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 Sales
Middleburg, VirginiaCRD #109242
Typical Fee--
AUM$14.4B
Minimum--
Clients245

DUDLEY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Middleburg, VirginiaCRD #282958
Typical Fee--
AUM$250M
Minimum--
Clients329

THE HOERNER PLANNING GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Middleburg, VirginiaCRD #139464
Typical Fee--
AUM$1.5B
Minimum--
Clients1,654
Fiduciary Advisors in Middleburg, Virginia | FiduciaryListings