# Financial advisors in Virginia

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/va/page/15

## At a glance

- Investment advisory firms: 792
- Registration: SEC-registered investment adviser: 309, State-registered investment adviser: 403, Exempt reporting adviser: 80
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 332 (47%); Percentage of assets 614 (86%); Hourly charges 352 (49%); Subscription fees (newsletter or periodical) 12 (2%); Fixed fees 412 (58%); Commissions 13 (2%); Performance-based fees 97 (14%); Other 92 (13%); No compensation arrangements reported 80
- Regulatory assets under management (Item 5.F): Under $25 million 192 (24%); $25 million to $100 million 137 (17%); $100 million to $500 million 167 (21%); $500 million to $1 billion 51 (6%); $1 billion to $5 billion 59 (7%); Over $5 billion 23 (3%); Not reported 163 (21%)
- Years registered: Under 5 years 321 (41%); 5 to 9 years 173 (22%); 10 to 19 years 173 (22%); 20 years or more 122 (15%); Not reported 3 (0%)

## Firms (page 15 of 16, 701 to 750 of 792, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [The Hoerner Planning Group, LLC](https://advisorcensus.com/firm/the-hoerner-planning-group-llc-middleburg-va-139464) ([md](https://advisorcensus.com/firm/the-hoerner-planning-group-llc-middleburg-va-139464.md)) | 139464 | Middleburg, VA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee |
| [The Ithaka Group, LLC](https://advisorcensus.com/firm/the-ithaka-group-llc-arlington-va-146975) ([md](https://advisorcensus.com/firm/the-ithaka-group-llc-arlington-va-146975.md)) | 146975 | Arlington, VA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Performance fee |
| [The Lewis Financial Group](https://advisorcensus.com/firm/the-lewis-financial-group-ashburn-va-315692) ([md](https://advisorcensus.com/firm/the-lewis-financial-group-ashburn-va-315692.md)) | 315692 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [The London Company of Virginia](https://advisorcensus.com/firm/the-london-company-of-virginia-richmond-va-106654) ([md](https://advisorcensus.com/firm/the-london-company-of-virginia-richmond-va-106654.md)) | 106654 | Richmond, VA | SEC-registered investment adviser | Over $5 billion | 32 | % of assets |
| [The Main Street Group](https://advisorcensus.com/firm/the-main-street-group-glen-allen-va-175502) ([md](https://advisorcensus.com/firm/the-main-street-group-glen-allen-va-175502.md)) | 175502 | Glen Allen, VA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [The Retirement Smith LLC](https://advisorcensus.com/firm/the-retirement-smith-llc-fredericksburg-va-312623) ([md](https://advisorcensus.com/firm/the-retirement-smith-llc-fredericksburg-va-312623.md)) | 312623 | Fredericksburg, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [The Scott S. James Company](https://advisorcensus.com/firm/the-scott-s-james-company-falls-church-va-105861) ([md](https://advisorcensus.com/firm/the-scott-s-james-company-falls-church-va-105861.md)) | 105861 | Falls Church, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Thetford Investment Management, Inc.](https://advisorcensus.com/firm/thetford-investment-management-inc-west-point-va-113426) ([md](https://advisorcensus.com/firm/thetford-investment-management-inc-west-point-va-113426.md)) | 113426 | West Point, VA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Third Millennium Advisors, Inc.](https://advisorcensus.com/firm/third-millennium-advisors-inc-barboursville-va-116860) ([md](https://advisorcensus.com/firm/third-millennium-advisors-inc-barboursville-va-116860.md)) | 116860 | Barboursville, VA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Fixed fee |
| [Thompson Davis Asset Management](https://advisorcensus.com/firm/thompson-davis-asset-management-richmond-va-41353) ([md](https://advisorcensus.com/firm/thompson-davis-asset-management-richmond-va-41353.md)) | 41353 | Richmond, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee |
| [Thompson Financial Advisors](https://advisorcensus.com/firm/thompson-financial-advisors-chester-va-319243) ([md](https://advisorcensus.com/firm/thompson-financial-advisors-chester-va-319243.md)) | 319243 | Chester, VA | State-registered investment adviser | Not reported | 4 | Fixed fee |
| [Thompson Siegel & Walmsley LLC](https://advisorcensus.com/firm/thompson-siegel-and-walmsley-llc-richmond-va-105726) ([md](https://advisorcensus.com/firm/thompson-siegel-and-walmsley-llc-richmond-va-105726.md)) | 105726 | Richmond, VA | SEC-registered investment adviser | Over $5 billion | 56 | % of assets, Performance fee |
| [Threefifty Capital, LLC](https://advisorcensus.com/firm/threefifty-capital-llc-ashburn-va-312673) ([md](https://advisorcensus.com/firm/threefifty-capital-llc-ashburn-va-312673.md)) | 312673 | Ashburn, VA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Titanrex](https://advisorcensus.com/firm/titanrex-arlington-va-324598) ([md](https://advisorcensus.com/firm/titanrex-arlington-va-324598.md)) | 324598 | Arlington, VA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Tobi, Inc.](https://advisorcensus.com/firm/tobi-inc-333194) ([md](https://advisorcensus.com/firm/tobi-inc-333194.md)) | 333194 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | % of assets, Fixed fee |
