City
Wealth management firms in Charlottesville, Virginia
As of October 2, 2026, 29 wealth management firms, including broker-dealer firms, with their main office in Charlottesville, Virginia reported $5.6 billion in regulatory assets under management; the largest by assets was Morris & Wells Wealth Management, with $987.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 29
- Regulatory assets under management
- $5.6 billion
- Average per firm
- $193.5 million
- SEC-registered, of those listed
- 13 of 29 (44.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Morris & Wells Wealth Management | SEC | $987.9 million | 298 |
| 2 | A. N. Culbertson & Company, Inc. | SEC | $817.8 million | 849 |
| 3 | Marotta Wealth Management, Inc. | SEC | $686.0 million | 1,947 |
| 4 | Chase Investment Counsel Corporation | SEC | $509.8 million | 137 |
| 5 | United Wealth Management, LLC | SEC | $406.6 million | 945 |
| 6 | Solitude Financial Services, Inc. | SEC | $363.5 million | 787 |
| 7 | Rede Wealth, LLC | SEC | $346.1 million | 500 |
| 8 | Fields Gottscho Capital Management LLC | SEC | $333.0 million | 184 |
| 9 | Drystone LLC | SEC | $151.2 million | 34 |
| 10 | Clio Asset Management LLC | SEC | $127.8 million | 65 |
| 11 | Split Creek LLC DBA Split Creek Capital LLC | SEC | $127.7 million | 97 |
| 12 | Sturman Wealth Advisors | SEC | $116.4 million | 282 |
| 13 | Aria Wealth Partners | SEC | $112.3 million | 314 |
| 14 | Swift Run Capital Management | State | $88.1 million | 79 |
| 15 | Guard Hill Advisors LLC | State | $81.4 million | 15 |
| 16 | Kamke Investment Strategies Inc. | State | $80.1 million | 110 |
| 17 | Ranger Global Holdings LLC | State | $63.2 million | 39 |
| 18 | Miller Asset Solutions LLC | State | $59.1 million | 76 |
| 19 | Acadia Wealth Advisors | State | $41.2 million | 50 |
| 20 | Nicolette Financial Advisors LLC | State | $25.9 million | 104 |
| 21 | Vesteer Wealth Management, LLC | State | $24.2 million | 74 |
| 22 | Round Oak Capital LLC | State | $23.9 million | 8 |
| 23 | Laird - Altman Holdings LLC | State | $18.9 million | 30 |
| 24 | Broadpark Advisors, LLC | State | $11.6 million | 48 |
| 25 | Doench Wealth Management, LLC | State | $4.0 million | 22 |
| 26 | Ulmer Financial | State | $3.1 million | 81 |
| 27 | Buckman & Company | State | $0 | 0 |
| 28 | High Top Growth Partners | State | $0 | 0 |
| 29 | Simplified Retirement | State | $0 | 0 |
Wealth management firms in Virginia, including every city.
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.