Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Charlottesville, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and non-vetted financial advisors in Charlottesville, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charlottesville, Virginia have an average of 0 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902 | 130099 | $30,621,255,853 | 50 | A Percentage of AUM, Performance Based |
CORNERSTONE PARTNERS 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911 | 311296 | $11,599,037,144 | 20 | A Percentage of AUM, Performance Based |
FOXHAVEN ASSET MANAGEMENT, LP 550 E Water Street, Suite 888 Charlottesville, VA, 22902 | 168872 | $4,434,439,180 | 5 | A Percentage of AUM, Performance Based |
QUAD-C MANAGEMENT, INC. 240 W Main Street, Suite 600 Charlottesville, VA, 22902 | 161395 | $3,033,625,745 | 2 | A Percentage of AUM, Performance Based |
BLUESTEM ASSET MANAGEMENT, LLC 320 E. Main Street, Suite B Charlottesville, VA, 22902 | 158330 | $1,674,029,614 | 1 | A Percentage of AUM, Performance Based |
QUINN OPPORTUNITY PARTNERS 2 Boars Head Place, Suite 250 Charlottesville, VA, 22903 | 167470 | $1,273,077,338 | 6 | A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED ALLOCATIONS) |
QUANTITATIVE INVESTMENT MANAGEMENT, LLC 240 W. Main Street, Suite 300 Charlottesville, VA, 22902-5009 | 156869 | $1,120,671,908 | 2 | Performance Based |
EMERGENT FINANCIAL SERVICES, LLC. 310 Old Ivy Way Ste 302, Suite 302 Charlottesville, VA, 22903 | 288434 | $1,105,901,000 | 134 | A Percentage of AUM, Fixed Fees |
HARREN EQUITY PARTNERS, LLC The Gleason Building, 200 Garrett Street, Suite F Charlottesville, VA, 22902-5662 | 158494 | $764,858,271 | 7 | A Percentage of AUM, Performance Based |
MORRIS & WELLS WEALTH MANAGEMENT 410 White Gables Ln, Charlottesville, VA, 22903-4994 | 162411 | $694,261,392 | 236 | A Percentage of AUM |
GUARDIAN POINT CAPITAL, LP 240 W. Main St, Suite 310 Charlottesville, VA, 22902 | 165053 | $665,062,229 | 1 | A Percentage of AUM, Performance Based |
MASONRY CAPITAL MANAGEMENT, LLC 404 People Place, 4th Floor Charlottesville, VA, 22911 | 292664 | $637,406,295 | 67 | A Percentage of AUM, Performance Based |
JOCASSEE QUANTITATIVE, LLC 240 W Main Street, Suite 305 Charlottesville, VA, 22902 | 316865 | $605,582,600 | 1 | Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE) |
A. N. CULBERTSON & COMPANY, INC. One Boars Head Pointe, Suite 101 Charlottesville, VA, 22903-4612 | 108341 | $538,123,000 | 793 | A Percentage of AUM |
MAROTTA WEALTH MANAGEMENT, INC. 1000 Ednam Center, Suite 200 Charlottesville, VA, 22903-4615 | 115645 | $524,764,296 | 1874 | A Percentage of AUM, Hourly charges, Fixed Fees |
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