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For asset managers
AdvisorIQ

Ranking, Virginia

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

As of October 2, 2026, Covenant Wealth Advisors ranked #1 in Virginia in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 31.8%, from a base of $229.0 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 five years between the SEC snapshots of October 4, 2021 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 Covenant Wealth Advisors Richmond 31.8% $229.0 million
2 Reframe Wealth, LLC Fairfax 30.1% $106.0 million
3 Cary Street Partners Richmond 25.8% $3.3 billion
4 Navy Federal Investment Services, LLC Broker-dealer affiliated Vienna 23.7% $726.3 million
5 Legacy Wealth Management Inc. Manassas 22.9% $112.1 million
6 Olio Financial Planning McLean 22.2% $219.9 million
7 Capitol Private Wealth Group LLC Vienna 21.4% $213.3 million
8 Concord Wealth Partners Abingdon 20.3% $423.9 million
9 The Main Street Group Glen Allen 20.0% $206.7 million
10 United Wealth Management, LLC Charlottesville 19.8% $165.0 million
11 Andersen McLean 19.6% $2.6 billion
12 Bogart Wealth, LLC McLean 19.5% $1.3 billion
13 Solitude Financial Services, Inc. Charlottesville 18.8% $153.6 million
14 Integrated Financial Solutions, Inc. Reston 18.8% $128.3 million
15 Dudley Capital Management LLC Middleburg 17.9% $128.3 million
16 Meridian Financial Partners LLC Warrenton 17.2% $284.2 million
17 Commonwealth Retirement Investments LLC Richmond 16.4% $176.1 million
18 Professional Financial Solutions, LLC Fairfax 16.3% $192.3 million
19 The Ascent Group, LLC Virginia Beach 16.2% $2.2 billion
20 Bay Rivers Group Wealth Partners Williamsburg 16.1% $154.4 million
21 Heritage Financial LLC Gainesville 15.4% $199.6 million
22 Canal Capital Management, LLC Richmond 15.4% $628.8 million
23 Birks Financial Corp. Herndon 15.3% $142.4 million
24 Buttonwood Wealth Winchester 15.1% $210.1 million
25 Hughes Financial Services, LLC Herndon 15.0% $377.7 million
26 Montvue Capital Management, Inc. Lynchburg 15.0% $177.8 million
27 Brown | Miller Wealth Management, LLC McLean 14.9% $494.6 million
28 Amj Financial Wealth Management LLC Leesburg 14.9% $240.5 million
29 Mason & Associates, LLC Newport News 14.8% $236.5 million
30 Brown Edwards Wealth Strategies Lynchburg 14.8% $202.4 million
31 Strategent Financial, LLC Harrisonburg 14.6% $189.3 million
32 Capitol Securities Management, Inc. Broker-dealer affiliated Glen Allen 14.6% $1.1 billion
33 Virginia Wealth Management Group, Inc. Virginia Beach 14.5% $199.8 million
34 Evoadvisors Richmond 14.5% $171.7 million
35 Hendershot Investments, Inc. Centreville 14.4% $545.5 million
36 Wealthcrest Financial Services, LLC Springfield 14.2% $261.2 million
37 4J Wealth Management, LLC McLean 13.9% $181.4 million
38 McLaughlin Ryder Investments, Inc. Broker-dealer affiliated Alexandria 13.9% $272.7 million
39 Beacon Wealth Consultants, Inc. Roanoke 13.8% $145.6 million
40 Omega Wealth Management LLC Arlington 13.7% $163.3 million
41 Variant Private Wealth LLC Tysons 13.3% $143.0 million
42 James River Asset Management, LLC Midlothian 13.3% $146.5 million
43 Alpha Advisors, LLC Richmond 13.0% $139.1 million
44 Heritage Wealth Advisors Richmond 12.7% $2.7 billion
45 Kinloch Capital, LLC Glen Allen 12.7% $165.8 million
46 Evermay Wealth Management, LLC Arlington 12.5% $736.8 million
47 Monument Wealth Management Alexandria 12.4% $360.9 million
48 Rede Wealth, LLC Charlottesville 12.3% $193.6 million
