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For asset managers
AdvisorIQ

Ranking, Virginia

Fastest-growing wealth firms over one year, including broker-dealer firms in Virginia

As of October 2, 2026, Legacy Wealth Management Inc. ranked #1 in Virginia in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 77.0%, from a base of $177.3 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Legacy Wealth Management Inc. Manassas 77.0% $177.3 million
2 Abich Financial Wealth Management, LLC Ashburn 73.4% $227.6 million
3 The Lewis Financial Group Ashburn 53.7% $313.9 million
4 Decisionmap Wealth Management, LLC Great Falls 49.8% $242.5 million
5 Brown Edwards Wealth Strategies Lynchburg 48.2% $272.2 million
6 Cobblestone Asset Management Richmond 43.2% $180.8 million
7 Monument Wealth Management Alexandria 39.4% $465.1 million
8 Covenant Wealth Advisors Richmond 39.3% $653.0 million
9 Buttonwood Wealth Winchester 38.6% $306.9 million
10 Colonial River Wealth Management LLC Midlothian 36.6% $339.8 million
11 Martin Wealth Solutions Christiansburg 36.3% $276.6 million
12 Buchanan Wealth Management Reston 34.8% $157.3 million
13 Integrated Financial Solutions, Inc. Reston 33.9% $226.6 million
14 Allegiance Financial Group Vienna 33.7% $505.0 million
15 Centurion Wealth Management McLean 32.9% $591.4 million
16 Piedmont Wealth Advisory Reston 32.1% $267.8 million
17 United Wealth Management, LLC Charlottesville 30.7% $311.1 million
18 October Effect Ltd. Broker-dealer affiliated Virginia Beach 30.4% $111.7 million
19 Wealthtrak Advisors Virginia Beach 30.2% $164.6 million
20 Wealthcare Capital Management LLC Richmond 29.6% $3.0 billion
21 T.M. Wealth Management Reston 28.9% $162.8 million
22 Solitude Financial Services, Inc. Charlottesville 28.0% $284.0 million
23 Wealthcrossing Richmond 27.8% $1.2 billion
24 Spark Financial Advisors Richmond 27.0% $115.8 million
25 Opulen Financial Group, LLC Arlington 27.0% $135.3 million
26 Clarion Wealth Management Partners Fairfax 26.4% $312.4 million
27 Strategent Financial, LLC Harrisonburg 26.0% $297.4 million
28 Westbourne Investments, Inc. Alexandria 25.0% $221.1 million
29 Investology Inc. Reston 25.0% $200.0 million
30 Capitol Private Wealth Group LLC Vienna 24.7% $450.7 million
31 Evoadvisors Richmond 24.4% $271.0 million
32 The Main Street Group Glen Allen 24.3% $414.6 million
33 Legacy Wealth Management Group, Inc. Lynchburg 24.2% $233.3 million
34 Cary Street Partners Richmond 24.1% $8.3 billion
35 Professional Financial Solutions, LLC Fairfax 24.0% $330.4 million
36 Financial Security Advisory Inc Broker-dealer affiliated Virginia Beach 23.9% $1.6 billion
37 Reston Wealth Management Reston 23.7% $477.1 million
38 Hughes Financial Services, LLC Herndon 23.3% $616.4 million
39 Variant Private Wealth LLC Tysons 23.2% $217.1 million
40 Commonwealth Retirement Investments LLC Richmond 23.1% $306.2 million
41 Founders Grove Wealth Partners, LLC Richmond 23.0% $432.7 million
42 Birks Financial Corp. Herndon 23.0% $236.3 million
43 Meridian Financial Partners LLC Warrenton 22.9% $510.8 million
44 Kfa Private Wealth Group, LLC Tyson 22.7% $676.3 million
45 Heritage Wealth Management Group, Ltd Norfolk 22.7% $124.1 million
46 Navy Federal Investment Services, LLC Broker-dealer affiliated Vienna 22.6% $1.7 billion
47 Olio Financial Planning McLean 22.1% $491.9 million
48 Heritage Financial LLC Gainesville 21.9% $334.7 million
