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TOP 30 Investment management firms in Virginia
196 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor Henry Asemota
Merrill Lynch Financial Advisor Henry Asemota, located at 1152 15th Street Northwest in Washington, D.C., is a renowned finance institution with a strong reputation for providing personalized wealth management services to individuals, families, and organizations. With a focus on customized retirement and investment planning, risk management, wealth planning strategies, legacy and estate planning, and liability management, the team at Boyd Britton and Pope Wealth Management has been recognized for their expertise and dedication to their clients. Named to Forbes “Best-in-State Wealth Management Teams” list in 2023 and 2024, the institution boasts over 100 years of combined wealth management experience and a commitment to serving clients' best interests. By taking a goals-based approach to financial planning and offering proactive guidance, Merrill Lynch Financial Advisor Henry Asemota ensures that clients feel confident in their pursuit of financial freedom and security.
Cary Street Partners
Cary Street Partners, located at 901 East Byrd Street in Richmond, Virginia, is a finance institution that offers personalized financial planning services to help clients achieve their short and long-term goals. Our experienced financial advisors are dedicated to providing strategic insight and guidance to optimize investment portfolios. We believe in aligning the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. Check out our team members and advisor profiles to learn more about the experts in Richmond. Cary Street Partners offers comprehensive research, model portfolio creations, personalized financial plans, and support for business owners and plan sponsors. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. Visit FINRA’s BrokerCheck to verify the background of our firm and investment professionals. Listen to our NEW CSP Conversation Series Podcast with Katie Stockton now.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading financial institution located at 6241 River Road in Richmond, Virginia. As a full-service financial firm, we offer a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Janney Montgomery Scott LLC is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you reach your financial goals.
James Schmidt - Raymond James
James Schmidt - Raymond James is a finance institution located at 2812 Emerywood Parkway in Henrico, Virginia. As a part of the renowned Raymond James financial services firm, this institution offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, James Schmidt - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our personalized financial solutions.
UBS Financial Services Inc.
UBS Financial Services Inc. is a reputable finance institution located at 951 East Byrd Street in Richmond, Virginia, United States. As a leading global financial firm, UBS offers a wide range of services including wealth management, investment banking, asset management, and private banking. With a strong commitment to providing personalized financial solutions, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.
Brown Advisory
Brown Advisory is a finance institution located at 424 Hull Street, Richmond, Virginia, United States. They offer discretionary investment management services for private clients, individuals, families, professional single family offices, endowments, foundations, nonprofits, investment consultants, pension funds, financial institutions, wealth managers, fund managers, RIAs, broker-dealers, private banks, investment platforms, charities, and more. With a focus on delivering top-notch investment performance, strategic advice, and exceptional client service, Brown Advisory helps clients navigate complex challenges and achieve long-term financial goals. With offices in various locations around the world, Brown Advisory serves clients in 50 states and over 49 countries and territories, with over 850 colleagues who are all equity owners of the firm.
Luxon Financial
Luxon Financial, located at 901 East Byrd Street in Richmond, Virginia, is a finance institution that is dedicated to providing comprehensive wealth management solutions to individuals, families, and institutions. As a leading independent wealth management firm with a partnership culture, Luxon Financial operates in 17 offices across six states. Their mission is to facilitate growth and provide expert guidance in all areas of wealth management. Luxon Financial recently launched a new CSP Conversation Series Podcast featuring Katie Stockton, offering valuable insights and information. They were also invited by the NYSE to ring the closing bell in recognition of their successful launch of the Fairlead Tactical Sector ETF. Chief Market Strategist Tom Herrick's new Street SMARTS series provides in-depth analysis and valuable insights on market observations and trends.
Merrill Lynch Private Wealth Advisor Aashish Matani
Merrill Lynch Private Wealth Advisor Aashish Matani, located at 999 Waterside Drive in Norfolk, Virginia, is a finance institution that offers industry-leading research and expert analysis to help clients stay ahead. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. Recognized by financial industry publications and Bank of America Corporation, Merrill's advisors set the standard for exemplary client service. Clients have access to services and resources typically reserved for large institutions, with a goals-based wealth management approach that puts the client at the center of every personalized strategy.
Brown Advisory
Brown Advisory is a finance institution located at 101 West Main Street in Norfolk, Virginia, United States. They offer discretionary investment management services for private clients, individuals, families, single family offices, endowments, foundations, non-profits, investment consultants, pension funds, financial institutions, wealth managers, fund of funds managers, RIAs, broker-dealers, private banks, investment platforms, charities, financial advisers, trustees, U.S. citizens, green card holders, beneficiaries of U.S. trusts, and U.S. connected families. Brown Advisory helps clients invest their capital, address complex challenges, and achieve long-term goals through first-rate investment performance, strategic advice, and high-quality service. With offices in various locations worldwide, the firm is committed to delivering top-notch performance and service to clients in over 50 states and 49 countries and territories. Their team of over 850 equity owners work diligently to help clients reach their desired financial destinations.
