City
Wealth management firms in Williamsburg, Virginia
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Williamsburg, Virginia reported $1.1 billion in regulatory assets under management; the largest by assets was Bay Rivers Group Wealth Partners, with $326.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $78.6 million
- SEC-registered, of those listed
- 4 of 14 (28.6%)
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 | Ultimate Retirement Products, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $57.9 million | 138 |
| 7 | Histor Investing, LLC | State | $28.6 million | 17 |
| 8 | Pacific Landfall | State | $14.9 million | 125 |
| 9 | Baker Asset Management, LLC | State | $5.5 million | 12 |
| 10 | B Hive Financial, LLC | State | $670,238 | 5 |
| 11 | Beacon Freedom Advisory, LLC | State | $0 | 0 |
| 12 | Capitol Landing Wealth | State | $0 | 0 |
| 13 | Foundations Financial Planning, LLC | State | $0 | 0 |
| 14 | Vertical Wealth Management | 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.