| [Tone Capital, LLC](https://advisorcensus.com/firm/tone-capital-llc-richmond-va-285622) ([md](https://advisorcensus.com/firm/tone-capital-llc-richmond-va-285622.md)) | 285622 | Richmond, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Toner Asset Management Group, Inc.](https://advisorcensus.com/firm/toner-asset-management-group-inc-virginia-beach-va-120640) ([md](https://advisorcensus.com/firm/toner-asset-management-group-inc-virginia-beach-va-120640.md)) | 120640 | Virginia Beach, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Toth Financial Advisory Corp](https://advisorcensus.com/firm/toth-financial-advisory-corp-leesburg-va-104952) ([md](https://advisorcensus.com/firm/toth-financial-advisory-corp-leesburg-va-104952.md)) | 104952 | Leesburg, VA | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets, Performance fee |
| [Traders A.I., Inc.](https://advisorcensus.com/firm/traders-a-i-inc-fairfax-va-331700) ([md](https://advisorcensus.com/firm/traders-a-i-inc-fairfax-va-331700.md)) | 331700 | Fairfax, VA | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Other |
| [Trainor Consulting](https://advisorcensus.com/firm/trainor-consulting-312591) ([md](https://advisorcensus.com/firm/trainor-consulting-312591.md)) | 312591 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Trio Wealth Management, LLC](https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042) ([md](https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042.md)) | 328042 | Great Falls, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Tull Financial Group, Inc.](https://advisorcensus.com/firm/tull-financial-group-inc-chesapeake-va-112235) ([md](https://advisorcensus.com/firm/tull-financial-group-inc-chesapeake-va-112235.md)) | 112235 | Chesapeake, VA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Tuvak Investments LLC](https://advisorcensus.com/firm/tuvak-investments-llc-mclean-va-336216) ([md](https://advisorcensus.com/firm/tuvak-investments-llc-mclean-va-336216.md)) | 336216 | McLean, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Twenty First Investors](https://advisorcensus.com/firm/twenty-first-investors-115715) ([md](https://advisorcensus.com/firm/twenty-first-investors-115715.md)) | 115715 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 32 | % of assets |
| [Twin Rivers Advisors, LLC](https://advisorcensus.com/firm/twin-rivers-advisors-llc-blackstone-va-310916) ([md](https://advisorcensus.com/firm/twin-rivers-advisors-llc-blackstone-va-310916.md)) | 310916 | Blackstone, VA | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Tyton Wealth](https://advisorcensus.com/firm/tyton-wealth-norfolk-va-329211) ([md](https://advisorcensus.com/firm/tyton-wealth-norfolk-va-329211.md)) | 329211 | Norfolk, VA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [U.S. Advisors, Inc.](https://advisorcensus.com/firm/u-s-advisors-inc-arlington-va-117401) ([md](https://advisorcensus.com/firm/u-s-advisors-inc-arlington-va-117401.md)) | 117401 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Ulmer Financial](https://advisorcensus.com/firm/ulmer-financial-319222) ([md](https://advisorcensus.com/firm/ulmer-financial-319222.md)) | 319222 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Ultratech Capital Partners](https://advisorcensus.com/firm/ultratech-capital-partners-alexandria-va-333767) ([md](https://advisorcensus.com/firm/ultratech-capital-partners-alexandria-va-333767.md)) | 333767 | Alexandria, VA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Union Street Partners LLC](https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148) ([md](https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148.md)) | 156148 | Alexandria, VA | SEC-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Unity Growth Fund I LLC](https://advisorcensus.com/firm/unity-growth-fund-i-llc-reston-va-327221) ([md](https://advisorcensus.com/firm/unity-growth-fund-i-llc-reston-va-327221.md)) | 327221 | Reston, VA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Upward Financial Planning](https://advisorcensus.com/firm/upward-financial-planning-vinton-va-321825) ([md](https://advisorcensus.com/firm/upward-financial-planning-vinton-va-321825.md)) | 321825 | Vinton, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [USA Retirement Income Solutions, LLC](https://advisorcensus.com/firm/usa-retirement-income-solutions-llc-centreville-va-132236) ([md](https://advisorcensus.com/firm/usa-retirement-income-solutions-llc-centreville-va-132236.md)) | 132236 | Centreville, VA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Vallecito Capital LLC](https://advisorcensus.com/firm/vallecito-capital-llc-alexandria-va-328832) ([md](https://advisorcensus.com/firm/vallecito-capital-llc-alexandria-va-328832.md)) | 328832 | Alexandria, VA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Valley Investors Corporation](https://advisorcensus.com/firm/valley-investors-corporation-roanoke-va-117306) ([md](https://advisorcensus.com/firm/valley-investors-corporation-roanoke-va-117306.md)) | 117306 | Roanoke, VA | State-registered investment adviser | Under $25 million | 30 | % of assets |
