# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/virginia/

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Virginia
- firms_listed: 113
- rows: rank: 1, crd: 128545, firm: Cary Street Partners, city: Richmond, state: VA, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128545/; rank: 2, crd: 283886, firm: Bogart Wealth, LLC, city: McLean, state: VA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283886/; rank: 3, crd: 317672, firm: Cassaday & Company, Inc., city: McLean, state: VA, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317672/; rank: 4, crd: 321969, firm: Range Advisory, LLC, city: McLean, state: VA, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321969/; rank: 5, crd: 151478, firm: Glassman Wealth Services, LLC, city: Vienna, state: VA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151478/; rank: 6, crd: 124205, firm: Andersen, city: McLean, state: VA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124205/; rank: 6, crd: 143234, firm: Yeske Buie Inc., city: Vienna, state: VA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143234/; rank: 6, crd: 149230, firm: Evermay Wealth Management, LLC, city: Arlington, state: VA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149230/; rank: 9, crd: 107750, firm: CJM Wealth Advisers, Ltd., city: Falls Church, state: VA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107750/; rank: 9, crd: 108067, firm: McLean Asset Management Corp., city: Tysons, state: VA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108067/; rank: 11, crd: 162878, firm: Amj Financial Wealth Management LLC, city: Leesburg, state: VA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162878/; rank: 11, crd: 282355, firm: Olio Financial Planning, city: McLean, state: VA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282355/; rank: 13, crd: 155221, firm: Covenant Wealth Advisors, city: Richmond, state: VA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155221/; rank: 13, crd: 305742, firm: Brown | Miller Wealth Management, LLC, city: McLean, state: VA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305742/; rank: 15, crd: 106744, firm: Verus Financial Partners, city: Richmond, state: VA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106744/; rank: 15, crd: 115645, firm: Marotta Wealth Management, Inc., city: Charlottesville, state: VA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115645/; rank: 15, crd: 151980, firm: Partners in Financial Planning, LLC, city: Salem, state: VA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151980/; rank: 18, crd: 106945, firm: The Burney Company, city: Reston, state: VA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106945/; rank: 18, crd: 111119, firm: Wealthcare Capital Management LLC, city: Richmond, state: VA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111119/; rank: 18, crd: 132513, firm: Wealthcrossing, city: Richmond, state: VA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132513/; rank: 18, crd: 281678, firm: Kfa Private Wealth Group, LLC, city: Tyson, state: VA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281678/; rank: 22, crd: 105650, firm: Godsey & Gibb Wealth Management, city: Richmond, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105650/; rank: 22, crd: 111291, firm: Azzad Asset Management, Inc., city: Falls Church, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111291/; rank: 22, crd: 118643, firm: Concord Wealth Partners, city: Abingdon, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118643/; rank: 22, crd: 127927, firm: Hopwood Financial Services, Inc., city: Reston, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127927/; rank: 22, crd: 131976, firm: D'Orazio Wealth Advisors, city: Vienna, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131976/; rank: 22, crd: 150348, firm: Solitude Financial Services, Inc., city: Charlottesville, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150348/; rank: 22, crd: 164882, firm: Selective Wealth Management, Inc., city: Forest, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164882/; rank: 22, crd: 307206, firm: Mason & Associates, LLC, city: Newport News, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307206/; rank: 22, crd: 327176, firm: Apforia, city: Virginia Beach, state: VA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327176/; rank: 31, crd: 111685, firm: Steigerwald, Gordon & Koch - Wealth Advisors, city: Leesburg, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111685/; rank: 31, crd: 137484, firm: Heritage Wealth Advisors, city: Richmond, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137484/; rank: 31, crd: 143562, firm: Sagevest Wealth Management, city: McLean, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143562/; rank: 31, crd: 159882, firm: Monument Wealth Management, city: Alexandria, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159882/; rank: 31, crd: 167317, firm: District Capital Management, LLC, city: Arlington, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167317/; rank: 31, crd: 173195, firm: Hughes Financial Services, LLC, city: Herndon, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173195/; rank: 31, crd: 290095, firm: Bay Rivers Group Wealth Partners, city: