Wealth management companies in Virginia provide essential financial services aimed at helping individuals, families, and businesses grow and preserve their wealth. These firms typically offer investment management, financial planning, estate planning, and tax strategies. The industry has seen significant growth, bolstered by an increasing number of high-net-worth clients seeking personalized advice. Innovations like digital advising and ESG investments are shaping the sector towards a more flexible and responsible future. As more clients demand transparency and tailored strategies, wealth management firms are adapting by embracing technology and prioritizing fiduciary responsibilities.


The companies in this list exemplify a range of wealth management providers across Virginia, from boutique firms to broader investment services. Majority are privately owned and have been established since the 1970s to early 2000s, underscoring their deep understanding of market trends. Most operate with teams ranging from 11 to 500 in size. They focus on personalized solutions in areas such as tax planning, investment management, and financial strategies for high-net-worth individuals. The geographic spread across cities like Arlington, Richmond, and Reston enhances their local expertise and client accessibility.


Read on to discover the top wealth management companies in Virginia.


Top 20 Wealth Management Companies in Virginia


1. Evermay Wealth Management, LLC


Evermay Wealth Management, LLC is a private wealth management firm based in Arlington, Virginia, established in 2009. The company specializes in providing a wide range of financial services, including wealth planning, investment management, and tax planning. Evermay caters to individuals, families, and organizations, helping them navigate the complexities of financial management and secure their financial futures. Operating under a fee-only fiduciary model, Evermay prioritizes unbiased advice tailored to the unique needs of each client. The firm has gained recognition in the industry, being named one of the top 50 fastest growing RIA firms in the United States. Their team is dedicated to understanding clients' financial goals and developing customized strategies to achieve them, ensuring a comprehensive approach to wealth management.


2. Agili

  • Website: agilipersonalcfo.com
  • Ownership type: Private
  • Headquarters: Richmond, Virginia, United States (USA)
  • Founded year: 1993
  • Headcount: 11-50
  • LinkedIn: agili

Agili is a private wealth management firm based in Richmond, Virginia, founded in 1993. The company specializes in providing financial services tailored to high-net-worth individuals and families. Agili focuses on creating personalized strategies that help clients achieve their financial goals and manage their wealth effectively. Their team consists of experienced professionals dedicated to delivering customized financial solutions. Recently, Agili has partnered with CW Advisors, which allows them to expand their service offerings and enhance their capabilities in investment management and financial planning. This collaboration positions Agili to better serve its clients by leveraging additional resources and expertise in the wealth management industry.


3. PagnatoKarp

  • Website: pagnatokarp.com
  • Ownership type: Family Owned
  • Headquarters: Reston, Virginia, United States (USA)
  • Founded year: 2016
  • Headcount: 11-50
  • LinkedIn: pagnato-karp

PagnatoKarp, now known as Cresset, is a family-owned wealth management firm based in Reston, Virginia. Established in 2016, the firm specializes in providing comprehensive financial advisory and family office services tailored to ultra-high-net-worth individuals and entrepreneurs. Cresset focuses on liquidity planning, investment management, and tax strategies, helping clients navigate complex financial situations. The firm has gained recognition for its innovative approach to wealth management, particularly in serving the unique needs of entrepreneurs and family business owners. Cresset has received numerous awards, including rankings from Barron’s and Forbes, highlighting its commitment to client service and fiduciary standards. With a team of experienced professionals, Cresset aims to optimize the financial lives of its clients, ensuring they achieve their wealth management goals.


4. Glassman Wealth Services

  • Website: glassmanwealth.com
  • Ownership type: Private
  • Headquarters: Vienna, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2009
  • Headcount: 11-50
  • LinkedIn: glassman-wealth-services

Glassman Wealth Services, based in Vienna, Virginia, is a private wealth management firm founded in 2009. The company specializes in a range of financial services tailored for individuals and families. Their offerings include investment management, holistic financial planning, retirement planning, tax and estate planning, and lifestyle services. Glassman Wealth takes pride in its fiduciary responsibility, ensuring that their recommendations are made with the client's best interests in mind. The firm has achieved over $2 billion in assets under management, reflecting its growth and the trust placed in it by clients. Glassman Wealth Services also emphasizes a collaborative approach, coordinating with clients' other advisors to create comprehensive financial strategies. Their commitment to education and client engagement is evident through their insights and resources available on their website, further solidifying their role in the wealth management industry.


