Top 10 financial advisors in Charlottesville, VA
We've curated a list of the best financial advisors in Charlottesville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $18,587,388,650 Number of advisors 42 advisors | |||
| 2 | Assets under management $527,826,000 Number of advisors 10 advisors | |||
| 3 | Assets under management $504,644,230 Number of advisors 17 advisors | |||
| 4 | Assets under management $479,265,823 Number of advisors 10 advisors | |||
| 5 | Assets under management $183,064,380 Number of advisors 4 advisors | |||
| 6 | Assets under management $170,901,000 Number of advisors 5 advisors | |||
| 7 | Assets under management $124,964,770 Number of advisors 1 advisors | |||
| 8 | Assets under management $88,462,207 Number of advisors 3 advisors | |||
| 9 | Assets under management $55,545,083 Number of advisors 3 advisors | |||
| 10 | Assets under management $10,235,719,452 Number of advisors 29 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 Charlottesville, 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.
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
A. N. Culbertson & Company, Inc.
A. N. Culbertson & Company, Inc. is a registered investment adviser based in Charlottesville, Virginia, established in 1993. The firm offers wealth management services, including asset management and financial planning. They tailor asset management services to meet clients' needs by discussing investment objectives, risk tolerance, and other relevant information. Financial planning services assess clients' financial situations and craft action plans to pursue financial goals. The firm advises on individual stocks, bonds, mutual funds, ETFs, money market funds, and CDs, among other securities. A. N. Culbertson & Company, Inc. acts as a fiduciary when providing investment advice, ensuring they act in clients' best interests. The firm manages approximately $527,826,000 on a discretionary basis and $10,297,000 on a non-discretionary basis. Fees for asset management and financial planning services are based on a percentage of assets under management, with fees payable quarterly in arrears. Clients are generally required to have a minimum of $1,000,000 to open and maintain an investment advisory account, although this minimum may be waived under certain circumstances. The firm does not accept performance-based fees, and clients have the option to pay fees in advance on an annual basis. A. N. Culbertson & Company, Inc. provides insight into its investment strategies, which include fundamental analysis, long-term and short-term purchases, and margin transactions. Clients are advised to consult with a tax professional regarding the investing of their assets due to potential tax implications. The firm does not have any disciplinary information to report.
$527,826,000 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Profit Sharing Plans
Marotta Wealth Management, Inc.
Marotta Wealth Management, established in 2000, is an independent comprehensive wealth management firm offering investment management and financial planning services. Led by David John Marotta, the firm's President and Chief Compliance Officer, all financial advisors are fee-only fiduciaries committed to acting in clients' best interests. Services include investment management, retirement, tax planning, education planning, and estate management, tailored to individual needs. The firm offers three service levels: Comprehensive, Collaborative, and Do-It-Yourself, with fees starting at 0.25% of assets managed quarterly. Minimum fees range from $1,000 to $2,500 per quarter based on service level and account size. The firm manages assets on a discretionary and nondiscretionary basis, with a focus on modern portfolio theory and diversified portfolios. Marotta Wealth Management does not use performance-based fees or engage in side-by-side management. Clients include individuals, pension plans, trusts, and charitable organizations, with account minimums or fees varying by service level. The firm emphasizes transparency, ethical conduct, and client education, providing regular account reviews and detailed performance reports. The team includes experienced professionals with various certifications, such as CFP®, AIF®, AAMS®, and CFA®. Marotta Wealth Management prioritizes client interests, avoids conflicts of interest, and upholds high ethical standards in its financial advisory services.
$504,644,230 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Mangham Associates, Inc.
Mangham Associates, Inc. is a financial advisory firm founded in 1991 by Joel R. Mangham and registered with the SEC in 1994. The firm specializes in providing investment management services to non-profit organizations, high-net-worth individuals, and families. Mangham offers a range of investment strategies, including long-only equity, fixed income, private equity, real assets, and more. The firm evaluates clients' investment objectives and risk tolerance to develop tailored investment planning strategies, often guided by an Investment Policy Statement. As of December 31, 2022, Mangham had approximately $840,220,000 in assets under management, with both discretionary and non-discretionary management options available. For fees, Mangham charges asset-based fees on a quarterly basis, with a minimum annual fee of $20,000. The fee structure is tiered based on assets under management. The firm may negotiate fees and reserves the right to change fee schedules. Mangham does not charge performance-based fees but may invest in External Managers that do. The firm acts as a fiduciary and does not receive compensation for client referrals. Clients have the option to grant Mangham discretionary authority over their assets, and the firm may recommend brokerage services through Charles Schwab & Co., Inc. Mangham does not vote proxies on behalf of clients but provides input upon request. The firm has not been involved in any material legal or disciplinary events and maintains custody of client assets through its affiliate, MA Investors Management, LLC. Clients receive regular portfolio reviews and performance reports to ensure alignment with their financial goals and risk profiles.
