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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. 8997
    Paragon Financial ServicesRichmond, VA · 738 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $384M
  2. 9075
    Martin Wealth SolutionsChristiansburg, VA · 896 clientsWealth manager
    TradePMR / Robinhood 52%Schwab 44%
    $377M
  3. 9078
    Commonwealth Retirement Investments LLCRichmond, VA · 337 clientsWealth managerHybrid
    Schwab 100%
    $377M
  4. 9105
    Strategent Financial, LLCHarrisonburg, VA · 140 clientsWealth manager
    Schwab 100%
    $375M
  5. 9158
    Masonry Capital Management, LLCCharlottesville, VA · 54 clientsAsset manager
    FHN Financial Securities 70%
    $370M
  6. 9198
    Tull Financial Group, Inc.Chesapeake, VA · 295 clientsWealth manager
    Schwab 100%
    $367M
  7. 9231
    EVR Research LPRichmond, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $365M
  8. 9248
    Solitude Financial Services, Inc.Charlottesville, VA · 164 clientsWealth manager
    Schwab 100%
    $364M
  9. 9249
    Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clientsWealth manager
    Schwab 65%Fidelity 35%
    $363M
  10. 9324
    Montvue Capital Management, Inc.Lynchburg, VA · 196 clientsWealth manager
    Fidelity 93%
    $357M
  11. 9325
    Houlihan Financial Resource Group, LTD.Ashburn, VA · 171 clientsWealth manager
    Fidelity 53%Schwab 47%
    $357M
  12. 9364
    Piedmont Wealth AdvisoryReston, VA · 215 clientsWealth manager
    Raymond James 100%
    $354M
  13. 9435
    4j Wealth Management, LLCMcLean, VA · 243 clientsWealth managerHybrid
    Fidelity 100%
    $348M
  14. 9460
    Rede Wealth, LLCCharlottesville, VA · 224 clientsWealth manager
    Schwab 100%
    $346M
  15. 9514
    Steelhead Wealth ManagementGlen Allen, VA · 280 clientsWealth manager
    Schwab 100%
    $342M
  16. 9590
    EvoadvisorsRichmond, VA · 168 clientsWealth manager
    Altruist 100%
    $337M
  17. 9662
    Fields Gottscho Capital Management LLCCharlottesville, VA · 84 clientsWealth manager
    Schwab 100%
    $333M
  18. 9705
    Claris Financial, LLCGlen Allen, VA · 599 clientsWealth manager
    Schwab 100%
    $330M
  19. 9769
    Bay Rivers Group Wealth PartnersWilliamsburg, VA · 401 clientsWealth managerHybrid
    Schwab 100%
    $326M
  20. 9828
    Advisors Financial, Inc.McLean, VA · 225 clientsWealth manager
    Fidelity 100%
    $321M
  21. 9943
    Legacy Wealth Management Inc.Manassas, VA · 732 clientsWealth manager
    Schwab 100%
    $314M
  22. 10001
    Omega Wealth Management LLCArlington, VA · 152 clientsWealth manager
    SEI 100%
    $310M
  23. 10113
    Integrated Financial Solutions, Inc.Reston, VA · 237 clientsWealth managerHybrid
    Pershing 100%
    $303M
  24. 10136
    Kinloch Capital, LLCGlen Allen, VA · 185 clientsWealth manager
    Schwab 100%
    $301M
  25. 10300
    Dudley Capital Management LLCMiddleburg, VA · 110 clientsWealth manager
    Fidelity 100%
    $292M
  26. 10318
    Birks Financial Corp.Herndon, VA · 159 clientsWealth manager
    Schwab 100%
    $291M
  27. 10329
    Legacy Wealth Management Group, Inc.Lynchburg, VA · 991 clientsWealth managerWrap sponsor
    LPL Financial 59%SEI 41%
    $290M
  28. 10408
    Preston Wealth Advisors, LLC.Reston, VA · 394 clientsWealth manager
    Schwab 100%
    $286M
  29. 10440
    Momentus Manager LLCArlington, VA · 3 clientsPrivate fund adviserAffiliated broker-dealerMomentus Securities LLC
    No custodian reported
    $284M
  30. 10511
    Plustick Management LLCCharlottesville, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $281M
  31. 10566
    Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clientsWealth manager
    Schwab 100%
    $278M
  32. 10596
    Westbourne Investments, Inc.Alexandria, VA · 175 clientsWealth manager
    Schwab 92%
    $276M
  33. 10612
    Clarendon Capital, LLCTysons, VA · 5 clientsPrivate fund adviser
    No custodian reported
    $275M
  34. 10639
    James River Asset Management, LLCMidlothian, VA · 420 clientsWealth manager
    Schwab 100%
    $274M
  35. 10721
    Capitol Financial Consultants, Inc.McLean, VA · 107 clientsWealth managerWrap sponsor
    Schwab 100%
    $269M
  36. 10748
    Variant Private Wealth LLCTysons, VA · 205 clientsWealth managerWrap sponsor
    Fidelity 100%
    $267M
  37. 10767
    Retirement Planology, Inc.Alexandria, VA · 60 clientsAsset manager
    Empower Financial Services 61%
    $266M
  38. 10803
    Highstone GroupRichmond, VA · 174 clientsWealth managerHybrid
    No custodian reported
    $264M
  39. 10855
    Keystone Asset Management, Inc.McLean, VA · 134 clientsWealth manager
    No custodian reported
    $261M
  40. 10896
    Cobblestone Asset ManagementRichmond, VA · 432 clientsWealth managerHybrid
    No custodian reported
    $259M

RIAs by state