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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. 5312
    Pettyjohn, Wood & White, Inc.Lynchburg, VA · 586 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank of the James
    Schwab 100%
    $1.0B
  2. 5343
    Nasdaq Dorsey WrightRichmond, VA · 840 clientsAsset managerAffiliated broker-dealerNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
    Wells Fargo 37%
    $1.0B
  3. 5403
    McLean Asset Management Corp.Tysons, VA · 512 clientsWealth manager
    Schwab 75%Fidelity 25%
    $994M
  4. 5409
    Brown | Miller Wealth Management, LLCMcLean, VA · 508 clientsWealth manager
    Wells Fargo 100%
    $991M
  5. 5414
    Morris & Wells Wealth ManagementCharlottesville, VA · 298 clientsWealth manager
    Schwab 100%
    $988M
  6. 5650
    Partners in Financial Planning, LLCSalem, VA · 396 clientsWealth manager
    Schwab 87%
    $914M
  7. 5674
    Covenant Wealth AdvisorsRichmond, VA · 523 clientsWealth manager
    Fidelity 54%Schwab 46%
    $910M
  8. 5689
    Navimed Capital Advisors, LLCRosslyn, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $905M
  9. 5754
    3chopt Investment Partners LLCRichmond, VA · 236 clientsWealth manager
    Schwab 100%
    $889M
  10. 5893
    Aztlan Equity Management, LLCMcLean, VA · 16 clientsAsset manager
    J.P. Morgan 100%
    $851M
  11. 5900
    Avenir CorporationAlexandria, VA · 157 clientsWealth manager
    Fidelity 100%
    $849M
  12. 5942
    Acansa Investment Management Group, LLCTysons Corner, VAAsset manager
    BNY 100%
    $838M
  13. 5972
    KFA Private Wealth Group, LLCTyson, VA · 823 clientsWealth managerWrap sponsor
    Fidelity 100%
    $830M
  14. 5989
    The Capital Management CorporationGlen Allen, VA · 196 clientsWealth manager
    Fidelity 58%Schwab 42%
    $826M
  15. 6000
    Gratus Wealth Advisors LLCVirginia Beach, VA · 444 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $822M
  16. 6011
    LNC PartnersArlington, VA · 6 clientsPrivate fund adviser
    No custodian reported
    $820M
  17. 6021
    A. N. Culbertson & Company, Inc.Charlottesville, VA · 315 clientsWealth manager
    Schwab 100%
    $818M
  18. 6095
    Compton Wealth Advisory Group, LLCVirginia Beach, VA · 232 clientsWealth manager
    Schwab 100%
    $800M
  19. 6158
    Centurion Wealth ManagementMcLean, VA · 415 clientsWealth manager
    Fidelity 92%
    $786M
  20. 6255
    Blue Edge Capital, LLCRichmond, VA · 172 clientsWealth manager
    Schwab 100%
    $765M
  21. 6275
    Hughes Financial Services, LLCHerndon, VA · 840 clientsWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 100%
    $760M
  22. 6312
    Hopwood Financial Services, Inc.Reston, VA · 288 clientsWealth manager
    Schwab 71%Fidelity 29%
    $750M
  23. 6344
    Campbell Deegan FinancialRichmond, VA · 770 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $745M
  24. 6540
    Harbour Capital Advisors, LLCTysons Corner, VA · 55 clientsWealth manager
    Pershing 100%
    $701M
  25. 6556
    Iron Path Capital, L.P.Charlottesville, VA · 10 clientsPrivate fund adviser
    No custodian reported
    $699M
  26. 6614
    Marotta Wealth Management, Inc.Charlottesville, VA · 366 clientsWealth manager
    Schwab 100%
    $686M
  27. 6634
    Broad RUN Investment Management, LLCArlington, VA · 140 clientsAsset manager
    Schwab 38%SCM DMA (mauritius) Limited 23%
    $682M
  28. 6665
    Yorktown Management and Research Co IncForest, VA · 1 clientsAsset managerHybrid
    No custodian reported
    $677M
  29. 6680
    Allegiance Financial GroupVienna, VA · 605 clientsWealth managerHybrid
    Schwab 78%Fidelity 22%
    $675M
  30. 6812
    Monument Wealth ManagementAlexandria, VA · 239 clientsWealth manager
    Schwab 100%
    $648M
  31. 6823
    Guardian Point Capital, LPCharlottesville, VA · 1 clientsPrivate fund adviser
    No custodian reported
    $646M
  32. 6871
    Concord Asset Management, LLCAbingdon, VA · 9 clientsAsset manager
    Schwab 100%
    $639M
  33. 6885
    Crow's Nest Holdings LPRichmond, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $637M
  34. 6937
    Meridian Financial Partners LLCWarrenton, VA · 583 clientsWealth manager
    Schwab 100%
    $628M
  35. 7056
    Beacon Harbor Wealth AdvisorsVirginia Beach, VA · 572 clientsWealth managerWrap sponsor
    Wells Fargo 77%Schwab 23%
    $608M
  36. 7072
    KAH Capital Management, LLCMcLean, VA · 6 clientsPrivate fund adviser
    No custodian reported
    $605M
  37. 7104
    Olio Financial PlanningMcLean, VA · 387 clientsWealth manager
    Schwab 100%
    $601M
  38. 7159
    Reston Wealth ManagementReston, VA · 491 clientsWealth manager
    Fidelity 67%
    $590M
  39. 7274
    The Ithaka Group, LLCArlington, VA · 126 clientsAsset manager
    U.S. Bank 57%Schwab 43%
    $572M
  40. 7360
    Capitol Private Wealth Group LLCVienna, VA · 572 clientsWealth managerHybrid
    Schwab 100%
    $562M

RIAs by state