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For asset managers

Ranking, Virginia

Fastest-growing independent RIAs over three years in Virginia

As of October 2, 2026, Abich Financial Wealth Management, LLC ranked #1 in Virginia in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 57.9%, from a base of $100.3 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over three years in Virginia
Rank Firm City Growth Starting value
1 Abich Financial Wealth Management, LLC Ashburn 57.9% $100.3 million
2 Covenant Wealth Advisors Richmond 49.6% $271.7 million
3 Legacy Wealth Management Inc. Manassas 44.2% $104.6 million
4 Martin Wealth Solutions Christiansburg 41.8% $132.3 million
5 Dover Advisors, LLC Richmond 34.3% $155.1 million
6 Integrated Financial Solutions, Inc. Reston 33.0% $129.0 million
7 The Main Street Group Glen Allen 32.0% $224.1 million
8 3CHOPT Investment Partners LLC Richmond 30.0% $404.8 million
9 Capitol Private Wealth Group LLC Vienna 30.0% $256.0 million
10 United Wealth Management, LLC Charlottesville 28.2% $193.1 million
11 The Lewis Financial Group Ashburn 28.1% $229.3 million
12 Allegiance Financial Group Vienna 27.1% $328.6 million
13 Buchanan Wealth Management Reston 24.9% $108.7 million
14 Solitude Financial Services, Inc. Charlottesville 24.6% $187.7 million
15 Cobblestone Asset Management Richmond 24.5% $134.1 million
16 T.M. Wealth Management Reston 24.0% $110.0 million
17 Centurion Wealth Management McLean 23.9% $413.5 million
18 Hughes Financial Services, LLC Herndon 23.9% $399.8 million
19 Kirk Capital Advisors LLC Vienna 23.8% $108.0 million
20 The Ascent Group, LLC Virginia Beach 23.5% $2.5 billion
21 Legacy Wealth Management Group, Inc. Lynchburg 23.4% $154.4 million
22 Olio Financial Planning McLean 23.2% $321.4 million
23 Cary Street Partners Richmond 23.0% $5.5 billion
24 Evoadvisors Richmond 22.7% $182.7 million
25 Meridian Financial Partners LLC Warrenton 22.2% $343.6 million
26 Brown | Miller Wealth Management, LLC McLean 22.1% $544.5 million
27 Buttonwood Wealth Winchester 22.0% $234.0 million
28 Variant Private Wealth LLC Tysons 22.0% $147.3 million
29 Birks Financial Corp. Herndon 21.8% $160.9 million
30 Commonwealth Retirement Investments LLC Richmond 21.5% $210.1 million
31 Professional Financial Solutions, LLC Fairfax 21.4% $228.7 million
32 Heritage Financial LLC Gainesville 21.3% $228.8 million
33 4J Wealth Management, LLC McLean 21.2% $195.4 million
34 Cassaday & Company, Inc. McLean 21.0% $4.0 billion
35 Wealthtrak Advisors Virginia Beach 20.9% $121.2 million
36 Brown Edwards Wealth Strategies Lynchburg 20.2% $232.1 million
37 Chase Investment Counsel Corporation Charlottesville 20.0% $295.0 million
38 Alpha Advisors, LLC Richmond 19.9% $148.4 million
39 Bay Capital Advisors, LLC Virginia Beach 19.9% $132.5 million
40 Mason & Associates, LLC Newport News 19.9% $273.7 million
41 Bay Rivers Group Wealth Partners Williamsburg 19.8% $189.7 million
42 Wealthcrest Financial Services, LLC Springfield 19.8% $295.3 million
43 Reston Wealth Management Reston 19.6% $345.0 million
44 James River Asset Management, LLC Midlothian 18.8% $163.5 million
45 Sagevest Wealth Management McLean 18.5% $254.2 million
46 Evermay Wealth Management, LLC Arlington 18.5% $799.5 million
47 Sanchez & Zures, LLC McLean 18.4% $145.7 million
48 Strategent Financial, LLC Harrisonburg 18.0% $228.4 million
