Top Financial Advisors in Charlottesville, Virginia
Finding the right financial advisor in Charlottesville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Charlottesville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Charlottesville, VA.
Find the Best Financial Advisor Firms in Charlottesville:
EMERGENT FINANCIAL SERVICES, LLC.
CRD#: 288434
Address: 310 Old Ivy Way Ste 302 Suite 302, Charlottesville, VA 22903
Clients: 120
Average Clients per Advisor: 30
AUM: $ 1.1B
DARRELL & KING, LLC
CRD#: 162411
Address: 410 White Gables Ln, Charlottesville, VA 22903-4994
Clients: 213
Average Clients per Advisor: 53
AUM: $ 694M
A. N. CULBERTSON & COMPANY, INC.
CRD#: 108341
Address: One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612
Clients: 152
Average Clients per Advisor: 30
AUM: $ 538M
MAROTTA WEALTH MANAGEMENT, INC.
CRD#: 115645
Address: 1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615
Clients: 196
Average Clients per Advisor: 15
AUM: $ 525M
CHASE INVESTMENT COUNSEL CORPORATION
CRD#: 104648
Address: 350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897
Clients: 28
Average Clients per Advisor: 5
AUM: $ 295M
REDE WEALTH, LLC
CRD#: 173346
Address: 600 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911
Clients: 170
Average Clients per Advisor: 85
AUM: $ 239M
How We Chose the Top Financial Advisors in Charlottesville, Virginia
To create this list of top financial advisor firms in Charlottesville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Charlottesville has to offer.
Search Financial Advisors in Charlottesville, Virginia
Joseph Raymond Feola
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Marianne Louise Shepard
Registered Affiliation(s):EDWARD JONES
Jennifer Lynn Duncan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David John Marotta
Registered Affiliation(s):MAROTTA WEALTH MANAGEMENT, INC.
Beth Anderson Nedelisky
Registered Affiliation(s):MAROTTA WEALTH MANAGEMENT, INC.
Tyler Edward Deputy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kelly Burkholder
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stephen Alan Krech
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Garry Richard Nichols
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas E Linski
Registered Affiliation(s):EDWARD JONES
Stephan John Hess
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Jason Michael Statuta
Registered Affiliation(s):LPL FINANCIAL LLC
David Lee Elmore
Registered Affiliation(s):LPL FINANCIAL LLC
Susan Marie Wilkinson
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Charles Alan Bull
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel Edward Grandstaff
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
William Stuart Bays
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Garnett Lee Riddle
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Steven Robert Brunk
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Kevin Leon Mann
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Tracey Kirsteen Collins
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Patricia Horne Woodie
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Larhue Mitchell
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Susan Marie Tompkins
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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