Heritage Wealth Management Group, Ltd is a small investment advisory firm headquartered in Norfolk, VA, with four offices strategically located to serve their diverse clientele. With a team of six dedicated professionals, including four experienced investment advisors, the firm is committed to providing personalized financial solutions to help clients achieve their long-term goals. Known for their expertise in managing employer 401Ks and individual assets, Heritage Wealth Management Group, Ltd boasts an impressive average of approximately $33,540,000 in assets under management per investment advisor. Their compensation structure offers flexibility and transparency, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. With a notable 89% of assets under management being discretionary, Heritage Wealth Management Group, Ltd ensures clients' investment portfolios align with their unique risk tolerances and financial aspirations. Currently, they oversee an extensive client base, boasting over 190 individual clients and managing assets totaling more than $134,158,000. At Heritage Wealth Management Group, Ltd, the dedication and longevity of their advisors set them apart. Seasoned professionals like Michael Broadhurst, Mark Tekamp, and John Garner bring years of industry experience to the table, guiding clients through changing market landscapes and delivering exceptional service. By combining their in-depth knowledge of the investment landscape, personalized approach, and commitment to long-term success, Heritage Wealth Management Group, Ltd continues to empower their clients to secure their financial future with confidence.

Concord Wealth Partners, based out of Abingdon, VA, is a local investment advisory firm with a dedicated team of professionals. With a total of 17 employees, 13 of whom provide investment advisory services, Concord Wealth Partners offers comprehensive financial guidance to a diverse clientele. Their extensive expertise is reflected in the management of over $693,838,000 in assets under their care, with an average of $63,110,000 in assets per investment advisor, aligning with industry standards. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to each client's unique needs. Concord Wealth Partners prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they oversee falling under this category. This level of trust is further bolstered by their experience in handling employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. With eight offices serving the local community, Concord Wealth Partners has established itself as a reputable institution in the region. The firm boasts a seasoned team of advisors, including Justin Lopez, Jonathan Lopez, and Jonathan Weatherly, who bring a wealth of knowledge and expertise to their clients. By cultivating strong relationships and providing personalized financial solutions, Concord Wealth Partners strives to help individuals and businesses achieve their investment goals and secure their financial future.

Dorsey, Wright & Associates, LLC is a well-established local investment advisory firm headquartered in Richmond, VA. With over 450 individual clients and a remarkable $657,787,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from two offices, allowing them to efficiently serve their growing client base. One notable aspect of Dorsey, Wright & Associates, LLC is their expertise in commodity pool operation and commodity trading advising, both registered and exempt from registration. While their focus lies primarily on discretionary management of assets, they also possess the capability to effectively manage employer funds, expanding their reach in the investment landscape. The firm's compensation structure is flexible, accommodating various client needs. They offer several types of fees, including a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This adaptable approach ensures that clients can select the most suitable arrangement for their investment requirements. Dorsey, Wright & Associates, LLC prides itself on a team of 25 highly skilled professionals, with 13 dedicated to providing investment advisory services. On average, each investment advisor manages approximately $50,600,000 in assets, aligning with the industry standard. Noteworthy among their ranks are the firm's longest-tenured advisors, Steven Raymond, Andrew Hyer, and John Lewis, who bring invaluable experience and expertise to the table. With their impressive track record and commitment to delivering tailored investment solutions, Dorsey, Wright & Associates, LLC continues to solidify its position as a leading investment advisory firm in Richmond, VA, catering to the diverse needs of their discerning clientele.

