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

The RIA database

Atlas 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. 418
    Vest Financial LLCMcLean, VA · 180 clientsAsset managerHybridFirst Trust Japan GK, First Trust Portfolios Asia PTE. LTD.
    No custodian reported
    $52B
  2. 474
    Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
    Northern Trust 41%State Street 22%
    $44B
  3. 539
    Investure, LLCCharlottesville, VA · 38 clientsPrivate fund adviser
    Northern Trust 100%
    $39B
  4. 578
    Strategic Investment Management, LLCArlington, VA · 82 clientsAsset manager
    Northern Trust 72%BNY 28%
    $36B
  5. 669
    Cornerstone PartnersCharlottesville, VA · 22 clientsAsset managerAffiliated broker-dealer
    Northern Trust 100%
    $29B
  6. 747
    Davenport & Company LLCRichmond, VA · 17,724 clientsBroker-dealer firmHybrid
    Pershing 100%
    $25B
  7. 839
    Thompson Siegel & Walmsley LLCRichmond, VA · 302 clientsAsset managerHybrid
    BNY 62%
    $21B
  8. 1019
    Mason Investment Advisory Services IncReston, VA · 1,147 clientsAsset manager
    Pershing 100%
    $16B
  9. 1048
    The London Company of VirginiaRichmond, VA · 6,122 clientsAsset manager
    UBS 72%Schwab 28%
    $15B
  10. 1106
    Columbia CapitalAlexandria, VA · 31 clientsPrivate fund adviser
    No custodian reported
    $14B
  11. 1222
    Akre Capital Management, LLCMiddleburg, VA · 220 clientsAsset managerHybrid
    Schwab 58%Fidelity 42%
    $12B
  12. 1340
    Cary Street PartnersRichmond, VA · 6,988 clientsWealth managerHybridCary Street Partners LLC
    Schwab 56%Wells Fargo 44%
    $10B
  13. 1376
    Agincourt Capital Management, LLCRichmond, VA · 193 clientsAsset managerAffiliated broker-dealer
    U.S. Bank 81%
    $10.0B
  14. 1554
    Spider Management Company, LLCRichmond, VA · 1 clientsAsset manager
    Northern Trust 100%
    $8.1B
  15. 1617
    Brown AdvisoryNorfolk, VA · 229 clientsWealth manager
    BNY 67%
    $7.6B
  16. 1633
    Homestead Advisers Corp.Arlington, VA · 8 clientsAsset managerHybridHomestead Financial Services Corp.
    State Street 100%
    $7.5B
  17. 1674
    Cassaday & Company, Inc.McLean, VA · 3,267 clientsWealth managerHybrid
    Pershing 100%
    $7.1B
  18. 1776
    Foxhaven Asset Management, LPCharlottesville, VA · 5 clientsPrivate fund adviser
    No custodian reported
    $6.5B
  19. 1795
    AndersenMcLean, VA · 612 clientsWealth managerPublic-company owned
    Schwab 82%
    $6.3B
  20. 1839
    EJF Capital LPArlington, VA · 140 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  21. 1874
    Richmond Capital Management IncRichmond, VA · 166 clientsAsset manager
    Northern Trust 75%Truist Securities 25%
    $5.9B
  22. 1966
    BrockenbroughRichmond, VA · 568 clientsPrivate fund adviser
    Schwab 100%
    $5.5B
  23. 1990
    Sands Capital Alternatives, LLCArlington, VA · 34 clientsPrivate fund adviser
    BNY 66%CIBC Mellon Trust 34%
    $5.4B
  24. 2147
    Heritage Wealth AdvisorsRichmond, VA · 451 clientsWealth manager
    Fidelity 78%
    $4.9B
  25. 2167
    Gladstone Management CorporationMcLean, VA · 5 clientsAsset managerHybridGladstone Securities, LLC, clears through RBC Capital Markets
    No custodian reported
    $4.8B
  26. 2172
    The Ascent Group, LLCVirginia Beach, VA · 4,292 clientsWealth managerHybridAlera Securities LLC
    Fidelity 39%Schwab 34%Assetmark Trust 27%
    $4.8B
  27. 2186
    Washington Harbour Partners LPArlington, VA · 76 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  28. 2251
    Spire Wealth Management, LLCMcLean, VA · 6,379 clientsWealth managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Fidelity 79%
    $4.5B
  29. 2437
    Wealthcare Capital Management LLCRichmond, VA · 5,691 clientsWealth managerHybridSammons Financial Network, LLC
    LPL Financial 50%Schwab 50%
    $3.9B
  30. 2490
    Harbor Group International, LLCNorfolk, VA · 96 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  31. 2528
    57 Stars LLCArlington, VA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  32. 2557
    The Burney CompanyReston, VA · 1,926 clientsWealth manager
    Schwab 100%
    $3.6B
  33. 2574
    Quad-C Management, Inc.Charlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  34. 2600
    1607 Capital Partners, LLCRichmond, VA · 13 clientsAsset manager
    The Bank of NY Mellon 74%
    $3.5B
  35. 2730
    Bogart Wealth, LLCMcLean, VA · 1,442 clientsWealth manager
    Schwab 100%
    $3.2B
  36. 2926
    West Financial Services, Inc.McLean, VA · 964 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 61%Schwab 39%
    $2.8B
  37. 3003
    Rembert Pendleton JacksonVienna, VA · 1,458 clientsWealth managerBank-affiliated
    Schwab 100%
    $2.7B
  38. 3089
    Quinn Opportunity PartnersCharlottesville, VA · 4 clientsPrivate fund adviser
    Interactive Brokers 100%
    $2.6B
  39. 3095
    Motley Fool Asset ManagementAlexandria, VA · 6 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  40. 3128
    Glassman Wealth Services, LLCVienna, VA · 399 clientsWealth manager
    Schwab 100%
    $2.6B

RIAs by state