Wealth management companies play an instrumental role in helping clients optimize their wealth. In Virginia alone, there are an array of firms offering services like investment management, financial planning, tax management, and retirement services. These firms, renowned for their personalized, strategic, and fiduciary approach, help clients to create, grow and safeguard wealth for long-term financial success. They offer a range of products and services, including comprehensive financial and estate planning, portfolio advisory services, and life transition services. As the world economy continues to evolve, so do these firms, in order to remain competitive and meet the changing needs of clients.


Top 20 wealth management companies in Virginia

1. Cassaday & Company, Inc.

  • Website: cassaday.com
  • Headquarters: Mclean, Virginia, United States
  • Founded: 1993
  • Headcount: 51-200
  • LinkedIn

Cassaday & Company, Inc. is an independent wealth management firm that provides objective and impartial advice to help clients manage their wealth. They offer investment management, retirement and financial planning, tax management, and life transition services.


2. Cary Street Partners

Cary Street Partners is an independent wealth management firm that offers comprehensive financial and estate planning, research and portfolio advisory services, asset management, life insurance strategies, and retirement services.


3. Motley Fool Wealth Management

  • Website: foolwealth.com
  • Headquarters: Alexandria, Virginia, United States
  • Founded: 1993
  • Headcount: 51-200
  • LinkedIn

Fool Wealth is a financial institution that offers personalized asset allocation recommendations for long-term portfolios. They believe in investing in high-quality businesses that can thrive over time. With experienced portfolio managers, they make tough decisions to ensure financial success, providing 24/7 access to a client portal and client experience specialists. As a fiduciary, they prioritize client interests and tailor strategies to individual needs, offering over 140 unique portfolio allocations.


4. CJM Wealth Advisers, Ltd.

  • Website: cjmltd.com
  • Headquarters: Falls Church, Virginia, United States
  • Founded: 1978
  • Headcount: 11-50
  • LinkedIn

CJM Wealth Advisers is an independent, fee-only, registered investment advisor (RIA) located in Falls Church, Virginia. Our advisers are CFP® professionals who serve as fiduciaries to our clients, who are located throughout Northern Virginia, the DC metro area and across the country. We help our clients identify and meet their goals through thorough financial planning and investment management.


5. SBK Financial, Inc.

SBK Financial is a wealth management firm based in Richmond, Virginia. They offer integrated wealth advisory services with a client-centered approach. Their team provides professional management of investment portfolios and tax strategies, aiming to help clients grow, protect, and enjoy their wealth.


6. Brockenbrough

Brockenbrough is an independent firm that has been providing top-tier wealth and investment management services for over 50 years. With a team of 30 professionals and over $3.5 billion in assets under management, we are committed to being the best stewards to our clients by combining innovation with the highest quality service.


7. Lowe Brockenbrough & Company

Lowe, Brockenbrough & Company offers institutional advisory services, retirement plan advisory, and wealth advisory. They provide bespoke investment strategies to institutional clients, focusing on retirement plans and wealth management. With a commitment to excellence and a personalized approach, they help clients achieve their financial goals.


8. TCV Trust & Wealth Management

  • Website: tcvwealth.com
  • Headquarters: Richmond, Virginia, United States
  • Founded: 1993
  • Headcount: 11-50
  • LinkedIn

TCV Trust & Wealth Management is an independent fiduciary and fee-only wealth management firm offering asset management, trust administration, and estate services. With offices in Virginia and Tennessee, they provide objective advice, competitive results, and personal service to individuals and families. Their experienced professionals apply sound investment principles to produce superior investment results.


9. Tru by Hilton

Truby Hilton is a company offering a range of professional services. They specialize in delivering customized solutions to meet the unique needs of their clients. With a team of experts, they provide comprehensive support and guidance in various areas such as finance, investment, and strategic planning.


10. Hampton-Newport News Community Services Board

  • Website: hnncsb.org
  • Headquarters: Hampton, Virginia, United States
  • Founded: 1971
  • Headcount: 501-1000
  • LinkedIn

hnncsb.org is a company offering financial services and investment solutions to its clients.


