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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. 10955
    Argo Wealth Advisory, LLCMcLean, VA · 99 clientsWealth manager
    Raymond James 100%
    $256M
  2. 10957
    Alpha Advisors, LLCRichmond, VA · 116 clientsWealth manager
    Fidelity 100%
    $256M
  3. 11087
    MWA Investments, LLCWhite Stone, VA · 38 clientsWealth manager
    Blue Ridge Bank 100%
    $250M
  4. 11101
    Investology Inc.Reston, VA · 450 clientsWealth manager
    No custodian reported
    $250M
  5. 11168
    Vantage Consulting Group IncVirginia Beach, VA · 7 clientsPrivate fund adviser
    Northern Trust 100%
    $246M
  6. 11186
    Wealthway Financial AdvisorsNorfolk, VA · 166 clientsWealth manager
    Schwab 100%
    $246M
  7. 11245
    Sanchez & Zures, LLCMcLean, VA · 142 clientsWealth manager
    Schwab 100%
    $242M
  8. 11383
    Spectrum Financial IncVirginia Beach, VA · 234 clientsAsset managerHybrid
    Fidelity 100%
    $236M
  9. 11415
    Altura Wealth AdvisorsVirginia Beach, VA · 261 clientsWealth manager
    Schwab 100%
    $235M
  10. 11503
    Tenzing Financial LLCWilliamsburg, VA · 165 clientsWealth managerWrap sponsor
    LPL Financial 54%Schwab 46%
    $231M
  11. 11552
    Campion Asset Management, LLCFairfax, VA · 111 clientsWealth manager
    Schwab 100%
    $229M
  12. 11569
    Bay Capital Advisors, LLCVirginia Beach, VA · 195 clientsWealth manager
    Schwab 81%
    $228M
  13. 11808
    Alpha Financial Advisors, LLCMcLean, VA · 156 clientsWealth manager
    Schwab 100%
    $218M
  14. 11817
    Rockbridge Asset Management, LLCAlexandria, VA · 58 clientsWealth manager
    Fidelity 89%
    $218M
  15. 11901
    Wealthtrak AdvisorsVirginia Beach, VA · 278 clientsWealth managerHybrid
    Schwab 100%
    $214M
  16. 11934
    Dominguez Wealth Management Solutions, Inc.Williamsburg, VA · 192 clientsWealth managerHybrid
    Schwab 100%
    $213M
  17. 11958
    Buchanan Wealth ManagementReston, VA · 185 clientsWealth managerHybrid
    LPL Financial 91%
    $212M
  18. 11972
    Thompson Davis Asset ManagementRichmond, VA · 300 clientsBroker-dealer firmHybrid
    RBC 100%
    $211M
  19. 12018
    T.M. Wealth ManagementReston, VA · 99 clientsWealth manager
    Schwab 100%
    $210M
  20. 12113
    Chesapeake Investment Management LLCMcLean, VA · 395 clientsWealth managerHybrid
    No custodian reported
    $205M
  21. 12117
    Kirk Capital Advisors LLCVienna, VA · 136 clientsWealth manager
    Schwab 100%
    $205M
  22. 12126
    McGinn Penninger Investment Management Inc.Alexandria, VA · 332 clientsWealth manager
    No custodian reported
    $204M
  23. 12196
    Harren Equity Partners, LLCCharlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $201M
  24. 12357
    Emergent Financial Services, LLC.Charlottesville, VA · 246 clientsAsset manager
    Altruist 100%
    $195M
  25. 12364
    Altmore Capital Investment Management, LLCArlington, VA · 11 clientsPrivate fund adviser
    No custodian reported
    $195M
  26. 12375
    Wacona Capital, LLCCharlottesville, VA · 5 clientsPrivate fund adviser
    No custodian reported
    $194M
  27. 12464
    LB Partners LLCCharlottesville, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $191M
  28. 12467
    Investment Management CorporationRoanoke, VA · 193 clientsWealth manager
    Fidelity 100%
    $191M
  29. 12475
    Bowen Financial Services, LLCMidlothian, VA · 67 clientsWealth manager
    Schwab 100%
    $191M
  30. 12491
    Ategra Capital Management, LLCVienna, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $190M
  31. 12557
    PactolusVienna, VA · 307 clientsBroker-dealer firmHybridPactolus Securities, LLC
    Fidelity 100%
    $188M
  32. 12666
    Octagon Finance LLCCharlottesville, VA · 9 clientsPrivate fund adviser
    No custodian reported
    $184M
  33. 12874
    Corbett Road Capital Management, LLCMcLean, VA · 3 clientsAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Schwab 50%Fidelity 50%
    $176M
  34. 13010
    Cook Financial Designs, Inc.Virginia Beach, VA · 195 clientsWealth manager
    Schwab 100%
    $172M
  35. 13027
    Opulen Financial Group, LLCArlington, VA · 172 clientsWealth managerWrap sponsor
    Schwab 100%
    $172M
  36. 13082
    Oxford Capital ManagementRichm0nd, VA · 29 clientsWealth manager
    Schwab 100%
    $170M
  37. 13178
    8th Street Investments, LLCAlexandria, VA · 58 clientsWealth manager
    Schwab 100%
    $167M
  38. 13287
    Joss Brown Wealth AdvisorsWilliamsburg, VA · 129 clientsWealth manager
    Fidelity 60%Schwab 40%
    $162M
  39. 13355
    Arbor Private Wealth, LLCAshburn, VA · 101 clientsWealth manager
    Schwab 100%
    $160M
  40. 13466
    Sima Wealth Partners, LLCRichmond, VA · 115 clientsWealth managerWrap sponsor
    Schwab 100%
    $157M

RIAs by state