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For asset managers
AdvisorIQ

Ranking, Virginia

Independent RIAs with the most CFP professionals in Virginia

As of October 2, 2026, Cary Street Partners ranked #1 in Virginia in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 33.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Cary Street Partners Richmond 33
2 Bogart Wealth, LLC McLean 22
3 Cassaday & Company, Inc. McLean 20
4 Range Advisory, LLC McLean 19
5 Glassman Wealth Services, LLC Vienna 12
6 Andersen McLean 11
6 Yeske Buie Inc. Vienna 11
6 Evermay Wealth Management, LLC Arlington 11
9 CJM Wealth Advisers, Ltd. Falls Church 10
9 McLean Asset Management Corp. Tysons 10
11 Amj Financial Wealth Management LLC Leesburg 9
11 Olio Financial Planning McLean 9
13 Covenant Wealth Advisors Richmond 8
13 Brown | Miller Wealth Management, LLC McLean 8
15 Verus Financial Partners Richmond 7
15 Marotta Wealth Management, Inc. Charlottesville 7
15 Partners in Financial Planning, LLC Salem 7
18 The Burney Company Reston 6
18 Wealthcare Capital Management LLC Richmond 6
18 Wealthcrossing Richmond 6
18 Kfa Private Wealth Group, LLC Tyson 6
22 Godsey & Gibb Wealth Management Richmond 5
22 Azzad Asset Management, Inc. Falls Church 5
22 Concord Wealth Partners Abingdon 5
22 Hopwood Financial Services, Inc. Reston 5
22 D'Orazio Wealth Advisors Vienna 5
22 Solitude Financial Services, Inc. Charlottesville 5
22 Selective Wealth Management, Inc. Forest 5
22 Mason & Associates, LLC Newport News 5
22 Apforia Virginia Beach 5
31 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 4
31 Heritage Wealth Advisors Richmond 4
31 Sagevest Wealth Management McLean 4
31 Monument Wealth Management Alexandria 4
31 District Capital Management, LLC Arlington 4
31 Hughes Financial Services, LLC Herndon 4
31 Bay Rivers Group Wealth Partners Williamsburg 4
31 Graves Light Lenhart Harrisonburg 4
31 Buttonwood Wealth Winchester 4
31 Allegiance Financial Group Vienna 4
31 The Ascent Group, LLC Virginia Beach 4
31 Joss Brown Wealth Advisors Williamsburg 4
31 Gratus Wealth Advisors LLC Virginia Beach 4
31 ACTIV8 Family Office LLC McLean 4
45 Brown Advisory Norfolk 3
45 Bowen Financial Services, LLC Midlothian 3
45 Taylor Financial Group, Inc. Roanoke 3
45 Acorn Financial Advisory Services, Inc. Reston 3
45 Kanawha Capital Management, LLC Richmond 3
45 Omega Wealth Management LLC Arlington 3
45 Advisors Financial, Inc. McLean 3
45 Strategent Financial, LLC Harrisonburg 3
45 Evoadvisors Richmond 3
45 Alpha Omega Wealth Management, LLC Richmond 3
45 Canal Capital Management, LLC Richmond 3
45 The Main Street Group Glen Allen 3
45 Meridian Financial Partners LLC Warrenton 3
45 Capitol Private Wealth Group LLC Vienna 3
45 Commonwealth Retirement Investments LLC Richmond 3
45 Variant Private Wealth LLC Tysons 3
45 Spark Financial Advisors Richmond 3
45 Craftwork Capital LLC Alexandria 3
45 Reframe Wealth, LLC Fairfax 3
45 Courage Korving Miller Partners, LLC Norfolk 3
45 Decisionmap Wealth Management, LLC Great Falls 3
45 Hermitage Wealth Richmond 3
67 Highstone Group Richmond 2
67 Wealthway Financial Advisors Norfolk 2
67 Capitol Financial Consultants, Inc. McLean 2
67 Professional Financial Solutions, LLC Fairfax 2
67 Portfolio Advisory Group, Inc. Alexandria 2
67 Alpha Financial Advisors, LLC McLean 2
67 Allridge Wealth Management, Inc Ashburn 2
67 Chesapeake Investment Management LLC McLean 2
67 Wealthcrest Financial Services, LLC Springfield 2
67 Prospect Financial Group LLC Arlington 2
67 United Wealth Management, LLC Charlottesville 2
67 Roseline Capitol Advisors, LLC Richmond 2
67 Sanchez & Zures, LLC McLean 2
67 Bay Capital Advisors, LLC Virginia Beach 2
67 American Financial Planning, Inc. Roanoke 2
67 Heritage Wealth Management Group, Ltd Norfolk 2
67 Reston Wealth Management Reston 2
67 Korving & Company LLC Suffolk 2
67 C.L. Sheldon & Company, LLC Fairfax Station 2
67 Jade & Cowry LLC Arlington 2
67 Beacon Wealth Consultants, Inc. Roanoke 2
67 Kaplan Wealth Management, Inc. Reston 2
67 Financial Freedom Planners Glen Allen 2
67 Glenayr Family Advisors LLC Brightwood 2
67 Jason Howell Company Fairfax 2
67 Colonial River Wealth Management LLC Midlothian 2
67 Heritage Financial LLC Gainesville 2
67 Arrow Wealth Advisors Lynchburg 2
67 Salomon and Ludwin Richmond 2
67 4J Wealth Management, LLC McLean 2
67 Rcplanners Midlothian 2
67 Simplicity Wealth Management Glen Allen 2
67 Abich Financial Wealth Management, LLC Ashburn 2
67 Manuka Financial Richmond 2
67 Peacelink Financial Planning Virginia Beach 2
67 Centurion Wealth Management McLean 2
67 Ascent Financial Group Richmond 2
67 Alperin Financial Solutions, LLC Virginia Beach 2
67 Trio Wealth Management, LLC Great Falls 2
67 Founders Grove Wealth Partners, LLC Richmond 2
67 Sturman Wealth Advisors Charlottesville 2
67 Brass Capital Leesburg 2
67 Wills Financial Group, LLC Richmond 2
67 Tenzing Financial LLC Williamsburg 2
67 Juno Financial Group LLC Richmond 2
67 Steelhead Wealth Management Glen Allen 2
67 Evanson Financial, LLC DBA Evanson Asset Management McLean 2

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

More rankings

Most CFP professionals 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.