5. JoycePayne Partners


JoycePayne Partners, also known as CW Advisors, is a wealth management firm based in Richmond, Virginia. Founded in 1993, the firm specializes in investment management and financial planning services tailored for high-net-worth individuals and families. With a focus on creating personalized strategies, JoycePayne Partners aims to help clients achieve their financial goals while effectively managing risks and adapting to life changes. Their service offerings include comprehensive wealth management, family office services, and detailed financial planning. The firm has established a strong presence in the industry, managing over $8.4 billion in assets as of June 30, 2024. Their team comprises professionals with various credentials, including Certified Financial Planners and Chartered Financial Analysts, ensuring a high level of expertise in addressing complex financial situations. JoycePayne Partners operates under a fiduciary standard, prioritizing the best interests of their clients and maintaining transparency in their fee structure.


6. TCV Trust & Wealth Management

  • Website: tcvwealth.com
  • Ownership type: Family Owned
  • Headquarters: Richmond, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1993
  • Headcount: 11-50
  • LinkedIn: tcv-trust-and-wealth-management

TCV Trust & Wealth Management, based in Richmond, Virginia, is a family-owned wealth management firm that has been serving clients since its inception in 1993. The company specializes in asset management, investment strategies, and trust services, catering primarily to individuals and families. With a focus on personalized service, TCV Trust & Wealth Management emphasizes a client-centered approach, ensuring that each client receives expert financial advice tailored to their unique circumstances. The firm operates with a strong commitment to fiduciary responsibility, which means they prioritize their clients' best interests in all financial dealings. TCV Trust & Wealth Management has expanded its footprint with multiple offices across Virginia and Tennessee, reflecting its growth and dedication to serving a broader client base. Their experienced team, comprised of professionals with extensive backgrounds in trust and investment services, is a key asset in delivering high-quality service. The firm has not reported any external funding, indicating a stable, self-sustaining business model that focuses on long-term client relationships rather than short-term gains.


7. Capitol Securities Management Inc.


Capitol Securities Management Inc., founded in 1981, is a private financial services firm based in Reston, Virginia. The company specializes in investment management, wealth management, and financial planning, primarily serving individual investors and high-net-worth clients. With a workforce of approximately 125 employees, Capitol Securities operates under a client-first philosophy, ensuring that their advisors provide tailored solutions to meet the unique financial goals of each client. The firm prides itself on offering personalized service without the pressure to sell proprietary products, which is a common practice in larger financial institutions. Capitol Securities has built a reputation for excellence over the years, focusing on creating financial stability and security for its clients. They are affiliated with Raymond James Financial, Inc., which enhances their capabilities by providing access to a wide array of financial products and services. This partnership allows Capitol Securities to maintain a balance between regional firm culture and the technological advantages of larger firms, making them a noteworthy player in the wealth management industry.


8. Cary Street Partners

  • Website: carystreetpartners.com
  • Ownership type: Private Equity
  • Headquarters: Richmond, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: April 2025
  • Founded year: 2002
  • Headcount: 51-200
  • LinkedIn: cary-street-partners

Cary Street Partners, founded in 2002 and based in Richmond, Virginia, is a wealth management firm that provides a broad array of financial services. The firm specializes in financial and estate planning, asset management, and retirement services, serving individuals, families, and institutions. With 18 offices across seven states, Cary Street Partners has established a strong presence in the industry. They have achieved notable recognition, including being named to Barron’s List of Top 100 RIA Firms for five consecutive years and being acknowledged by USA Today as one of the Best Financial Advisory Firms in 2024. The firm has also reached significant milestones, such as managing $9 billion in total assets, reflecting their growth and client trust. Cary Street Partners emphasizes a partnership culture and aims to provide tailored solutions that align with their clients' financial goals.


