278
69 Strategent Financial, LLC Harrisonburg 5.0% 139
71 Abich Financial Wealth Management, LLC Ashburn 5.0% 498
72 Rembert Pendleton Jackson Broker-dealer affiliated Vienna 5.0% 1,396
73 Sagevest Wealth Management McLean 4.9% 144
74 The Capital Management Corporation Glen Allen 4.8% 187
75 West Financial Services, Inc. Broker-dealer affiliated McLean 4.7% 962
76 A. N. Culbertson & Company, Inc. Charlottesville 4.7% 301
77 The Hoerner Planning Group, LLC Middleburg 4.6% 414
78 Salomon and Ludwin Richmond 4.6% 439
79 Pettyjohn, Wood & White, Inc. Broker-dealer affiliated Lynchburg 4.5% 561
80 Glassman Wealth Services, LLC Vienna 4.1% 388
81 Heritage Financial LLC Gainesville 4.1% 340
82 Yeske Buie Inc. Vienna 4.0% 451
83 Campbell Deegan Financial Richmond 3.9% 741
84 Hopwood Financial Services, Inc. Reston 3.9% 285
85 Reston Wealth Management Reston 3.8% 475
86 Allegiance Financial Group Vienna 3.8% 585
87 Joss Brown Wealth Advisors Williamsburg 3.7% 134
88 Cook Financial Designs, Inc. Virginia Beach 3.7% 188
89 Preston Wealth Advisors, LLC. Reston 3.7% 380
90 Peakvalley Wealth, LLC Roanoke 3.7% 163
91 Cassaday & Company, Inc. McLean 3.5% 3,155
92 Toth Financial Advisory Corp Leesburg 3.5% 1,266
93 Heritage Wealth Management Group, Ltd Norfolk 3.4% 174
94 Virginia Wealth Management Group, Inc. Virginia Beach 3.4% 119
95 Birks Financial Corp. Herndon 3.2% 154
96 Kfa Private Wealth Group, LLC Tyson 3.2% 847
97 James River Asset Management, LLC Midlothian 3.2% 410
98 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 3.1% 688
99 Godsey & Gibb Wealth Management Richmond 3.0% 807
100 The Scott S. James Company Broker-dealer affiliated Falls Church 3.0% 135

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.