The RIA database

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

241. 13492
     Piedmont Wealth ManagementAlexandria, VA · 237 clientsWealth managerBank-affiliated
     Schwab 100%
     +00% 1 yr$156M
242. 13542
     Jjsa Advisors, LTD.Virginia Beach, VA · 218 clientsWealth managerHybrid
     SEI 100%
     +00% 1 yr$154M
243. 13605
     Heritage Wealth Management Group, LTDNorfolk, VA · 180 clientsWealth manager
     Altruist 100%
     +00% 1 yr$152M
244. 13648
     Cope ConnellyArlington, VA · 164 clientsWealth managerHybrid
     Schwab 77%Fidelity 23%
     +00% 1 yr$151M
245. 13740
     Hundredfold Advisors, LLCVirginia Beach, VA · 1 clientsAsset manager
     No custodian reported
     +00% 1 yr$148M
246. 13773
     Spark Financial AdvisorsRichmond, VA · 164 clientsWealth manager
     Fidelity 51%Altruist 32%
     +00% 1 yr$147M
247. 13804
     West Tower Group, LLCRichmond, VA · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$146M
248. 13834
     October Effect LTD.Virginia Beach, VA · 597 clientsWealth managerHybridGradient Securities, LLC
     Schwab 100%
     +00% 1 yr$146M
249. 13858
     Bluestone Investment Manager, LLCMcLean, VA · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$145M
250. 13876
     Glover Park Wealth Management, LLCArlington, VA · 190 clientsWealth manager
     Schwab 60%ADP Broker-Dealer 40%
     +00% 1 yr$144M
251. 13954
     Kennondale Capital ManagementRichmond, VAAsset manager
     Schwab 59%U.S. Bancorp Investments 41%
     +00% 1 yr$142M
252. 14039
     The Scott S. James CompanyFalls Church, VA · 139 clientsBroker-dealer firmHybridScott James Group, Inc., clears through Pershing
     Pershing 100%
     +00% 1 yr$139M
253. 14105
     Korving & Company LLCSuffolk, VA · 283 clientsWealth manager
     Schwab 100%
     +00% 1 yr$138M
254. 14122
     Forefront Asset Management, LLCVirginia Beach, VA · 322 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$137M
255. 14130
     River Crescent Advisors, LLCSuffolk, VA · 140 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$137M
256. 14142
     Harborpoint Wealth PartnersVirginia Beach, VA · 280 clientsWealth manager
     Schwab 100%
     +00% 1 yr$136M
257. 14194
     Brighter Financial Capital Management, LLCReston, VA · 338 clientsWealth managerWrap sponsorHybrid
     Schwab 100%
     +00% 1 yr$135M
258. 14217
     Atlantic Union Municipal Advisors, IncGlen Allen, VAAsset manager
     No custodian reported
     +00% 1 yr$134M
259. 14218
     Bluelist Partners, LLCOccoquan, VA · 86 clientsWealth manager
     Schwab 100%
     +00% 1 yr$134M
260. 14231
     Trio Wealth Management, LLCGreat Falls, VA · 87 clientsWealth manager
     Fidelity 55%Schwab 45%
     +00% 1 yr$134M
261. 14295
     Norton Capital Management, Inc.Henrico, VA · 111 clientsWealth manager
     Pershing 100%
     +00% 1 yr$132M
262. 14348
     Peakvalley Wealth, LLCRoanoke, VA · 169 clientsWealth manager
     Schwab 84%
     +00% 1 yr$130M
263. 14437
     Clio Asset Management LLCCharlottesville, VA · 46 clientsWealth manager
     Schwab 100%
     +00% 1 yr$128M
264. 14484
     Acts Financial AdvisorsMcLean, VA · 23 clientsWealth manager
     Schwab 100%
     +00% 1 yr$127M
265. 14501
     VIP Planners, Inc.Roanoke, VA · 209 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$126M
266. 14592
     Fitzwilliams Wealth Management Inc.Chesapeake, VA · 634 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
267. 14635
     Pegasus Financial Group LLCChantilly, VA · 204 clientsWealth managerHybrid
     Axos 100%
     +00% 1 yr$122M
268. 14663
     Gira & Gira Investment Advisors LLCHarrisonburg, VA · 185 clientsWealth manager
     Schwab 100%
     +00% 1 yr$121M
269. 14675
     Arrow Wealth AdvisorsLynchburg, VA · 198 clientsWealth manager
     Schwab 100%
     +00% 1 yr$121M
270. 14781
     Charmarline Wealth ManagementLynchburg, VA · 124 clientsWealth manager
     Schwab 100%
     +00% 1 yr$119M
271. 14800
     Tone Capital, LLCRichmond, VA · 166 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$118M
272. 14871
     Sturman Wealth AdvisorsCharlottesville, VA · 91 clientsWealth manager
     Altruist 100%
     +00% 1 yr$116M
273. 14901
     Portfolio Advisory Group, Inc.Alexandria, VA · 71 clientsWealth manager
     Fidelity 67%Schwab 33%
     +00% 1 yr$116M
274. 14903
     First Georgetown Securities, IncAlexandria, VA · 123 clientsBroker-dealer firmHybridFirst Georgetown Securities, Inc.
     Fidelity 100%
     +00% 1 yr$116M
275. 15010
     Aria Wealth PartnersCharlottesville, VA · 89 clientsWealth manager
     Schwab 100%
     +00% 1 yr$112M
276. 15027
     Capitol Wealth Management, Inc.McLean, VA · 30 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$112M
277. 15333
     Allridge Wealth Management, IncAshburn, VA · 31 clientsWealth manager
     Schwab 100%
     +00% 1 yr$103M
278. 15342
     Templer Wealth Management, LLCVienna, VA · 44 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$103M
279. 15354
     Oakleigh Wealth ServicesCrozet, VA · 51 clientsWealth manager
     Altruist 95%
     +00% 1 yr$102M
280. 15371
     ApforiaVirginia Beach, VA · 385 clientsWealth manager
     Altruist 61%Schwab 39%
     +00% 1 yr$102M