Emergent Financial Services, LLC. is a highly reputable investment advisory firm headquartered in Charlottesville, VA. With a strong focus on personalized financial solutions, they cater to a diverse clientele of over 120 individuals. Backed by a wealth of experience and expertise, the firm manages an impressive portfolio, boasting assets under management worth over $1,105,901,000. As a small but thriving firm, Emergent Financial Services, LLC. distinguishes itself through its commitment to excellence and attention to detail. With a single office location, their dedicated team of five employees works tirelessly to provide exceptional investment advisory services. Among these employees, four are seasoned investment advisors, ensuring clients receive the utmost professionalism and guidance. One of the key aspects that sets Emergent Financial Services, LLC. apart is their discretionary management approach, which covers 15% of the assets they oversee. This approach empowers the firm to make informed investment decisions on behalf of their clients, leveraging their expertise to maximize returns. The compensation structure at Emergent Financial Services, LLC. encompasses various types, including a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored financial solutions that align with their specific needs and objectives. Notably, Alexander Urpi and Xavier Urpi are two of the longest-tenured registered advisors at the firm. Their extensive knowledge and experience further solidify Emergent Financial Services, LLC.'s position as a trusted partner in managing clients' wealth. Moreover, the firm's impressive average of approximately $276,480,000 in assets under management per investment advisor surpasses the industry average, exemplifying their commitment to delivering exceptional results for their clients.

Pettyjohn, Wood & White, Inc. is a highly reputable local investment advisory firm headquartered in Lynchburg, VA. With over 20 years of experience, the firm has established a strong presence in the financial industry. Led by a team of skilled professionals, including the longest tenured advisors Charles White, Thomas Gerhardt, and John Doyle, Pettyjohn, Wood & White, Inc. offers comprehensive investment advisory services to a diverse clientele. With a total of six dedicated employees, five of whom specialize in investment advisory services, the firm is committed to providing personalized financial solutions tailored to meet the unique needs of each client. On average, their investment advisors manage approximately $43,420,000 in assets, demonstrating their expertise in wealth management. Pettyjohn, Wood & White, Inc. boasts an impressive portfolio of over 300 individual clients, whose combined assets under management exceed $648,455,000. While catering primarily to high net worth individuals, the firm also possesses the capacity to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. The firm's compensation structure is designed to align their interests with those of their clients. They employ various fee arrangements, including a percentage of assets under management and hourly charges, ensuring transparency and fairness. With their unwavering commitment to discretion and integrity, Pettyjohn, Wood & White, Inc. has earned the trust of their clients and positioned themselves as a trusted financial partner. Their singular Lynchburg office is a testament to their dedication to the local community, providing accessible and personalized investment advisory services.

Montvue Capital Management, Inc., based out of Lynchburg, VA, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, Montvue Capital Management strives to offer personalized guidance tailored to each client's unique goals and needs. The firm manages a substantial portfolio, with an average of approximately $49,380,000 in assets under management per investment advisor, aligning closely with the industry average. The compensation structure at Montvue Capital Management encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible approach that suits different client preferences. Boasting a client base of over 100 individuals, Montvue Capital Management oversees more than $268,120,000 in assets under management. Primarily catering to high-net-worth individuals, the firm demonstrates expertise in managing sizable portfolios, with the majority of assets falling under their discretionary management, accounting for an impressive 98%. While the firm predominantly handles individual accounts and 401K plans, which constitute less than 30% of their assets under management, Montvue Capital Management also possesses the capability to effectively manage employer funds. With its single office in Lynchburg, VA, the company fosters a close-knit environment, allowing for personalized attention and fostering lasting relationships. Montvue Capital Management boasts a team of experienced advisors, including Alan Kramer, Sarah Burnett, and Anne Umbarger, who have demonstrated their commitment and expertise over the years. With a focus on delivering tailored financial strategies and building long-term client partnerships, Montvue Capital Management, Inc. is well-equipped to guide clients towards achieving their financial objectives.

Solitude Financial Services, Inc., a small investment advisory firm based out of Charlottesville, VA, caters to high net worth individuals seeking expert guidance for their financial goals. With over 40 individual clients and a staggering $187,741,000 in assets under management, Solitude Financial Services has established itself as a trusted partner in wealth management. The firm operates from two offices, providing personalized services to clients across the region. While 401K and individual accounts make up less than 30% of their assets under management, Solitude Financial Services also possesses the capability to manage employer funds, offering a comprehensive range of investment solutions. With a commitment to discretionary management, Solitude Financial Services ensures that 100% of the assets they oversee are handled with expertise and care. Their compensation structure is diverse, including a percentage of assets under management and hourly charges, enabling clients to choose the option that best aligns with their needs. Boasting a team of seven dedicated employees, four of whom provide investment advisory services, Solitude Financial Services has an average of approximately $46,940,000 in assets under management per investment advisor. This figure falls within the industry average, reflecting their proficiency in managing substantial portfolios. The firm takes pride in its experienced advisors, with Ariel Kauffman, Gene Kowalski, and Ashley Vice among the longest-tenured professionals at the company. Their knowledge and expertise contribute to Solitude Financial Services' reputation as a trusted financial partner, committed to helping clients achieve their financial objectives.

