Rede Wealth, LLC is a reputable investment advisory firm headquartered in Charlottesville, VA. With over 170 individual clients, they have established themselves as a trusted partner in managing clients' financial assets. Their impressive portfolio boasts assets under management valued at over $239,346,000. As a small but highly capable firm, Rede Wealth serves its clients with utmost dedication and expertise. While Rede Wealth manages various types of accounts, such as 401Ks and individual accounts, these represent less than 30% of their total assets under management. Nonetheless, the firm possesses the necessary expertise to handle employer funds, catering to a diverse range of clients. An impressive 76% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. The firm primarily focuses on serving high-net-worth individuals, catering to their unique financial goals and objectives. Rede Wealth's compensation structure offers flexibility, including options such as a percentage of assets under management and fixed fees, ensuring a fair and transparent relationship with their clients. Rede Wealth operates with a team of four employees, two of whom provide investment advisory services. With an average of approximately $119,670,000 in assets under management per investment advisor, they align well with the industry average. Matthew Dawson and Stephen Mcnaughton stand out as two of the firm's longest-tenured registered advisors, contributing their wealth of experience and expertise to the success of the firm. As a leading investment advisory firm in Charlottesville, VA, Rede Wealth, LLC combines personalized service, comprehensive financial planning, and expert investment management to help their clients achieve their financial objectives and secure their financial future.

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.

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.

Strategent Financial, LLC is a respected investment advisory firm based in Harrisonburg, Virginia. With a single office, the firm is committed to serving clients in the local area. Strategent Financial has a team of six employees, with four dedicated professionals specializing in investment advisory services. On average, each investment advisor at Strategent Financial manages approximately $57,090,000 in assets under management, which aligns with the industry average. The firm's compensation structure offers flexibility and includes options such as a percentage of assets under management and hourly charges, providing clients with a range of choices that suit their needs. Although 401K and individual accounts represent less than 30% of the firm's assets under management, Strategent Financial possesses the expertise and capability to effectively manage employer funds, offering comprehensive financial solutions to businesses. Strategent Financial exercises discretionary management, with 100% of the assets they oversee falling under this category. The firm specializes in managing assets for high-net-worth individuals, demonstrating their proficiency in catering to the unique needs and goals of affluent clients. With over 30 individual clients, Strategent Financial manages a substantial $228,367,000 in assets under management. The firm takes pride in their team of experienced advisors, including Melissa Mayhew, Abram Shearer, and Dale Lam, who have demonstrated their dedication to the firm's long-term success and client satisfaction. Strategent Financial is committed to delivering personalized and comprehensive investment advisory services tailored to the individual circumstances of their clients. With their local presence and a focus on excellence, the firm continues to be a trusted partner for individuals seeking expert wealth management solutions in Harrisonburg, Virginia.

Graves Light Lenhart is a prominent investment advisory firm located in Harrisonburg, VA. With over 120 individual clients and an impressive $933,662,000 in assets under management, the firm has established itself as a trusted partner in wealth management. With its main office in Harrisonburg, Graves Light Lenhart caters to a diverse range of clients, both locally and beyond. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively handle employer funds. A remarkable 97% of the assets they manage are discretionary, showcasing their commitment to delivering tailored investment solutions to their clientele. The firm primarily focuses on serving high-net-worth individuals, reflecting their ability to navigate the complexities of managing substantial wealth. Graves Light Lenhart's compensation structure includes multiple options, such as a percentage of assets under management, ensuring alignment with their clients' interests. Comprising a total of 9 dedicated employees, with 6 specifically dedicated to investment advisory services, Graves Light Lenhart boasts a highly skilled team. Their investment advisors average an impressive $155,610,000 in assets under management each, surpassing the industry average. Notably, some of the firm's most experienced and trusted advisors include Jason Fink, Jeffrey Lenhart, and John Light, who have contributed significantly to its longstanding success. Graves Light Lenhart continues to provide exceptional financial guidance, leveraging its extensive experience and client-focused approach to help individuals and organizations achieve their investment goals.