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Top RIA Firms in Charlottesville, Virginia
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Charlottesville, Virginia. This hub covers 27 matching firms with $91.4B in total reported AUM and median AUM of $505.4M.
Firms
27
Matching current profiles
Total AUM
$91.4B
Reported regulatory AUM
Median AUM
$505.4M
Across firms with AUM
Largest firm
$38.5B
Investure, LLC
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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. 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 |
| 2. 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 |
| 3. 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 |
| 4. Quad-C Management, INC. CRD 161395 · Corporation | CHARLOTTESVILLE, VA | $3.5B Mar 2026 | +$475.5M+15.5% | +$260.1M+7.9% | +$2.0B+126.9% | +$2.2B+167.2% | +5 employees+17.9% over 3Y | 0 accounts+0.0% over 3Y |
| 5. Quinn Opportunity Partners CRD 167470 · Limited Liability Company | CHARLOTTESVILLE, VA | $2.6B Apr 2026 | +$1.0B+62.3% | +$1.3B+105.3% | +$1.0B+62.3% | +$2.4B+1040.0% | -2 employees-50.0% over 3Y | +1 accounts+16.7% over 3Y |
| 6. Quantitative Investment Management, LLC CRD 156869 · Limited Liability Company | CHARLOTTESVILLE, VA | $1.7B Mar 2026 | -$65.1M-3.8% | +$549.9M+49.1% | -$636.0M-27.6% | -$860.3M-34.0% | +4 employees+11.4% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Bluestem Asset Management, LLC CRD 158330 · Limited Liability Company | CHARLOTTESVILLE, VA | $1.3B May 2026 | -$109.6M-7.8% | -$382.9M-22.9% | -$1.6B-55.3% | -$8.9M-0.7% | -3 employees-42.9% over 3Y | 0 accounts+0.0% over 3Y |
| 8. Morris & Wells Wealth Management CRD 162411 · Limited Liability Company | CHARLOTTESVILLE, VA | $987.9M Mar 2026 | +$134.2M+15.7% | +$293.7M+42.3% | +$352.7M+55.5% | +$459.5M+87.0% | -2 employees-50.0% over 3Y | +62 accounts+26.3% over 3Y |
| 9. A. N. Culbertson & Company, INC. CRD 108341 · Corporation | CHARLOTTESVILLE, VA | $817.8M May 2026 | +$113.4M+16.1% | +$279.7M+52.0% | +$321.9M+64.9% | +$621.2M+316.1% | -1 employees-10.0% over 3Y | +56 accounts+7.1% over 3Y |
| 10. Iron Path Capital, L.p. CRD 316139 · Limited Partnership | CHARLOTTESVILLE, VA | $698.5M Apr 2026 | +$251.4M+56.2% | — | — | +$435.9M+166.0% | -1 employees-5.3% over 1Y | +3 accounts+42.9% over 1Y |
| 11. Marotta Wealth Management, INC. CRD 115645 · Corporation | CHARLOTTESVILLE, VA | $686.0M Mar 2026 | +$94.8M+16.0% | +$116.5M+20.4% | +$243.4M+55.0% | +$489.4M+249.0% | 0 employees+0.0% over 3Y | +222 accounts+12.9% over 3Y |
| 12. Guardian Point Capital, LP CRD 165053 · Limited Partnership | CHARLOTTESVILLE, VA | $646.4M Mar 2026 | -$52.6M-7.5% | -$108.3M-14.3% | +$121.5M+23.1% | +$363.7M+128.6% | -1 employees-20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Chase Investment Counsel Corporation CRD 104648 · Corporation | CHARLOTTESVILLE, VA | $509.8M Mar 2026 | +$155.0M+43.7% | +$159.6M+45.6% | +$200.7M+64.9% | -$303.5M-37.3% | 0 employees+0.0% over 3Y | +60 accounts+77.9% over 3Y |
| 14. Selby Lane Capital, LLC CRD 325345 · Limited Liability Company | CHARLOTTESVILLE, VA | $505.4M Mar 2026 | +$229.1M+82.9% | — | — | +$229.1M+82.9% | +2 employees+15.4% over 1Y | -1 accounts-10.0% over 1Y |
| 15. Masonry Capital Management, LLC CRD 292664 · Limited Liability Company | CHARLOTTESVILLE, VA | $370.5M Mar 2026 | +$11.7M+3.3% | -$266.9M-41.9% | +$129.0M+53.4% | — | 0 employees+0.0% over 3Y | -7 accounts-10.4% over 3Y |
| 16. Solitude Financial Services, INC. CRD 150348 · Corporation | CHARLOTTESVILLE, VA | $363.5M May 2026 | +$79.5M+28.0% | +$175.8M+93.6% | +$209.9M+136.6% | +$242.3M+199.9% | +1 employees+14.3% over 3Y | +217 accounts+38.1% over 3Y |
| 17. Rede Wealth, LLC CRD 173346 · Limited Liability Company | CHARLOTTESVILLE, VA | $346.1M Feb 2026 | +$83.8M+31.9% | +$100.1M+40.7% | +$202.0M+140.1% | — | 0 employees+0.0% over 3Y | +32 accounts+6.8% over 3Y |
| 18. Fields Gottscho Capital Management LLC CRD 136069 · Limited Liability Company | CHARLOTTESVILLE, VA | $333.0M Mar 2026 | +$64.3M+23.9% | +$45.7M+15.9% | +$102.1M+44.2% | +$184.4M+124.0% | 0 employees+0.0% over 3Y | -17 accounts-8.5% over 3Y |
| 19. Plustick Management LLC CRD 173707 · Limited Liability Company | CHARLOTTESVILLE, VA | $280.8M Mar 2026 | +$83.8M+42.5% | +$94.0M+50.3% | +$142.1M+102.5% | +$103.8M+58.7% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 20. Harren Equity Partners, LLC CRD 158494 · Limited Liability Company | CHARLOTTESVILLE, VA | $201.4M Mar 2026 | -$252.5M-55.6% | -$563.5M-73.7% | -$398.3M-66.4% | +$54.2M+36.9% | -4 employees-44.4% over 3Y | -5 accounts-71.4% over 3Y |
| 21. Emergent Financial Services, LLC. CRD 288434 · Limited Liability Company | CHARLOTTESVILLE, VA | $195.2M Mar 2026 | +$84.8M+76.8% | -$910.7M-82.3% | -$899.0M-82.2% | +$45.6M+30.5% | 0 employees+0.0% over 3Y | +116 accounts+86.6% over 3Y |
| 22. Wacona Capital, LLC CRD 331836 · Limited Liability Company | CHARLOTTESVILLE, VA | $194.1M Nov 2025 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 23. Lb Partners LLC CRD 309088 · Limited Liability Company | CHARLOTTESVILLE, VA | $191.3M Mar 2026 | +$966.9K+0.5% | — | — | +$966.9K+0.5% | 0 employees+0.0% over 1Y | +1 accounts+33.3% over 1Y |
| 24. Octagon Finance LLC CRD 289850 · Limited Liability Company | CHARLOTTESVILLE, VA | $184.1M Mar 2026 | -$9.7M-5.0% | -$25.6M-12.2% | -$150.0M-44.9% | -$36.6M-16.6% | -2 employees-28.6% over 3Y | +4 accounts+80.0% over 3Y |
| 25. Clio Asset Management LLC CRD 298041 · Limited Liability Company | CHARLOTTESVILLE, VA | $121.8M May 2026 | -$16.0M-11.6% | +$12.2M+11.1% | — | -$1.7M-1.4% | 0 employees+0.0% over 3Y | -18 accounts-21.4% 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.