Williamsburg, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290095/; rank: 31, crd: 298283, firm: Graves Light Lenhart, city: Harrisonburg, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298283/; rank: 31, crd: 305896, firm: Buttonwood Wealth, city: Winchester, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305896/; rank: 31, crd: 313110, firm: Allegiance Financial Group, city: Vienna, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313110/; rank: 31, crd: 314424, firm: The Ascent Group, LLC, city: Virginia Beach, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314424/; rank: 31, crd: 324719, firm: Joss Brown Wealth Advisors, city: Williamsburg, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324719/; rank: 31, crd: 328641, firm: Gratus Wealth Advisors LLC, city: Virginia Beach, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328641/; rank: 31, crd: 337753, firm: ACTIV8 Family Office LLC, city: McLean, state: VA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337753/; rank: 45, crd: 106375, firm: Brown Advisory, city: Norfolk, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106375/; rank: 45, crd: 116714, firm: Bowen Financial Services, LLC, city: Midlothian, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116714/; rank: 45, crd: 116744, firm: Taylor Financial Group, Inc., city: Roanoke, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116744/; rank: 45, crd: 116763, firm: Acorn Financial Advisory Services, Inc., city: Reston, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116763/; rank: 45, crd: 118458, firm: Kanawha Capital Management, LLC, city: Richmond, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118458/; rank: 45, crd: 132580, firm: Omega Wealth Management LLC, city: Arlington, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132580/; rank: 45, crd: 144837, firm: Advisors Financial, Inc., city: McLean, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144837/; rank: 45, crd: 148173, firm: Strategent Financial, LLC, city: Harrisonburg, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148173/; rank: 45, crd: 149615, firm: Evoadvisors, city: Richmond, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149615/; rank: 45, crd: 149842, firm: Alpha Omega Wealth Management, LLC, city: Richmond, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149842/; rank: 45, crd: 164971, firm: Canal Capital Management, LLC, city: Richmond, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164971/; rank: 45, crd: 175502, firm: The Main Street Group, city: Glen Allen, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175502/; rank: 45, crd: 281969, firm: Meridian Financial Partners LLC, city: Warrenton, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281969/; rank: 45, crd: 283257, firm: Capitol Private Wealth Group LLC, city: Vienna, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283257/; rank: 45, crd: 285998, firm: Commonwealth Retirement Investments LLC, city: Richmond, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285998/; rank: 45, crd: 288011, firm: Variant Private Wealth LLC, city: Tysons, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288011/; rank: 45, crd: 296914, firm: Spark Financial Advisors, city: Richmond, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296914/; rank: 45, crd: 311626, firm: Craftwork Capital LLC, city: Alexandria, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311626/; rank: 45, crd: 313386, firm: Reframe Wealth, LLC, city: Fairfax, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313386/; rank: 45, crd: 318067, firm: Courage Korving Miller Partners, LLC, city: Norfolk, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318067/; rank: 45, crd: 328429, firm: Decisionmap Wealth Management, LLC, city: Great Falls, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328429/; rank: 45, crd: 333235, firm: Hermitage Wealth, city: Richmond, state: VA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333235/; rank: 67, crd: 107549, firm: Highstone Group, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107549/; rank: 67, crd: 108824, firm: Wealthway Financial Advisors, city: Norfolk, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108824/; rank: 67, crd: 109800, firm: Capitol Financial Consultants, Inc., city: McLean, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109800/; rank: 67, crd: 114957, firm: Professional Financial Solutions, LLC, city: Fairfax, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114957/; rank: 67, crd: 116011, firm: Portfolio Advisory Group, Inc., city: Alexandria, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116011/; rank: 67, crd: 116291, firm: Alpha Financial Advisors, LLC, city: McLean, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116291/; rank: 67, crd: 117249, firm: Allridge Wealth Management, Inc, city: Ashburn, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117249/; rank: 67, crd: 119010, firm: Chesapeake Investment Management LLC, city: McLean, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119010/; rank: 67, crd: 130049, firm: Wealthcrest Financial Services, LLC, city: Springfield, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130049/; rank: 67, crd: 133953, firm: