Rialytix insights

Largest RIA Firms in Virginia by AUM

Explore registered investment advisers headquartered in Virginia, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 294 firms with $587.9B in total reported AUM and median AUM of $424.3M.

Firms

294

Matching current profiles

Total AUM

$587.9B

Reported regulatory AUM

Median AUM

$424.3M

Across firms with AUM

Largest firm

$51.8B

Vest Financial LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent 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
Jun 2026
+$12.5B+31.8%+$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
Jul 2026
-$876.0M-1.9%+$5.4B+13.9%-$24.3B-35.4%+$25.5B+136.2%+1 employees+0.6% over 3Y-128 accounts-31.8% over 3Y
3. Investure, LLC
CRD 130099 · Limited Liability Company
CHARLOTTESVILLE, VA$38.5B
Aug 2026
+$3.5B+10.0%+$7.9B+25.8%+$7.7B+24.8%+$29.6B+331.7%+9 employees+21.4% over 3Y+8 accounts+16.0% over 3Y
4. Strategic Investment Management, LLC
CRD 104862 · Limited Liability Company
ARLINGTON, VA$35.5B
Oct 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
Jul 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. Columbia Capital
CRD 159616 · Limited Partnership
ALEXANDRIA, VA$13.8B
Sep 2026
+$7.1B+104.2%+$9.2B+197.5%—+$10.2B+279.8%+27 employees+100.0% over 3Y+7 accounts+29.2% over 3Y
11. Akre Capital Management, LLC
CRD 109242 · Limited Liability Company
MIDDLEBURG, VA$11.8B
Jun 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
12. Cary Street Partners
CRD 128545 · Limited Liability Company
RICHMOND, VA$10.3B
Oct 2026
+$2.0B+24.1%+$4.7B+86.0%+$7.0B+215.0%+$9.5B+1288.7%+48 employees+35.8% over 3Y+5,344 accounts+46.9% over 3Y
13. 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
14. Spider Management Company, LLC
CRD 149343 · Limited Liability Company
RICHMOND, VA$8.1B
Sep 2026
+$1.7B+26.4%+$2.2B+37.1%+$1.9B+31.6%+$5.4B+195.7%+3 employees+15.8% over 3Y-2 accounts-50.0% over 3Y
15. 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
16. Homestead Advisers Corp.
CRD 109845 · Corporation
ARLINGTON, VA$7.5B
Jun 2026
-$284.9M-3.7%+$485.2M+7.0%-$572.6M-7.1%+$6.2B+483.0%-1 employees-2.4% over 3Y-2 accounts-9.5% over 3Y
17. 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
18. 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 3Y0 accounts+0.0% over 3Y
19. 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
20. Ejf Capital LP
CRD 138854 · Limited Partnership
ARLINGTON, VA$6.1B
Sep 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
21. 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
22. 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
23. Sands Capital Alternatives, LLC
CRD 155517 · Limited Liability Company
ARLINGTON, VA$5.4B
Jul 2026
+$2.2B+68.4%+$2.7B+100.4%+$4.0B+292.3%+$5.4B+100935.0%+77 employees+73.3% over 3Y+9 accounts+32.1% over 3Y
24. Heritage Wealth Advisors
CRD 137484 · Limited Liability Company
RICHMOND, VA$4.9B
Jul 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
25. Gladstone Management Corporation
CRD 122482 · Corporation
MCLEAN, VA$4.8B
Sep 2026
+$622.4M+15.0%+$796.7M+20.0%+$1.8B+60.3%+$3.8B+385.2%0 employees+0.0% over 3Y+1 accounts+25.0% 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 sufficient historical filing data is unavailable for the lookback period.