# 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/2

## 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 2 of 16, 51 to 100 of 792, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [American Executive Advisors, LLC](https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477) ([md](https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477.md)) | 306477 | Alexandria, VA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [American Financial Planning, Inc.](https://advisorcensus.com/firm/american-financial-planning-inc-roanoke-va-142588) ([md](https://advisorcensus.com/firm/american-financial-planning-inc-roanoke-va-142588.md)) | 142588 | Roanoke, VA | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [AMJ Financial Wealth Management LLC](https://advisorcensus.com/firm/amj-financial-wealth-management-llc-leesburg-va-162878) ([md](https://advisorcensus.com/firm/amj-financial-wealth-management-llc-leesburg-va-162878.md)) | 162878 | Leesburg, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Andersen](https://advisorcensus.com/firm/andersen-mclean-va-124205) ([md](https://advisorcensus.com/firm/andersen-mclean-va-124205.md)) | 124205 | McLean, VA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Antrim Investment Research](https://advisorcensus.com/firm/antrim-investment-research-richmond-va-307904) ([md](https://advisorcensus.com/firm/antrim-investment-research-richmond-va-307904.md)) | 307904 | Richmond, VA | State-registered investment adviser | Not reported | 6 | Hourly, Subscription, Fixed fee |
| [Apforia](https://advisorcensus.com/firm/apforia-virginia-beach-va-327176) ([md](https://advisorcensus.com/firm/apforia-virginia-beach-va-327176.md)) | 327176 | Virginia Beach, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Arbor Private Wealth, LLC](https://advisorcensus.com/firm/arbor-private-wealth-llc-ashburn-va-315812) ([md](https://advisorcensus.com/firm/arbor-private-wealth-llc-ashburn-va-315812.md)) | 315812 | Ashburn, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Ardent Guardian Wealth Advisory, LLC](https://advisorcensus.com/firm/ardent-guardian-wealth-advisory-llc-mclean-va-333310) ([md](https://advisorcensus.com/firm/ardent-guardian-wealth-advisory-llc-mclean-va-333310.md)) | 333310 | McLean, VA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Ardent Wealth Advisory, LLC](https://advisorcensus.com/firm/ardent-wealth-advisory-llc-midlothian-va-284507) ([md](https://advisorcensus.com/firm/ardent-wealth-advisory-llc-midlothian-va-284507.md)) | 284507 | Midlothian, VA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Argo Wealth Advisory, LLC](https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041) ([md](https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041.md)) | 334041 | McLean, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Aria Wealth Partners](https://advisorcensus.com/firm/aria-wealth-partners-charlottesville-va-334270) ([md](https://advisorcensus.com/firm/aria-wealth-partners-charlottesville-va-334270.md)) | 334270 | Charlottesville, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Arion Wealth Management LLC](https://advisorcensus.com/firm/arion-wealth-management-llc-341104) ([md](https://advisorcensus.com/firm/arion-wealth-management-llc-341104.md)) | 341104 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Aris Alpha LLC](https://advisorcensus.com/firm/aris-alpha-llc-335361) ([md](https://advisorcensus.com/firm/aris-alpha-llc-335361.md)) | 335361 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [ARK Financial Strategies LLC](https://advisorcensus.com/firm/ark-financial-strategies-llc-335145) ([md](https://advisorcensus.com/firm/ark-financial-strategies-llc-335145.md)) | 335145 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Arkagos Advisors & Asset Management, Inc.](https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366) ([md](https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366.md)) | 315366 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Armstrong Financial, Inc.](https://advisorcensus.com/firm/armstrong-financial-inc-175320) ([md](https://advisorcensus.com/firm/armstrong-financial-inc-175320.md)) | 175320 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Arrow Wealth Advisors](https://advisorcensus.com/firm/arrow-wealth-advisors-lynchburg-va-290853) ([md](https://advisorcensus.com/firm/arrow-wealth-advisors-lynchburg-va-290853.md)) | 290853 | Lynchburg, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Asal Invest](https://advisorcensus.com/firm/asal-invest-arlington-va-340305) ([md](https://advisorcensus.com/firm/asal-invest-arlington-va-340305.md)) | 340305 | Arlington, VA | SEC-registered investment adviser | Under $25 million | 0 | Other |
