Rialytix insights
Top RIA Firms in Virginia
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Virginia. This hub covers 285 matching firms with $571.8B in total reported AUM and median AUM of $454.8M.
Firms
285
Matching current profiles
Total AUM
$571.8B
Reported regulatory AUM
Median AUM
$454.8M
Across firms with AUM
Largest firm
$51.8B
Vest Financial LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Vest Financial LLC CRD 165976 · Limited Liability Company | MCLEAN, VA | $51.8B Mar 2026 | +$27.4B+112.5% | +$41.8B+415.2% | +$49.4B+2040.1% | +$51.8B+1574908.4% | +32 employees+160.0% over 3Y | +98 accounts+175.0% over 3Y |
| 2. Sands Capital Management, LLC CRD 137610 · Limited Liability Company | ARLINGTON, VA | $44.3B Mar 2026 | -$698.7M-1.6% | -$28.8B-39.4% | -$24.3B-35.4% | +$25.5B+136.2% | +20 employees+12.3% over 3Y | -166 accounts-37.7% over 3Y |
| 3. Investure, LLC CRD 130099 · Limited Liability Company | CHARLOTTESVILLE, VA | $38.5B Mar 2026 | +$6.3B+19.5% | +$2.2B+6.2% | +$9.9B+34.7% | +$29.6B+331.7% | +11 employees+27.5% over 3Y | +10 accounts+20.8% over 3Y |
| 4. Strategic Investment Management, LLC CRD 104862 · Limited Liability Company | ARLINGTON, VA | $35.5B Mar 2026 | +$5.8B+19.7% | +$10.6B+42.6% | +$6.9B+24.0% | +$5.9B+20.1% | -11 employees-10.5% over 3Y | +12 accounts+16.0% over 3Y |
| 5. Cornerstone Partners CRD 311296 · Limited Liability Company | CHARLOTTESVILLE, VA | $29.3B Mar 2026 | +$9.3B+46.5% | +$17.8B+153.0% | +$19.7B+203.7% | — | +7 employees+24.1% over 3Y | +2 accounts+10.0% over 3Y |
| 6. Davenport & Company LLC CRD 1588 · Limited Liability Company | RICHMOND, VA | $24.7B Apr 2026 | +$2.2B+9.9% | +$8.1B+48.9% | +$8.6B+53.6% | +$20.1B+437.7% | +47 employees+9.8% over 3Y | +4,004 accounts+19.7% over 3Y |
| 7. Thompson Siegel & Walmsley LLC CRD 105726 · Limited Liability Company | RICHMOND, VA | $21.1B Apr 2026 | +$334.1M+1.6% | +$3.6B+20.5% | -$1.2B-5.3% | +$14.4B+212.1% | -4 employees-6.0% over 3Y | -471 accounts-9.5% over 3Y |
| 8. Mason Investment Advisory Services INC CRD 111113 · Corporation | RESTON, VA | $15.7B Mar 2026 | +$3.5B+28.9% | +$4.4B+39.6% | +$7.3B+88.1% | +$13.2B+528.7% | 0 employees+0.0% over 3Y | +360 accounts+45.7% over 3Y |
| 9. The London Company Of Virginia CRD 106654 · Limited Liability Company | RICHMOND, VA | $14.9B Mar 2026 | -$1.1B-7.0% | +$136.9M+0.9% | +$898.1M+6.4% | +$12.9B+666.5% | +6 employees+12.0% over 3Y | -2,632 accounts-30.1% over 3Y |
| 10. Akre Capital Management, LLC CRD 109242 · Limited Liability Company | MIDDLEBURG, VA | $11.8B Mar 2026 | -$2.6B-17.8% | -$1.9B-13.8% | -$5.3B-30.8% | +$11.0B+1403.4% | 0 employees+0.0% over 3Y | -75 accounts-25.6% over 3Y |
| 11. Cary Street Partners CRD 128545 · Limited Liability Company | RICHMOND, VA | $10.3B Mar 2026 | +$2.0B+24.1% | +$4.7B+86.0% | +$8.3B+428.2% | +$9.5B+1288.7% | +48 employees+35.8% over 3Y | +5,344 accounts+46.9% over 3Y |
