Godsey & Gibb Wealth Management is a reputable investment advisory firm headquartered in Richmond, VA, boasting two well-established offices. With a dedicated team of 25 professionals, including 10 experienced investment advisors, they offer a range of financial services. With an average of $116,410,000 in assets under management per investment advisor, Godsey & Gibb Wealth Management maintains an industry-average standing. Their compensation structure is diverse and includes a percentage of assets under management, ensuring alignment with client success. While 401K and individual accounts represent less than 30% of their total assets under management, Godsey & Gibb Wealth Management possesses the expertise to effectively manage employer funds. An impressive 99% of the assets they handle are discretionary, highlighting the trust their clients place in their investment strategies. The firm primarily caters to high-net-worth individuals, managing the assets of over 280 individual clients. Their robust client base translates to more than $1,164,119,000 in assets under management, signifying their ability to handle substantial portfolios. Notably, Godsey & Gibb Wealth Management benefits from the experience and expertise of their longest-tenured advisors, including Michael Gibb, Danny Savage, and Ephraim Ulmer. These seasoned professionals contribute to the firm's stellar reputation and client satisfaction. With a commitment to providing comprehensive financial solutions and personalized guidance, Godsey & Gibb Wealth Management continues to solidify its position as a trusted wealth management partner for individuals seeking long-term financial success.

Capitol Private Wealth Group LLC, based out of Vienna, VA, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions. With one office serving as their hub, they boast a team of seven highly skilled professionals, four of whom specialize in delivering top-notch investment advisory services. Their expertise is reflected in their impressive average of approximately $64,000,000 in assets under management per investment advisor, aligning with the industry average. When it comes to compensation, Capitol Private Wealth Group LLC offers a diverse range of structures to cater to their clients' preferences. They are flexible and accommodate various arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Notably, they possess substantial experience in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Their exceptional track record in this sector underscores their prowess in meeting the unique financial needs of their clients. Capital Private Wealth Group LLC prides itself on managing 100% of their clients' assets with a discretionary approach, showcasing their expertise and ability to make strategic investment decisions on behalf of their clientele. With an impressive portfolio of over 370 individual clients, they oversee a remarkable $256,018,000 in assets under management. The firm's success can be attributed, in part, to the exceptional talents of their longest-tenured advisors. The experienced team includes Lisa Barbieri, Anders Lundegard, and Bobby Glass, whose knowledge and dedication have contributed to the firm's stellar reputation. Capitol Private Wealth Group LLC continues to provide expert financial guidance, nurturing their clients' wealth and empowering them to achieve their long-term financial goals.

Water Street Financial LLC is a reputable investment advisory firm located in Winchester, VA. With a single office, they provide comprehensive financial services to their local clientele. The firm is comprised of a dedicated team of eight professionals, with six of them specializing in investment advisory services. With an impressive average of $24,550,000 in assets under management per investment advisor, Water Street Financial LLC demonstrates a strong track record in managing client investments. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. Water Street Financial LLC has garnered extensive experience in managing assets from employer 401(k) plans and individual accounts, which collectively contribute to approximately half of their assets under management. This expertise in the retirement plan space positions them as trusted advisors in helping clients secure their financial futures. An impressive 79% of the assets they manage are discretionary, showcasing the firm's ability to make informed investment decisions on behalf of their clients. With over 280 individual clients, Water Street Financial LLC oversees a substantial portfolio with assets under management totaling over $147,272,000. The firm is proud of its team of experienced advisors, with Anthony Sutton, Jeffrey Reid, and Christopher Cotterell being among the longest-tenured professionals. Their deep industry knowledge and commitment to client success have been instrumental in building lasting relationships with their valued clients. Water Street Financial LLC continues to be a trusted partner, offering personalized financial strategies and expert guidance to individuals and businesses in Winchester and beyond.

Arbor Private Wealth, LLC is a highly regarded investment advisory firm based in Ashburn, VA. With a dedicated team of three employees, all of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach. Serving over 50 individual clients, Arbor Private Wealth, LLC manages assets exceeding $106,328,000. The firm's expertise lies in managing the portfolios of high-net-worth individuals, with the majority of the assets they oversee belonging to this segment. Additionally, while 401K plans and individual accounts comprise less than 30% of their assets under management, Arbor Private Wealth, LLC possesses the capability and experience to effectively handle employer funds. Operating with discretion over 67% of the assets they manage, the firm upholds strict confidentiality and focuses on personalized strategies tailored to each client's unique financial goals. With two offices in Ashburn, VA, Arbor Private Wealth, LLC ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including Sara Kanig, Amy Showalter, and Eric Showalter, who boast extensive tenures at the company. Their long-standing presence and expertise contribute to the firm's success in delivering top-notch investment advisory services. Arbor Private Wealth, LLC stands as a trusted partner, dedicated to helping clients navigate the complexities of wealth management and achieve their financial aspirations.