| [Ascent Financial Group](https://advisorcensus.com/firm/ascent-financial-group-richmond-va-325706) ([md](https://advisorcensus.com/firm/ascent-financial-group-richmond-va-325706.md)) | 325706 | Richmond, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Aspan Capital LLC](https://advisorcensus.com/firm/aspan-capital-llc-richmond-va-340311) ([md](https://advisorcensus.com/firm/aspan-capital-llc-richmond-va-340311.md)) | 340311 | Richmond, VA | State-registered investment adviser | Not reported | 0 | Performance fee |
| [Aspect Partners, LLC](https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273) ([md](https://advisorcensus.com/firm/aspect-partners-llc-fairfax-va-307273.md)) | 307273 | Fairfax, VA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Astra Investment Advisers](https://advisorcensus.com/firm/astra-investment-advisers-327956) ([md](https://advisorcensus.com/firm/astra-investment-advisers-327956.md)) | 327956 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | Hourly |
| [Ataraxia Advisory Services, LLC](https://advisorcensus.com/firm/ataraxia-advisory-services-llc-christiansburg-va-174214) ([md](https://advisorcensus.com/firm/ataraxia-advisory-services-llc-christiansburg-va-174214.md)) | 174214 | Christiansburg, VA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Ategra Capital Management, LLC](https://advisorcensus.com/firm/ategra-capital-management-llc-vienna-va-164245) ([md](https://advisorcensus.com/firm/ategra-capital-management-llc-vienna-va-164245.md)) | 164245 | Vienna, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Atlantic Union Municipal Advisors, Inc](https://advisorcensus.com/firm/atlantic-union-municipal-advisors-inc-glen-allen-va-329425) ([md](https://advisorcensus.com/firm/atlantic-union-municipal-advisors-inc-glen-allen-va-329425.md)) | 329425 | Glen Allen, VA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Auburn Skies Financial Advisors](https://advisorcensus.com/firm/auburn-skies-financial-advisors-chantilly-va-340211) ([md](https://advisorcensus.com/firm/auburn-skies-financial-advisors-chantilly-va-340211.md)) | 340211 | Chantilly, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Aurora Pointe Capital Management, LLC](https://advisorcensus.com/firm/aurora-pointe-capital-management-llc-vienna-va-318928) ([md](https://advisorcensus.com/firm/aurora-pointe-capital-management-llc-vienna-va-318928.md)) | 318928 | Vienna, VA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Authentic Wealth Partners LLC](https://advisorcensus.com/firm/authentic-wealth-partners-llc-culpeper-va-343757) ([md](https://advisorcensus.com/firm/authentic-wealth-partners-llc-culpeper-va-343757.md)) | 343757 | Culpeper, VA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Autumn Wind Asset Management Inc](https://advisorcensus.com/firm/autumn-wind-asset-management-inc-reston-va-110569) ([md](https://advisorcensus.com/firm/autumn-wind-asset-management-inc-reston-va-110569.md)) | 110569 | Reston, VA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Avenir Corporation](https://advisorcensus.com/firm/avenir-corporation-alexandria-va-110545) ([md](https://advisorcensus.com/firm/avenir-corporation-alexandria-va-110545.md)) | 110545 | Alexandria, VA | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets |
| [Aztlan Equity Management, LLC](https://advisorcensus.com/firm/aztlan-equity-management-llc-mclean-va-286360) ([md](https://advisorcensus.com/firm/aztlan-equity-management-llc-mclean-va-286360.md)) | 286360 | McLean, VA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Azzad Asset Management, Inc.](https://advisorcensus.com/firm/azzad-asset-management-inc-falls-church-va-111291) ([md](https://advisorcensus.com/firm/azzad-asset-management-inc-falls-church-va-111291.md)) | 111291 | Falls Church, VA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee |
| [B Hive Financial, LLC](https://advisorcensus.com/firm/b-hive-financial-llc-338385) ([md](https://advisorcensus.com/firm/b-hive-financial-llc-338385.md)) | 338385 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [B&L Wealth Group, LLC](https://advisorcensus.com/firm/b-and-l-wealth-group-llc-mclean-va-332083) ([md](https://advisorcensus.com/firm/b-and-l-wealth-group-llc-mclean-va-332083.md)) | 332083 | McLean, VA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee, Performance fee |
