This article showcases our top picks for the best Virginia based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Virginia Wealth Management Startups
Data sourced from Crunchbase and SemRush.
MVB Bank
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MVB Bank provides financial services to individuals and corporate clients in the Mid-Atlantic region.
Wealthminder
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Wealthminder supports individual investors achieve their long-term financial goals such as retirement, home ownership, education, and more.
Vestalyze
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Investment tracking and analytics company optimized to manage equity and index options strategies in portfolios.
Luxon Financial
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Luxon Financial is a wealth management firm that offers turnkey and tailored solutions designed to deliver its high level of service.
AdvisorBid
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AdvisorBid is a patent-pending, modern marketplace for FAs to receive competing offers from BDs, RIAs, and OSJs.
Investment POD
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Investment POD builds an online presence cost effectively to help scale your business.
Liberty Tax
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Liberty Tax specializes in tax planning, personal income tax and business tax preparation.
DIY Tax
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DIY Tax is a simply free solution for individuals looking for online tax preparation. It was created with hard-working people in mind.
First Community Bank
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First Community Bank is a comprehensive banking and financial services company with 67 financial centers located in West Virginia,
Atlantic Union Bank
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Atlantic Union Bank is the holding company that provides trust, wealth management, private banking, advisory products & services.
inStream
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InStream is an innovative, cloud-based financial planning and wealth management platform.
CM TRADING
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CM Trading is one of the world’s most innovative Forex brokers, offering advanced trading solutions, state of the art trading platforms.
YHB (Yount, Hyde & Barbour, P.C.)
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YHB (Yount, Hyde & Barbour, P.C.) is a CPA firm based in North Carolina and Virginia.
Motley Fool Wealth Management
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Motley Fool is a registered investment advisor that provides non-discretionary advice and discretionary account management services.
SBSB Financial Advisors
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SBSB Financial Advisors is a financial solutions firm that offers portfolio management, taxation, consultation & wealth management services.
Dyson Capital
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Dyson Capital provides consulting services to business in the field of wealth management.
Commonwealth Asset Management Group
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Commonwealth Asset Management Group is an investment advisory firm.
InVida Financial Network
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InVida Financial Network provides insurance, wealth management, retirement planning, mortgage protection, mentorship and training services.
TCV Trust & Wealth Management
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The Trust Company of Virginia was founded as Virginia’s first independent trust company.
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The Fauquier Bank seeks innovation through an Engaged and Empowered Team, creating trusted Consumer and Community Relations.
Burney Company
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Burney Company focuses on investment advice for equity portfolio management and other financial services.
Azzad Asset Management
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Azzad Asset Management is a registered investment firm that provides halal solutions, estate & financial planning and retirement plans.
Acorn Financial Advisory Services
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Acorn Financial Advisory Services offers financial planning and investment management services.
Chase Investment Counsel
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Chase Investment Counsel is a wealth management firm that offers personalized investment services.
Old Dominion Capital Management
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Old Dominion Capital Management is an independent investment counsel firm.
VCB
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VCB specializes in wealth management, accounting, banking, investments, taxation, trusts, estate planning and financial services.
Hazlett, Burt & Watson
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Hazlett, Burt & Watson provides services like retirement planning, cash flow analysis, asset allocation and investment portfolio management.
Kanawha Capital Management
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Kanawha Capital Management expertise in investment management, insurance analysis, retirement, financial, estate and tax planning services.
Caprin Asset Management
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Caprin Asset Management is an investment management firm that specializes in fixed-income investment.
Pinnacle Wealth Solutions
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Pinnacle Wealth Solutions helps in financial and wealth planning for their clients and families for future plans.
Plott & French Financial Advisors
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Plott & French Financial Advisors offers investment consulting, retirement planning and financial products and services.
Thompson Davis & Co.
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Thompson Davis & Co. is a private asset management firm that renders financial services and investment management solutions.
Pacific Tax
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Pacific Tax offers a range of services in income tax preparation, mobile notary and payroll processing services.
Ross & Moncure
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Ross & Moncure provides services in accounting, taxation and financial planning to numerous types of businesses.
Brown Harris Wealth Management
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Brown Harris Wealth Management provides financial advisory services.
Pivotal Planning Group
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Pivotal Planning Group offers financial planning and retirement plan consulting services to individuals, plan sponsors and trustees.
The BAM Alliance
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The BAM Alliance renders wealth management, risk management, advisory, estate planning, tax planning and retirement planning services.
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Chesapeake Financial Shares is a one-bank holding company that operates two subsidiaries, Chesapeake Bank and Chesapeake Wealth Management.
Vertical Wealth Management
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Vertical Wealth Management is a financial advisory firm.
Salomon & Ludwin
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Salomon & Ludwin are a group of financial advisors offering services in investment management, wealth management and financial planning.
Godsey & Gibb
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Godsey & Gibb provides investment strategies, taxation, financial planning and wealth management advisory services.
Bank of Clarke County
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Bank of Clarke County is a part of the banking industry that provides wealth management, lending & personal loan services to customers.
Lowe, Brockenbrough & Company
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Lowe, Brockenbrough & Company offers customized and holistic investment and advisory solutions.
Mulberry Investment Group
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Mulberry Investment Group specializes in the acquisition of small companies and management of businesses operating in niche markets.