Buchanan Wealth Management, headquartered in Reston, VA, is a reputable investment advisory firm catering to a diverse clientele. With a focus on personalized financial strategies, they manage a substantial portfolio of over $108,735,000 in assets. Serving over 120 individual clients, Buchanan Wealth Management offers comprehensive wealth management solutions. While the firm primarily handles discretionary assets, they also possess expertise in managing employer funds. Their dedicated team of four employees, including two experienced investment advisors, ensures tailored investment advice and exceptional service. Matthew Buchanan and Goeun Choi stand as the firm's longest-tenured registered advisors, contributing their extensive knowledge and expertise to client portfolios. Buchanan Wealth Management adopts a flexible compensation structure, offering various options to suit clients' needs. They charge a percentage of assets under management, fixed fees, and hourly rates, providing transparent and flexible payment options. With an average of $54,370,000 in assets under management per investment advisor, Buchanan Wealth Management maintains an industry-standard performance level. By utilizing their expertise and resources, they strive to optimize clients' financial goals and objectives. As a small investment advisory firm with one office in Reston, VA, Buchanan Wealth Management combines personalized attention with a deep understanding of the financial markets. They are committed to building long-term relationships with clients, providing comprehensive wealth management solutions tailored to individual needs.

Capitol Securities Management, Inc. is a highly reputable regional investment advisory firm headquartered in Glen Allen, VA, with a network of 41 offices. With an impressive portfolio of over 1,500 individual clients, they oversee a staggering $1,285,947,000 in assets under management. While 401K and individual accounts make up less than 30% of their managed assets, Capitol Securities Management, Inc. possesses the expertise and capacity to handle employer funds as well. Notably, a substantial 84% of the assets they manage are handled on a discretionary basis, indicating a high level of trust and confidence placed in their investment strategies. The firm's compensation structure is versatile, offering clients a range of options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and suitability for diverse client needs. With a dedicated team of 175 employees, Capitol Securities Management, Inc. is committed to delivering exceptional investment advisory services. Out of this talented workforce, 127 professionals specialize in providing personalized investment advice. On average, each investment advisor manages approximately $10,130,000 in assets, demonstrating the firm's ability to provide personalized attention and customized solutions to their clients. Capitol Securities Management, Inc. prides itself on its experienced team of advisors, with several of the longest-tenured experts including Edward Wetherell, David Spiker, and William Korn. Their wealth of experience and industry knowledge contributes to the firm's ability to deliver consistent results and build enduring relationships with clients. As a trusted partner in wealth management, Capitol Securities Management, Inc. remains dedicated to preserving and growing their clients' assets, providing comprehensive investment solutions tailored to individual needs and financial goals.

Motley Fool Wealth Management, LLC, a regional investment advisory firm based out of Alexandria, VA, has established itself as a trusted partner in the financial industry. With over 2,590 individual clients and an impressive $1,621,706,000 in assets under management, they have earned a reputation for delivering exceptional service and results. Motley Fool Wealth Management, LLC operates across six offices, strategically positioned to serve their diverse clientele effectively. Their expertise lies in managing both employer 401Ks and individual investments, which together constitute around half of their total assets under management. This extensive experience in the retirement planning space sets them apart from other firms. As a discretionary asset manager, Motley Fool Wealth Management, LLC has the authority to make investment decisions on behalf of their clients, ensuring a proactive and tailored approach. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, accommodating various client needs. The firm boasts a dedicated team of 64 employees, with 33 of them providing invaluable investment advisory services. With an average of approximately $49,140,000 in assets under management per investment advisor, they align with industry norms. Notably, Motley Fool Wealth Management, LLC is fortunate to have several long-tenured advisors, including Michael Hunter, John Freemire, and Nicholas Crow, who contribute their wealth of experience and expertise to the firm's success. Motley Fool Wealth Management, LLC's commitment to delivering personalized and comprehensive financial solutions has established them as a trusted partner in wealth management. With a strong track record and a focus on client satisfaction, they continue to help individuals and businesses achieve their financial goals.

The Main Street Group, based out of Glen Allen, VA, is a reputable investment advisory firm serving individuals and employers alike. With two offices, they have established a strong presence in the local community. Comprising a total of 13 dedicated professionals, 9 of whom specialize in investment advisory services, the firm provides expert guidance to clients seeking to grow and manage their wealth effectively. The Main Street Group boasts an impressive average of approximately $24,900,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' needs. Renowned for their expertise in employer 401Ks and individual investment management, The Main Street Group has accumulated a significant portion of their assets under management from these sources. All assets under their management are handled with discretionary authority, providing clients with peace of mind and efficient decision-making. With a robust client base comprising over 710 individuals, The Main Street Group oversees an impressive $224,117,000 in assets under management. The firm's longevity and success can be attributed, in part, to their experienced team of advisors. Notable among them are Steven Crawford, Lawrence Grimes, and Lisa Roccaforte, who have served clients faithfully over the years. In summary, The Main Street Group stands as a trusted local investment advisory firm, offering comprehensive services, a diverse compensation structure, and a wealth of experience. Their commitment to delivering personalized solutions has solidified their position as a go-to resource for individuals and employers seeking expert financial guidance.

