{ "path": "/advisors/va", "url": "https://advisorcensus.com/advisors/va/page/15", "page_type": "state", "title": "Financial advisors in Virginia", "filters": {}, "scope_total": 792, "faq": [ { "q": "How many financial advisory firms are there in Virginia?", "a": "AdvisorCensus lists 792 investment advisory firms with a principal office in Virginia, from Form ADV filings as of October 2026: 309 SEC-registered, 403 state-registered, and 80 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Virginia?", "a": "332 of the 792 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Virginia offer financial planning?", "a": "484 of the 712 firms in Virginia that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Virginia fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 332 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 792 investment advisory firms with a principal office in Virginia, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Virginia: 792 firms from Form ADV filings as of October 2026.", "total_firms": 792, "page": 15, "total_pages": 16, "sort": "name", "registration_types": { "sec": 309, "state": 403, "exempt": 80 }, "fee_model_mix": [ { "code": "fee-only", "count": 332 }, { "code": "percentage_of_aum", "count": 614 }, { "code": "hourly", "count": 352 }, { "code": "subscription", "count": 12 }, { "code": "fixed", "count": 412 }, { "code": "commissions", "count": 13 }, { "code": "performance_based", "count": 97 }, { "code": "other", "count": 92 }, { "code": "not_reported", "count": 80 } ], "years_registered_distribution": [ { "code": "under_5", "count": 321 }, { "code": "5_to_9", "count": 173 }, { "code": "10_to_19", "count": 173 }, { "code": "20_plus", "count": 122 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 192 }, { "code": "25m_100m", "count": 137 }, { "code": "100m_500m", "count": 167 }, { "code": "500m_1b", "count": 51 }, { "code": "1b_5b", "count": 59 }, { "code": "over_5b", "count": 23 }, { "code": "not_reported", "count": 163 } ], "firms": [ { "crd_number": 139464, "name": "The Hoerner Planning Group, LLC", "name_as_filed": "THE HOERNER PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/the-hoerner-planning-group-llc-middleburg-va-139464", "city": "Middleburg", "state": "VA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146975, "name": "The Ithaka Group, LLC", "name_as_filed": "THE ITHAKA GROUP, LLC", "url": "https://advisorcensus.com/firm/the-ithaka-group-llc-arlington-va-146975", "city": "Arlington", "state": "VA", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315692, "name": "The Lewis Financial Group", "name_as_filed": "THE LEWIS FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-lewis-financial-group-ashburn-va-315692", "city": "Ashburn", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106654, "name": "The London Company of Virginia", "name_as_filed": "THE LONDON COMPANY OF VIRGINIA", "url": "https://advisorcensus.com/firm/the-london-company-of-virginia-richmond-va-106654", "city": "Richmond", "state": "VA", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175502, "name": "The Main Street Group", "name_as_filed": "THE MAIN STREET GROUP", "url": "https://advisorcensus.com/firm/the-main-street-group-glen-allen-va-175502", "city": "Glen Allen", "state": "VA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312623, "name": "The Retirement Smith LLC", "name_as_filed": "THE RETIREMENT SMITH LLC", "url": "https://advisorcensus.com/firm/the-retirement-smith-llc-fredericksburg-va-312623", "city": "Fredericksburg", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 105861, "name": "The Scott S. James Company", "name_as_filed": "THE SCOTT S. JAMES COMPANY", "url": "https://advisorcensus.com/firm/the-scott-s-james-company-falls-church-va-105861", "city": "Falls Church", "state": "VA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113426, "name": "Thetford Investment Management, Inc.", "name_as_filed": "THETFORD INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/thetford-investment-management-inc-west-point-va-113426", "city": "West Point", "state": "VA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116860, "name": "Third Millennium Advisors, Inc.", "name_as_filed": "THIRD MILLENNIUM ADVISORS, INC.", "url": "https://advisorcensus.com/firm/third-millennium-advisors-inc-barboursville-va-116860", "city": "Barboursville", "state": "VA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 41353, "name": "Thompson Davis Asset Management", "name_as_filed": "THOMPSON DAVIS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/thompson-davis-asset-management-richmond-va-41353", "city": "Richmond", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319243, "name": "Thompson Financial Advisors", "name_as_filed": "THOMPSON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/thompson-financial-advisors-chester-va-319243", "city": "Chester", "state": "VA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 105726, "name": "Thompson Siegel & Walmsley LLC", "name_as_filed": "THOMPSON SIEGEL & WALMSLEY LLC", "url": "https://advisorcensus.com/firm/thompson-siegel-and-walmsley-llc-richmond-va-105726", "city": "Richmond", "state": "VA", "years_registered": 56, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312673, "name": "Threefifty Capital, LLC", "name_as_filed": "THREEFIFTY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/threefifty-capital-llc-ashburn-va-312673", "city": "Ashburn", "state": "VA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324598, "name": "Titanrex", "name_as_filed": "TITANREX", "url": "https://advisorcensus.com/firm/titanrex-arlington-va-324598", "city": "Arlington", "state": "VA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333194, "name": "Tobi, Inc.", "name_as_filed": "TOBI, INC.", "url": "https://advisorcensus.com/firm/tobi-inc-333194", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285622, "name": "Tone Capital, LLC", "name_as_filed": "TONE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tone-capital-llc-richmond-va-285622", "city": "Richmond", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120640, "name": "Toner Asset Management Group, Inc.", "name_as_filed": "TONER ASSET MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/toner-asset-management-group-inc-virginia-beach-va-120640", "city": "Virginia Beach", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104952, "name": "Toth Financial Advisory Corp", "name_as_filed": "TOTH FINANCIAL ADVISORY CORP", "url": "https://advisorcensus.com/firm/toth-financial-advisory-corp-leesburg-va-104952", "city": "Leesburg", "state": "VA", "years_registered": 40, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331700, "name": "Traders A.I., Inc.", "name_as_filed": "TRADERS A.I., INC.", "url": "https://advisorcensus.com/firm/traders-a-i-inc-fairfax-va-331700", "city": "Fairfax", "state": "VA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 312591, "name": "Trainor Consulting", "name_as_filed": "TRAINOR CONSULTING", "url": "https://advisorcensus.com/firm/trainor-consulting-312591", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328042, "name": "Trio Wealth Management, LLC", "name_as_filed": "TRIO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042", "city": "Great Falls", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112235, "name": "Tull Financial Group, Inc.", "name_as_filed": "TULL FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/tull-financial-group-inc-chesapeake-va-112235", "city": "Chesapeake", "state": "VA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336216, "name": "Tuvak Investments LLC", "name_as_filed": "TUVAK INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/tuvak-investments-llc-mclean-va-336216", "city": "McLean", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 115715, "name": "Twenty First Investors", "name_as_filed": "TWENTY FIRST INVESTORS", "url": "https://advisorcensus.com/firm/twenty-first-investors-115715", "city": null, "state": null, "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310916, "name": "Twin Rivers Advisors, LLC", "name_as_filed": "TWIN RIVERS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/twin-rivers-advisors-llc-blackstone-va-310916", "city": "Blackstone", "state": "VA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329211, "name": "Tyton Wealth", "name_as_filed": "TYTON WEALTH", "url": "https://advisorcensus.com/firm/tyton-wealth-norfolk-va-329211", "city": "Norfolk", "state": "VA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117401, "name": "U.S. Advisors, Inc.", "name_as_filed": "U.S. ADVISORS, INC.", "url": "https://advisorcensus.com/firm/u-s-advisors-inc-arlington-va-117401", "city": "Arlington", "state": "VA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319222, "name": "Ulmer Financial", "name_as_filed": "ULMER FINANCIAL", "url": "https://advisorcensus.com/firm/ulmer-financial-319222", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333767, "name": "Ultratech Capital Partners", "name_as_filed": "ULTRATECH CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/ultratech-capital-partners-alexandria-va-333767", "city": "Alexandria", "state": "VA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156148, "name": "Union Street Partners LLC", "name_as_filed": "UNION STREET PARTNERS LLC", "url": "https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148", "city": "Alexandria", "state": "VA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327221, "name": "Unity Growth Fund I LLC", "name_as_filed": "UNITY GROWTH FUND I LLC", "url": "https://advisorcensus.com/firm/unity-growth-fund-i-llc-reston-va-327221", "city": "Reston", "state": "VA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321825, "name": "Upward Financial Planning", "name_as_filed": "UPWARD FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/upward-financial-planning-vinton-va-321825", "city": "Vinton", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132236, "name": "USA Retirement Income Solutions, LLC", "name_as_filed": "USA RETIREMENT INCOME SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/usa-retirement-income-solutions-llc-centreville-va-132236", "city": "Centreville", "state": "VA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328832, "name": "Vallecito Capital LLC", "name_as_filed": "VALLECITO CAPITAL LLC", "url": "https://advisorcensus.com/firm/vallecito-capital-llc-alexandria-va-328832", "city": "Alexandria", "state": "VA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 117306, "name": "Valley Investors Corporation", "name_as_filed": "VALLEY INVESTORS CORPORATION", "url": "https://advisorcensus.com/firm/valley-investors-corporation-roanoke-va-117306", "city": "Roanoke", "state": "VA", "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162206, "name": "Vanshap Capital, LLC", "name_as_filed": "VANSHAP CAPITAL, LLC", "url": "https://advisorcensus.com/firm/vanshap-capital-llc-arlington-va-162206", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105240, "name": "Vantage Consulting Group Inc", "name_as_filed": "VANTAGE CONSULTING GROUP INC", "url": "https://advisorcensus.com/firm/vantage-consulting-group-inc-virginia-beach-va-105240", "city": "Virginia Beach", "state": "VA", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 288011, "name": "Variant Private Wealth LLC", "name_as_filed": "VARIANT PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011", "city": "Tysons", "state": "VA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143361, "name": "Variplan, LLC", "name_as_filed": "VARIPLAN, LLC", "url": "https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361", "city": "Ashburn", "state": "VA", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117666, "name": "Vernon Management Group, Incorporated", "name_as_filed": "VERNON MANAGEMENT GROUP, INCORPORATED", "url": "https://advisorcensus.com/firm/vernon-management-group-incorporated-richm0nd-va-117666", "city": "Richm0nd", "state": "VA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 106744, "name": "Verus Financial Partners", "name_as_filed": "VERUS FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/verus-financial-partners-richmond-va-106744", "city": "Richmond", "state": "VA", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165976, "name": "Vest Financial LLC", "name_as_filed": "VEST FINANCIAL LLC", "url": "https://advisorcensus.com/firm/vest-financial-llc-mclean-va-165976", "city": "McLean", "state": "VA", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281862, "name": "Vested Partners: a Multi-Family Office", "name_as_filed": "VESTED PARTNERS: A MULTI-FAMILY OFFICE", "url": "https://advisorcensus.com/firm/vested-partners-a-multi-family-office-salem-va-281862", "city": "Salem", "state": "VA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 331968, "name": "Veteran Ventures Management, LLC", "name_as_filed": "VETERAN VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/veteran-ventures-management-llc-mclean-va-331968", "city": "McLean", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116080, "name": "Vincent C. Lucas, C.P.A., P.C.", "name_as_filed": "VINCENT C. 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