49 Wealthcrossing Richmond 12.2% $864.3 million
50 Thompson Davis Asset Management Broker-dealer affiliated Richmond 12.1% $119.4 million
51 Dominguez Wealth Management Solutions, Inc. Williamsburg 12.0% $120.8 million
52 Heartwood Wealth Advisors, LLC Richmond 11.9% $881.2 million
53 Pettyjohn, Wood & White, Inc. Broker-dealer affiliated Lynchburg 11.7% $587.2 million
54 Azzad Asset Management, Inc. Falls Church 11.6% $1.1 billion
55 Sanchez & Zures, LLC McLean 11.5% $140.5 million
56 The Burney Company Reston 11.5% $2.1 billion
57 Beacon Harbor Wealth Advisors Virginia Beach 11.2% $357.7 million
58 Wealthcare Capital Management LLC Richmond 11.2% $2.3 billion
59 Blue Edge Capital, LLC Richmond 11.1% $451.0 million
60 Claris Financial, LLC Glen Allen 11.0% $196.4 million
61 The Hoerner Planning Group, LLC Middleburg 10.9% $986.9 million
62 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 10.9% $790.2 million
63 Acima Private Wealth LLC Richmond 10.7% $252.6 million
64 Hopwood Financial Services, Inc. Reston 10.7% $451.9 million
65 A. N. Culbertson & Company, Inc. Charlottesville 10.5% $495.9 million
66 Reston Wealth Management Reston 10.5% $358.9 million
67 Sentinel Wealth Management, Inc. Reston 10.4% $237.0 million
68 Highstone Group Richmond 10.1% $163.1 million
69 Chase Investment Counsel Corporation Charlottesville 10.1% $315.8 million
70 Financial Security Advisory Inc Broker-dealer affiliated Virginia Beach 10.0% $1.2 billion
71 Sagevest Wealth Management McLean 10.0% $262.6 million
72 Rembert Pendleton Jackson Broker-dealer affiliated Vienna 10.0% $1.7 billion
73 Tull Financial Group, Inc. Chesapeake 9.8% $229.7 million
74 Paragon Financial Services Richmond 9.7% $241.7 million
75 Colonial River Wealth Management LLC Midlothian 9.6% $293.6 million
76 Toth Financial Advisory Corp Leesburg 9.5% $732.5 million
77 CJM Wealth Advisers, Ltd. Falls Church 9.2% $945.6 million
78 Glassman Wealth Services, LLC Vienna 9.0% $1.7 billion
79 Davenport & Company LLC Broker-dealer affiliated Richmond 9.0% $16.1 billion
80 Kfa Private Wealth Group, LLC Tyson 8.9% $542.3 million
81 Taylor Financial Group, Inc. Roanoke 8.8% $268.9 million
82 Compton Wealth Advisory Group, LLC Virginia Beach 8.5% $531.1 million
83 Kanawha Capital Management, LLC Richmond 8.5% $1.2 billion
84 Graves Light Lenhart Harrisonburg 8.4% $822.6 million
85 Campbell Deegan Financial Richmond 8.4% $498.5 million
86 Wealthway Financial Advisors Norfolk 8.2% $165.3 million
87 Yeske Buie Inc. Vienna 8.2% $722.1 million
88 Harbour Capital Advisors, LLC Tysons Corner 8.1% $474.8 million
89 Partners in Financial Planning, LLC Salem 8.0% $622.9 million
90 Chesapeake Investment Management LLC McLean 7.9% $140.0 million
91 West Financial Services, Inc. Broker-dealer affiliated McLean 7.9% $1.9 billion
92 Westbourne Investments, Inc. Alexandria 7.9% $189.4 million
93 Marotta Wealth Management, Inc. Charlottesville 7.8% $470.7 million
94 Godsey & Gibb Wealth Management Richmond 7.8% $1.1 billion
95 Investment Management Corporation Roanoke 7.5% $132.9 million
96 Capitol Financial Consultants, Inc. McLean 7.4% $188.5 million
97 Morris & Wells Wealth Management Charlottesville 7.1% $701.9 million
98 Redmond Asset Management, LLC Henrico 7.0% $382.4 million
99 Lander & Associates Inc Oak Hill 6.9% $128.8 million
100 Courage Miller Partners, LLC Norfolk 6.7% $347.1 million

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

More rankings

Fastest growing, 5 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.