9. Godsey & Gibb Wealth Management


Godsey & Gibb Wealth Management, based in Richmond, Virginia, has been providing wealth management services since 1985. The firm specializes in investment management, financial planning, estate planning, and tax preparation, catering primarily to individuals and families, especially those aged 50 and older. With a team of experienced advisors, they focus on goal-oriented and risk-averse strategies to help clients secure their financial futures. Their commitment to comprehensive wealth management is evident in their multi-faceted service offerings, which also include family wealth advising and charitable giving strategies. Godsey & Gibb has navigated various market cycles, demonstrating resilience and adaptability in their approach. Their recent ranking on CNBC’s Financial Advisor 100 list underscores their standing in the industry, reflecting their dedication to client interests and financial security.


10. Toth Financial Advisory Corporation


Toth Financial Advisory Corporation, based in Leesburg, Virginia, is a financial advisory firm that specializes in creating customized investment portfolios and comprehensive financial planning for high net-worth individuals. Established in 1986, the firm has built a reputation for its personalized service and commitment to helping clients navigate the complexities of wealth management. With a team of experienced professionals, Toth Financial focuses on understanding each client's unique financial situation and goals, ensuring tailored strategies that align with their long-term objectives. The firm operates under a fee-only model, which promotes transparency and prioritizes the interests of clients over sales incentives. Toth Financial has served multiple generations of families, emphasizing the importance of trust and integrity in their client relationships. Their investment philosophy centers on quality stocks and a long-term buy-and-hold strategy, aiming to provide stability and growth for their clients' portfolios.


11. CJM Wealth Advisers, Ltd.

  • Website: cjmltd.com
  • Ownership type: Private
  • Headquarters: Falls Church, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1978
  • Headcount: 11-50
  • LinkedIn: cjm-wealth-advisers-ltd-

CJM Wealth Advisers, Ltd. is an independent, fee-only registered investment advisor based in Falls Church, Virginia. Established in 1978, the firm has been dedicated to providing comprehensive financial planning and investment management services primarily to high net worth families. With a team of certified financial planners (CFP®), CJM focuses on understanding the unique financial goals of each client, offering tailored solutions that address their specific needs. The firm emphasizes the importance of building trust through clear communication and ongoing support, ensuring that clients are well-informed and confident in their financial decisions. CJM Wealth Advisers serves clients not only in Northern Virginia and the DC metro area but also across the country, showcasing their ability to cater to a broader audience. Their approach integrates various aspects of financial management, including retirement planning, tax strategies, and estate planning, reflecting their commitment to holistic wealth management.


12. Heritage Wealth Advisors

  • Website: heritagewealth.net
  • Ownership type: Family Owned
  • Headquarters: Richmond, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2005
  • Headcount: 11-50
  • LinkedIn: heritage-wealth-advisors

Heritage Wealth Advisors, founded in 2005 and based in Richmond, Virginia, is a family-owned wealth management firm that provides a wide array of financial advisory services. The firm caters to high-net-worth individuals, families, foundations, and non-profits, focusing on family office management, investment management, financial planning, tax planning, and philanthropy. With a team of experienced professionals, Heritage Wealth Advisors aims to help clients navigate the complexities of wealth management while fostering long-term relationships built on trust and transparency. Their approach is characterized by a commitment to understanding each client's unique goals and values, allowing them to craft customized strategies that address both financial and personal aspirations. The firm operates without external funding, emphasizing its independence and dedication to serving its clients' best interests.


13. Corbett Road Wealth Management

  • Website: corbettroad.com
  • Ownership type: Private
  • Headquarters: Mclean, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2002
  • Headcount: 11-50
  • LinkedIn: corbettroad

Corbett Road Wealth Management, based in McLean, Virginia, has been serving clients since 2002. The firm specializes in customized investment management and financial planning, catering primarily to the 'working wealthy' in the United States. Their approach is characterized by a proprietary methodology that integrates tactical investment management with comprehensive financial planning. Corbett Road emphasizes understanding the unique needs of each client, employing a 360° Risk Assessment to tailor investment strategies. The firm also prioritizes client education, offering a range of resources including newsletters, podcasts, and market updates. With a team of experienced professionals, Corbett Road aims to build lasting relationships with clients, helping them navigate their financial journeys and achieve their goals.