Closed-End Fund Advisors, based out of Richmond, VA, is a reputable investment advisory firm catering to a diverse range of clients. With over 40 individual clients and an impressive $144,392,000 in assets under management, they have established themselves as a trusted partner in the financial industry. While specializing in closed-end funds, Closed-End Fund Advisors offers comprehensive investment advisory services to clients seeking expert guidance. Their portfolio management expertise extends beyond individual and 401K accounts, as they possess the capabilities to effectively manage employer funds. Notably, 48% of the assets they oversee are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Closed-End Fund Advisors employs a variety of compensation structures to suit the unique needs of their clients. These include charging a percentage of assets under management, hourly fees, subscription fees, and fixed fees. Their flexible approach ensures that clients receive tailored services that align with their investment goals and preferences. With a team of four dedicated professionals, including two investment advisors, Closed-End Fund Advisors maintains a favorable client-to-advisor ratio. Their average assets under management per investment advisor amount to approximately $72,200,000, which falls within the industry average. Clients benefit from the firm's collective knowledge and experience, with Daniel Silver, John Scott, and George Scott being among the firm's longest tenured and highly skilled advisors. As an investment advisory firm, Closed-End Fund Advisors is committed to providing exceptional service, personalized strategies, and prudent investment management to help clients achieve their financial objectives.

Cary Street Partners Asset Management, headquartered in Richmond, VA, is a prominent local investment advisory firm. With a team of 39 dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. A notable aspect of the firm is that 11 of their employees are specifically focused on delivering expert investment advice. With an impressive track record, Cary Street Partners Asset Management manages a substantial amount of assets, averaging around $185,670,000 per investment advisor. This figure surpasses the industry average, highlighting their expertise and ability to generate favorable returns for their clients. Their compensation structure encompasses various types, including a percentage of the assets under management, ensuring a client-centric approach to their services. Currently, the firm serves over 930 individual clients, effectively managing an extensive portfolio of assets worth over $1,291,529,000. While 401K and individual accounts make up less than 30% of their assets under management, Cary Street Partners Asset Management possesses the capacity to effectively manage employer funds. Significantly, 92% of the assets they handle are under their discretion, demonstrating their proficiency in making strategic investment decisions. With three offices spread across Richmond, Cary Street Partners Asset Management maintains a strong local presence. Diane Sobin and Marc Davis stand out as two of the longest tenured registered advisors within the firm, showcasing their experience and commitment to providing excellent service to their clients. Overall, Cary Street Partners Asset Management is a trusted and well-respected player in the investment advisory industry.

Bogart Wealth, LLC, a renowned local investment advisory firm headquartered in McLean, VA, is dedicated to providing top-tier financial services to its clients. With 28 highly skilled employees, including 16 expert investment advisors, Bogart Wealth, LLC prides itself on delivering exceptional investment advisory services. Their team's wealth of experience and expertise allows them to effectively manage a vast portfolio of assets, totaling an impressive $2,282,220,000 under management. What sets Bogart Wealth, LLC apart from others in the industry is their remarkable track record of success. Their investment advisors achieve an outstanding average of approximately $167,790,000 in assets under management per advisor, significantly surpassing the industry average. The firm's compensation structure is designed to align with their clients' best interests, incorporating various methods such as a percentage of assets under management and performance-based fees. While catering to a diverse client base of over 680 individuals, Bogart Wealth, LLC primarily focuses on managing the assets of high net worth individuals. Although 401(k) and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to effectively handle employer funds. A substantial 66% of the assets they manage are discretionary, giving clients peace of mind and allowing the firm to make informed investment decisions on their behalf. With four offices strategically located, Bogart Wealth, LLC ensures convenient access and personalized service for their clients. The firm boasts a team of seasoned advisors, including esteemed professionals like Michael Duffy, Michael Camara, and Peter Knoer, who have been with the company for an extensive period, bringing a wealth of knowledge and experience to their clients' portfolios.

3Chopt Investment Partners LLC is a reputable investment advisory firm based in Richmond, VA. With a total of five dedicated employees, four of whom specialize in providing comprehensive investment advisory services, the company offers a personalized and hands-on approach to wealth management. Each investment advisor at 3Chopt Investment Partners LLC boasts an impressive average of approximately $32,310,000 in assets under management, reflecting their expertise in delivering tailored financial solutions. The firm's compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With a portfolio value of over $404,791,000, 3Chopt Investment Partners LLC proudly serves a diverse clientele of more than 30 individual investors. Notably, the firm primarily manages assets for high-net-worth individuals, prioritizing their financial goals and objectives. A distinguishing characteristic of 3Chopt Investment Partners LLC is its discretionary management approach, with a staggering 99% of the assets under their purview falling into this category. This discretionary model allows the company's seasoned advisors to make informed investment decisions on behalf of their clients, leveraging their experience and market insights to optimize returns. Operating from a single office in Richmond, 3Chopt Investment Partners LLC has established a strong presence in the local financial community. The firm takes pride in its team of highly experienced professionals, including Elizabeth Ware, Stuart Dillard, and Scott Storey, who have been instrumental in providing valuable guidance to clients over their long tenures with the company. With their unwavering commitment to delivering exceptional investment advisory services, 3Chopt Investment Partners LLC stands as a trusted partner for individuals seeking comprehensive wealth management solutions in the Richmond area.