City
Independent RIAs in Williamsburg, Virginia
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Williamsburg, Virginia reported $1.0 billion in regulatory assets under management; the largest by assets was Bay Rivers Group Wealth Partners, with $326.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $80.1 million
- SEC-registered, of those listed
- 4 of 13 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bay Rivers Group Wealth Partners | SEC | $326.2 million | 913 |
| 2 | Tenzing Financial LLC | SEC | $231.1 million | 752 |
| 3 | Dominguez Wealth Management Solutions, Inc. | SEC | $213.1 million | 659 |
| 4 | Joss Brown Wealth Advisors | SEC | $162.4 million | 603 |
| 5 | Blue Rock Financial Services, Inc. | State | $59.4 million | 206 |
| 6 | Histor Investing, LLC | State | $28.6 million | 17 |
| 7 | Pacific Landfall | State | $14.9 million | 125 |
| 8 | Baker Asset Management, LLC | State | $5.5 million | 12 |
| 9 | B Hive Financial, LLC | State | $670,238 | 5 |
| 10 | Beacon Freedom Advisory, LLC | State | $0 | 0 |
| 11 | Capitol Landing Wealth | State | $0 | 0 |
| 12 | Foundations Financial Planning, LLC | State | $0 | 0 |
| 13 | Vertical Wealth Management | State | $0 | 0 |
Independent RIAs 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.