IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Virginia

Largest wealth firms by assets under management, including broker-dealer firms in Virginia

As of October 2, 2026, Davenport & Company LLC ranked #1 in Virginia in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $24.7 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Davenport & Company LLC Broker-dealer affiliated Richmond $24.7 billion
2 Cary Street Partners Richmond $10.3 billion
3 Brown Advisory Norfolk $7.6 billion
4 Cassaday & Company, Inc. McLean $7.1 billion
5 Andersen McLean $6.3 billion
6 Evanson Financial, LLC DBA Evanson Asset Management McLean $5.8 billion
7 Heritage Wealth Advisors Richmond $4.9 billion
8 The Ascent Group, LLC Virginia Beach $4.8 billion
9 Spire Wealth Management, LLC Broker-dealer affiliated McLean $4.5 billion
10 Wealthcare Capital Management LLC Richmond $3.9 billion
11 The Burney Company Reston $3.6 billion
12 Bogart Wealth, LLC McLean $3.2 billion
13 West Financial Services, Inc. Broker-dealer affiliated McLean $2.8 billion
14 Rembert Pendleton Jackson Broker-dealer affiliated Vienna $2.7 billion
15 Glassman Wealth Services, LLC Vienna $2.6 billion
16 Capitol Securities Management, Inc. Broker-dealer affiliated Glen Allen $2.2 billion
17 Navy Federal Investment Services, LLC Broker-dealer affiliated Vienna $2.1 billion
18 Financial Security Advisory Inc Broker-dealer affiliated Virginia Beach $1.9 billion
19 Kanawha Capital Management, LLC Richmond $1.8 billion
20 Azzad Asset Management, Inc. Falls Church $1.8 billion
21 The Hoerner Planning Group, LLC Middleburg $1.7 billion
22 Godsey & Gibb Wealth Management Richmond $1.6 billion
23 Heartwood Wealth Advisors, LLC Richmond $1.5 billion
24 ACTIV8 Family Office LLC McLean $1.5 billion
25 Wealthcrossing Richmond $1.5 billion
26 CJM Wealth Advisers, Ltd. Falls Church $1.5 billion
27 D'Orazio Wealth Advisors Vienna $1.4 billion
28 Acorn Financial Advisory Services, Inc. Reston $1.4 billion
29 Range Advisory, LLC McLean $1.4 billion
30 Salomon and Ludwin Richmond $1.3 billion
31 Evermay Wealth Management, LLC Arlington $1.3 billion
32 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg $1.3 billion
33 Canal Capital Management, LLC Richmond $1.3 billion
34 Northwest Financial Advisors LLC Broker-dealer affiliated Herndon $1.2 billion
35 Graves Light Lenhart Harrisonburg $1.2 billion
36 Verus Financial Partners Richmond $1.2 billion
37 Toth Financial Advisory Corp Leesburg $1.2 billion
38 Hendershot Investments, Inc. Centreville $1.1 billion
39 Concord Wealth Partners Abingdon $1.1 billion
40 Yeske Buie Inc. Vienna $1.1 billion
41 Alpha Omega Wealth Management, LLC Richmond $1.0 billion
42 Pettyjohn, Wood & White, Inc. Broker-dealer affiliated Lynchburg $1.0 billion
43 McLean Asset Management Corp. Tysons $993.9 million
44 Brown | Miller Wealth Management, LLC McLean $991.1 million
45 Morris & Wells Wealth Management Charlottesville $987.9 million
46 Partners in Financial Planning, LLC Salem $913.6 million
47 Covenant Wealth Advisors Richmond $909.6 million
48 3CHOPT Investment Partners LLC Richmond $889.4 million
49 Avenir Corporation Alexandria $849.3 million
50 Kfa Private Wealth Group, LLC Tyson $830.0 million
51 The Capital Management Corporation Glen Allen $825.6 million
52 Gratus Wealth Advisors LLC Virginia Beach $822.2 million
53 A. N. Culbertson & Company, Inc. Charlottesville $817.8 million
54 Compton Wealth Advisory Group, LLC Virginia Beach $800.3 million
55 Centurion Wealth Management McLean $786.2 million
56 Blue Edge Capital, LLC Richmond $765.1 million
57 Hughes Financial Services, LLC Herndon $759.8 million
58 Hopwood Financial Services, Inc. Reston $750.3 million
59 Campbell Deegan Financial Richmond $745.1 million
60 Harbour Capital Advisors, LLC Tysons Corner $701.1 million
61 Marotta Wealth Management, Inc. Charlottesville $686.0 million
62 Allegiance Financial Group Vienna $675.0 million
63 Monument Wealth Management Alexandria $648.4 million
64 Meridian Financial Partners LLC Warrenton $627.6 million
65 Beacon Harbor Wealth Advisors Virginia Beach $608.3 million
66 Olio Financial Planning McLean $600.5 million
67 Reston Wealth Management Reston $589.9 million
68 Capitol Private Wealth Group LLC Vienna $562.1 million
69 Juno Financial Group LLC Richmond $541.9 million
70 Redmond Asset Management, LLC Henrico $537.2 million
71 Founders Grove Wealth Partners, LLC Richmond $532.3 million
72 McLaughlin Ryder Investments, Inc. Broker-dealer affiliated Alexandria $522.1 million
73 The Main Street Group Glen Allen $515.3 million
74 Chase Investment Counsel Corporation Charlottesville $509.8 million
75 Wealthcrest Financial Services, LLC Springfield $507.5 million
76 Pine Harbor Wealth Management LLC Successor Fairfax $507.1 million
77 Bellars Harris Wealth Management Virginia Beach $505.4 million
78 The Lewis Financial Group Ashburn $482.4 million
79 Amj Financial Wealth Management LLC Leesburg $481.8 million
80 Courage Miller Partners, LLC Norfolk $480.7 million
81 Mason & Associates, LLC Newport News $471.4 million
82 Taylor Hoffman Capital Management Richmond $469.5 million
83 Sands Capital Horizons, LLC Arlington $466.9 million
84 Z3 Capital Partners Richmond $466.8 million
85 Colonial River Wealth Management LLC Midlothian $464.4 million
86 Selective Wealth Management, Inc. Forest $454.8 million
87 Buttonwood Wealth Winchester $425.3 million
88 Sagevest Wealth Management McLean $423.2 million
89 Acima Private Wealth LLC Richmond $420.4 million
90 Aspect Partners, LLC Fairfax $418.2 million
91 Taylor Financial Group, Inc. Roanoke $410.0 million
92 Professional Financial Solutions, LLC Fairfax $409.7 million
93 Heritage Financial LLC Gainesville $408.0 million
94 United Wealth Management, LLC Charlottesville $406.6 million
95 Alexander Randolph Advisory Inc McLean $403.9 million
96 Brown Edwards Wealth Strategies Lynchburg $403.3 million
97 Reframe Wealth, LLC Fairfax $394.8 million
98 Clarion Wealth Management Partners Fairfax $394.8 million
99 Abich Financial Wealth Management, LLC Ashburn $394.7 million
100 Virginia Wealth Management Group, Inc. Virginia Beach $393.8 million

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

Largest 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.