Financial advisors
Fee-only financial advisors in Virginia
326 fee-only investment advisers in Virginia serve individuals, across 68 cities. 243 offer hourly or flat-fee arrangements and 172 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Richmond 43
- McLean 26
- Arlington 26
- Alexandria 21
- Virginia Beach 21
- Charlottesville 18
- Reston 16
- Vienna 15
- Fairfax 10
- Glen Allen 10
- Ashburn 9
- Norfolk 9
- Lynchburg 8
- Roanoke 6
- Williamsburg 5
- Leesburg 5
- Henrico 4
- Middleburg 4
- Newport News 4
- Harrisonburg 3
- Falls Church 3
- Midlothian 3
- Herndon 3
Fee-only advisers in Virginia serving the most individuals
- Wellington Consulting Services Inc Chantilly · 9,324 individual clients
- The London Company of Virginia Richmond · 5,562 individual clients
- Acorn Financial Advisory Services, Inc. Reston · 2,584 individual clients
- The Burney Company Reston · 1,880 individual clients
- Bogart Wealth, LLC McLean · 1,442 individual clients
- Rembert Pendleton Jackson Vienna · 1,434 individual clients
- Concord Wealth Partners Abingdon · 1,232 individual clients
- West Financial Services, Inc. McLean · 940 individual clients
- Martin Wealth Solutions Christiansburg · 896 individual clients
- CJM Wealth Advisers, Ltd. Falls Church · 860 individual clients
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Other Virginia cities
Abingdon
- Concord Wealth Partners $1.1B
Annandale
Barboursville
Blacksburg
Blackstone
Bristol
Broadway
Burke
Chantilly
Charles City
Chesapeake
Chesterfield
Christiansburg
- Martin Wealth Solutions $377M
Crozet
- Hunter Lewis LLC $395M
- Oakleigh Wealth Services $102M
Fincastle
Forest
Free Union
Gainesville
- Heritage Financial LLC $408M
Garrisonville
- The Financial T $1.0M
Great Falls
Irvington
Ivy
- Drystone LLC $151M
Mathews
- Destiny Money Management Not reported
Mechanicsville
Monroe
Montclair
- Black Dog Wealth, LLC Not reported
Nokesville
- Splizer Invest $6.1M
North Garden
Occoquan
- Bluelist Partners, LLC $134M
Onancock
- Financial Solutions $65M
Potomac Falls
- RULE72 Financial $8.5M
Radford
Salem
South Riding
- Ad Deum Funds, LLC $1.2M
Spotsylvania
- Petra Wealth Management $7.6M
Staunton
Sterling
Suffolk
Tysons
- Deafinvest $14M
- Kfa Private Wealth Group, LLC $830M
Tysons Corner
Warrenton
Washington
West Point
White Stone
- Mwa Investments, LLC $250M
Winchester
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.