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For asset managers
AdvisorIQ

Ranking, Virginia

Fastest-growing wealth firms over three years, including broker-dealer firms in Virginia

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

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

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.

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 Navy Federal Investment Services, LLC Broker-dealer affiliated Vienna 35.1% $852.4 million
6 Dover Advisors, LLC Richmond 34.3% $155.1 million
7 Integrated Financial Solutions, Inc. Reston 33.0% $129.0 million
8 The Main Street Group Glen Allen 32.0% $224.1 million
9 3CHOPT Investment Partners LLC Richmond 30.0% $404.8 million
10 Capitol Private Wealth Group LLC Vienna 30.0% $256.0 million
11 United Wealth Management, LLC Charlottesville 28.2% $193.1 million
12 The Lewis Financial Group Ashburn 28.1% $229.3 million
13 Allegiance Financial Group Vienna 27.1% $328.6 million
14 Buchanan Wealth Management Reston 24.9% $108.7 million
15 Solitude Financial Services, Inc. Charlottesville 24.6% $187.7 million
16 Cobblestone Asset Management Richmond 24.5% $134.1 million
17 T.M. Wealth Management Reston 24.0% $110.0 million
18 Centurion Wealth Management McLean 23.9% $413.5 million
19 Hughes Financial Services, LLC Herndon 23.9% $399.8 million
20 Kirk Capital Advisors LLC Vienna 23.8% $108.0 million
21 The Ascent Group, LLC Virginia Beach 23.5% $2.5 billion
22 Legacy Wealth Management Group, Inc. Lynchburg 23.4% $154.4 million
23 Olio Financial Planning McLean 23.2% $321.4 million
24 Cary Street Partners Richmond 23.0% $5.5 billion
25 Evoadvisors Richmond 22.7% $182.7 million
26 Meridian Financial Partners LLC Warrenton 22.2% $343.6 million
27 Brown | Miller Wealth Management, LLC McLean 22.1% $544.5 million
28 Thompson Davis Asset Management Broker-dealer affiliated Richmond 22.1% $116.2 million
29 Buttonwood Wealth Winchester 22.0% $234.0 million
30 Variant Private Wealth LLC Tysons 22.0% $147.3 million
31 Birks Financial Corp. Herndon 21.8% $160.9 million
32 Commonwealth Retirement Investments LLC Richmond 21.5% $210.1 million
33 Professional Financial Solutions, LLC Fairfax 21.4% $228.7 million
34 Heritage Financial LLC Gainesville 21.3% $228.8 million
35 4J Wealth Management, LLC McLean 21.2% $195.4 million
36 Cassaday & Company, Inc. McLean 21.0% $4.0 billion
37 Wealthtrak Advisors Virginia Beach 20.9% $121.2 million
38 Brown Edwards Wealth Strategies Lynchburg 20.2% $232.1 million
39 Chase Investment Counsel Corporation Charlottesville 20.0% $295.0 million
40 Alpha Advisors, LLC Richmond 19.9% $148.4 million
41 Bay Capital Advisors, LLC Virginia Beach 19.9% $132.5 million
42 Mason & Associates, LLC Newport News 19.9% $273.7 million
43 Bay Rivers Group Wealth Partners Williamsburg 19.8% $189.7 million
44 Wealthcrest Financial Services, LLC Springfield 19.8% $295.3 million
45 Reston Wealth Management Reston 19.6% $345.0 million
46 Capitol Securities Management, Inc. Broker-dealer affiliated Glen Allen 18.9% $1.3 billion
47 James River Asset Management, LLC Midlothian 18.8% $163.5 million
48 Sagevest Wealth Management McLean 18.5% $254.2 million
49 Evermay Wealth Management, LLC Arlington 18.5% $799.5 million
50 Sanchez & Zures, LLC McLean 18.4% $145.7 million
