AUM per client for Multi-team firms serving clients in Virginia

Multi-team firms active in Virginia 234 firms

Very Low $140K-$320K

Low $320K-$510K

Typical $510K-$700K

High $700K-$1.6M

Very High $1.6M-$5M

5th 20th 40th 60th 80th 95th

Median: $630K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Tandem Investment Advisors Inc	Very Low $320K	$3.2B	10,230	0%
Chilton Investment Services, LLC	Very High $3M	$5.1B	1,678	30%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Evanson Financial, LLC dba Evanson Asset Management	Very High $6M	$5.8B	972	87%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Davidson Investment Advisors, Inc.	High $880K	$3.6B	4,091	24%
Facet	Low $450K	$6B	13,331	17%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
OneSeven	Low $460K	$7.3B	15,787	12%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Beaumont Financial Partners	High $1.5M	$2.8B	1,898	18%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Novem Group	Low $390K	$1.4B	3,513	7%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
The Wealth Consulting Group	Low $470K	$5.9B	12,646	33%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Elevation Point Wealth Partners, LLC	Very High $1.7M	$8.1B	4,879	33%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
APELLA Wealth	High $1.2M	$9.2B	7,683	43%
Salem Investment Counselors Inc	Very High $2.9M	$3.8B	1,294	46%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
intrua Financial	Low $510K	$1.7B	3,347	12%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Financial Security Advisory Inc	Typical $580K	$1.6B	2,810	16%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Very Low $320K	$4.6B	14,368	10%
Corecap Advisors	Low $410K	$4B	9,671	10%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
Strategic blueprint, LLC	High $750K	$2.5B	3,338	27%
Trek Financial	Typical $540K	$2.4B	4,539	15%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Cassaday & Company, Inc.	Very High $2.2M	$7B	3,142	64%
SEIA	Very High $2.3M	$22B	9,520	52%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Everett Harris & Co	Very High $16M	$11B	718	0%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
JFS Wealth Advisors, LLC	Very High $1.7M	$3.8B	2,216	40%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Bogart Wealth, LLC	Very High $2.2M	$3.2B	1,442	50%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Foguth Wealth Management, LLC.	Low $370K	$830M	2,259	9%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Forum Financial Management, LP	High $1.3M	$7.1B	5,622	31%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
The Burney Company	Very High $1.6M	$3B	1,880	48%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Badgley Phelps Wealth Managers	Very High $5.4M	$7B	1,282	80%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
NPA Asset Management, LLC	Low $360K	$840M	2,293	38%
On Investment Management CO	Low $320K	$3B	9,317	9%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Nfsg Corporation	Low $340K	$1B	3,036	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Bolton Global Asset Management	High $760K	$4.2B	5,566	31%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Brockenbrough	Very High $4.8M	$2.3B	482	76%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
Range Advisory, LLC	Typical $690K	$650M	950	56%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
Heritage Wealth Advisors	Very High $6.9M	$2.7B	384	66%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
The Strategic Financial Alliance, Inc.	Very Low $260K	$380M	1,457	9%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Andersen	Very High $6.8M	$3.8B	550	84%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Northland Asset Management	Low $460K	$400M	875	55%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Core Planning	Typical $610K	$530M	867	14%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
XYPN Invest	High $1M	$650M	621	25%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Brown Advisory	Very High $32M	$5.6B	172	84%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support