| 12. Agincourt Capital Management, LLC CRD 112096 · Limited Liability Company | RICHMOND, VA | $10.0B Mar 2026 | +$255.8M+2.6% | +$2.6B+34.6% | +$2.7B+36.5% | +$5.6B+126.6% | 0 employees+0.0% over 3Y | +23 accounts+5.9% over 3Y |
| 13. Columbia Capital CRD 159616 · Limited Partnership | ALEXANDRIA, VA | $9.1B May 2026 | +$2.3B+34.3% | +$4.5B+95.7% | — | +$5.5B+149.8% | -4 employees-14.8% over 3Y | +3 accounts+12.5% over 3Y |
| 14. Brown Advisory CRD 106375 · Corporation | NORFOLK, VA | $7.6B Mar 2026 | +$250.4M+3.4% | +$963.7M+14.6% | +$976.2M+14.8% | +$5.1B+202.3% | -9 employees-20.0% over 3Y | -282 accounts-14.9% over 3Y |
| 15. Homestead Advisers Corp. CRD 109845 · Corporation | ARLINGTON, VA | $7.5B Mar 2026 | -$284.9M-3.7% | +$485.2M+7.0% | -$1.1B-12.4% | +$6.2B+483.0% | -1 employees-2.4% over 3Y | -2 accounts-9.5% over 3Y |
| 16. Cassaday & Company, INC. CRD 317672 · Limited Liability Company | MCLEAN, VA | $7.1B Mar 2026 | +$2.2B+43.5% | +$2.5B+54.1% | — | — | +31 employees+47.0% over 3Y | +182 accounts+5.9% over 3Y |
| 17. Foxhaven Asset Management, LP CRD 168872 · Limited Partnership | CHARLOTTESVILLE, VA | $6.5B Mar 2026 | +$753.9M+13.1% | +$2.1B+46.7% | +$869.7M+15.4% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 18. Andersen CRD 124205 · Limited Liability Company | MCLEAN, VA | $6.3B Mar 2026 | +$1.4B+27.9% | +$2.1B+50.5% | +$3.8B+144.9% | +$4.9B+345.3% | +550 employees+36.4% over 3Y | +166 accounts+40.2% over 3Y |
| 19. Ejf Capital LP CRD 138854 · Limited Partnership | ARLINGTON, VA | $6.1B Apr 2026 | -$411.5M-6.3% | -$2.5B-29.3% | -$5.8B-48.9% | +$4.4B+248.9% | -28 employees-38.9% over 3Y | -521 accounts-92.2% over 3Y |
| 20. Richmond Capital Management INC CRD 104636 · Corporation | RICHMOND, VA | $5.9B Mar 2026 | -$205.6M-3.3% | +$557.6M+10.4% | -$285.4M-4.6% | +$419.4M+7.6% | -1 employees-4.8% over 3Y | -33 accounts-16.6% over 3Y |
| 21. Brockenbrough CRD 105142 · Corporation | RICHMOND, VA | $5.5B May 2026 | +$45.4M+0.8% | +$1.2B+29.4% | +$1.6B+39.9% | +$3.9B+241.2% | +1 employees+3.3% over 3Y | -491 accounts-46.4% over 3Y |
| 22. Sands Capital Alternatives, LLC CRD 155517 · Limited Liability Company | ARLINGTON, VA | $5.4B Mar 2026 | +$2.5B+87.9% | +$2.0B+60.9% | +$4.0B+292.3% | +$5.4B+100935.0% | +139 employees+323.3% over 3Y | +6 accounts+19.4% over 3Y |
| 23. Heritage Wealth Advisors CRD 137484 · Limited Liability Company | RICHMOND, VA | $4.9B May 2026 | +$291.0M+6.4% | +$1.8B+57.7% | +$2.2B+82.1% | +$4.6B+1713.1% | +6 employees+20.0% over 3Y | +271 accounts+20.1% over 3Y |
| 24. The Ascent Group, LLC CRD 314424 · Limited Liability Company | VIRGINIA BEACH, VA | $4.8B Mar 2026 | +$1.9B+65.3% | +$2.2B+88.4% | — | — | +14 employees+46.7% over 3Y | +3,372 accounts+66.4% over 3Y |
| 25. Washington Harbour Partners LP CRD 309915 · Limited Partnership | ARLINGTON, VA | $4.7B Mar 2026 | +$3.1B+191.7% | +$4.1B+709.0% | +$4.1B+674.4% | +$4.3B+1149.6% | +5 employees+71.4% over 3Y | +47 accounts+162.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.