49 Opulen Financial Group, LLC Arlington 17.6% $105.7 million
50 Monument Wealth Management Alexandria 17.5% $399.8 million
51 Dudley Capital Management LLC Middleburg 17.4% $180.2 million
52 Amj Financial Wealth Management LLC Leesburg 17.1% $300.1 million
53 Claris Financial, LLC Glen Allen 16.9% $206.6 million
54 The Burney Company Reston 16.8% $2.3 billion
55 Capitol Financial Consultants, Inc. McLean 16.6% $170.0 million
56 Compton Wealth Advisory Group, LLC Virginia Beach 16.5% $506.6 million
57 Heritage Wealth Advisors Richmond 16.4% $3.1 billion
58 Heartwood Wealth Advisors, LLC Richmond 16.4% $982.8 million
59 Redmond Asset Management, LLC Henrico 16.3% $341.7 million
60 Reframe Wealth, LLC Fairfax 16.0% $253.1 million
61 Bowen Financial Services, LLC Midlothian 16.0% $122.5 million
62 Wealthcrossing Richmond 15.7% $994.4 million
63 Hopwood Financial Services, Inc. Reston 15.6% $486.3 million
64 Concord Wealth Partners Abingdon 15.5% $693.8 million
65 Tull Financial Group, Inc. Chesapeake 15.4% $238.9 million
66 Toth Financial Advisory Corp Leesburg 15.3% $753.7 million
67 Dominguez Wealth Management Solutions, Inc. Williamsburg 15.2% $139.3 million
68 Sentinel Wealth Management, Inc. Reston 15.2% $254.6 million
69 Omega Wealth Management LLC Arlington 15.1% $203.3 million
70 A. N. Culbertson & Company, Inc. Charlottesville 15.0% $538.1 million
71 Beacon Wealth Consultants, Inc. Roanoke 14.9% $183.6 million
72 Acima Private Wealth LLC Richmond 14.8% $277.8 million
73 Wealthcare Capital Management LLC Richmond 14.7% $2.6 billion
74 Paragon Financial Services Richmond 14.7% $254.5 million
75 Arbor Private Wealth, LLC Ashburn 14.6% $106.3 million
76 Andersen McLean 14.6% $4.2 billion
77 Azzad Asset Management, Inc. Falls Church 14.4% $1.2 billion
78 Taylor Financial Group, Inc. Roanoke 14.4% $273.9 million
79 The Hoerner Planning Group, LLC Middleburg 14.4% $1.1 billion
80 Wealthway Financial Advisors Norfolk 14.3% $164.3 million
81 Preston Wealth Advisors, LLC. Reston 14.1% $192.7 million
82 Partners in Financial Planning, LLC Salem 13.9% $617.9 million
83 Campbell Deegan Financial Richmond 13.8% $505.6 million
84 Joss Brown Wealth Advisors Williamsburg 13.5% $111.0 million
85 The Capital Management Corporation Glen Allen 13.5% $564.6 million
86 Highstone Group Richmond 13.3% $181.2 million
87 Westbourne Investments, Inc. Alexandria 13.2% $190.3 million
88 Prospect Financial Group LLC Arlington 13.2% $140.9 million
89 Rede Wealth, LLC Charlottesville 13.1% $239.3 million
90 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 13.0% $915.8 million
91 Blue Edge Capital, LLC Richmond 13.0% $529.9 million
92 Virginia Wealth Management Group, Inc. Virginia Beach 12.9% $273.8 million
93 Aspect Partners, LLC Fairfax 12.8% $291.5 million
94 Fields Gottscho Capital Management LLC Charlottesville 12.8% $232.3 million
95 Kanawha Capital Management, LLC Richmond 12.7% $1.3 billion
96 Morris & Wells Wealth Management Charlottesville 12.5% $694.3 million
97 D'Orazio Wealth Advisors Vienna 12.4% $1.0 billion
98 Glassman Wealth Services, LLC Vienna 12.4% $1.8 billion
99 Verus Financial Partners Richmond 12.2% $837.0 million
100 Canal Capital Management, LLC Richmond 11.9% $916.9 million

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

More rankings

Fastest growing, 3 years 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.