City
Wealth management firms in Winchester, Virginia
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Winchester, Virginia reported $594.4 million in regulatory assets under management; the largest by assets was Buttonwood Wealth, with $425.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $594.4 million
- Average per firm
- $118.9 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Buttonwood Wealth | SEC | $425.3 million | 1,062 |
| 2 | Cornerstone Asset Management | State | $75.0 million | 112 |
| 3 | R & J Financial Partners, LLC | State | $64.3 million | 86 |
| 4 | Dunn Financial Advisors, LLC | State | $29.7 million | 129 |
| 5 | Trainor Consulting | State | $53,617 | 2 |
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.