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Start your Watchlist560 investment advisory firms are registered with a main office in Virginia, together advising $587B for 187,955 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Mclean · SEC-registered
|
$51.8B | 180 | 52 | Flagged |
| 2 |
Arlington · SEC-registered
|
$44.3B | 269 | 182 | Clean |
| 3 |
Charlottesville · SEC-registered
|
$38.5B | 38 | 51 | Clean |
| 4 |
Arlington · SEC-registered
|
$35.5B | 82 | 94 | Clean |
| 5 |
Charlottesville · SEC-registered
|
$29.3B | 22 | 36 | Clean |
| 6 |
Richmond · SEC-registered
|
$24.7B | 17,724 | 525 | Flagged |
| 7 |
Richmond · SEC-registered
|
$21.1B | 302 | 63 | Clean |
| 8 |
Reston · SEC-registered
|
$15.7B | 1,147 | 72 | Flagged |
| 9 |
Richmond · SEC-registered
|
$14.9B | 6,122 | 56 | Clean |
| 10 |
Middleburg · SEC-registered
|
$11.8B | 220 | 12 | Clean |
| 11 |
Richmond · SEC-registered
|
$10.3B | 6,988 | 182 | Clean |
| 12 |
Richmond · SEC-registered
|
$10.0B | 193 | 18 | Flagged |
| 13 |
Alexandria · SEC-registered
|
$9.1B | 27 | 23 | Clean |
| 14 |
Norfolk · SEC-registered
|
$7.6B | 229 | 36 | Clean |
| 15 |
Arlington · SEC-registered
|
$7.5B | 8 | 40 | Clean |
| 16 |
Mclean · SEC-registered
|
$7.1B | 3,267 | 97 | Clean |
| 17 |
Charlottesville · SEC-registered
|
$6.5B | 5 | 10 | Clean |
| 18 |
Richmond · SEC-registered
|
$6.4B | 1 | 23 | Clean |
| 19 |
Mclean · SEC-registered
|
$6.3B | 612 | 2,061 | Clean |
| 20 |
Arlington · SEC-registered
|
$6.1B | 140 | 44 | Flagged |
| 21 |
Richmond · SEC-registered
|
$5.9B | 166 | 20 | Clean |
| 22 |
Richmond · SEC-registered
|
$5.5B | 568 | 31 | Clean |
| 23 |
Arlington · SEC-registered
|
$5.4B | 34 | 182 | Clean |
| 24 |
Richmond · SEC-registered
|
$4.9B | 451 | 36 | Clean |
| 25 |
Virginia Beach · SEC-registered
|
$4.8B | 4,292 | 44 | Clean |
| 26 |
Arlington · SEC-registered
|
$4.7B | 76 | 12 | Clean |
| 27 |
Mclean · SEC-registered
|
$4.5B | 6,379 | 145 | Flagged |
| 28 |
Mclean · SEC-registered
|
$4.4B | 5 | 45 | Clean |
| 29 |
Richmond · SEC-registered
|
$3.9B | 5,691 | 54 | Clean |
| 30 |
Norfolk · SEC-registered
|
$3.8B | 96 | 293 | Clean |
| 31 |
Arlington · SEC-registered
|
$3.7B | 15 | 24 | Clean |
| 32 |
Reston · SEC-registered
|
$3.6B | 1,926 | 46 | Clean |
| 33 |
Charlottesville · SEC-registered
|
$3.5B | 2 | 33 | Clean |
| 34 |
Richmond · SEC-registered
|
$3.5B | 13 | 15 | Clean |
| 35 |
Mclean · SEC-registered
|
$3.2B | 1,442 | 50 | Clean |
| 36 |
Mclean · SEC-registered
|
$2.8B | 964 | 39 | Clean |
| 37 |
Vienna · SEC-registered
|
$2.7B | 1,458 | 20 | Clean |
| 38 |
Charlottesville · SEC-registered
|
$2.6B | 4 | 2 | Clean |
| 39 |
Alexandria · SEC-registered
|
$2.6B | 6 | 14 | Clean |
| 40 |
Vienna · SEC-registered
|
$2.6B | 399 | 21 | Clean |
| 41 |
Alexandria · SEC-registered
|
$2.4B | 4 | 84 | Clean |
| 42 |
Richmond · SEC-registered
|
$2.2B | 1,534 | 46 | Flagged |
| 43 |
Glen Allen · SEC-registered
|
$2.2B | 3,970 | 170 | Flagged |
| 44 |
Vienna · SEC-registered
|
$2.1B | 7,424 | 206 | Clean |
| 45 |
Richmond · SEC-registered
|
$1.8B | 572 | 11 | Clean |
| 46 |
Falls Church · SEC-registered
|
$1.8B | 1,543 | 18 | Flagged |
| 47 |
Arlington · SEC-registered
|
$1.8B | 26 | 52 | Clean |
| 48 |
Virginia Beach · SEC-registered
|
$1.7B | 3,141 | 43 | Clean |
| 49 |
Chantilly · SEC-registered
|