| [Vanshap Capital, LLC](https://advisorcensus.com/firm/vanshap-capital-llc-arlington-va-162206) ([md](https://advisorcensus.com/firm/vanshap-capital-llc-arlington-va-162206.md)) | 162206 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vantage Consulting Group Inc](https://advisorcensus.com/firm/vantage-consulting-group-inc-virginia-beach-va-105240) ([md](https://advisorcensus.com/firm/vantage-consulting-group-inc-virginia-beach-va-105240.md)) | 105240 | Virginia Beach, VA | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Fixed fee, Performance fee, Other |
| [Variant Private Wealth LLC](https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011) ([md](https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011.md)) | 288011 | Tysons, VA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Variplan, LLC](https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361) ([md](https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361.md)) | 143361 | Ashburn, VA | State-registered investment adviser | Not reported | 19 | Hourly, Fixed fee |
| [Vernon Management Group, Incorporated](https://advisorcensus.com/firm/vernon-management-group-incorporated-richm0nd-va-117666) ([md](https://advisorcensus.com/firm/vernon-management-group-incorporated-richm0nd-va-117666.md)) | 117666 | Richm0nd, VA | State-registered investment adviser | $25 million to $100 million | 30 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Verus Financial Partners](https://advisorcensus.com/firm/verus-financial-partners-richmond-va-106744) ([md](https://advisorcensus.com/firm/verus-financial-partners-richmond-va-106744.md)) | 106744 | Richmond, VA | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Fixed fee |
| [Vest Financial LLC](https://advisorcensus.com/firm/vest-financial-llc-mclean-va-165976) ([md](https://advisorcensus.com/firm/vest-financial-llc-mclean-va-165976.md)) | 165976 | McLean, VA | SEC-registered investment adviser | Over $5 billion | 13 | % of assets |
| [Vested Partners: a Multi-Family Office](https://advisorcensus.com/firm/vested-partners-a-multi-family-office-salem-va-281862) ([md](https://advisorcensus.com/firm/vested-partners-a-multi-family-office-salem-va-281862.md)) | 281862 | Salem, VA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Veteran Ventures Management, LLC](https://advisorcensus.com/firm/veteran-ventures-management-llc-mclean-va-331968) ([md](https://advisorcensus.com/firm/veteran-ventures-management-llc-mclean-va-331968.md)) | 331968 | McLean, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vincent C. Lucas, C.P.A., P.C.](https://advisorcensus.com/firm/vincent-c-lucas-c-p-a-p-c-mclean-va-116080) ([md](https://advisorcensus.com/firm/vincent-c-lucas-c-p-a-p-c-mclean-va-116080.md)) | 116080 | McLean, VA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [VIP Planners, Inc.](https://advisorcensus.com/firm/vip-planners-inc-roanoke-va-111946) ([md](https://advisorcensus.com/firm/vip-planners-inc-roanoke-va-111946.md)) | 111946 | Roanoke, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Virginia Estate and Retirement Planning Advisors, Inc.](https://advisorcensus.com/firm/virginia-estate-and-retirement-planning-advisors-inc-glen-allen-va-151510) ([md](https://advisorcensus.com/firm/virginia-estate-and-retirement-planning-advisors-inc-glen-allen-va-151510.md)) | 151510 | Glen Allen, VA | State-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Virginia Global Asset Management, LLC](https://advisorcensus.com/firm/virginia-global-asset-management-llc-norfolk-va-289012) ([md](https://advisorcensus.com/firm/virginia-global-asset-management-llc-norfolk-va-289012.md)) | 289012 | Norfolk, VA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Virginia Investment Advisory, Inc.](https://advisorcensus.com/firm/virginia-investment-advisory-inc-henrico-va-117121) ([md](https://advisorcensus.com/firm/virginia-investment-advisory-inc-henrico-va-117121.md)) | 117121 | Henrico, VA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly, Fixed fee |
| [Virginia Wealth Management Group, Inc.](https://advisorcensus.com/firm/virginia-wealth-management-group-inc-virginia-beach-va-311248) ([md](https://advisorcensus.com/firm/virginia-wealth-management-group-inc-virginia-beach-va-311248.md)) | 311248 | Virginia Beach, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Virginia?**
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.

**How many fee-only financial advisors are in Virginia?**
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.

**How many financial advisors in Virginia offer financial planning?**
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.

**Are the financial advisors in Virginia fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Virginia](https://advisorcensus.com/advisors/va) (https://advisorcensus.com/advisors/va.md)
- [Fee-only financial advisors in Virginia](https://advisorcensus.com/advisors/va/fee-only) (https://advisorcensus.com/advisors/va/fee-only.md)
- [Flat-fee financial advisors in Virginia](https://advisorcensus.com/advisors/va/flat-fee) (https://advisorcensus.com/advisors/va/flat-fee.md)
- [Hourly financial advisors in Virginia](https://advisorcensus.com/advisors/va/hourly) (https://advisorcensus.com/advisors/va/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/va.csv

Cite as: AdvisorCensus. Financial advisors in Virginia: 792 firms from Form ADV filings as of October 2026.