RIA firms in Virginia
4,061 RIA firms are registered or notice filed in Virginia: 759 state registered and 3,302 federally registered. 526 are headquartered here.
Another 186 state registered advisers with no address on file are registered only in Virginia. 44 exempt reporting advisers also file in Virginia and are not counted as RIA firms. #14 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Virginia, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Davenport & Company LLCalso a Broker Dealer | 337 | $24.7B | Federally registered | Richmond |
| Navy Federal Investment Services, LLCalso a Broker Dealer | 161 | $2.1B | Federally registered | Vienna |
| Cary Street Partners | 121 | $10.3B | Federally registered | Richmond |
| Capitol Securities Management, Inc.also a Broker Dealer | 96 | $2.2B | Federally registered | Glen Allen |
| Spire Wealth Management, LLC | 67 | $4.5B | Federally registered | McLean |
| Cassaday & Company, Inc. | 47 | $7.1B | Federally registered | McLean |
| The Burney Company | 37 | $3.6B | Federally registered | Reston |
| Wealthcare Capital Management LLC | 33 | $3.9B | Federally registered | Richmond |
| The London Company of Virginia | 31 | $14.9B | Federally registered | Richmond |
| Mason Investment Advisory Services Inc | 30 | $15.7B | Federally registered | Reston |
Most advisers based in Virginia
Advisers registered and working in Virginia, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Virginia that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $589B
- Firms reporting
- 438
- Median, federally registered
- $431M
- Median, state registered
- $41.6M
How they charge
Share of the 493 firms headquartered here that report their fees.
Who they serve
Share of the 443 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Virginia RIA firms, answered.
How many RIA firms are registered in Virginia?
4,061 RIA firms are registered or notice filed in Virginia: 759 state registered and 3,302 federally registered. 526 are headquartered there.
Which RIA firms in Virginia have the most advisers?
Davenport & Company LLC (337 advisers), Navy Federal Investment Services, LLC (161 advisers) and Cary Street Partners (121 advisers).
How much do RIA firms in Virginia manage?
The 438 RIA firms headquartered in Virginia that report assets report $589B in total. The median is $431M for federally registered firms and $41.6M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Virginia counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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