Wesley Stout, Academy Financial Inc.
Wesley Stout, Academy Financial Inc. is a financial services firm located at 649 Cedar Road, Chesapeake, Virginia. With over 100 years of combined industry experience, our team of advisors specializes in developing innovative concepts for wealth creation and preservation. We offer comprehensive financial plans, wealth management services, estate planning strategies, business succession strategies, retirement, and investment planning. Our advisors are independent and have an open architecture approach, with our Broker Dealer being Lincoln Financial Advisors Corp. We are committed to providing exceptional service to our clients and building holistic plans from a legal, tax, investment, business, and retirement perspective. Please note that it is not our position to offer legal or tax advice, and we encourage you to consult with a legal or tax advisor regarding any personal circumstances. Academy Financial Benefit Services, LLC is a separate entity and is not affiliated with Lincoln Financial Advisors Corp. For more information, visit our website or contact us today.
John Gillis Jr. | LPL Financial
John Gillis Jr. | LPL Financial is a reputable finance institution located at 505 Independence Parkway in Chesapeake, Virginia, United States. As a branch of LPL Financial, a leading investment and wealth management firm, John Gillis Jr. offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, asset management, and more. Whether you are looking to grow your wealth or secure your financial future, John Gillis Jr. | LPL Financial is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 1209 Independence Boulevard in Virginia Beach, Virginia, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to individuals, families, and businesses. With a team of experienced financial advisors and experts, Raymond James provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services is dedicated to providing top-notch financial solutions tailored to your specific needs.
Altura Wealth Advisors
Altura Wealth Advisors is a leading financial institution located at 1 Columbus Center in Virginia Beach, Virginia, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Altura Wealth Advisors is committed to providing expert advice and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
AMG National Trust
AMG National Trust is a privately-held wealth management firm located at 780 Lynnhaven Parkway in Virginia Beach, Virginia. With over 45 years of experience, AMG helps individuals, families, corporate executives, business owners, and institutions create long-term financial strategies. Services offered include financial planning, investment management, private capital access, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients nationwide. The institution is wheelchair accessible and is a member of FDIC and Equal Housing Lender. Investment products are not FDIC insured, have no bank guarantee, and may lose value.
Merrill Lynch Private Wealth Advisor Travis N Jones
Merrill Lynch Private Wealth Advisor Travis N Jones, located at 208 Golden Oak Court in Virginia Beach, Virginia, United States, offers tailored investment approaches for high net worth families. With a focus on personalized service and trust-based relationships, the institution provides industry-leading research and expert analysis to help clients stay ahead in their financial goals. The team of rigorously trained private wealth advisors at Merrill Private Wealth Management is dedicated to simplifying the lives of their clients so they can pursue what is most important to them. By offering access to services typically reserved for large institutions, including goals-based wealth management strategies, Merrill Private Wealth Management aims to create lasting relationships with a select group of clients. The institution combines the personalized attention of a smaller firm with the resources and insights of a global financial institution to create customized financial strategies. With a commitment to working in the best interests of their clients, Merrill Private Wealth Management helps anticipate and meet evolving financial needs while providing investment insights and strategies to help clients achieve their financial goals.
Cary Street Partners
Cary Street Partners is a finance institution located at 2101 Parks Avenue in Virginia Beach, Virginia, United States. Our experienced financial advisors are dedicated to creating personalized financial plans to help you achieve your goals. We believe in aligning the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. Our services include comprehensive research, model portfolio creations, personalized financial plans, strategic guidance, and support for business owners and plan sponsors. Learn more about our team members and advisors in Virginia Beach, VA. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. Check the background of this firm or any investment professional on FINRA’s BrokerCheck.
Matthews, Carter & Boyce, P.C.
Matthews, Carter & Boyce, P.C. is a renowned accounting and finance institution located at 12500 Fair Lakes Circle, Fairfax, Virginia, United States. With over 75 years of exceptional service, MCB prides itself on being expert financial and tax strategists, trusted by a diverse range of clients as their strategic advisors. The firm is known for its personalized attention, expert accounting, and tax services, as well as its long-term commitment to clients as CPAs and advisors. At MCB, clients are not just a number; they are valued relationships where open communication and collaboration are key. The firm's team of highly skilled professionals is dedicated to exceeding client expectations and enhancing the growth and success of organizations in various industries. MCB offers outsourced accounting and advisory services to nonprofit organizations, government contractors, and closely held businesses, allowing clients to focus on growing their businesses while experienced CPA professionals address critical needs.
