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AdvisorIQ

Ranking, Virginia

Independent RIAs with the most high net worth clients in Virginia

As of October 2, 2026, Cary Street Partners ranked #1 in Virginia in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 2,175.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Cary Street Partners Richmond 2,175
2 Cassaday & Company, Inc. McLean 2,017
3 Wealthcare Capital Management LLC Richmond 1,312
4 The Burney Company Reston 904
5 The Ascent Group, LLC Virginia Beach 874
6 Evanson Financial, LLC DBA Evanson Asset Management McLean 847
7 Range Advisory, LLC McLean 806
8 Bogart Wealth, LLC McLean 722
9 Heartwood Wealth Advisors, LLC Richmond 566
10 Acorn Financial Advisory Services, Inc. Reston 551
11 Azzad Asset Management, Inc. Falls Church 498
12 Andersen McLean 462
13 Godsey & Gibb Wealth Management Richmond 440
14 Kanawha Capital Management, LLC Richmond 407
15 Chesapeake Investment Management LLC McLean 391
16 Steigerwald, Gordon & Koch - Wealth Advisors Leesburg 388
17 Toth Financial Advisory Corp Leesburg 335
18 Meridian Financial Partners LLC Warrenton 320
19 Glassman Wealth Services, LLC Vienna 302
20 Paragon Financial Services Richmond 297
21 Canal Capital Management, LLC Richmond 288
22 Hughes Financial Services, LLC Herndon 282
23 Covenant Wealth Advisors Richmond 280
23 Brown | Miller Wealth Management, LLC McLean 280
25 Verus Financial Partners Richmond 265
26 Salomon and Ludwin Richmond 263
27 McLean Asset Management Corp. Tysons 258
27 Concord Wealth Partners Abingdon 258
29 Heritage Wealth Advisors Richmond 254
30 Graves Light Lenhart Harrisonburg 248
31 CJM Wealth Advisers, Ltd. Falls Church 242
32 Evermay Wealth Management, LLC Arlington 234
33 Wealthcrest Financial Services, LLC Springfield 232
34 Kfa Private Wealth Group, LLC Tyson 229
35 D'Orazio Wealth Advisors Vienna 227
36 Yeske Buie Inc. Vienna 225
37 Hendershot Investments, Inc. Centreville 224
38 Alpha Omega Wealth Management, LLC Richmond 206
39 Gratus Wealth Advisors LLC Virginia Beach 200
40 Wealthcrossing Richmond 197
41 Campbell Deegan Financial Richmond 195
42 Marotta Wealth Management, Inc. Charlottesville 185
43 Selective Wealth Management, Inc. Forest 184
44 Beacon Harbor Wealth Advisors Virginia Beach 180
45 The Lewis Financial Group Ashburn 179
45 Legacy Wealth Management Group, Inc. Lynchburg 179
47 Colonial River Wealth Management LLC Midlothian 174
48 Reston Wealth Management Reston 173
48 Capitol Private Wealth Group LLC Vienna 173
50 Mason & Associates, LLC Newport News 172
51 Centurion Wealth Management McLean 170
52 Hopwood Financial Services, Inc. Reston 169
53 A. N. Culbertson & Company, Inc. Charlottesville 168
54 The Hoerner Planning Group, LLC Middleburg 161
54 Claris Financial, LLC Glen Allen 161
56 Olio Financial Planning McLean 153
56 Allegiance Financial Group Vienna 153
58 Taylor Hoffman Capital Management Richmond 151
59 United Wealth Management, LLC Charlottesville 148
59 ACTIV8 Family Office LLC McLean 148
61 Brown Advisory Norfolk 145
62 3CHOPT Investment Partners LLC Richmond 144
63 Commonwealth Retirement Investments LLC Richmond 138
64 Professional Financial Solutions, LLC Fairfax 137
65 Variant Private Wealth LLC Tysons 136
66 Solitude Financial Services, Inc. Charlottesville 133
67 Heritage Financial LLC Gainesville 132
68 Clarion Wealth Management Partners Fairfax 129
69 Aspect Partners, LLC Fairfax 126
70 The Capital Management Corporation Glen Allen 124
71 The Main Street Group Glen Allen 122
71 4J Wealth Management, LLC McLean 122
73 Monument Wealth Management Alexandria 120
74 Founders Grove Wealth Partners, LLC Richmond 119
75 Abich Financial Wealth Management, LLC Ashburn 117
76 Sagevest Wealth Management McLean 115
77 Redmond Asset Management, LLC Henrico 114
78 Compton Wealth Advisory Group, LLC Virginia Beach 112
78 Decisionmap Wealth Management, LLC Great Falls 112
80 Tull Financial Group, Inc. Chesapeake 111
81 Buchanan Wealth Management Reston 110
82 Buttonwood Wealth Winchester 107
83 Strategent Financial, LLC Harrisonburg 106
84 Brown Edwards Wealth Strategies Lynchburg 105
84 Pine Harbor Wealth Management LLC Successor Fairfax 105
86 James River Asset Management, LLC Midlothian 104
86 Blue Edge Capital, LLC Richmond 104
88 Taylor Financial Group, Inc. Roanoke 103
88 Piedmont Wealth Advisory Reston 103
88 Altura Wealth Advisors Virginia Beach 103
88 Steelhead Wealth Management Glen Allen 103
92 Alexander Randolph Advisory Inc McLean 101
92 Courage Miller Partners, LLC Norfolk 101
92 Kinloch Capital, LLC Glen Allen 101
95 Reframe Wealth, LLC Fairfax 100
96 Amj Financial Wealth Management LLC Leesburg 99
96 Tone Capital, LLC Richmond 99
98 Martin Wealth Solutions Christiansburg 98
99 Omega Wealth Management LLC Arlington 97
100 Evoadvisors Richmond 96

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

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

More rankings

Most high net worth clients 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.