49 Oxford Capital Management RICHM0ND 21.4% $140.0 million
50 Cook Financial Designs, Inc. Virginia Beach 21.4% $142.0 million
51 Argo Wealth Advisory, LLC McLean 21.4% $211.0 million
52 Peakvalley Wealth, LLC Roanoke 21.4% $107.3 million
53 McLean Asset Management Corp. Tysons 21.3% $819.2 million
54 Jjsa Advisors, Ltd. Virginia Beach 20.7% $127.9 million
55 Glover Park Wealth Management, LLC Arlington 20.4% $119.8 million
56 3CHOPT Investment Partners LLC Richmond 20.3% $739.1 million
57 Pettyjohn, Wood & White, Inc. Broker-dealer affiliated Lynchburg 19.8% $853.8 million
58 Brown | Miller Wealth Management, LLC McLean 19.7% $827.9 million
59 Bay Rivers Group Wealth Partners Williamsburg 19.7% $272.6 million
60 Omega Wealth Management LLC Arlington 19.6% $259.0 million
61 Cassaday & Company, Inc. McLean 19.3% $6.0 billion
62 Kinloch Capital, LLC Glen Allen 19.3% $252.4 million
63 Sanchez & Zures, LLC McLean 19.2% $202.9 million
64 Wealthcrest Financial Services, LLC Springfield 19.1% $426.0 million
65 Bogart Wealth, LLC McLean 19.1% $2.7 billion
66 Gratus Wealth Advisors LLC Virginia Beach 19.0% $690.7 million
67 Heartwood Wealth Advisors, LLC Richmond 18.9% $1.3 billion
68 Capitol Securities Management, Inc. Broker-dealer affiliated Glen Allen 18.9% $1.8 billion
69 Aspect Partners, LLC Fairfax 18.8% $351.9 million
70 4J Wealth Management, LLC McLean 18.4% $294.1 million
71 Sagevest Wealth Management McLean 18.1% $358.5 million
72 Tull Financial Group, Inc. Chesapeake 17.8% $311.7 million
73 Verus Financial Partners Richmond 17.7% $1.0 billion
74 Split Creek LLC DBA Split Creek Capital LLC Charlottesville 17.5% $108.7 million
75 Beacon Wealth Consultants, Inc. Roanoke 17.5% $236.9 million
76 Partners in Financial Planning, LLC Salem 17.2% $779.8 million
77 Capitol Financial Consultants, Inc. McLean 16.7% $230.6 million
78 Mason & Associates, LLC Newport News 16.7% $403.9 million
79 Wealthway Financial Advisors Norfolk 16.7% $210.5 million
80 Morris & Wells Wealth Management Charlottesville 16.6% $847.0 million
81 Joss Brown Wealth Advisors Williamsburg 16.5% $139.3 million
82 Bay Capital Advisors, LLC Virginia Beach 16.5% $195.9 million
83 Glassman Wealth Services, LLC Vienna 16.5% $2.2 billion
84 Dudley Capital Management LLC Middleburg 16.4% $250.5 million
85 Manuka Financial Richmond 16.3% $187.5 million
86 The Capital Management Corporation Glen Allen 16.3% $710.1 million
87 Prospect Financial Group LLC Arlington 16.2% $175.9 million
88 A. N. Culbertson & Company, Inc. Charlottesville 16.1% $704.4 million
89 Brighter Financial Capital Management, LLC Reston 16.1% $116.3 million
90 James River Asset Management, LLC Midlothian 16.0% $236.0 million
91 Gladwyn Financial Advisors, Inc. Chantilly 15.8% $146.0 million
92 Yeske Buie Inc. Vienna 15.5% $925.9 million
93 Claris Financial, LLC Glen Allen 15.5% $286.0 million
94 Demand Wealth Oakton 15.5% $142.6 million
95 Rockbridge Asset Management, LLC Alexandria 15.1% $189.4 million
96 Arbor Private Wealth, LLC Ashburn 15.1% $139.2 million
97 Bowen Financial Services, LLC Midlothian 14.8% $166.3 million
98 Sentinel Wealth Management, Inc. Reston 14.8% $338.7 million
99 Courage Miller Partners, LLC Norfolk 14.8% $418.8 million
100 Rembert Pendleton Jackson Broker-dealer affiliated Vienna 14.7% $2.4 billion

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

More rankings

Fastest growing 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.