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Charlottesville
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Find Top Financial Advisors in Charlottesville, Virginia

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Charlottesville, Virginia, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Charlottesville, Virginia

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Charlottesville, Virginia

VETTED
Financial Advisor
Edelman Financial Engines, LLC200 Westgate PkwyHenrico, VA 23233
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Charlottesville, Virginia

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Location
200 Westgate Pkwy,Suite 202,Henrico,VA 23233
Phone Number
877-208-7414

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FINRA/SEC Registered Advisors

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Firm Name
SANDS CAPITAL MANAGEMENT, LLCArlington, VA
No. of Advisors181
AUM$45,003,485,534
No. of Clients354
Fee StructureA percentage of AUM, Performance Based
Firm Name
INVESTURE, LLCCharlottesville, VA
No. of Advisors47
AUM$32,231,415,180
No. of Clients53
Fee StructureA percentage of AUM, Performance Based
Firm Name
STRATEGIC INVESTMENT MANAGEMENT, LLCArlington, VA
No. of Advisors99
AUM$26,988,658,396
No. of Clients84
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
VEST FINANCIAL LLCMclean, VA
No. of Advisors27
AUM$24,381,015,458
No. of Clients94
Fee StructureA percentage of AUM
Firm Name
THOMPSON SIEGEL & WALMSLEY LLCRichmond, VA
No. of Advisors68
AUM$20,812,400,000
No. of Clients4775
Fee StructureA percentage of AUM, Performance Based
Firm Name
CORNERSTONE PARTNERSCharlottesville, VA
No. of Advisors30
AUM$20,033,497,535
No. of Clients22
Fee StructureA percentage of AUM, Performance Based
Firm Name
DAVENPORT & COMPANY LLCRichmond, VA
No. of Advisors494
AUM$19,332,677,961
No. of Clients20878
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)
Firm Name
THE LONDON COMPANY OF VIRGINIARichmond, VA
No. of Advisors53
AUM$15,615,206,587
No. of Clients7987
Fee StructureA percentage of AUM, Performance Based
Firm Name
AKRE CAPITAL MANAGEMENT, LLCMiddleburg, VA
No. of Advisors12
AUM$14,784,344,321
No. of Clients268
Fee StructureA percentage of AUM, Performance Based
Firm Name
MASON INVESTMENT ADVISORY SERVICES INCReston, VA
No. of Advisors79
AUM$12,155,269,613
No. of Clients1027
Fee StructureA percentage of AUM, Fixed fees
Firm Name
AGINCOURT CAPITAL MANAGEMENT, LLCRichmond, VA
No. of Advisors17
AUM$8,988,905,427
No. of Clients396
Fee StructureA percentage of AUM, Performance Based
Firm Name
HOMESTEAD ADVISERS CORP.Arlington, VA
No. of Advisors41
AUM$7,208,407,391
No. of Clients20
Fee StructureA percentage of AUM, Other (COST REIMBURSABLE.)
Firm Name
CARY STREET PARTNERSRichmond, VA
No. of Advisors144
AUM$6,977,336,124
No. of Clients12547
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)
Firm Name
BROWN ADVISORYNorfolk, VA
No. of Advisors40
AUM$6,878,164,648
No. of Clients1767
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
EJF CAPITAL LLCArlington, VA
No. of Advisors46
AUM$6,809,997,877
No. of Clients236
Fee StructureA percentage of AUM, Performance Based, Other (PLATFORM FEES)

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