Grand Strategy Capital, LLC is a reputable investment advisory firm located in Charlottesville, VA. With a deep understanding of the financial markets and a client-centric approach, the company has built a strong reputation in the industry. They currently serve a diverse portfolio of over 30 individual clients, managing assets exceeding $98,722,000. As a small firm with a single office, Grand Strategy Capital, LLC offers personalized and tailored investment strategies to meet the unique goals and objectives of each client. While a significant portion of their assets under management comes from high net worth individuals, the firm also possesses the expertise to handle employer funds, although they constitute less than 30% of their total assets. The team at Grand Strategy Capital, LLC consists of three highly skilled and experienced investment advisors. They provide comprehensive investment advisory services to their clients, ensuring that each investment decision aligns with the client's risk tolerance and long-term objectives. With an average of approximately $32,910,000 in assets under management per investment advisor, they offer a focused and dedicated approach to wealth management. The firm's compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and alignment of interests between the firm and its clients. Notably, Grand Strategy Capital, LLC takes pride in their longest-tenured advisors, Joseph Coulson, David Graham, and Walter Megonigal, who contribute extensive expertise and insight to the firm's investment strategies.

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.

Alpha Advisors, LLC is a small investment advisory firm based out of Richmond, VA, with 4 dedicated employees. Three of these professionals provide exceptional investment advisory services, demonstrating their expertise in the field. With an impressive average of approximately $181,230,000 in assets under management per investment advisor, Alpha Advisors outperforms the industry average significantly. The firm's compensation structure is diverse, offering various types including a percentage of assets under management and subscription fees. Their client base comprises over 40 individuals, with assets under management totaling over $148,404,000. Alpha Advisors primarily manages the assets of high-net-worth individuals, while 401K and individual accounts represent a smaller portion, accounting for less than 30% of their assets under management. However, they do possess the capability to effectively manage employer funds. With 100% of the assets they manage being discretionary, Alpha Advisors takes full responsibility for their clients' investments, providing personalized and tailored strategies. The firm operates from a single office in Richmond, VA, serving as a local hub for their operations. Alpha Advisors boasts a team of highly experienced advisors, including Alexander Scott, Sarah Byrd, and Roland Wallace, who have demonstrated remarkable longevity and commitment to the firm. Through their expert guidance, commitment to client satisfaction, and exceptional asset management performance, Alpha Advisors, LLC has established itself as a trusted partner for individuals seeking to grow and preserve their wealth in the Richmond, VA area.

Yeske Buie Inc. is a well-established local investment advisory firm, operating from Vienna, VA. With two strategically located offices, they offer comprehensive financial services to a diverse clientele. The firm boasts a team of 12 dedicated professionals, with 7 of them specializing in investment advisory services. With an average of $110,010,000 in assets under management per investment advisor, Yeske Buie Inc. demonstrates their competence in effectively managing clients' portfolios. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, providing flexibility to cater to individual client needs. Yeske Buie Inc. takes pride in their extensive client base, with over 230 individual clients entrusting them with a substantial $767,664,000 in assets under management. The firm's expertise is evident in the majority of their managed assets, which primarily belong to high net worth individuals. While 401K plans and individual accounts represent less than 30% of their assets under management, Yeske Buie Inc. possesses the capability to successfully manage employer funds. This highlights their versatility in catering to different types of clients and investment needs. The firm's commitment to providing personalized service is further exemplified by their discretionary asset management approach, with 99% of the assets they oversee being handled with informed decision-making. Yeske Buie Inc. has established a strong presence as a local investment advisory firm, thanks in part to the contributions of their longest-tenured advisors. Notable professionals such as Lauren Stansell, Yusuf Abugideiri, and David Yeske have played a pivotal role in delivering exceptional financial guidance and building enduring relationships with clients.

ANDERSEN is a reputable regional investment advisory firm headquartered in McLean, VA. With a robust presence in the financial sector, the firm operates from six strategically located offices. Employing a dedicated team of 1,511 professionals, Andersen differentiates itself by offering comprehensive investment advisory services. Within the firm, a small but specialized group focuses specifically on delivering top-notch investment advisory services. These professionals play a crucial role in managing the firm's substantial assets under management, which average approximately $98,070,000 per investment advisor—reflecting an industry-standard performance. Andersen's compensation structure encompasses various models tailored to meet their clients' diverse needs. Advisors at the firm earn their income through a combination of methods, including a percentage of assets under management, hourly charges, and fixed fees. This versatile approach ensures alignment between the firm and its clients' financial objectives. With a client base comprising over 40 individuals, Andersen demonstrates its ability to provide personalized attention to each investor. Remarkably, the firm oversees a substantial portfolio of assets under management, surpassing $4,217,211,000. This achievement attests to the trust clients place in Andersen to safeguard and grow their wealth effectively. Furthermore, Andersen boasts an impressive roster of seasoned advisors who have contributed significantly to the firm's success. Among these key figures are Eric Sanders, Christine Brill, and Andrew Kyriacou, who bring extensive experience and expertise to their respective roles. Their long-standing commitment and expertise have solidified Andersen's standing as a leading investment advisory firm in the region.

