{ "path": "/advisors/va", "url": "https://advisorcensus.com/advisors/va/page/2", "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": 2, "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": 306477, "name": "American Executive Advisors, LLC", "name_as_filed": "AMERICAN EXECUTIVE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477", "city": "Alexandria", "state": "VA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142588, "name": "American Financial Planning, Inc.", "name_as_filed": "AMERICAN FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/american-financial-planning-inc-roanoke-va-142588", "city": "Roanoke", "state": "VA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 162878, "name": "AMJ Financial Wealth Management LLC", "name_as_filed": "AMJ FINANCIAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amj-financial-wealth-management-llc-leesburg-va-162878", "city": "Leesburg", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124205, "name": "Andersen", "name_as_filed": "ANDERSEN", "url": "https://advisorcensus.com/firm/andersen-mclean-va-124205", "city": "McLean", "state": "VA", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307904, "name": "Antrim Investment Research", "name_as_filed": "ANTRIM INVESTMENT RESEARCH", "url": "https://advisorcensus.com/firm/antrim-investment-research-richmond-va-307904", "city": "Richmond", "state": "VA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 327176, "name": "Apforia", "name_as_filed": "APFORIA", "url": "https://advisorcensus.com/firm/apforia-virginia-beach-va-327176", "city": "Virginia Beach", "state": "VA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315812, "name": "Arbor Private Wealth, LLC", "name_as_filed": "ARBOR PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/arbor-private-wealth-llc-ashburn-va-315812", "city": "Ashburn", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333310, "name": "Ardent Guardian Wealth Advisory, LLC", "name_as_filed": "ARDENT GUARDIAN WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/ardent-guardian-wealth-advisory-llc-mclean-va-333310", "city": "McLean", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284507, "name": "Ardent Wealth Advisory, LLC", "name_as_filed": "ARDENT WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/ardent-wealth-advisory-llc-midlothian-va-284507", "city": "Midlothian", "state": "VA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334041, "name": "Argo Wealth Advisory, LLC", "name_as_filed": "ARGO WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041", "city": "McLean", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334270, "name": "Aria Wealth Partners", "name_as_filed": "ARIA WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/aria-wealth-partners-charlottesville-va-334270", "city": "Charlottesville", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341104, "name": "Arion Wealth Management LLC", "name_as_filed": "ARION WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arion-wealth-management-llc-341104", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335361, "name": "Aris Alpha LLC", "name_as_filed": "ARIS ALPHA LLC", "url": "https://advisorcensus.com/firm/aris-alpha-llc-335361", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 335145, "name": "ARK Financial Strategies LLC", "name_as_filed": "ARK FINANCIAL STRATEGIES LLC", "url": "https://advisorcensus.com/firm/ark-financial-strategies-llc-335145", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315366, "name": "Arkagos Advisors & Asset Management, Inc.", "name_as_filed": "ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366", "city": "Alexandria", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175320, "name": "Armstrong Financial, Inc.", "name_as_filed": "ARMSTRONG FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/armstrong-financial-inc-175320", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 290853, "name": "Arrow Wealth Advisors", "name_as_filed": "ARROW WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/arrow-wealth-advisors-lynchburg-va-290853", "city": "Lynchburg", "state": "VA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340305, "name": "Asal Invest", "name_as_filed": "ASAL INVEST", "url": "https://advisorcensus.com/firm/asal-invest-arlington-va-340305", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 325706, "name": "Ascent Financial Group", "name_as_filed": "ASCENT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/ascent-financial-group-richmond-va-325706", "city": "Richmond", "state": "VA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340311, "name": "Aspan Capital LLC", "name_as_filed": "ASPAN CAPITAL LLC", "url": "https://advisorcensus.com/firm/aspan-capital-llc-richmond-va-340311", "city": "Richmond", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 307273, "name": "Aspect Partners, LLC", "name_as_filed": "ASPECT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273", "city": "Fairfax", "state": "VA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327956, "name": "Astra Investment Advisers", "name_as_filed": "ASTRA INVESTMENT ADVISERS", "url": "https://advisorcensus.com/firm/astra-investment-advisers-327956", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 174214, "name": "Ataraxia Advisory Services, LLC", "name_as_filed": "ATARAXIA ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/ataraxia-advisory-services-llc-christiansburg-va-174214", "city": "Christiansburg", "state": "VA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164245, "name": "Ategra Capital Management, LLC", "name_as_filed": "ATEGRA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ategra-capital-management-llc-vienna-va-164245", "city": "Vienna", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329425, "name": "Atlantic Union Municipal Advisors, Inc", "name_as_filed": "ATLANTIC UNION MUNICIPAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/atlantic-union-municipal-advisors-inc-glen-allen-va-329425", "city": "Glen Allen", "state": "VA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340211, "name": "Auburn Skies Financial Advisors", "name_as_filed": "AUBURN SKIES FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/auburn-skies-financial-advisors-chantilly-va-340211", "city": "Chantilly", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318928, "name": "Aurora Pointe Capital Management, LLC", "name_as_filed": "AURORA POINTE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aurora-pointe-capital-management-llc-vienna-va-318928", "city": "Vienna", "state": "VA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343757, "name": "Authentic Wealth Partners LLC", "name_as_filed": "AUTHENTIC WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/authentic-wealth-partners-llc-culpeper-va-343757", "city": "Culpeper", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110569, "name": "Autumn Wind Asset Management Inc", "name_as_filed": "AUTUMN WIND ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/autumn-wind-asset-management-inc-reston-va-110569", "city": "Reston", "state": "VA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 110545, "name": "Avenir Corporation", "name_as_filed": "AVENIR CORPORATION", "url": "https://advisorcensus.com/firm/avenir-corporation-alexandria-va-110545", "city": "Alexandria", "state": "VA", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286360, "name": "Aztlan Equity Management, LLC", "name_as_filed": "AZTLAN EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aztlan-equity-management-llc-mclean-va-286360", "city": "McLean", "state": "VA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111291, "name": "Azzad Asset Management, Inc.", "name_as_filed": "AZZAD ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/azzad-asset-management-inc-falls-church-va-111291", "city": "Falls Church", "state": "VA", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338385, "name": "B Hive Financial, LLC", "name_as_filed": "B HIVE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/b-hive-financial-llc-338385", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332083, "name": "B&L Wealth Group, LLC", "name_as_filed": "B&L WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/b-and-l-wealth-group-llc-mclean-va-332083", "city": "McLean", "state": "VA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 315634, "name": "B. Water Investments", "name_as_filed": "B. WATER INVESTMENTS", "url": "https://advisorcensus.com/firm/b-water-investments-315634", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 334031, "name": "B.G. Kaserman & Associates L.L.C.", "name_as_filed": "B.G. KASERMAN & ASSOCIATES L.L.C.", "url": "https://advisorcensus.com/firm/b-g-kaserman-and-associates-l-l-c-334031", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115871, "name": "B4 Financial Planning", "name_as_filed": "B4 FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/b4-financial-planning-115871", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319026, "name": "Back Bay Advisors, LLC", "name_as_filed": "BACK BAY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/back-bay-advisors-llc-319026", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 138257, "name": "Baker Asset Management, LLC", "name_as_filed": "BAKER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baker-asset-management-llc-newport-news-va-138257", "city": "Newport News", "state": "VA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284846, "name": "Ballardsville Investment Advisors", "name_as_filed": "BALLARDSVILLE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/ballardsville-investment-advisors-charles-city-va-284846", "city": "Charles City", "state": "VA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 157986, "name": "Bankschannel Advisors, LLC", "name_as_filed": "BANKSCHANNEL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bankschannel-advisors-llc-157986", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319713, "name": "Banyantree Wealth Management", "name_as_filed": "BANYANTREE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/banyantree-wealth-management-319713", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117272, "name": "Barrett Capital Management,llc", "name_as_filed": "BARRETT CAPITAL MANAGEMENT,LLC", "url": "https://advisorcensus.com/firm/barrett-capital-management-llc-richmond-va-117272", "city": "Richmond", "state": "VA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140796, "name": "Bay Capital Advisors, LLC", "name_as_filed": "BAY CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bay-capital-advisors-llc-virginia-beach-va-140796", "city": "Virginia Beach", "state": "VA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290095, "name": "Bay Rivers Group Wealth Partners", "name_as_filed": "BAY RIVERS GROUP WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/bay-rivers-group-wealth-partners-williamsburg-va-290095", "city": "Williamsburg", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309285, "name": "Bayesian Investment Management", "name_as_filed": "BAYESIAN INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/bayesian-investment-management-309285", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108445, "name": "BDC Capital Management, Inc.", "name_as_filed": "BDC CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bdc-capital-management-inc-glen-allen-va-108445", "city": "Glen Allen", "state": "VA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300243, "name": "Beacon Harbor Wealth Advisors", "name_as_filed": "BEACON HARBOR WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/beacon-harbor-wealth-advisors-virginia-beach-va-300243", "city": "Virginia Beach", "state": "VA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154939, "name": "Beacon Wealth Consultants, Inc.", "name_as_filed": "BEACON WEALTH CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/beacon-wealth-consultants-inc-roanoke-va-154939", "city": "Roanoke", "state": "VA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110969, "name": "Beale Healy Investment Advisors Inc", "name_as_filed": "BEALE HEALY INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/beale-healy-investment-advisors-inc-richmond-va-110969", "city": "Richmond", "state": "VA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/va/richmond", "name": "Richmond", "msa_name": "Richmond, VA", "state_code": "VA", "firm_count": 125 }, { "path": "/advisors/va/virginia-beach", "name": "Virginia Beach", "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC", "state_code": "VA", "firm_count": 74 }, { "path": "/advisors/va/charlottesville", "name": "Charlottesville", "msa_name": "Charlottesville, VA", "state_code": "VA", "firm_count": 48 }, { "path": "/advisors/va/roanoke", "name": "Roanoke", "msa_name": "Roanoke, VA", "state_code": "VA", "firm_count": 24 }, { "path": "/advisors/va/lynchburg", "name": "Lynchburg", "msa_name": "Lynchburg, VA", "state_code": "VA", "firm_count": 17 }, { "path": "/advisors/va/blacksburg", "name": "Blacksburg", "msa_name": "Blacksburg-Christiansburg-Radford, VA", "state_code": "VA", "firm_count": 5 }, { "path": "/advisors/va/harrisonburg", "name": "Harrisonburg", "msa_name": "Harrisonburg, VA", "state_code": "VA", "firm_count": 4 }, { "path": "/advisors/va/winchester", "name": "Winchester", "msa_name": "Winchester, VA-WV", "state_code": "VA", "firm_count": 3 }, { "path": "/advisors/va/staunton", "name": "Staunton", "msa_name": "Staunton-Stuarts Draft, VA", "state_code": "VA", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/va", "label": "Financial advisors in Virginia" }, "fee_pages": [ { "path": "/advisors/va/fee-only", "label": "Fee-only financial advisors in Virginia", "firm_count": 332 }, { "path": "/advisors/va/flat-fee", "label": "Flat-fee financial advisors in Virginia", "firm_count": 412 }, { "path": "/advisors/va/hourly", "label": "Hourly financial advisors in Virginia", "firm_count": 352 } ] }, "csv": "https://advisorcensus.com/advisors/va.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }