Top 10 financial advisors in Virginia
We've curated a list of the best financial advisors in Virginia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $38,906,541,054 Number of advisors 181 advisors | |||
| 2 | Assets under management $18,587,388,650 Number of advisors 42 advisors | |||
| 3 | Assets under management $18,278,300,000 Number of advisors 67 advisors | |||
| 4 | Assets under management $15,992,581,352 Number of advisors 478 advisors | |||
| 5 | Assets under management $9,839,170,487 Number of advisors 80 advisors | |||
| 6 | Assets under management $8,631,279,440 Number of advisors 72 advisors | |||
| 7 | Assets under management $7,406,529,807 Number of advisors 0 advisors | |||
| 8 | Assets under management $7,392,877,103 Number of advisors 18 advisors | |||
| 9 | Assets under management $6,360,535,300 Number of advisors 45 advisors | |||
| 10 | Assets under management $4,710,242,994 Number of advisors 45 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Virginia, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Sands Capital Management, LLC
Sands Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $38,906,541,054 of assets under management and employs about 181 people. Sands Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$38,906,541,054 under management
181 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investure, LLC
Investure, LLC is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $18,587,388,650 of assets under management and employs about 42 people. Investure, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$18,587,388,650 under management
42 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Thompson Siegel & Walmsley LLC
Thompson Siegel & Walmsley LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $18,278,300,000 of assets under management and employs about 67 people. Thompson Siegel & Walmsley LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$18,278,300,000 under management
67 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Unified Managed Accounts
Davenport & Company LLC
Davenport & Company LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $15,992,581,352 of assets under management and employs about 478 people. Davenport & Company LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions, performance-based fees and 12b-1 fees and/or shareholder servicing fees.
$15,992,581,352 under management
478 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Performance-based fees
12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Mason Investment Advisory Services Inc
Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser founded in 1982 and a subsidiary of Mason International, Inc. The firm offers financial planning services, investment management for individuals and families, and outsourced chief investment officer services for institutional nonprofit organizations. Financial planning services involve preparing a financial program tailored to clients' needs, covering areas like retirement planning, investment planning, and estate planning. Investment management services include separately managed accounts with a focus on mutual funds, ETFs, and third-party money managers. The firm offers three types of relationships, including Mason Investment Management Service and Outsourced Chief Investment Officer Services. Clients typically have a minimum account size of $1 million. Regarding fees, financial planning services range from $5,000 to $15,000, while investment management fees are based on account value, starting at 1.20% for accounts under $1 million. The firm does not charge performance-based fees or engage in side-by-side management. Mason Investment Advisory Services does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm does not have authority to select brokers but recommends using Pershing Advisor Solutions for brokerage and custody services. Mason Investment Advisory Services has a Code of Ethics, and employees are required to report personal trading activities. The firm has disclosed disciplinary information related to SEC orders in 2024 and 2021. Clients are responsible for verifying fee computations and may receive quarterly statements and periodic reports on account performance.
$9,839,170,487 under management
80 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Ejf Capital LLC
Ejf Capital LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $8,631,279,440 of assets under management and employs about 72 people. Ejf Capital LLC uses a fee structure of a percentage of assets under your management, performance-based fees and platform fees.
$8,631,279,440 under management
72 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PLATFORM FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Collateral Management
E*trade Capital Management, LLC
E*trade Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $7,406,529,807 of assets under management and employs about 0 people. E*trade Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
$7,406,529,807 under management
0 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Agincourt Capital Management, LLC
Agincourt Capital Management, LLC is an SEC Registered Investment Adviser founded in 1999 by the fixed income investment team of Sovran Capital Management. The firm specializes in managing over $9 billion in institutional fixed income assets, offering customized fixed income investment advisory services to various entities. Agincourt's investment strategies focus on total return fixed income portfolios, utilizing sector management, security selection, and yield curve/duration management. The firm operates on a fee-only basis, charging fees based on a percentage of assets under management or net outperformance of a benchmark. Clients have a minimum account size of $5 million, with discretionary authority granted to Agincourt for trading. The firm acts as a sub-adviser for fixed income mutual funds and does not engage in soft dollar arrangements. Agincourt places a strong emphasis on best execution, order aggregation, and periodic account reviews by the Investment Team. Clients receive regular performance reports and have custody of their assets held at qualified custodians. Agincourt does not vote proxies on client securities and maintains a strong financial condition with no impairments to meeting contractual commitments. The firm's Code of Ethics ensures compliance with federal securities laws, including guidelines on personal trading, outside business activities, and reporting securities violations. Agincourt does not accept referral fees and has no sources of income other than interest income from short-term investments.
$7,392,877,103 under management
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Brown Advisory
Brown Advisory is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $6,360,535,300 of assets under management and employs about 45 people. Brown Advisory uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$6,360,535,300 under management
45 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Wilbanks, Smith & Thomas Asset Management, LLC
Wilbanks, Smith & Thomas Asset Management, LLC, established in 1990, is a leading independent investment advisor in Southeastern Virginia. The firm's Investment Committee boasts over 150 years of combined experience in the industry. They offer investment services for various clients, including individuals, pension plans, corporations, and more. Their services include asset allocation, security selection, and portfolio rebalancing. The firm's primary strategy involves diversifying portfolios by asset class, geography, and market capitalization. They utilize exchange-traded funds (ETFs), mutual funds, and individual stocks and bonds to implement these strategies based on client objectives. Additionally, Wilbanks, Smith & Thomas offers advisory services through a platform focusing on risk-managed investment frameworks using quantitative modeling primarily through ETFs. The firm also acts as a general partner and investment adviser to private funds. Clients typically have a minimum account size of $1,000,000, although this requirement may be waived. Wilbanks, Smith & Thomas charges management fees based on a tiered structure and provides detailed quarterly reports to clients. The firm operates as a fiduciary, acting in the best interests of clients and disclosing any potential conflicts of interest. Clients have the option to grant discretionary investment authority, allowing the firm to make investment decisions on their behalf. Wilbanks, Smith & Thomas does not engage in performance-based fees or side-by-side management.
$4,710,242,994 under management
45 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Virginia, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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