AdvisorCensus / Financial advisors / Virginia / Charlottesville, VA / Branch offices
Advisory firms with an office in Charlottesville, VA, headquartered elsewhere
32 investment advisory firms with a principal office outside the Charlottesville, VA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Arrowroot Family Office, LLC | Charlottesville, VA | Marina del Rey, CA | SEC-registered investment adviser |
| Badgley Phelps Wealth Managers | Charlottesville, VA | Seattle, WA | SEC-registered investment adviser |
| Brown Advisory | Charlottesville, VA | Norfolk, VA | SEC-registered investment adviser |
| Brown Advisory | Charlottesville, VA | Baltimore, MD | SEC-registered investment adviser |
| Brown Advisory Investment Solutions Group LLC | Charlottesville, VA | Baltimore, MD | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Charlottesville, VA | Glen Allen, VA | SEC-registered investment adviser |
| Cary Street Partners | Charlottesville, VA | Richmond, VA | SEC-registered investment adviser |
| Chilton Investment Services, LLC | Charlottesville, VA | Stamford, CT | SEC-registered investment adviser |
| Concord Wealth Partners | Charlottesville, VA | Abingdon, VA | SEC-registered investment adviser |
| Cypress Financial Planning | Charlottesville, VA | Haddon Heights, NJ | SEC-registered investment adviser |
| Davenport & Company LLC | Charlottesville, VA | Richmond, VA | SEC-registered investment adviser |
| Hayek Kallen Investment Management L.L.C. | Charlottesville, VA | Fairhope, AL | SEC-registered investment adviser |
| HBK Capital Management | Charlottesville, VA | Dallas, TX | SEC-registered investment adviser |
| Heritage Wealth Advisors | Charlottesville, VA | Richmond, VA | SEC-registered investment adviser |
| Joss Brown Wealth Advisors | Charlottesville, VA | Williamsburg, VA | SEC-registered investment adviser |
| King Street Capital Management, L.P. | Charlottesville, VA | New York, NY | SEC-registered investment adviser |
| Makena Capital Management, LLC | Charlottesville, VA | Menlo Park, CA | SEC-registered investment adviser |
| Manchester Capital Management LLC | Charlottesville, VA | Manchester, VT | SEC-registered investment adviser |
| Newedge Advisors | Charlottesville, VA | New Orleans, LA | SEC-registered investment adviser |
| Oneseven | Charlottesville, VA | Beachwood, OH | SEC-registered investment adviser |
| Pinnacle Associates, Ltd. | Charlottesville, VA | New York, NY | SEC-registered investment adviser |
| Rockford Tower Asset Management, L.L.C. | Charlottesville, VA | New York, NY | SEC-registered investment adviser |
| Sands Capital Horizons, LLC | Charlottesville, VA | Arlington, VA | SEC-registered investment adviser |
| Sapere Wealth Management, LLC | Charlottesville, VA | Matthews, NC | SEC-registered investment adviser |
| Selective Wealth Management, Inc. | Charlottesville, VA | Forest, VA | SEC-registered investment adviser |
| Silvercrest Asset Management Group LLC | Charlottesville, VA | New York, NY | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Charlottesville, VA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Spire Wealth Management, LLC | Charlottesville, VA | McLean, VA | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Charlottesville, VA | Lawrence, KS | SEC-registered investment adviser |
| United Brokerage Services Inc | Charlottesville, VA | Parkersburg, WV | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Charlottesville, VA | West Chester, PA | SEC-registered investment adviser |
| Wilkinson Global Asset Management LLC | Charlottesville, VA | New York, NY | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Charlottesville, VA on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Investor FAN | Charlottesville, VA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Charlottesville, VA, headquartered elsewhere. https://advisorcensus.com/advisors/va/charlottesville/branch-offices https://advisorcensus.com/advisors/va/charlottesville/branch-offices