Casamo & Associates
Casamo & Associates is a leading financial consulting firm located in Winchester, Virginia. With a team of experienced professionals, we provide a wide range of services including financial planning, investment management, retirement planning, and estate planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us at 536 Apple Valley Road to learn more about how we can help you reach your financial goals.
Harness IP
Harness IP is an elite international IP firm located at 12950 Worldgate Drive in Herndon, Virginia. With 100 IP attorneys covering diverse scientific technologies, we represent the world's technology leaders. Our team combines diverse technological degrees with in-depth IP legal knowledge to deliver cutting-edge IP strategies, ensuring success for our clients. Our services include patent and trademark counseling, litigation, IP management, and licensing. We strive to be known as the IP Law Firm for Harnessing Innovation®, enabling our clients to maximize their IP investments. We work with clients globally to obtain, monetize, and enforce key intellectual property rights, including patents, trademarks, copyrights, and trade secrets.
uslaw group llc
USLaw Group LLC is a travel agency located at 10432 Balls Ford Road in Manassas, Virginia, United States. Our firm specializes in assisting individuals who are interested in studying abroad or planning customized holiday experiences that cater to their specific desires. We offer a holistic service model that takes care of every detail of your travel arrangements, allowing you to focus on the excitement of your upcoming adventure. Please note that while we are adept at efficiently executing all necessary actions on your behalf through a Power of Attorney strategy, we are not attorneys and do not provide legal advice or representation. Our expertise lies in travel and educational planning, ensuring that your study or vacation plans are organized and your travel logistics are managed seamlessly. For legal matters, we recommend consulting with a licensed legal professional.
Mac Rae Associates PC
Mac Rae Associates PC is a reputable accounting and finance institution located at 3900 Jermantown Road in Fairfax, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and financial consulting, Mac Rae Associates PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Mac Rae Associates PC is the trusted choice for all your financial needs.
Lindahl Associates PLLC
Lindahl Associates PLLC is a reputable accounting and finance institution located at 5675 Stone Road in Centreville, Virginia, United States. With a team of experienced professionals, Lindahl Associates PLLC offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can expect personalized and reliable solutions to help them achieve their financial goals.
Graves & Co
Graves & Co is a reputable accounting and finance institution located at 8996 Burke Lake Road in Burke, Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and investment management. At Graves & Co, we are dedicated to helping our clients achieve their financial goals with personalized and professional service. Contact us today to schedule a consultation and experience the difference our firm can make for your financial success.
Ritter & Co
Ritter & Co is a reputable accounting and finance institution located at 11781 Lee Jackson Memorial Highway in Fairfax, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Ritter & Co has the expertise to assist you. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial needs.
Rouse & Associates
Rouse & Associates is a reputable accounting and finance institution located at 7320 McWhorter Place in Annandale, Virginia, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Rouse & Associates is dedicated to providing top-notch service and expertise to meet your financial needs. Contact them today to learn more about how they can help you achieve your financial goals.
Jk's Diamond Consulting Services
Jk's Diamond Consulting Services is a premier consulting firm located at 2700 Saratoga Drive in Winchester, Virginia, United States. Specializing in providing expert advice and guidance in the diamond industry, our team of experienced consultants offers a wide range of services to help clients navigate the complexities of the diamond market. Whether you are looking to buy, sell, or invest in diamonds, Jk's Diamond Consulting Services is here to provide you with the knowledge and support you need to make informed decisions. Contact us today to learn more about how we can help you achieve your goals in the diamond industry.
Davidson Doyle & Hilton
Davidson Doyle & Hilton is a reputable accounting and finance institution located at 916 Main Street in Lynchburg, Virginia, United States. Our services are fast, convenient, and secure, allowing you to save time, money, and the hassle of traditional payment methods. No business is too small for our expert financial management services. Our accounting and payroll specialists can offer the expertise of a Chief Financial Officer to small and mid-size businesses for a flat monthly fee. This cost-effective solution helps entrepreneurs maintain control over their financial future.
Patton & Braucht
Patton & Braucht is a reputable accounting and finance institution located at 8221 Old Courthouse Road in Vienna, Virginia, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Patton & Braucht is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Trust Patton & Braucht for all your accounting and finance needs.
Hahn & Associates, PC, CPAs
Hahn & Associates, PC, CPAs is a reputable accounting and finance institution located at 313 Park Avenue in Falls Church, Virginia, United States. With a team of experienced certified public accountants, they provide a wide range of accounting services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.
Pangle Real Estate & Auction
Pangle Real Estate & Auction is a reputable real estate agency located at 933 South Main Street in Woodstock, Virginia, United States. Specializing in both real estate sales and auctions, our experienced team is dedicated to helping clients buy or sell properties with ease and efficiency. Whether you are looking for a new home or need assistance with selling your current property, Pangle Real Estate & Auction is here to provide expert guidance and personalized service every step of the way. Contact us today to learn more about how we can assist you in achieving your real estate goals.
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