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AdvisorIQ

Ranking, Virginia

Wealth firms with the most advisory staff, including broker-dealer firms in Virginia

As of October 2, 2026, Davenport & Company LLC ranked #1 in Virginia in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 228.

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

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.

Rank Firm City Most advisory staff
1 Davenport & Company LLC Broker-dealer affiliated Richmond 228
2 Navy Federal Investment Services, LLC Broker-dealer affiliated Vienna 147
3 Capitol Securities Management, Inc. Broker-dealer affiliated Glen Allen 126
4 Cary Street Partners Richmond 85
5 Spire Wealth Management, LLC Broker-dealer affiliated McLean 76
6 Andersen McLean 50
7 The Burney Company Reston 42
8 Financial Security Advisory Inc Broker-dealer affiliated Virginia Beach 37
9 Wealthcare Capital Management LLC Richmond 35
10 Cassaday & Company, Inc. McLean 32
11 Northwest Financial Advisors LLC Broker-dealer affiliated Herndon 31
12 Bogart Wealth, LLC McLean 29
13 West Financial Services, Inc. Broker-dealer affiliated McLean 22
14 The Ascent Group, LLC Virginia Beach 19
15 Heritage Wealth Advisors Richmond 18
15 Range Advisory, LLC McLean 18
17 McLean Asset Management Corp. Tysons 17
17 Evermay Wealth Management, LLC Arlington 17
19 Brown Advisory Norfolk 16
20 Beacon Wealth Consultants, Inc. Roanoke 15
20 Rembert Pendleton Jackson Broker-dealer affiliated Vienna 15
22 Godsey & Gibb Wealth Management Richmond 13
22 Wealthcrossing Richmond 13
22 Glassman Wealth Services, LLC Vienna 13
25 Verus Financial Partners Richmond 12
25 Azzad Asset Management, Inc. Falls Church 12
25 Marotta Wealth Management, Inc. Charlottesville 12
25 Covenant Wealth Advisors Richmond 12
25 Allegiance Financial Group Vienna 12
30 CJM Wealth Advisers, Ltd. Falls Church 11
30 Acorn Financial Advisory Services, Inc. Reston 11
30 Kfa Private Wealth Group, LLC Tyson 11
30 Brown | Miller Wealth Management, LLC McLean 11
34 Toth Financial Advisory Corp Leesburg 10
34 Concord Wealth Partners Abingdon 10
34 Heartwood Wealth Advisors, LLC Richmond 10
34 Apforia Virginia Beach 10
38 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 9
38 Yeske Buie Inc. Vienna 9
38 Alpha Omega Wealth Management, LLC Richmond 9
38 Monument Wealth Management Alexandria 9
42 Partners in Financial Planning, LLC Salem 8
42 Selective Wealth Management, Inc. Forest 8
42 Brown Edwards Wealth Strategies Lynchburg 8
42 The Main Street Group Glen Allen 8
42 Olio Financial Planning McLean 8
42 Colonial River Wealth Management LLC Midlothian 8
42 Graves Light Lenhart Harrisonburg 8
49 The Capital Management Corporation Glen Allen 7
49 D'Orazio Wealth Advisors Vienna 7
49 Amj Financial Wealth Management LLC Leesburg 7
49 Capitol Private Wealth Group LLC Vienna 7
49 Heritage Financial LLC Gainesville 7
49 Mason & Associates, LLC Newport News 7
49 ACTIV8 Family Office LLC McLean 7
56 Thompson Davis Asset Management Broker-dealer affiliated Richmond 6
56 Chase Investment Counsel Corporation Charlottesville 6
56 Professional Financial Solutions, LLC Fairfax 6
56 Hopwood Financial Services, Inc. Reston 6