Swisspartners Advisors, based out of Zurich, is a reputable investment advisory firm catering to over 20 individual clients. With assets under management exceeding $501,317,000, Swisspartners Advisors possesses extensive expertise in managing discretionary funds. While 401K and individual accounts account for less than 30% of their portfolio, the firm is fully equipped to handle employer funds as well. Comprising a team of five professionals, Swisspartners Advisors boasts four dedicated investment advisors who diligently oversee their clients' financial goals. Each investment advisor manages an average of approximately $125,330,000 in assets, aligning with industry standards. The compensation structure at Swisspartners Advisors is designed to align their success with that of their clients. They employ various methods, including a percentage of assets under management and performance-based fees. This ensures that the firm is motivated to deliver optimal results while prioritizing the interests of their clientele. With a single office in Zurich, Swisspartners Advisors maintains a focused approach, allowing for personalized attention to each client's specific investment needs. Their comprehensive understanding of the financial landscape empowers them to provide tailored advice and strategies that align with their clients' objectives. Overall, Swisspartners Advisors has established itself as a trusted partner in the investment advisory realm, excelling in the management of discretionary funds and delivering exceptional service to their diverse client base.

Brockenbrough, a prominent investment advisory firm headquartered in Richmond, VA, specializes in providing comprehensive financial solutions to individuals and institutions. With a single office serving as their base of operations, Brockenbrough boasts a highly skilled team of 30 dedicated professionals, 15 of whom are focused on delivering top-notch investment advisory services. The firm's exceptional reputation is bolstered by its impressive assets under management, averaging approximately $282,730,000 per investment advisor, well above the industry average. Brockenbrough's compensation structure is diverse, encompassing various models such as a percentage of assets under management, fixed fees, and performance-based fees, ensuring a tailored approach that aligns with clients' needs. Anchored by their discretionary management approach, Brockenbrough oversees a substantial portion—80%—of the assets entrusted to their care. The firm serves a discerning clientele, consisting of over 130 individual clients, who collectively entrust Brockenbrough with more than $4,240,934,000 in assets under management. Notably, Brockenbrough prides itself on the expertise and longevity of its advisory team. The firm is home to some of the industry's most experienced professionals, including William Claiborne, Charles Caravati, and Austin Brockenbrough III, who have consistently delivered exceptional results throughout their tenures. Brockenbrough's commitment to providing exceptional investment advisory services, their impressive assets under management, and the tenure of their esteemed advisors have solidified their position as a trusted partner for individuals and institutions seeking expert financial guidance in Richmond, VA, and beyond.

Keystone Asset Management, Inc. is a small investment advisory firm based in McLean, VA, with one office. With a team of five dedicated professionals, including two investment advisors, they offer comprehensive investment advisory services to a diverse client base. Their average assets under management per investment advisor stands at around $112 million, which is on par with the industry average. Keystone Asset Management, Inc. employs a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients have options that suit their unique needs. Although 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. Notably, 91% of the assets they handle are discretionary, highlighting their ability to make independent investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Keystone Asset Management, Inc. manages over $224 million in assets for more than 30 individual clients. One of their esteemed registered advisors, Donna Patterson, has been with the firm since 2023, bringing a wealth of experience and expertise to their advisory services. With a commitment to personalized financial strategies and a client-centric approach, Keystone Asset Management, Inc. aims to optimize investment portfolios, mitigate risks, and achieve long-term financial goals for their discerning clientele. Through their comprehensive suite of services, they strive to deliver exceptional investment management solutions while maintaining the utmost integrity and professionalism.