| [B. Water Investments](https://advisorcensus.com/firm/b-water-investments-315634) ([md](https://advisorcensus.com/firm/b-water-investments-315634.md)) | 315634 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Performance fee |
| [B.G. Kaserman & Associates L.L.C.](https://advisorcensus.com/firm/b-g-kaserman-and-associates-l-l-c-334031) ([md](https://advisorcensus.com/firm/b-g-kaserman-and-associates-l-l-c-334031.md)) | 334031 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [B4 Financial Planning](https://advisorcensus.com/firm/b4-financial-planning-115871) ([md](https://advisorcensus.com/firm/b4-financial-planning-115871.md)) | 115871 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Back Bay Advisors, LLC](https://advisorcensus.com/firm/back-bay-advisors-llc-319026) ([md](https://advisorcensus.com/firm/back-bay-advisors-llc-319026.md)) | 319026 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Baker Asset Management, LLC](https://advisorcensus.com/firm/baker-asset-management-llc-newport-news-va-138257) ([md](https://advisorcensus.com/firm/baker-asset-management-llc-newport-news-va-138257.md)) | 138257 | Newport News, VA | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [Ballardsville Investment Advisors](https://advisorcensus.com/firm/ballardsville-investment-advisors-charles-city-va-284846) ([md](https://advisorcensus.com/firm/ballardsville-investment-advisors-charles-city-va-284846.md)) | 284846 | Charles City, VA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [Bankschannel Advisors, LLC](https://advisorcensus.com/firm/bankschannel-advisors-llc-157986) ([md](https://advisorcensus.com/firm/bankschannel-advisors-llc-157986.md)) | 157986 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Banyantree Wealth Management](https://advisorcensus.com/firm/banyantree-wealth-management-319713) ([md](https://advisorcensus.com/firm/banyantree-wealth-management-319713.md)) | 319713 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Barrett Capital Management,llc](https://advisorcensus.com/firm/barrett-capital-management-llc-richmond-va-117272) ([md](https://advisorcensus.com/firm/barrett-capital-management-llc-richmond-va-117272.md)) | 117272 | Richmond, VA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Bay Capital Advisors, LLC](https://advisorcensus.com/firm/bay-capital-advisors-llc-virginia-beach-va-140796) ([md](https://advisorcensus.com/firm/bay-capital-advisors-llc-virginia-beach-va-140796.md)) | 140796 | Virginia Beach, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Bay Rivers Group Wealth Partners](https://advisorcensus.com/firm/bay-rivers-group-wealth-partners-williamsburg-va-290095) ([md](https://advisorcensus.com/firm/bay-rivers-group-wealth-partners-williamsburg-va-290095.md)) | 290095 | Williamsburg, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Bayesian Investment Management](https://advisorcensus.com/firm/bayesian-investment-management-309285) ([md](https://advisorcensus.com/firm/bayesian-investment-management-309285.md)) | 309285 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [BDC Capital Management, Inc.](https://advisorcensus.com/firm/bdc-capital-management-inc-glen-allen-va-108445) ([md](https://advisorcensus.com/firm/bdc-capital-management-inc-glen-allen-va-108445.md)) | 108445 | Glen Allen, VA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Beacon Harbor Wealth Advisors](https://advisorcensus.com/firm/beacon-harbor-wealth-advisors-virginia-beach-va-300243) ([md](https://advisorcensus.com/firm/beacon-harbor-wealth-advisors-virginia-beach-va-300243.md)) | 300243 | Virginia Beach, VA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Beacon Wealth Consultants, Inc.](https://advisorcensus.com/firm/beacon-wealth-consultants-inc-roanoke-va-154939) ([md](https://advisorcensus.com/firm/beacon-wealth-consultants-inc-roanoke-va-154939.md)) | 154939 | Roanoke, VA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Beale Healy Investment Advisors Inc](https://advisorcensus.com/firm/beale-healy-investment-advisors-inc-richmond-va-110969) ([md](https://advisorcensus.com/firm/beale-healy-investment-advisors-inc-richmond-va-110969.md)) | 110969 | Richmond, VA | State-registered investment adviser | $100 million to $500 million | 14 | % 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.