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Advisors for $500,000 to $1 million in Virginia

All 267 advisors

Advisors for $500,000 to $1 million in Virginia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Grace Choi Wills Financial Group Richmond Not listed Percentage of assets, Hourly
Jason Fink Graves Light Lenhart Private Wealth Management Harrisonburg Not listed Percentage of assets
John Rathnam Rathnam Capital Leesburg CFA Percentage of assets, Hourly
Kurt Laubinger Potomac Wealth Management Great Falls Not listed Percentage of assets, Hourly
Mary Price CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Michael Shea 8th Street Investments Alexandria CFA Hourly, Flat fee or retainer
Paul Harney CJM Wealth Advisers Falls Church Not listed Percentage of assets, Fixed fees
Sean Palmer Rechter Wealth Management Clifton Not listed Percentage of assets, One-time planning fee
Alexander Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Anne Umbarger MontVue Capital Management Lynchburg Not listed Percentage of assets, One-time planning fee
Christopher Blackwell MontVue Capital Management Lynchburg Not listed Percentage of assets, One-time planning fee
Douglas Birnie Piedmont Wealth Advisory Reston Not listed Flat fee or retainer
Justin Ellison Demand Wealth Oakton Not listed Percentage of assets
Kelly Cappello Argo Wealth Advisory Mclean Not listed Percentage of assets, Fixed fees
Michael Burns Campion Asset Management Fairfax CFA Percentage of assets, Hourly
Michael Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Owen Lyons Demand Wealth Potomac Falls Not listed Percentage of assets
Sarah Burnett MontVue Capital Management Lynchburg Not listed Percentage of assets, One-time planning fee
Sean Miller Miller Asset Solutions Charlottesville Not listed Percentage of assets
Terence Burns Campion Asset Management Fairfax CFA Percentage of assets, Hourly
Timothy Brinkman Integrity Investing Daleville Not listed Percentage of assets, Hourly
Xavier Urpi Emergent Financial Services Charlottesville Not listed Percentage of assets
Carlton Fitch Houlihan Financial Resource Group Ashburn Not listed Percentage of assets, Hourly
James Spickard Advanta Wealth Management Lynchburg Not listed Percentage of assets, Fixed fees
John Kunda Advanta Wealth Management Lynchburg Not listed Percentage of assets, Fixed fees
Ryan Houlihan Houlihan Financial Resource Group Reston Not listed Percentage of assets, Hourly
Stephen McNaughton Rede Wealth Charlottesville Not listed Percentage of assets, Fixed fees
William Pusey CrossGrain Family Investments Henrico Not listed Percentage of assets, Hourly
Alexander Scott Alpha Advisors Richmond Not listed Percentage of assets, Fixed fees
Angela Barbour Arkagos Advisors and Asset Management Alexandria Not listed Percentage of assets, Fixed fees
Gerald Sullivan Gratus Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
Gregory Blake TritonPoint Wealth Burke Not listed Percentage of assets, Fixed fees
Jessica Buckley Norton Capital Management Henrico Not listed Percentage of assets
Jessica Metso Arkagos Advisors and Asset Management Alexandria Not listed Percentage of assets, Fixed fees
Mark Leimberger Alpha Advisors Richmond Not listed Percentage of assets, Fixed fees
Sarah Byrd Alpha Advisors Richmond Not listed Percentage of assets, Fixed fees
Tiffany Blackburn Arkagos Advisors and Asset Management Alexandria Not listed Percentage of assets, Fixed fees
Alishia Dubois Strathmore Capital Advisors Glen Allen CFP Percentage of assets, Fixed fees
Anthony Matteo Sagevest Wealth Management Mclean CFP Percentage of assets, Hourly
Brett Roper Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Carl Lind Alpha Omega Wealth Management Richmond CFP Percentage of assets, Hourly
Charles Rembert Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Christopher Leslie Godsey & Gibb Wealth Management Richmond CFP Percentage of assets
Cynthia Bowen Bowen Financial Services Midlothian CFP Percentage of assets, Hourly
Daniel Jackson Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Daniel Larrabee Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees
Daniel Sendi Portfolio Advisory Group Alexandria CFP Percentage of assets, Hourly
David Sendi Portfolio Advisory Group Alexandria CFP Percentage of assets, Hourly
David Staples Salomon and Ludwin Richmond CFP Percentage of assets
David Tebor Rembert Pendleton Jackson Vienna CFP Percentage of assets, Fixed fees