$479,265,823 under management
10 advisors
Fee structure
A percentage of assets under your management
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
Rede Wealth, LLC
Rede Wealth, LLC is a registered investment adviser specializing in financial planning, investment management, and wealth management services. Established in January 2015, the firm is owned by Stephen McNaughton and Matthew Dawson. As of December 2023, Rede Wealth managed $313,317,703 in assets, with $230,658,877 under discretionary management. The firm tailors its services to individual clients, utilizing ETFs, stocks, and independent managers in client portfolios. Clients may engage Rede Wealth for services like financial planning and discretionary portfolio management, with fees ranging from 0.30% to 1.00% annually or a flat fee up to $5,000. The firm may recommend independent managers and does not accept client-directed brokerage. Rede Wealth exercises investment discretion, allowing them to make decisions on behalf of clients without prior consent. The firm does not vote proxies on behalf of clients and does not provide proxy voting services. Clients are encouraged to review proxy voting materials and make decisions independently. Rede Wealth does not have custody of client assets but may deduct fees directly from client accounts. The firm does not have financial conditions that would impair its ability to meet commitments to clients.
$183,064,380 under management
4 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
Emergent Financial Services, Llc.
Emergent Financial Services, LLC is a minority-owned firm based in Virginia, providing portfolio management services to individuals and institutions. Established in 2017 and registered with the SEC in 2018, the firm is owned by Xavier Urpí, Alexander Urpí, Nickolas Urpí, and Michael Urpí. For individuals, Emergent offers financial planning and portfolio management services, utilizing an asset allocation model based on the Capital Asset Pricing Model and the Efficient Frontier. The firm tailors its services to individual client needs, employing various investment strategies based on client objectives and risk parameters. Institutional services focus on short-term management strategies for government entities, primarily investing in fixed-income securities. As of December 31, 2024, Emergent has approximately 180 clients and $110,400,000 in regulatory assets under management. Fees are negotiable and based on total assets under management, with annual fees ranging from 0.75% to 1.0%. Emergent does not charge performance-based fees and serves both individual and institutional clients with no minimum asset requirement. The firm acts as a fiduciary, providing investment discretion for client accounts. Emergent's investment philosophy emphasizes principal protection and income generation, utilizing fundamental, technical, and cyclical analysis for security selection. The firm does not participate in wrap fee programs and does not charge performance-based fees.
$170,901,000 under management
5 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)
Clio Asset Management LLC
Clio Asset Management LLC, established in May 2018, offers discretionary asset management services to clients, focusing on individual investment goals, risk tolerance, and objectives. The firm's core portfolio strategy aims to compound capital through long-term ownership of exceptional businesses. Clio charges an annual investment advisory fee based on total assets under management, starting at 1.25% and decreasing annually. Clients may impose restrictions on investments, and fees are billed quarterly in arrears. Performance-based fees may apply, calculated as 20% of any increase from the previous quarter. Clients must have at least $1,000,000 to open an account, with the option for Clio to lower or waive this requirement. The firm conducts security analysis using fundamental analysis and focuses on factors determining a company's value and future earnings. Clients are urged to be prepared for investment risks, including market, interest-rate, inflation, and currency risks. Clio reviews client accounts quarterly and provides written account statements monthly. The firm does not receive external compensation, compensates for client referrals, or vote proxies on securities. James G. Aldigé IV, the managing member, has a strong educational background and extensive experience in the financial industry. He is responsible for all supervision and investment advice at Clio.
$124,964,770 under management
1 advisor
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Grand Strategy Capital, LLC
Grand Strategy Capital, LLC is a financial advisory firm established on June 4, 2010, with David Harvey Graham Jr. as the principal owner. The firm offers Investment Supervisory Services tailored to individual client goals, Financial Planning services covering various financial aspects, and the Selection of Other Advisers. Clients may impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has over $111 million in discretionary assets under management. Fees for Investment Supervisory Services are 1.00% of total assets under management, with fixed and hourly fees for Financial Planning services. Clients have a minimum account size of $50,000, which may be waived based on client needs. Grand Strategy Capital utilizes fundamental and technical analysis in its investment strategies, with a focus on managing risks. The firm does not accept performance-based fees and primarily serves individuals, high-net-worth individuals, and various entities. Clients can grant the firm investment discretion, and GSC does not accept voting authority for client securities. The firm has no disciplinary events, bankruptcy petitions, or financial conditions impairing its ability to meet client commitments in the last ten years.
$88,462,207 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISERS 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
Masonry Capital Management, LLC
Masonry Capital Management, LLC is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $55,545,083 of assets under management and employs about 3 people. Masonry Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$55,545,083 under management
3 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
Cornerstone Partners
CornerStone Partners Capital Management, LLC is a registered investment adviser with the SEC, providing portfolio management services to tax-exempt organizations since 2002. The firm was founded in 1997 and acquired by CornerStone Partners in 2020. CornerStone offers fiduciary portfolio management, operational, and administrative services to endowments, foundations, charitable organizations, and pooled investment vehicles. The firm is part of Focus Financial Partners, LLC, with majority ownership by funds affiliated with Clayton, Dubilier & Rice, LLC, and Stone Point Capital LLC. CornerStone's investment strategies focus on an endowment approach, utilizing proprietary and non-proprietary models for asset allocation and manager selection. The firm offers various fee options, including management fees with or without incentive fees. Clients have investment discretion over their accounts, with third-party managers having full trading authority. CornerStone conducts regular account reviews, provides detailed performance reports, and has a Code of Ethics to prevent conflicts of interest. The firm does not receive compensation for client referrals and maintains custody of client assets with qualified custodians. CornerStone does not have discretionary authority for all client accounts, and proxy voting authority is generally delegated to third-party managers. The firm has no disciplinary history and does not require prepayment of fees.
$10,235,719,452 under management
29 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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
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 Charlottesville, 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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