51 Strategent Financial, LLC Harrisonburg 18.0% $228.4 million
52 Opulen Financial Group, LLC Arlington 17.6% $105.7 million
53 Monument Wealth Management Alexandria 17.5% $399.8 million
54 Dudley Capital Management LLC Middleburg 17.4% $180.2 million
55 Amj Financial Wealth Management LLC Leesburg 17.1% $300.1 million
56 Claris Financial, LLC Glen Allen 16.9% $206.6 million
57 The Burney Company Reston 16.8% $2.3 billion
58 Rembert Pendleton Jackson Broker-dealer affiliated Vienna 16.6% $1.7 billion
59 Capitol Financial Consultants, Inc. McLean 16.6% $170.0 million
60 Compton Wealth Advisory Group, LLC Virginia Beach 16.5% $506.6 million
61 Pettyjohn, Wood & White, Inc. Broker-dealer affiliated Lynchburg 16.4% $648.5 million
62 Heritage Wealth Advisors Richmond 16.4% $3.1 billion
63 Heartwood Wealth Advisors, LLC Richmond 16.4% $982.8 million
64 Redmond Asset Management, LLC Henrico 16.3% $341.7 million
65 Reframe Wealth, LLC Fairfax 16.0% $253.1 million
66 Bowen Financial Services, LLC Midlothian 16.0% $122.5 million
67 Wealthcrossing Richmond 15.7% $994.4 million
68 Hopwood Financial Services, Inc. Reston 15.6% $486.3 million
69 Concord Wealth Partners Abingdon 15.5% $693.8 million
70 Tull Financial Group, Inc. Chesapeake 15.4% $238.9 million
71 Toth Financial Advisory Corp Leesburg 15.3% $753.7 million
72 Dominguez Wealth Management Solutions, Inc. Williamsburg 15.2% $139.3 million
73 Sentinel Wealth Management, Inc. Reston 15.2% $254.6 million
74 Omega Wealth Management LLC Arlington 15.1% $203.3 million
75 A. N. Culbertson & Company, Inc. Charlottesville 15.0% $538.1 million
76 Beacon Wealth Consultants, Inc. Roanoke 14.9% $183.6 million
77 Acima Private Wealth LLC Richmond 14.8% $277.8 million
78 Wealthcare Capital Management LLC Richmond 14.7% $2.6 billion
79 Paragon Financial Services Richmond 14.7% $254.5 million
80 Arbor Private Wealth, LLC Ashburn 14.6% $106.3 million
81 Andersen McLean 14.6% $4.2 billion
82 Azzad Asset Management, Inc. Falls Church 14.4% $1.2 billion
83 Taylor Financial Group, Inc. Roanoke 14.4% $273.9 million
84 The Hoerner Planning Group, LLC Middleburg 14.4% $1.1 billion
85 Wealthway Financial Advisors Norfolk 14.3% $164.3 million
86 West Financial Services, Inc. Broker-dealer affiliated McLean 14.3% $1.9 billion
87 Davenport & Company LLC Broker-dealer affiliated Richmond 14.2% $16.6 billion
88 Preston Wealth Advisors, LLC. Reston 14.1% $192.7 million
89 Financial Security Advisory Inc Broker-dealer affiliated Virginia Beach 13.9% $1.3 billion
90 Partners in Financial Planning, LLC Salem 13.9% $617.9 million
91 Campbell Deegan Financial Richmond 13.8% $505.6 million
92 Joss Brown Wealth Advisors Williamsburg 13.5% $111.0 million
93 The Capital Management Corporation Glen Allen 13.5% $564.6 million
94 Highstone Group Richmond 13.3% $181.2 million
95 Westbourne Investments, Inc. Alexandria 13.2% $190.3 million
96 Prospect Financial Group LLC Arlington 13.2% $140.9 million
97 Rede Wealth, LLC Charlottesville 13.1% $239.3 million
98 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 13.0% $915.8 million
99 Blue Edge Capital, LLC Richmond 13.0% $529.9 million
100 Virginia Wealth Management Group, Inc. Virginia Beach 12.9% $273.8 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.