56 Advisors Financial, Inc. McLean 6
56 Evoadvisors Richmond 6
56 Solitude Financial Services, Inc. Charlottesville 6
56 Canal Capital Management, LLC Richmond 6
56 Hughes Financial Services, LLC Herndon 6
56 Acima Private Wealth LLC Richmond 6
56 Meridian Financial Partners LLC Warrenton 6
56 Salomon and Ludwin Richmond 6
56 Buttonwood Wealth Winchester 6
56 Fitzwilliams Wealth Management Inc. Chesapeake 6
56 Courage Korving Miller Partners, LLC Norfolk 6
56 Dover Advisors, LLC Richmond 6
56 Legacy Wealth Management Group, Inc. Lynchburg 6
56 Gratus Wealth Advisors LLC Virginia Beach 6
74 Westbourne Investments, Inc. Alexandria 5
74 Pettyjohn, Wood & White, Inc. Broker-dealer affiliated Lynchburg 5
74 A. N. Culbertson & Company, Inc. Charlottesville 5
74 Tull Financial Group, Inc. Chesapeake 5
74 Alpha Financial Advisors, LLC McLean 5
74 James River Asset Management, LLC Midlothian 5
74 Wealthcrest Financial Services, LLC Springfield 5
74 United Wealth Management, LLC Charlottesville 5
74 Bay Capital Advisors, LLC Virginia Beach 5
74 Claris Financial, LLC Glen Allen 5
74 Legacy Wealth Management Inc. Manassas 5
74 Martin Wealth Solutions Christiansburg 5
74 Commonwealth Retirement Investments LLC Richmond 5
74 Beacon Harbor Wealth Advisors Virginia Beach 5
74 Brighter Financial Capital Management, LLC Reston 5
74 Kinloch Capital, LLC Glen Allen 5
74 Aspect Partners, LLC Fairfax 5
74 Abich Financial Wealth Management, LLC Ashburn 5
74 Centurion Wealth Management McLean 5
74 Joss Brown Wealth Advisors Williamsburg 5
74 Juno Financial Group LLC Richmond 5
74 Bellars Harris Wealth Management Virginia Beach 5
96 Capitol Financial Consultants, Inc. McLean 4
96 Hendershot Investments, Inc. Centreville 4
96 Taylor Financial Group, Inc. Roanoke 4
96 Montvue Capital Management, Inc. Lynchburg 4
96 Kanawha Capital Management, LLC Richmond 4
96 Chesapeake Investment Management LLC McLean 4
96 Omega Wealth Management LLC Arlington 4
96 Fields Gottscho Capital Management LLC Charlottesville 4
96 The Hoerner Planning Group, LLC Middleburg 4
96 Sagevest Wealth Management McLean 4
96 Strategent Financial, LLC Harrisonburg 4
96 Blue Edge Capital, LLC Richmond 4
96 Harbour Capital Advisors, LLC Tysons Corner 4
96 Sima Wealth Partners, LLC Richmond 4
96 Paragon Financial Services Richmond 4
96 Peakvalley Wealth, LLC Roanoke 4
96 Preston Wealth Advisors, LLC. Reston 4
96 District Capital Management, LLC Arlington 4
96 Investment Leadership, LLC Forest 4
96 October Effect Ltd. Broker-dealer affiliated Virginia Beach 4
96 Bay Rivers Group Wealth Partners Williamsburg 4
96 Spark Financial Advisors Richmond 4
96 Rcplanners Midlothian 4
96 Taylor Hoffman Capital Management Richmond 4
96 Kirk Capital Advisors LLC Vienna 4
96 Reframe Wealth, LLC Fairfax 4
96 3CHOPT Investment Partners LLC Richmond 4
96 Empire Advisors Wealth Management LLC Fairfax 4
96 Decisionmap Wealth Management, LLC Great Falls 4
96 Hermitage Wealth Richmond 4
96 Clarion Wealth Management Partners Fairfax 4
96 Wills Financial Group, LLC Richmond 4
96 Sands Capital Horizons, LLC Arlington 4
96 Altura Wealth Advisors Virginia Beach 4
96 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.