City
Wealth management firms in Fredericksburg, Virginia
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Fredericksburg, Virginia reported $47.2 million in regulatory assets under management; the largest by assets was The Retirement Smith LLC, with $39.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $47.2 million
- Average per firm
- $9.4 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Retirement Smith LLC | State | $39.4 million | 198 |
| 2 | Petra Wealth Management | State | $7.6 million | 66 |
| 3 | Formynder Wealth Management, LLC | State | $215,825 | 5 |
| 4 | Alna Wealth Management | State | $0 | 0 |
| 5 | Fredericksburg Financial Planning Services, Inc | 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.