Ranking, Virginia

Independent RIAs with the most advisory staff in Virginia

As of October 2, 2026, Cary Street Partners ranked #1 in Virginia in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 85.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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 advisory staff in Virginia
Rank	Firm	City	Most advisory staff
1	Cary Street Partners	Richmond	85
2	Andersen	McLean	50
3	The Burney Company	Reston	42
4	Wealthcare Capital Management LLC	Richmond	35
5	Cassaday & Company, Inc.	McLean	32
6	Bogart Wealth, LLC	McLean	29
7	The Ascent Group, LLC	Virginia Beach	19
8	Heritage Wealth Advisors	Richmond	18
8	Range Advisory, LLC	McLean	18
10	McLean Asset Management Corp.	Tysons	17
10	Evermay Wealth Management, LLC	Arlington	17
12	Brown Advisory	Norfolk	16
13	Beacon Wealth Consultants, Inc.	Roanoke	15
14	Godsey & Gibb Wealth Management	Richmond	13
14	Wealthcrossing	Richmond	13
14	Glassman Wealth Services, LLC	Vienna	13
17	Verus Financial Partners	Richmond	12
17	Azzad Asset Management, Inc.	Falls Church	12
17	Marotta Wealth Management, Inc.	Charlottesville	12
17	Covenant Wealth Advisors	Richmond	12
17	Allegiance Financial Group	Vienna	12
22	CJM Wealth Advisers, Ltd.	Falls Church	11
22	Acorn Financial Advisory Services, Inc.	Reston	11
22	Kfa Private Wealth Group, LLC	Tyson	11
22	Brown \| Miller Wealth Management, LLC	McLean	11
26	Toth Financial Advisory Corp	Leesburg	10
26	Concord Wealth Partners	Abingdon	10
26	Heartwood Wealth Advisors, LLC	Richmond	10
26	Apforia	Virginia Beach	10
30	Steigerwald, Gordon & Koch - Wealth Advisors	Leesburg	9
30	Yeske Buie Inc.	Vienna	9
30	Alpha Omega Wealth Management, LLC	Richmond	9
30	Monument Wealth Management	Alexandria	9
34	Partners in Financial Planning, LLC	Salem	8
34	Selective Wealth Management, Inc.	Forest	8
34	Brown Edwards Wealth Strategies	Lynchburg	8
34	The Main Street Group	Glen Allen	8
34	Olio Financial Planning	McLean	8
34	Colonial River Wealth Management LLC	Midlothian	8
34	Graves Light Lenhart	Harrisonburg	8
41	The Capital Management Corporation	Glen Allen	7
41	D'Orazio Wealth Advisors	Vienna	7
41	Amj Financial Wealth Management LLC	Leesburg	7
41	Capitol Private Wealth Group LLC	Vienna	7
41	Heritage Financial LLC	Gainesville	7
41	Mason & Associates, LLC	Newport News	7
41	ACTIV8 Family Office LLC	McLean	7
48	Chase Investment Counsel Corporation	Charlottesville	6
48	Professional Financial Solutions, LLC	Fairfax	6
48	Hopwood Financial Services, Inc.	Reston	6
48	Advisors Financial, Inc.	McLean	6
48	Evoadvisors	Richmond	6
48	Solitude Financial Services, Inc.	Charlottesville	6
48	Canal Capital Management, LLC	Richmond	6
48	Hughes Financial Services, LLC	Herndon	6
48	Acima Private Wealth LLC	Richmond	6
48	Meridian Financial Partners LLC	Warrenton	6
48	Salomon and Ludwin	Richmond	6
48	Buttonwood Wealth	Winchester	6
48	Fitzwilliams Wealth Management Inc.	Chesapeake	6
48	Courage Korving Miller Partners, LLC	Norfolk	6
48	Dover Advisors, LLC	Richmond	6
48	Legacy Wealth Management Group, Inc.	Lynchburg	6
48	Gratus Wealth Advisors LLC	Virginia Beach	6
65	Westbourne Investments, Inc.	Alexandria	5
65	A. N. Culbertson & Company, Inc.	Charlottesville	5
65	Tull Financial Group, Inc.	Chesapeake	5
65	Alpha Financial Advisors, LLC	McLean	5
65	James River Asset Management, LLC	Midlothian	5
65	Wealthcrest Financial Services, LLC	Springfield	5
65	United Wealth Management, LLC	Charlottesville	5
65	Bay Capital Advisors, LLC	Virginia Beach	5
65	Claris Financial, LLC	Glen Allen	5
65	Legacy Wealth Management Inc.	Manassas	5
65	Martin Wealth Solutions	Christiansburg	5
65	Commonwealth Retirement Investments LLC	Richmond	5
65	Beacon Harbor Wealth Advisors	Virginia Beach	5
65	Brighter Financial Capital Management, LLC	Reston	5
65	Kinloch Capital, LLC	Glen Allen	5
65	Aspect Partners, LLC	Fairfax	5
65	Abich Financial Wealth Management, LLC	Ashburn	5
65	Centurion Wealth Management	McLean	5
65	Joss Brown Wealth Advisors	Williamsburg	5
65	Juno Financial Group LLC	Richmond	5
65	Bellars Harris Wealth Management	Virginia Beach	5
86	Capitol Financial Consultants, Inc.	McLean	4
86	Hendershot Investments, Inc.	Centreville	4
86	Taylor Financial Group, Inc.	Roanoke	4
86	Montvue Capital Management, Inc.	Lynchburg	4
86	Kanawha Capital Management, LLC	Richmond	4
86	Chesapeake Investment Management LLC	McLean	4
86	Omega Wealth Management LLC	Arlington	4
86	Fields Gottscho Capital Management LLC	Charlottesville	4
86	The Hoerner Planning Group, LLC	Middleburg	4
86	Sagevest Wealth Management	McLean	4
86	Strategent Financial, LLC	Harrisonburg	4
86	Blue Edge Capital, LLC	Richmond	4
86	Harbour Capital Advisors, LLC	Tysons Corner	4
86	Sima Wealth Partners, LLC	Richmond	4
86	Paragon Financial Services	Richmond	4
86	Peakvalley Wealth, LLC	Roanoke	4
86	Preston Wealth Advisors, LLC.	Reston	4
86	District Capital Management, LLC	Arlington	4
86	Investment Leadership, LLC	Forest	4
86	Bay Rivers Group Wealth Partners	Williamsburg	4
86	Spark Financial Advisors	Richmond	4
86	Rcplanners	Midlothian	4
86	Taylor Hoffman Capital Management	Richmond	4
86	Kirk Capital Advisors LLC	Vienna	4
86	Reframe Wealth, LLC	Fairfax	4
86	3CHOPT Investment Partners LLC	Richmond	4
86	Empire Advisors Wealth Management LLC	Fairfax	4
86	Decisionmap Wealth Management, LLC	Great Falls	4
86	Hermitage Wealth	Richmond	4
86	Clarion Wealth Management Partners	Fairfax	4
86	Wills Financial Group, LLC	Richmond	4
86	Sands Capital Horizons, LLC	Arlington	4
86	Altura Wealth Advisors	Virginia Beach	4
86	Evanson Financial, LLC DBA Evanson Asset Management	McLean	4

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

More rankings

Most advisory staff 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.