# Newest independent RIAs in Virginia

As of October 2, 2026, Evanson Financial, LLC DBA Evanson Asset Management ranked #1 in Virginia in AdvisorIQ's ranking of newest independent RIAs, with $5.8 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Virginia
- firms_listed: 72
- rows: rank: 1, crd: 340506, firm: Evanson Financial, LLC DBA Evanson Asset Management, city: McLean, state: VA, value: 5847124669, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340506/; rank: 2, crd: 337753, firm: ACTIV8 Family Office LLC, city: McLean, state: VA, value: 1542366700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337753/; rank: 3, crd: 338986, firm: Bellars Harris Wealth Management, city: Virginia Beach, state: VA, value: 505382390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338986/; rank: 4, crd: 338410, firm: Steelhead Wealth Management, city: Glen Allen, state: VA, value: 341895056, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338410/; rank: 5, crd: 156685, firm: Mwa Investments, LLC, city: White Stone, state: VA, value: 250409031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156685/; rank: 6, crd: 125254, firm: Rechter Wealth Management, LLC, city: Clifton, state: VA, value: 133503749, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125254/; rank: 7, crd: 283813, firm: Patina Wealth, city: Crozet, state: VA, value: 129171869, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283813/; rank: 8, crd: 312192, firm: Fitzwilliams Wealth Management Inc., city: Chesapeake, state: VA, value: 123549687, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312192/; rank: 9, crd: 145127, firm: Pegasus Financial Group LLC, city: Chantilly, state: VA, value: 122320436, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145127/; rank: 10, crd: 167813, firm: Gira & Gira Investment Advisors LLC, city: Harrisonburg, state: VA, value: 121432303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167813/; rank: 11, crd: 290853, firm: Arrow Wealth Advisors, city: Lynchburg, state: VA, value: 121234291, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290853/; rank: 12, crd: 116011, firm: Portfolio Advisory Group, Inc., city: Alexandria, state: VA, value: 115833952, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116011/; rank: 13, crd: 298369, firm: Rcplanners, city: Midlothian, state: VA, value: 112101511, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298369/; rank: 14, crd: 114994, firm: Capitol Wealth Management, Inc., city: McLean, state: VA, value: 111888886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114994/; rank: 15, crd: 152582, firm: C.L. Sheldon & Company, LLC, city: Fairfax Station, state: VA, value: 110683215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152582/; rank: 16, crd: 117249, firm: Allridge Wealth Management, Inc, city: Ashburn, state: VA, value: 103273487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117249/; rank: 17, crd: 305972, firm: Templer Wealth Management, LLC, city: Vienna, state: VA, value: 102919045, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305972/; rank: 18, crd: 323914, firm: Oakleigh Wealth Services, city: Crozet, state: VA, value: 102494493, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323914/; rank: 19, crd: 325706, firm: Ascent Financial Group, city: Richmond, state: VA, value: 100790206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325706/; rank: 20, crd: 168114, firm: WS Wealth Management, LLC, city: Washington, state: VA, value: 90515000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168114/; rank: 21, crd: 144340, firm: Arm Financial LLC, city: Annandale, state: VA, value: 49000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144340/; rank: 22, crd: 321825, firm: Upward Financial Planning, city: Vinton, state: VA, value: 17191685, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321825/; rank: 23, crd: 301291, firm: Sva Capital Management LLC, city: Arlington, state: VA, value: 6161374, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301291/; rank: 24, crd: 339806, firm: Purpose Driven Wealth Advisors LLC, city: Richmond, state: VA, value: 5108687, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339806/; rank: 25, crd: 340035, firm: Jay Blue Capital, city: Richmond, state: VA, value: 2499371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340035/; rank: 26, crd: 336247, firm: Allvet Financial, city: Manakin Sabot, state: VA, value: 1266880, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336247/; rank: 27, crd: 299747, firm: The Financial T, city: Stafford, state: VA, value: 1001000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299747/; rank: 28, crd: 338260, firm: Rohde Wealth Management, city: Broadway, state: VA, value: 725106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338260/; rank: 29, crd: 334969, firm: Pivot Capital Management, LLC, city: Ashburn, state: VA, value: 569496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334969/; rank: 30, crd: 152361, firm: Esmeb Inc, city: Leesburg, state: VA, value: 26364, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152361/; rank: 31, crd: 340305, firm: Asal Invest, city: Arlington, state: VA, value: 270, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340305/; rank: 32, crd: 333310, firm: Ardent Guardian Wealth Advisory, LLC, city: McLean, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333310/; rank: 