11. Virginia Asset Management

  • Website: vamllc.com
  • Headquarters: Midlothian, Virginia, United States
  • Founded: 1986
  • Headcount: 51-200
  • LinkedIn

Virginia Asset Management is a comprehensive financial advisory firm that has been providing individuals, particularly business owners, with strategies for creating independence since 1986.


12. Corvesta, Inc.

  • Website: corvesta.com
  • Headquarters: Roanoke, Virginia, United States
  • Founded: 2006
  • Headcount: 51-200
  • LinkedIn

Corvesta is a company that offers a wide range of financial services and solutions to businesses and individuals. With a focus on delivering personalized strategies, they help their clients achieve their financial goals and navigate complex investment landscapes.


13. Spire Investment Partners, LLC.

  • Website: spireip.com
  • Headquarters: Mclean, Virginia, United States
  • Founded: 1997
  • Headcount: 51-200
  • LinkedIn

Spire Investment Partners, LLC is a registered investment advisory firm that offers solutions, opportunities, and guidance to turn vision into reality.


14. TSW (Thompson, Siegel & Walmsley LLC)

  • Website: tswinvest.com
  • Headquarters: Richmond, Virginia, United States
  • Founded: 1969
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

TSW Invest is an investment adviser registered with the SEC, offering investment services to U.S. investors. Their team provides market commentary, strategies, and advice to help clients navigate the financial landscape.


15. The Financial Crisis Prevention Center

  • Website: tfcpc.com
  • Headquarters: Alexandria, Virginia, United States
  • Founded: 1985
  • Headcount: 51-200
  • LinkedIn

The Financial Crisis Prevention Center (TFCPC) provides comprehensive financial management solutions to individuals and businesses. With a focus on preventing and mitigating financial crises, TFCPC offers services such as financial planning, investment advisory, debt restructuring, and risk management.


16. Rembert Pendleton Jackson

Rembert Pendleton Jackson (RPJ) Advisors is a financial planning and investment management firm based in Falls Church, VA. With over 100 years of collective experience, they offer a wide range of services to individuals, families, and organizations. As a fee-only independent Registered Investment Advisory firm, they prioritize their clients' interests and aim to build long-lasting relationships based on trust.


17. Egan, Berger & Weiner, LLC.

  • Website: ebwllc.com
  • Headquarters: Vienna, Virginia, United States
  • Founded: 2003
  • Headcount: 11-50
  • LinkedIn

EBW LLC is a financial advisory firm based in Northern Virginia. They provide personalized financial planning services to help clients achieve their financial goals. With a focus on honesty, integrity, and trust, they offer investment management, retirement income planning, and values-based investing. Their team of experienced professionals work closely with clients to create customized strategies and provide expert advice. EBW LLC aims to guide clients through life's financial journey and ensure their financial objectives are met.


18. Campbell Wealth Management

Campbell Wealth Management is a financial firm specializing in retirement planning and investment strategies. We offer services such as planning and strategy, security and protection, and legacy planning. Our goal is to help clients achieve financial security and freedom in retirement, while creating a long-lasting legacy. We provide clarity and consistency in the retirement planning process, utilizing proprietary tools and the expertise of our team of CFP Fiduciary Advisors.


19. Burney Company

Burney Wealth Management is a financial planning and investment management firm that has been serving clients since 1974. We prioritize building relationships and providing personalized advice tailored to each client's goals. Our team of fiduciaries is dedicated to helping clients achieve financial success and peace of mind for their future.


20. 1607 Capital Partners

1607 Capital Partners is an investment advisory firm based in Richmond, VA. They offer a range of investment strategies across multiple asset classes, including domestic and international equity, fixed income, and closed-end funds. With a time-tested investment process and a team of experienced professionals, they aim to provide consistent and attractive results for their clients.


Want to find more wealth management companies?


If you want to find more companies that offer services like investment management, financial planning, and tax management you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


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  • Ownership: Which of these are private equity backed? Which are family-owned?
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...and a lot more!