$1.7B | 9,324 | 13 | Clean |
| 50 |
Charlottesville · SEC-registered
|
$1.7B | 2 | 39 | Clean |
| 51 |
Middleburg · SEC-registered
|
$1.7B | 432 | 8 | Clean |
| 52 |
Alexandria · SEC-registered
|
$1.6B | 2,114 | 39 | Clean |
| 53 |
Richmond · SEC-registered
|
$1.6B | 831 | 23 | Clean |
| 54 |
Richmond · SEC-registered
|
$1.5B | 574 | 13 | Clean |
| 55 |
Mclean · SEC-registered
|
$1.5B | 387 | 21 | Clean |
| 56 |
Richmond · SEC-registered
|
$1.5B | 267 | 18 | Clean |
| 57 |
Falls Church · SEC-registered
|
$1.5B | 875 | 13 | Clean |
| 58 |
Richmond · SEC-registered
|
$1.4B | 1,836 | 49 | Clean |
| 59 |
Vienna · SEC-registered
|
$1.4B | 291 | 11 | Clean |
| 60 |
Alexandria · SEC-registered
|
$1.4B | 36 | 8 | Clean |
| 61 |
Alexandria · SEC-registered
|
$1.4B | 4 | 18 | Clean |
| 62 |
Reston · SEC-registered
|
$1.4B | 2,619 | 11 | Clean |
| 63 |
Mclean · SEC-registered
|
$1.4B | 29 | 6 | Clean |
| 64 |
Richmond · SEC-registered
|
$1.3B | 459 | 12 | Clean |
| 65 |
Arlington · SEC-registered
|
$1.3B | 567 | 24 | Clean |
| 66 |
Leesburg · SEC-registered
|
$1.3B | 709 | 15 | Clean |
| 67 |
Williamsburg · SEC-registered
|
$1.3B | 973 | 22 | Clean |
| 68 |
Charlottesville · SEC-registered
|
$1.3B | 1 | 4 | Clean |
| 69 |
Richmond · SEC-registered
|
$1.3B | 417 | 6 | Clean |
| 70 |
Herndon · SEC-registered
|
$1.2B | 1,915 | 37 | Clean |
| 71 |
Harrisonburg · SEC-registered
|
$1.2B | 438 | 11 | Clean |
| 72 |
Richmond · SEC-registered
|
$1.2B | 636 | 21 | Clean |
| 73 |
Leesburg · SEC-registered
|
$1.2B | 655 | 18 | Clean |
| 74 |
Arlington · SEC-registered
|
$1.1B | 9 | 9 | Clean |
| 75 |
Mclean · SEC-registered
|
$1.1B | 14 | 52 | Clean |
| 76 |
Mclean · SEC-registered
|
$1.1B | 10 | 18 | Clean |
| 77 |
Mclean · SEC-registered
|
$1.1B | 103 | 3 | Clean |
| 78 |
Arlington · SEC-registered
|
$1.1B | 4 | 7 | Clean |
| 79 |
Abingdon · SEC-registered
|
$1.1B | 1,274 | 20 | Clean |
| 80 |
Vienna · SEC-registered
|
$1.1B | 469 | 17 | Clean |
| 81 |
Richmond · SEC-registered
|
$1.0B | 490 | 9 | Clean |
| 82 |
Lynchburg · SEC-registered
|
$1.0B | 586 | 6 | Clean |
| 83 |
Richmond · SEC-registered
|
$1.0B | 840 | 25 | Clean |
| 84 |
Tysons · SEC-registered
|
$993.9M | 512 | 26 | Clean |
| 85 |
Mclean · SEC-registered
|
$991.1M | 508 | 11 | Clean |
| 86 |
Charlottesville · SEC-registered
|
$987.9M | 298 | 2 | Clean |
| 87 |
Salem · SEC-registered
|
$913.6M | 396 | 14 | Clean |
| 88 |
Richmond · SEC-registered
|
$909.6M | 523 | 12 | Clean |
| 89 |
Rosslyn · SEC-registered
|
$904.9M | 4 | 14 | Clean |
| 90 |
Richmond · SEC-registered
|
$889.4M | 236 | 7 | Clean |
| 91 |
Mclean · SEC-registered
|
$851.1M | 16 | 10 | Clean |
| 92 |
Alexandria · SEC-registered
|
$849.3M | 157 | 6 | Clean |
| 93 |
Tysons Corner · SEC-registered
|
$838.0M | - | 5 | Clean |
| 94 |
Tyson · SEC-registered
|
$830.0M | 823 | 11 | Clean |
| 95 |
Glen Allen · SEC-registered
|
$825.6M | 196 | 8 | Clean |
| 96 |
Virginia Beach · SEC-registered
|
$822.2M | 444 | 9 | Clean |
| 97 |
Arlington · SEC-registered
|
$820.3M | 6 | 16 | Clean |
| 98 |
Charlottesville · SEC-registered
|
$817.8M | 315 | 9 | Clean |
| 99 |
Virginia Beach · SEC-registered
|
$800.3M | 232 | 10 | Clean |
| 100 |
Mclean · SEC-registered
|
$784.0M | 440 | 14 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Virginia by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.