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Find The Best Financial Advisors in Virginia

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

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How To Find The Best Financial Advisors in Virginia

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 1576 non-vetted financial advisors in Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Virginia have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Virginia

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Daniel R. Hill

Hill Wealth Strategies

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

757-603-0323

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Emily Robbins

Virginia Asset Group

607 Lynnhaven Parkway

Virginia Beach, VA 23452

757-747-2556

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Nicholas Arcand

Blackbridge Financial

644 Independence Parkway
Suite 300

Chesapeake, VA 23320

757-382-4136

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Roshan Loungani

Arete Wealth Management, LLC

8500 Leesburg Pike, Suite 210

Vienna, VA 22182

202-536-4468

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Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
SANDS CAPITAL MANAGEMENT, LLC
1000 Wilson Blvd., Suite 3000
Arlington, VA, 22209
137610 $73,081,408,757 440 A percentage of AUM, Performance Based
TOWERS WATSON INVESTMENT SERVICES, INC.
800 N. Glebe Road,
Arlington, VA, 22203
110473 $56,206,287,652 77 A percentage of AUM, Hourly charges, Fixed fees, Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON)
INVESTURE, LLC
240 W Main Street, Suite 500
Charlottesville, VA, 22902
130099 $36,279,378,598 48 A percentage of AUM, Performance Based
STRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19th St. N.,17th Fl.,
Arlington, VA, 22209-1722
104862 $28,667,419,969 75 A percentage of AUM, Fixed fees, Performance Based
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600
Richmond, VA, 23230
105726 $23,876,800,000 4971 A percentage of AUM, Performance Based
DAVENPORT & COMPANY LLC
One James Center, 901 East Cary Street, Suite 1100
Richmond, VA, 23219
1588 $20,825,630,584 19784 A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES FROM MUTUAL FUNDS)
AKRE CAPITAL MANAGEMENT, LLC
2 West Marshall Street,
Middleburg, VA, 20117
109242 $20,083,530,896 283 A percentage of AUM, Performance Based
THE LONDON COMPANY OF VIRGINIA
1800 Bayberry Court, Suite 301,
Richmond, VA, 23226
106654 $17,078,806,713 8204 A percentage of AUM, Performance Based
CORNERSTONE PARTNERS
675 Peter Jefferson Parkway, Suite 160
Charlottesville, VA, 22911
311296 $12,898,159,058 19 A percentage of AUM, Performance Based
E*TRADE CAPITAL MANAGEMENT, LLC
671 N. Glebe Road, 13th Floor
Arlington, VA, 22203
42159 $12,222,927,844 96990 A percentage of AUM
MASON INVESTMENT ADVISORY SERVICES INC
11921 Freedom Drive, Suite 1000
Reston, VA, 20190
111113 $11,226,716,174 787 A percentage of AUM, Fixed fees
EJF CAPITAL LLC
2107 Wilson Boulevard, Suite 410
Arlington, VA, 22201
138854 $10,284,607,630 620 A percentage of AUM, Performance Based, Other (PLATFORM FEES)
HOMESTEAD ADVISERS CORP.
4301 Wilson Blvd.,
Arlington, VA, 22203-1860
109845 $8,487,756,997 21 A percentage of AUM, Other (COST REIMBURSABLE.)
BROWN ADVISORY
World Trade Center, 101 West Main Street, Suite 700
Norfolk, VA, 23510-1676
106375 $7,837,531,987 1918 A percentage of AUM, Fixed fees, Performance Based
AGINCOURT CAPITAL MANAGEMENT, LLC
200 South 10th Street, Suite 800
Richmond, VA, 23219
112096 $7,726,621,937 370 A percentage of AUM, Performance Based

Additional Financial Advisors in Virginia

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Providence Forge Branch Manager
Inquire with Providence
3501 N. Courthouse Drive, Providence Forge, VA 23140 804-966-2264
Lauren Radabaugh
Inquire with Lauren
3600 La Grange Parkway, Toano, VA 23168 757-741-2244
Mary Moniz
Inquire with Mary
4701 Cox Road, Suite 160 Glen Allen, VA 23060 757-741-2244
Kasey Law
Inquire with Kasey
2608 General Puller Hwy, Saluda, VA 23149 804-758-3641
Toby Blatt
Inquire with Toby
7021 Mechanicsville Turnpike, Mechanicsville, VA 23111 804-569-9776
Beth Hodges
Inquire with Beth
4780 Longhill Road, Williamsburg, VA 23188 757-565-0593
Dorsey Jackson
Inquire with Dorsey
2800 George Washington Memorial Hwy, Yorktown, VA 23693 757-952-1190
Eric Floyd
Inquire with Eric
698 Towne Center Drive, Newport News, VA 23606 757-596-4775
Bryony Gills
Inquire with Bryony
2288 Cartersville Road, Cartersville, VA 23027 804-375-9073
Bethany Bajsert
Inquire with Bethany
415 14th Street, West Point, VA 23181 804-843-2708

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