14. VLP Financial Advisors

  • Website: vlpfa.com
  • Ownership type: Private
  • Headquarters: Vienna, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1990
  • Headcount: 11-50
  • LinkedIn: vlp-financial-advisors

VLP Financial Advisors, based in Vienna, Virginia, is an independent financial advisory firm that specializes in wealth management, financial planning, investment management, and retirement strategies. Established in 1990, the firm has built a reputation for providing tailored financial solutions to a wide range of clients, including individuals, families, and businesses. VLP emphasizes a holistic approach to financial management, ensuring that clients' investments align with their personal values and long-term goals. The firm manages over $1 billion in assets and prides itself on maintaining long-term relationships, with an average client tenure exceeding 15 years. VLP's team consists of experienced professionals, many of whom hold prestigious designations such as Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF). Their commitment to ongoing education and adherence to fiduciary standards reflects their dedication to serving clients' best interests. VLP also engages in community outreach and offers educational resources to empower clients in their financial journeys.


15. Burney Company

  • Website: burney.com
  • Ownership type: Private
  • Headquarters: Reston, Virginia, United States (USA)
  • Founded year: 1974
  • Headcount: 11-50
  • LinkedIn: the-burney-company

Burney Company, based in Reston, Virginia, is a financial services firm that has been active since 1974. It specializes in investment management, wealth management, and tax planning, catering to individuals, families, and institutions. The firm is known for its structured investment process, which aims to improve investor outcomes through tailored financial strategies. Burney Company operates with a fiduciary standard, ensuring that it prioritizes the best interests of its clients. The firm has been recognized in various rankings, including CNBC's FA 100 and Barron's Top 1200, highlighting its standing in the financial advisory community. With a team of experienced professionals, Burney Company is dedicated to helping clients achieve their financial goals through comprehensive wealth management services.


16. Brockenbrough


Brockenbrough is an investment management firm based in Richmond, Virginia, that has been serving clients since 1970. The firm specializes in wealth and investment management services tailored to the unique needs of individuals, families, and institutions. With a dedicated team of professionals averaging 24 years of experience, Brockenbrough focuses on creating customized investment strategies and comprehensive financial planning. They manage approximately $4.1 billion in assets, reflecting their capability and the trust placed in them by clients. The firm offers a range of services, including private wealth management, financial planning, and Outsourced Chief Investment Officer (OCIO) services for institutions. Their commitment to active listening and understanding client goals underpins their approach, ensuring that they provide solutions that align with clients' aspirations and values. Brockenbrough operates as an independent, employee-owned firm, which enhances their ability to prioritize client interests without external pressures.


17. Burney Wealth Management

  • Website: burneywealth.com
  • Ownership type: Private
  • Headquarters: Reston, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1974
  • Headcount: 11-50
  • LinkedIn: the-burney-company

Burney Wealth Management, based in Reston, Virginia, is a private wealth management firm founded in 1974. The company specializes in providing comprehensive financial services, including financial planning, investment management, and tax planning. They cater primarily to individuals and families with significant investable assets, offering tailored strategies designed to grow and preserve wealth. The firm operates under a fiduciary standard, ensuring that client interests are placed above all else. With a team of certified financial planners and credentialed investment professionals, Burney Wealth Management has built a reputation for delivering cohesive and coordinated advice. Their commitment to tax efficiency and proactive planning is evident in their approach, which integrates financial and tax strategies. The firm has received recognition in various industry rankings, including Barron's Top 1200 and CNBC FA 100, highlighting their standing in the wealth management field. Burney Wealth Management operates with a fee-only model, aligning their incentives with those of their clients, and they maintain a strong focus on client relationships and personalized service.


18. Bogart Wealth

  • Website: bogartwealth.com
  • Ownership type: Private
  • Headquarters: Mclean, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: January 2025
  • Founded year: 2016
  • Headcount: 11-50
  • LinkedIn: bogart-wealth

Bogart Wealth, based in McLean, Virginia, is a financial advisory firm that specializes in wealth management and financial planning. Founded in 2016, the firm has grown to a team of approximately 45 employees, all based in the United States. Bogart Wealth caters to a variety of clients, including retirees, families, entrepreneurs, and employees from sectors such as energy and technology. Their services include investment management, tax preparation and optimization, retirement planning, estate planning, and risk management. The firm emphasizes a customized approach to financial planning, ensuring that each client's unique situation and aspirations are taken into account. As a registered investment advisor, Bogart Wealth operates under a fiduciary standard, which mandates that they act in the best interests of their clients. This commitment to client-centric service, combined with their comprehensive offerings, positions them as a relevant player in the wealth management industry.


