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For asset managers

Ranking, Virginia

Independent RIAs with the most accounts in Virginia

As of October 2, 2026, Azzad Asset Management, Inc. ranked #1 in Virginia in AdvisorIQ's ranking of independent RIAs with the most accounts, with 18,098.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Virginia
Rank Firm City Most accounts
1 Azzad Asset Management, Inc. Falls Church 18,098
2 Cary Street Partners Richmond 16,731
3 Wealthcare Capital Management LLC Richmond 13,598
4 The Ascent Group, LLC Virginia Beach 8,449
5 Bogart Wealth, LLC McLean 6,635
6 Range Advisory, LLC McLean 5,205
7 Acorn Financial Advisory Services, Inc. Reston 4,566
8 The Burney Company Reston 4,528
9 Evanson Financial, LLC DBA Evanson Asset Management McLean 4,304
10 Kfa Private Wealth Group, LLC Tyson 3,279
11 Concord Wealth Partners Abingdon 3,273
12 Cassaday & Company, Inc. McLean 3,267
13 Glassman Wealth Services, LLC Vienna 3,038
14 Partners in Financial Planning, LLC Salem 2,774
15 Brown | Miller Wealth Management, LLC McLean 2,704
16 CJM Wealth Advisers, Ltd. Falls Church 2,562
17 The Main Street Group Glen Allen 2,488
18 Toth Financial Advisory Corp Leesburg 2,352
19 Hughes Financial Services, LLC Herndon 2,327
20 Capitol Private Wealth Group LLC Vienna 2,157
21 Canal Capital Management, LLC Richmond 1,988
22 Evermay Wealth Management, LLC Arlington 1,957
23 Marotta Wealth Management, Inc. Charlottesville 1,947
24 Verus Financial Partners Richmond 1,935
25 Heartwood Wealth Advisors, LLC Richmond 1,897
26 Covenant Wealth Advisors Richmond 1,890
27 The Hoerner Planning Group, LLC Middleburg 1,877
28 Godsey & Gibb Wealth Management Richmond 1,876
29 Amj Financial Wealth Management LLC Leesburg 1,862
30 Campbell Deegan Financial Richmond 1,855
31 ACTIV8 Family Office LLC McLean 1,844
32 Selective Wealth Management, Inc. Forest 1,801
33 Colonial River Wealth Management LLC Midlothian 1,799
34 Reston Wealth Management Reston 1,776
35 Legacy Wealth Management Group, Inc. Lynchburg 1,744
36 Mason & Associates, LLC Newport News 1,687
37 Olio Financial Planning McLean 1,640
38 Martin Wealth Solutions Christiansburg 1,638
39 Heritage Wealth Advisors Richmond 1,616
40 Brown Advisory Norfolk 1,606
41 Salomon and Ludwin Richmond 1,602
42 Beacon Harbor Wealth Advisors Virginia Beach 1,529
43 Allegiance Financial Group Vienna 1,525
44 Meridian Financial Partners LLC Warrenton 1,522
45 Heritage Financial LLC Gainesville 1,507
46 McLean Asset Management Corp. Tysons 1,504
46 Centurion Wealth Management McLean 1,504
48 Bellars Harris Wealth Management Virginia Beach 1,496
49 Yeske Buie Inc. Vienna 1,495
50 Kanawha Capital Management, LLC Richmond 1,484
51 Legacy Wealth Management Inc. Manassas 1,437
52 Paragon Financial Services Richmond 1,382
53 Abich Financial Wealth Management, LLC Ashburn 1,354
54 Clarion Wealth Management Partners Fairfax 1,323
55 Wealthcrossing Richmond 1,318
56 Alpha Omega Wealth Management, LLC Richmond 1,310
57 Graves Light Lenhart Harrisonburg 1,294
58 James River Asset Management, LLC Midlothian 1,254
59 Hendershot Investments, Inc. Centreville 1,237
60 Apforia Virginia Beach 1,228
61 Gratus Wealth Advisors LLC Virginia Beach 1,142
62 Beacon Wealth Consultants, Inc. Roanoke 1,138
63 Taylor Financial Group, Inc. Roanoke 1,112
64 Taylor Hoffman Capital Management Richmond 1,082
65 Hopwood Financial Services, Inc. Reston 1,068
66 Buttonwood Wealth Winchester 1,062
67 Cobblestone Asset Management Richmond 1,042
68 Claris Financial, LLC Glen Allen 1,038
69 Z3 Capital Partners Richmond 1,009
70 Commonwealth Retirement Investments LLC Richmond 1,001
71 Tull Financial Group, Inc. Chesapeake 1,000
72 Evoadvisors Richmond 991
73 Aspect Partners, LLC Fairfax 973
74 Monument Wealth Management Alexandria 969
75 United Wealth Management, LLC Charlottesville 945
76 Bay Rivers Group Wealth Partners Williamsburg 913
77 Professional Financial Solutions, LLC Fairfax 911
78 Altura Wealth Advisors Virginia Beach 898
79 Preston Wealth Advisors, LLC. Reston 886
80 Variant Private Wealth LLC Tysons 851
81 A. N. Culbertson & Company, Inc. Charlottesville 849
82 Highstone Group Richmond 841
83 Courage Miller Partners, LLC Norfolk 840
84 Decisionmap Wealth Management, LLC Great Falls 799
85 Solitude Financial Services, Inc. Charlottesville 787
86 Forefront Asset Management, LLC Virginia Beach 781
87 Wealthtrak Advisors Virginia Beach 780
87 Brighter Financial Capital Management, LLC Reston 780
89 Wills Financial Group, LLC Richmond 753
90 Tenzing Financial LLC Williamsburg 752
91 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 730
92 Redmond Asset Management, LLC Henrico 728
93 Advisors Financial, Inc. McLean 723
94 Kinloch Capital, LLC Glen Allen 705
94 Juno Financial Group LLC Richmond 705
96 Founders Grove Wealth Partners, LLC Richmond 702
97 Korving & Company LLC Suffolk 691
97 The Lewis Financial Group Ashburn 691
99 4J Wealth Management, LLC McLean 682
100 The Capital Management Corporation Glen Allen 681

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

More rankings

Most accounts 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.