PagnatoKarp
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PagnatoKarp is a wealth management and financial planning firm.
Middleburg Financial
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Middleburg Financial is a finance company theta offers comprehensive wealth management services including investment services.
Harbour Capital Advisors
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Harbour Capital Advisors is a family office that provides investment advisory, taxation, estate, tax planning & wealth management services.
Red Clover
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Red Clover offers cash flow analysis, financial planning, retirement planning, insurance needs analysis, and consulting services.
Baker and McNiff
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Baker and McNiff is a consultancy that renders accounting, tax, payroll, estate planning and cash flow management solutions to its clients.
NW Capital Management
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Northwest Federal Credit Union’s goal has been to make a positive difference in the lives of our members and the community.
VWG Wealth Management
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VWG Wealth Management is a consultancy that offers financial planning, asset protection and investment management services to SMEs.
Evermay Wealth Management
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Evermay Wealth Management provides wealth planning, investment management and wealth management services.
The Wise Investor Group
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The Wise Investor Group offers investment analysis, insurance and financial planning, portfolio management and consulting services.
The Lewis Financial Group
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The Lewis Financial Group is a wealth management company that provides retirement planning, insurance and risk management services.
Third Millennium Advisors
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Third Millennium Advisors is a wealth management firm that provides comprehensive financial planning and investment management services
American Capital Planning
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American Capital Planning is an online advisor and provides wealth management as well as comprehensive financial planning services.
ACG
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ACG is a wealth management firm that offers investment advisory, retirement plan consulting, tax strategies and financial planning services.
Bay Rivers Group
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Bay Rivers Group provides wealth management, risk consultant, portfolio, investment strategy and financial planning advisory services.
A.N Culbertson & Company
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A.N Culbertson & Company is a financial service firm that renders investment advisory, planning and wealth management services.
Hopwood Financial Services
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Hopwood Financial Services specializes in financial planning, wealth management, investment management and professional advisory services.
Yorktown Funds
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Yorktown Funds is in the investment industry and provides short-term and medium terms funds and advisory services.
First Georgetown Securities
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First Georgetown Securities offers investment brokerage and wealth management services.
Advance Financial Bancorp
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Advance Financial Bancorp offers banking services in Pennsylvania.
The Glessner Group
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The Glessner Group is a financial service firm that provides accounting, insurance and wealth management services.
Rembert Pendleton Jackson
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Rembert Pendleton Jackson offers cash management, asset allocation along with tax, estate, retirement, and insurance planning services.
AB-D
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AB-D delivers pension, profit-sharing, wealth management, feasibility analysis and other related services.
MidAtlantic Capital Management
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MidAtlantic Capital Management provides investment management, advisory, wealth management, reporting and asset management services.
PlantechHub
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PlantechHub is an innovative financial planning software that enables advisors to enhance client portal, presentation and plan creation.
Independence Wealth Advisors
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Independence Wealth Advisors provides fiduciary services like retirement and estate planning, asset management, risk assessment, and others.
Futurity Capital
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Futurity Capital offers investment, financial planning, tax planning and return preparation services.
Ironwood Wealth Management
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Ironwood Wealth Management specializes in investment management, financial advisory and retirement planning services.
Darwin Trust Company
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Darwin Trust is a company which provides Estate & Financial Planning, Retirement Planning, True Fiduciary & Trust Custodial Services.
Wiseman & Associates Wealth Management
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Wiseman & Associates Wealth Management renders financial services like wealth management, insurance review, estate & business succession.
Buchanan Wealth Management
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Buchanan Wealth Management is a financial services and wealth management firm.
Scott James Group
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Scott James Group concentrates on budgets and investments to ensure the financial retirement plans of its customers.
Citizens Bank & Trust Company
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Citizens Bank & Trust Company is a community banking service that offers financial products and services.
Piedmont Capital Asset Management
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Piedmont Capital Asset Management offers financial planning, wealth management, employee benefits and retirement planning services.
McCoy Wealth Management
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McCoy Wealth Management offers investment, insurance and financial services.
Hayek Kallen Investment Management
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Hayek Kallen Investment Management is an investment advisory company.
Pineno Levin & Ford Asset Management
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Pineno Levin & Ford Asset Management provides customized wealth management services along with advisory services.
Dominguez Wealth Management Solutions
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Dominguez Wealth Management Solutions offers financial and investment management services.
The Bank of Charlotte County
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The Bank Of Charlotte County is a banking firm that offers business banking, loans, investment management, insurance and e-banking services.
Davidson Trust Co.
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Davidson Trust Company’s seasoned advisors provide both individuals and institutions with comprehensive wealth plans.
Integrity Financial Planning
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Integrity Financial Planning is an investment advisor based in Roanoke, Virginia.
Taylor Hoffman
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Taylor Hoffman offers wealth management, capital management, investment advisory, financial planning and retirement planning services.
C.L. Sheldon & Company
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C.L. Sheldon & Company provides financial planning and wealth management services for military members.
Courage Miller Partners
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Courage Miller Partners is a financial planning and investment management firm.
Curo Private Wealth
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Curo Private Wealth is a financial planning & advisory and wealth management company.
Beacon Wealth Consultants
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Beacon Wealth Consultants is a financial planning firm that offers consultation, wealth and asset management services.