19. The Pinnacle Group

  • Website: thepinnacle.net
  • Ownership type: Private
  • Headquarters: Virginia Beach, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1989
  • Headcount: 11-50
  • LinkedIn: the-pinnacle-group_2

The Pinnacle Group, based in Virginia Beach, Virginia, is a financial advisory firm founded in 1989. With a team of 28 professionals, they specialize in financial planning, investment management, and retirement planning. Their clientele includes business owners, corporate executives, families, and non-profit organizations. The firm emphasizes a personalized approach to wealth management, ensuring that each client's unique financial goals and aspirations are at the forefront of their strategies. They are committed to maintaining high ethical and professional standards, which is reflected in their client-centric service model. The Pinnacle Group operates independently under Raymond James Financial Services, allowing them to leverage a broad range of resources while focusing on their clients' needs. Their long-standing presence in the industry and dedication to comprehensive financial guidance make them a notable player in the wealth management field.


20. KFA Private Wealth Group

  • Website: kfapwg.com
  • Ownership type: Venture Capital
  • Headquarters: Tysons, Virginia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: March 2023
  • Founded year: 2015
  • Headcount: 11-50
  • LinkedIn: kfa-private-wealth-group

KFA Private Wealth Group is a wealth management firm based in Tysons, Virginia, established in 2015. The company specializes in providing comprehensive financial and tax planning services tailored to high-income earners, self-employed individuals, and those with equity compensation. With a team of 19 dedicated professionals, KFA focuses on delivering personalized service and maintaining fiduciary responsibility, ensuring that clients' best interests are prioritized. The firm has built a reputation for helping clients navigate complex financial landscapes, offering strategies that maximize tax savings and facilitate wealth growth. KFA's approach is characterized by a commitment to understanding clients' unique goals and values, allowing them to create customized financial plans that align with individual aspirations. As an SEC-registered investment advisor, KFA adheres to regulatory standards, further enhancing its credibility in the wealth management industry.



Wealth Management Insights: Key Companies in Virginia


CompanyHeadquarterSizeFoundedOwnership
Evermay Wealth Management, LLCArlington, Virginia, United States (USA)11-502009Private
AgiliRichmond, Virginia, United States (USA)11-501993Private
PagnatoKarpReston, Virginia, United States (USA)11-502016Family Owned
Glassman Wealth ServicesVienna, Virginia, United States (USA)11-502009Private
JoycePayne PartnersRichmond, Virginia, United States (USA)11-501993Private
TCV Trust & Wealth ManagementRichmond, Virginia, United States (USA)11-501993Family Owned
Capitol Securities Management Inc.Reston, Virginia, United States (USA)201-5001981Private
Cary Street PartnersRichmond, Virginia, United States (USA)51-2002002Private Equity
Godsey & Gibb Wealth ManagementRichmond, Virginia, United States (USA)11-501985Private
Toth Financial Advisory CorporationLeesburg, Virginia, United States (USA)11-501986Private
CJM Wealth Advisers, Ltd.Falls Church, Virginia, United States (USA)11-501978Private
Heritage Wealth AdvisorsRichmond, Virginia, United States (USA)11-502005Family Owned
Corbett Road Wealth ManagementMclean, Virginia, United States (USA)11-502002Private
VLP Financial AdvisorsVienna, Virginia, United States (USA)11-501990Private
Burney CompanyReston, Virginia, United States (USA)11-501974Private
BrockenbroughRichmond, Virginia, United States (USA)11-501970Private
Burney Wealth ManagementReston, Virginia, United States (USA)11-501974Private
Bogart WealthMclean, Virginia, United States (USA)11-502016Private
The Pinnacle GroupVirginia Beach, Virginia, United States (USA)11-501989Private
KFA Private Wealth GroupTysons, Virginia, United States (USA)11-502015Venture Capital


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