32, crd: 337483, firm: Kommon Wealth, LLC, city: Roanoke, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337483/; rank: 32, crd: 338019, firm: Harvest - Faith-Based Investing, city: Lynchburg, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338019/; rank: 32, crd: 338202, firm: High Top Growth Partners, city: Charlottesville, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338202/; rank: 32, crd: 338368, firm: Great Blue Wealth LLC, city: Chesapeake, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338368/; rank: 32, crd: 338850, firm: Grey Kirwan Financial, city: Reston, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338850/; rank: 32, crd: 339119, firm: Oyster Creek Capital, city: Urbanna, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339119/; rank: 32, crd: 339667, firm: Bond Financial Planning, LLC, city: Hampton, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339667/; rank: 32, crd: 339717, firm: Beacon Freedom Advisory, LLC, city: Williamsburg, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339717/; rank: 32, crd: 339766, firm: Five Lakes Advisory LLC, city: Richmond, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339766/; rank: 32, crd: 340211, firm: Auburn Skies Financial Advisors, city: Fairfax, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340211/; rank: 32, crd: 340311, firm: Aspan Capital LLC, city: Richmond, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340311/; rank: 32, crd: 340905, firm: Fatfire Financial, city: Glen Allen, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340905/; rank: 32, crd: 340916, firm: Gilmore Financial Planning, city: Herndon, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340916/; rank: 32, crd: 340941, firm: Alna Wealth Management, city: Fredericksburg, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340941/; rank: 32, crd: 341104, firm: Arion Wealth Management LLC, city: Hampton, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341104/; rank: 32, crd: 341209, firm: Algominds Capital, LLC, city: Centreville, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341209/; rank: 32, crd: 341235, firm: Purpose Capital LLC, city: Goochland, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341235/; rank: 32, crd: 341239, firm: Magnus Financials LLC, city: Chantilly, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341239/; rank: 32, crd: 341241, firm: Firstfruits Wealth Management, city: Richmond, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341241/; rank: 32, crd: 341276, firm: Crescent Meridian Capital LLC, city: Falls Church, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341276/; rank: 32, crd: 341301, firm: Beard Financial Planning LLC, city: Roanoke, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341301/; rank: 32, crd: 341645, firm: Greenbrier Financial, city: Roanoke, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341645/; rank: 32, crd: 342165, firm: Knight Strategic Investment Advising LLC, city: Manassas, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342165/; rank: 32, crd: 342326, firm: Fortezza Wealth Advisors, LLC, city: Fincastle, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342326/; rank: 32, crd: 342396, firm: RGC Wealth Planning Group, city: Ashburn, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342396/; rank: 32, crd: 342421, firm: Zefan & Company, LLC, city: Fairfax, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342421/; rank: 32, crd: 342575, firm: Kotini Capital Advisors LLC, city: Glen Allen, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342575/; rank: 32, crd: 342599, firm: Steadyrise Financial LLC, city: Arlington, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342599/; rank: 32, crd: 342617, firm: Limiter Financial LLC, city: Richmond, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342617/; rank: 32, crd: 342665, firm: Kitchen Table Financial Planning, city: Richmond, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342665/; rank: 32, crd: 342916, firm: Macroedge Capital, LLC, city: Mechanicsville, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342916/; rank: 32, crd: 343067, firm: Phin Wealth, city: Middleburg, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343067/; rank: 32, crd: 343399, firm: Stax Labs, city: not stated, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343399/; rank: 32, crd: 343501, firm: Cedarstream Wealth, LLC, city: Herndon, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343501/; rank: 32, crd: 343517, firm: Ltplanners, city: Virginia Beach, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343517/; rank: 32, crd: 343646, firm: Watch Hill Financial Inc, city: Richmond, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343646/; rank: 32, crd: 343752, firm: Geiger Group Wealth Management, city: Sterling, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343752/; rank: 32, crd: 343757, firm: Authentic Wealth Partners LLC, city: Culpeper, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343757/; rank: 32, crd: 343806, firm: Salio Capital LLC, city: Tysons, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343806/; rank: 32, crd: 344366, firm: Vocare Wealth Advisors, city: Reston, state: VA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344366/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/virginia/

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