Prospect Financial Group LLC, city: Arlington, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133953/; rank: 67, crd: 133986, firm: United Wealth Management, LLC, city: Charlottesville, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133986/; rank: 67, crd: 137604, firm: Roseline Capitol Advisors, LLC, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137604/; rank: 67, crd: 139898, firm: Sanchez & Zures, LLC, city: McLean, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139898/; rank: 67, crd: 140796, firm: Bay Capital Advisors, LLC, city: Virginia Beach, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140796/; rank: 67, crd: 142588, firm: American Financial Planning, Inc., city: Roanoke, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142588/; rank: 67, crd: 148459, firm: Heritage Wealth Management Group, Ltd, city: Norfolk, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148459/; rank: 67, crd: 148816, firm: Reston Wealth Management, city: Reston, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148816/; rank: 67, crd: 152095, firm: Korving & Company LLC, city: Suffolk, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152095/; rank: 67, crd: 152582, firm: C.L. Sheldon & Company, LLC, city: Fairfax Station, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152582/; rank: 67, crd: 154129, firm: Jade & Cowry LLC, city: Arlington, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154129/; rank: 67, crd: 154939, firm: Beacon Wealth Consultants, Inc., city: Roanoke, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154939/; rank: 67, crd: 167880, firm: Kaplan Wealth Management, Inc., city: Reston, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167880/; rank: 67, crd: 168395, firm: Financial Freedom Planners, city: Glen Allen, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168395/; rank: 67, crd: 171664, firm: Glenayr Family Advisors LLC, city: Brightwood, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171664/; rank: 67, crd: 281658, firm: Jason Howell Company, city: Fairfax, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281658/; rank: 67, crd: 284839, firm: Colonial River Wealth Management LLC, city: Midlothian, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284839/; rank: 67, crd: 285149, firm: Heritage Financial LLC, city: Gainesville, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285149/; rank: 67, crd: 290853, firm: Arrow Wealth Advisors, city: Lynchburg, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290853/; rank: 67, crd: 292456, firm: Salomon and Ludwin, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292456/; rank: 67, crd: 297268, firm: 4J Wealth Management, LLC, city: McLean, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297268/; rank: 67, crd: 298369, firm: Rcplanners, city: Midlothian, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298369/; rank: 67, crd: 300112, firm: Simplicity Wealth Management, city: Glen Allen, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300112/; rank: 67, crd: 310633, firm: Abich Financial Wealth Management, LLC, city: Ashburn, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310633/; rank: 67, crd: 313528, firm: Manuka Financial, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313528/; rank: 67, crd: 315129, firm: Peacelink Financial Planning, city: Virginia Beach, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315129/; rank: 67, crd: 317929, firm: Centurion Wealth Management, city: McLean, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317929/; rank: 67, crd: 325706, firm: Ascent Financial Group, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325706/; rank: 67, crd: 325714, firm: Alperin Financial Solutions, LLC, city: Virginia Beach, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325714/; rank: 67, crd: 328042, firm: Trio Wealth Management, LLC, city: Great Falls, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328042/; rank: 67, crd: 331352, firm: Founders Grove Wealth Partners, LLC, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331352/; rank: 67, crd: 331560, firm: Sturman Wealth Advisors, city: Charlottesville, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331560/; rank: 67, crd: 333892, firm: Brass Capital, city: Leesburg, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333892/; rank: 67, crd: 334431, firm: Wills Financial Group, LLC, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334431/; rank: 67, crd: 335259, firm: Tenzing Financial LLC, city: Williamsburg, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335259/; rank: 67, crd: 336362, firm: Juno Financial Group LLC, city: Richmond, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336362/; rank: 67, crd: 338410, firm: Steelhead Wealth Management, city: Glen Allen, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338410/; rank: 67, crd: 340506, firm: Evanson Financial, LLC DBA Evanson Asset Management, city: McLean, state: VA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340506/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [RIA market data for Virginia](https://advisoriq.com/ria/states/virginia/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/virginia/

License: https://advisoriq.com/license/