Morris & Wells Wealth Management, a small investment advisory firm based out of Charlottesville, VA, has positioned itself as a trusted partner in the financial management industry. With over 210 individual clients and a staggering $694,261,000 in assets under management, they have proven their ability to navigate the complexities of wealth management. Specializing in employer 401Ks and individual accounts, Morris & Wells Wealth Management has developed a reputation for effectively managing assets and optimizing investment strategies. Their expertise in 401K plans sets them apart, as they possess the necessary qualifications to oversee both employer and employee contributions. With 100% of the assets they manage being discretionary, clients can rely on Morris & Wells Wealth Management's autonomy and objectivity in making crucial investment decisions. Their compensation structure is diversified, offering various options, including a percentage of assets under management. This flexibility ensures that clients have choices that align with their individual needs. Employing a team of four highly skilled professionals, Morris & Wells Wealth Management offers a personalized and attentive approach to each client. Their average of approximately $173,570,000 in assets under management per investment advisor exceeds industry standards, emphasizing their commitment to delivering exceptional results. At Morris & Wells Wealth Management, clients can expect a comprehensive range of investment advisory services, meticulous attention to detail, and a dedication to helping individuals and businesses achieve their financial goals. With their extensive experience and proven track record, they have solidified their position as a leading wealth management firm in Charlottesville and beyond.

Legacy Wealth Management Group, Inc. is a small investment advisory firm based out of Lynchburg, VA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Among its six employees, four specialize in offering expert guidance in investment matters. Each investment advisor at Legacy Wealth Management Group, Inc. manages an average of approximately $38,600,000 in assets. The company employs a diverse compensation structure, tailored to meet the unique needs of its clients. This structure includes a percentage of assets under management, fixed fees, and hourly charges. Notably, Legacy Wealth Management Group, Inc. possesses extensive experience in managing employer 401Ks and individual assets, which accounts for approximately half of their assets under management. As a testament to their commitment to client satisfaction, Legacy Wealth Management Group, Inc. manages all of their clients' assets on a discretionary basis, affording them the flexibility to make investment decisions on behalf of their clients without prior consultation. Currently, they serve over 550 individual clients, managing a substantial $154,400,000 in assets. The firm takes pride in its team of highly experienced advisors, several of whom have been with the company for a significant period. Branden Bosch, Mark Boccarossa, and Joshua Stamm are among the longest-tenured advisors at Legacy Wealth Management Group, Inc., lending their expertise and deep understanding of the financial industry to benefit their clients. With their knowledgeable team and strong track record, Legacy Wealth Management Group, Inc. continues to provide personalized and reliable investment advisory services to its valued clients in the Lynchburg area and beyond.

Selective Wealth Management, Inc. is a reputable investment advisory firm based out of Forest, VA, dedicated to providing comprehensive wealth management services to individuals and employer 401Ks. With a team of 11 skilled professionals, their primary focus is delivering personalized investment advisory services to their diverse clientele. The firm boasts an impressive average of $73,260,000 in assets under management per investment advisor, which aligns with the industry average. This solidifies their expertise in managing significant financial portfolios. Selective Wealth Management, Inc. caters to over 860 individual clients, who have entrusted them with more than $358,770,000 in assets under management. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This ensures a transparent and mutually beneficial relationship between the firm and its clients. Notably, Selective Wealth Management, Inc. has developed substantial experience in managing employer 401Ks and individual assets, which account for approximately half of their total assets under management. The firm's success in this space reflects their in-depth knowledge and understanding of the unique challenges and opportunities it presents. With nine offices spread across the region, Selective Wealth Management, Inc. is deeply rooted in the local community. The firm's longevity and credibility are further enhanced by the presence of seasoned advisors such as Christopher Devlin, Joshua Standeven, and Brian Liedstrand, who have been instrumental in driving the company's growth and success. Selective Wealth Management, Inc. prides itself on its client-centric approach, combining expert financial guidance with personalized strategies tailored to each client's individual needs and goals. By leveraging their extensive experience and dedication to excellence, the firm continues to empower clients on their path to financial success.