Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

300 firms manage $585 billionVirginia

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 3257
    Oxford Finance Advisors, LLCAlexandria, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  2. 3422
    Riverfront Investment Group, LLCRichmond, VA · 1,534 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 65%
    $2.2B
  3. 3473
    Capitol Securities Management, Inc.Glen Allen, VA · 3,970 clientsBroker-dealer firmHybrid
    Raymond James 100%
    $2.2B
  4. 3524
    Navy Federal Investment Services, LLCVienna, VA · 7,424 clientsBroker-dealer firmHybrid
    Pershing 100%
    $2.1B
  5. 3693
    Financial Security Advisory IncVirginia Beach, VA · 3,393 clientsWealth managerHybridFinancial Security Management, Incorporated
    No custodian reported
    $1.9B
  6. 3818
    Kanawha Capital Management, LLCRichmond, VA · 572 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $1.8B
  7. 3822
    Azzad Asset Management, Inc.Falls Church, VA · 1,543 clientsWealth manager
    Goldman Sachs 85%
    $1.8B
  8. 3912
    GEF Capital PartnersArlington, VA · 26 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  9. 3990
    Wellington Consulting Services IncChantilly, VA · 9,324 clientsWealth manager
    Schwab 100%
    $1.7B
  10. 4014
    Quantitative Investment Management, LLCCharlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  11. 4043
    The Hoerner Planning Group, LLCMiddleburg, VA · 432 clientsWealth manager
    Fidelity 100%
    $1.7B
  12. 4165
    Godsey & Gibb Wealth ManagementRichmond, VA · 831 clientsWealth manager
    Schwab 100%
    $1.6B
  13. 4181
    Heartwood Wealth Advisors, LLCRichmond, VA · 574 clientsWealth managerHybrid
    No custodian reported
    $1.5B
  14. 4188
    Activ8 Family Office LLCMcLean, VA · 387 clientsWealth manager
    Fidelity 100%
    $1.5B
  15. 4201
    WealthcrossingRichmond, VA · 267 clientsWealth manager
    Schwab 100%
    $1.5B
  16. 4327
    CJM Wealth Advisers, LTD.Falls Church, VA · 875 clientsWealth managerWrap sponsor
    Pershing 100%
    $1.5B
  17. 4351
    Cary Street Partners Asset ManagementRichmond, VA · 1,836 clientsWealth managerWrap sponsorHybridCary Street Partners LLC
    Wells Fargo 71%Schwab 29%
    $1.4B
  18. 4365
    D'orazio Wealth AdvisorsVienna, VA · 291 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.4B
  19. 4400
    The Edgar Lomax CompanyAlexandria, VA · 36 clientsAsset manager
    BNY 33%Principal Custody Solutions 33%
    $1.4B
  20. 4447
    DC Capital Partners Management, L.P.Alexandria, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  21. 4457
    Acorn Financial Advisory Services, Inc.Reston, VA · 2,619 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  22. 4471
    Range Advisory, LLCMcLean, VA · 1,773 clientsWealth managerAffiliated broker-dealerRange Investing, LLC
    Altruist 80%
    $1.4B
  23. 4516
    Aegis Financial CorporationMcLean, VA · 29 clientsAsset manager
    Pershing 79%
    $1.4B
  24. 4586
    Salomon and LudwinRichmond, VA · 459 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.3B
  25. 4595
    Evermay Wealth Management, LLCArlington, VA · 567 clientsWealth manager
    Schwab 100%
    $1.3B
  26. 4611
    Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg, VA · 709 clientsWealth manager
    Schwab 100%
    $1.3B
  27. 4659
    Bluestem Asset Management, LLCCharlottesville, VA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  28. 4670
    Canal Capital Management, LLCRichmond, VA · 417 clientsWealth manager
    Schwab 100%
    $1.3B
  29. 4756
    Northwest Financial Advisors LLCHerndon, VA · 1,915 clientsWealth managerBank-affiliatedHybridNorthwest Financial Group LLC
    LPL Financial 100%
    $1.2B
  30. 4782
    Graves Light LenhartHarrisonburg, VA · 438 clientsWealth manager
    Schwab 100%
    $1.2B
  31. 4889
    Verus Financial PartnersRichmond, VA · 636 clientsWealth manager
    Schwab 100%
    $1.2B
  32. 4955
    Toth Financial Advisory CorpLeesburg, VA · 655 clientsWealth manager
    Schwab 100%
    $1.2B
  33. 4975
    Winston Capital Management LLCArlington, VA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  34. 5045
    Aldrich Capital Partners LLCMcLean, VA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  35. 5140
    FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
    Morgan Stanley 45%Barclays Capital 42%
    $1.1B
  36. 5143
    Pointoak Retirement AdvisorsMcLean, VA · 103 clientsAsset manager
    ADP Broker-Dealer 56%Transamerica Capital 22%
    $1.1B
  37. 5144
    Solomon Hess Capital ManagementArlington, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  38. 5168
    Concord Wealth PartnersAbingdon, VA · 1,274 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $1.1B
  39. 5171
    Yeske Buie Inc.Vienna, VA · 469 clientsWealth manager
    Schwab 100%
    $1.1B
  40. 5308
    Alpha Omega Wealth Management, LLCRichmond, VA · 490 clientsWealth manager
    Schwab 100%
    $1.0B

RIAs by state