Fiduciary advisors in Charlottesville, VA

26 registered advisers

Charlottesville is a university town (UVA) where academic compensation, medical center income, and Blue Ridge real estate create a distinct planning niche, and 26 SEC-registered fiduciary firms serve local investors. Of those, 26 are fee-only practices that do not earn commissions from financial product sales.

A. N. CULBERTSON & COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #108341
Typical Fee--
AUM$818M
Minimum--
Clients849

ARIA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #334270
Typical Fee1.10%
AUM$101M
Minimum--
Clients215

BLUESTEM ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #158330
Typical Fee--
AUM$1.4B
Minimum--
Clients1

CHASE INVESTMENT COUNSEL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #104648
Typical Fee--
AUM$452M
Minimum--
Clients121

CLIO ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #298041
Typical Fee--
AUM$135M
Minimum--
Clients71

CORNERSTONE PARTNERS

Fee-Only, No ConflictsClean Record
Charlottesville, VirginiaCRD #311296
Typical Fee--
AUM$24.9B
Minimum--
Clients22

EMERGENT FINANCIAL SERVICES, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #288434
Typical Fee--
AUM$110M
Minimum--
Clients176

FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #136069
Typical Fee--
AUM$324M
Minimum--
Clients190

FOXHAVEN ASSET MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Charlottesville, VirginiaCRD #168872
Typical Fee--
AUM$5.8B
Minimum--
Clients5

GUARDIAN POINT CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #165053
Typical Fee--
AUM$841M
Minimum--
Clients1

HARREN EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #158494
Typical Fee--
AUM$349M
Minimum--
Clients2

INVESTURE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #130099
Typical Fee--
AUM$35.0B
Minimum--
Clients57

IRON PATH CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #316139
Typical Fee--
AUM$447M
Minimum--
Clients7

LB PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #309088
Typical Fee--
AUM$215M
Minimum--
Clients4

MAROTTA WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #115645
Typical Fee--
AUM$604M
Minimum--
Clients1,995

MASONRY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #292664
Typical Fee--
AUM$359M
Minimum--
Clients56

MORRIS & WELLS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #162411
Typical Fee--
AUM$847M
Minimum--
Clients245

OCTAGON FINANCE LLC

Fee-Only, No ConflictsClean Record
Charlottesville, VirginiaCRD #289850
Typical Fee--
AUM$194M
Minimum--
Clients5

PLUSTICK MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #173707
Typical Fee--
AUM$197M
Minimum--
Clients3

QUAD-C MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #161395
Typical Fee--
AUM$3.6B
Minimum--
Clients2

QUANTITATIVE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #156869
Typical Fee--
AUM$1.7B
Minimum--
Clients2

QUINN OPPORTUNITY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #167470
Typical Fee--
AUM$1.6B
Minimum--
Clients7

REDE WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #173346
Typical Fee--
AUM$346M
Minimum--
Clients500

SOLITUDE FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #150348
Typical Fee--
AUM$364M
Minimum--
Clients787

STURMAN WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlottesville, VirginiaCRD #331560
Typical Fee--
AUM$116M
Minimum--
Clients282

WACONA CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Charlottesville, VirginiaCRD #331836
Typical Fee--
AUM$194M
Minimum--
Clients5
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