Adviser Record

Investment advisers in Charlottesville, VA

27 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in VA

FirmAssetsEmployeesDisclosures
Investure, LLC$38.52 billion510
Cornerstone Partners$29.35 billion360
Foxhaven Asset Management, LP$6.50 billion100
Quad-c Management, Inc.$3.55 billion330
Quinn Opportunity Partners$2.61 billion20
Quantitative Investment Management, LLC$1.67 billion390
Bluestem Asset Management, LLC$1.29 billion40
Morris & Wells Wealth Management$987.9 million20
A. N. Culbertson & Company, Inc.$817.8 million90
Iron Path Capital, L.P.$698.5 million180
Marotta Wealth Management, Inc.$686.0 million160
Guardian Point Capital, LP$646.4 million40
Chase Investment Counsel Corporation$509.8 million70
Selby Lane Capital, LLC$505.4 million150
Masonry Capital Management, LLC$370.5 million30
Solitude Financial Services, Inc.$363.5 million80
Rede Wealth, LLC$346.1 million42
Fields Gottscho Capital Management LLC$333.0 million40
Plustick Management LLC$280.8 million40
Harren Equity Partners, LLC$201.4 million50
Emergent Financial Services, LLC.$195.2 million50
Wacona Capital, LLC$194.1 million50
Lb Partners LLC$191.3 million20
Octagon Finance LLC$184.1 million50
Clio Asset Management LLC$121.8 million10
Sturman Wealth Advisors$116.4 million20
Aria Wealth Partners$112.3 million30