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Fastest Growing RIAs
in Virginia

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Tone Capital, LLC
Richmond, 
VA
3 Year Grow Rate:
227%
AUM (MM):
$52

#

Halo Capital Management, LLC
Fairfax, 
VA
3 Year Grow Rate:
176%
AUM (MM):
$28

#

Joss Brown Wealth Advisors, LLC
Williamsburg, 
VA
3 Year Grow Rate:
135%
AUM (MM):
$87

#

Campbell Wealth Management, Inc.
Alexandria, 
VA
3 Year Grow Rate:
97%
AUM (MM):
$550

#

Brown Advisory
Norfolk, 
VA
3 Year Grow Rate:
86%
AUM (MM):
$6,594

#

Dyson Capital Advisors, LLC
Alexandria, 
VA
3 Year Grow Rate:
82%
AUM (MM):
$2,465

#

R & J Financial Partners, LLC
Winchester, 
VA
3 Year Grow Rate:
80%
AUM (MM):
$31

#

Portfolio Management & Planning, Inc.
Arlington, 
VA
3 Year Grow Rate:
76%
AUM (MM):
$46

#

KCR Wealth Management, LLC
Reston, 
VA
3 Year Grow Rate:
73%
AUM (MM):
$49

#

Omega Wealth Management LLC
Arlington, 
VA
3 Year Grow Rate:
71%
AUM (MM):
$141

#

Strategent Financial, LLC
Harrisonburg, 
VA
3 Year Grow Rate:
69%
AUM (MM):
$164

#

Century Financial Group, LLC.
Fairfax, 
VA
3 Year Grow Rate:
64%
AUM (MM):
$43

#

RetireWise CFP
Vienna, 
VA
3 Year Grow Rate:
63%
AUM (MM):
$75

#

CPA Investment Advisors
Virginia Beach, 
VA
3 Year Grow Rate:
60%
AUM (MM):
$182

#

ACIMA Private Wealth LLC
Richmond, 
VA
3 Year Grow Rate:
56%
AUM (MM):
$211

#

Evermay Wealth Management, LLC
Arlington, 
VA
3 Year Grow Rate:
53%
AUM (MM):
$654

#

Physicians Capital Management LLC
Fredericksburg, 
VA
3 Year Grow Rate:
53%
AUM (MM):
$15

#

SageVest Wealth Management
McLean, 
VA
3 Year Grow Rate:
52%
AUM (MM):
$230

#

Prospect Financial Group LLC
Arlington, 
VA
3 Year Grow Rate:
49%
AUM (MM):
$80

#

Capitol Financial Consultants, Inc.
McLean, 
VA
3 Year Grow Rate:
48%
AUM (MM):
$143

#

Glassman Wealth Services, LLC
Vienna, 
VA
3 Year Grow Rate:
46%
AUM (MM):
$1,454

#

Sullivan, Bruyette, Speros & Blayney, Inc.
McLean, 
VA
3 Year Grow Rate:
46%
AUM (MM):
$4,295

#

Oxford Capital Management
Richmond, 
VA
3 Year Grow Rate:
46%
AUM (MM):
$70

#

SBK Financial, Inc.
Richmond, 
VA
3 Year Grow Rate:
46%
AUM (MM):
$794

#

Godsey & Gibb Wealth Management
Richmond, 
VA
3 Year Grow Rate:
45%
AUM (MM):
$1,048

#

Bernhardt Wealth Management, Inc.
McLean, 
VA
3 Year Grow Rate:
42%
AUM (MM):
$490

#

Flippin Bruce & Porter Inc
Lynchburg, 
VA
3 Year Grow Rate:
40%
AUM (MM):
$677

#

FJY Financial
Reston, 
VA
3 Year Grow Rate:
32%
AUM (MM):
$576

#

Agili, P.C.
Richmond, 
VA
3 Year Grow Rate:
24%
AUM (MM):
$761

#

Houlihan Financial Resource Group, Ltd.
Ashburn, 
VA
3 Year Grow Rate:
19%
AUM (MM):
$270

#

Keystone Asset Management, Inc.
McLean, 
VA
3 Year Grow Rate:
9%
AUM (MM):
$214
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