Fiduciary advisors in Middleburg, VA
3 registered advisers
Within Virginia, Middleburg supports a modest fiduciary advisory sector. 3 fiduciary advisory firms hold SEC registration here, and 3 collect fees only.
AKRE CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$14.4B
Minimum--
Clients245
DUDLEY CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$250M
Minimum--
Clients329
THE HOERNER PLANNING GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients1,654