DFX Intelligence
Firms
SEC-registered investment advisers
One row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list. Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Hughes Financial Services, LLC CRD 173195 | Herndon, VA | independent RIA | $760M | 100% | 9 | $84.4M | 0 | 0 |
| Hopwood Financial Services, Inc. CRD 127927 | Reston, VA | independent RIA | $750M | 99% | 6 | $125M | 6 | 0 |
| Campbell Deegan Financial CRD 293020 | Richmond, VA | independent RIA | $745M | 100% | 4 | $186M | 0 | 0 |
| H•••••• C•••••• A•••••••• L•• CRD 157266 | Tysons Corner, VA | independent RIA | $701M | 100% | 4 | $175M | 0 | 2 |
| I••• P••• C••••••• L••• CRD 316139 | Charlottesville, VA | asset manager | $699M | 0.0% | 0 | n/a | 1 | 10 |
| M•••••• W••••• M••••••••• I••• CRD 115645 | Charlottesville, VA | independent RIA | $686M | 97% | 9 | $76.2M | 0 | 0 |
| B•••• R•• I••••••••• M••••••••• L•• CRD 165067 | Arlington, VA | mixed wealth | $682M | 21% | 5 | $136M | 0 | 0 |
| Y••••••• M••••••••• A•• R••••••• C• I•• CRD 105083 | Forest, VA | asset manager | $677M | 0.0% | 1 | $677M | 0 | 0 |
| A••••••••• F•••••••• G•••• CRD 313110 | Vienna, VA | independent RIA | $675M | 89% | 7 | $96.4M | 1 | 0 |
| R•••• A•••••••• L•• CRD 321969 | Mclean, VA | independent RIA | $654M | 100% | 32 | $20.4M | 2 | 0 |
| M••••••• W••••• M••••••••• CRD 159882 | Alexandria, VA | independent RIA | $648M | 100% | 9 | $72.0M | 8 | 0 |
| G••••••• P•••• C••••••• L• CRD 165053 | Charlottesville, VA | asset manager | $646M | 0.0% | 0 | n/a | 1 | 1 |
| C•••••• A•••• M••••••••• L•• CRD 310710 | Abingdon, VA | asset manager | $639M | 0.0% | 2 | $320M | 3 | 0 |
| C••••• N••• H••••••• L• CRD 316652 | Richmond, VA | asset manager | $637M | 0.0% | 0 | n/a | 0 | 2 |
| M••••••• F•••••••• P••••••• L•• CRD 281969 | Warrenton, VA | independent RIA | $628M | 95% | 5 | $126M | 1 | 0 |
| B••••• H••••• W••••• A••••••• CRD 300243 | Virginia Beach, VA | independent RIA | $608M | 96% | 6 | $101M | 0 | 0 |
| K•• C•••••• M••••••••• L•• CRD 298287 | Mclean, VA | asset manager | $605M | 0.0% | 0 | n/a | 0 | 2 |
| O••• F•••••••• P••••••• CRD 282355 | Mclean, VA | independent RIA | $601M | 97% | 11 | $54.6M | 1 | 0 |
| R••••• W••••• M••••••••• CRD 148816 | R•••••, VA | independent RIA | $590M | 96% | 4 | $147M | 0 | 0 |
| T•• I••••• G••••• L•• CRD 146975 | Arlington, VA | mixed wealth | $572M | 46% | 3 | $191M | 0 | 0 |
| C•••••• P•••••• W••••• G•••• L•• CRD 283257 | Vienna, VA | independent RIA | $562M | 100% | 7 | $80.3M | 1 | 0 |
| J••• F•••••••• G•••• L•• CRD 336362 | Richmond, VA | independent RIA | $542M | 57% | 6 | $90.3M | 0 | 0 |
| R•••••• A•••• M••••••••• L•• CRD 138706 | Henrico, VA | independent RIA | $537M | 81% | 2 | $269M | 0 | 0 |
| F••••••• G•••• W••••• P•••••••• L•• CRD 331352 | Richmond, VA | independent RIA | $532M | 100% | 2 | $266M | 0 | 0 |
| C•••• P••••••• M••••••••• L•• CRD 324057 | Richmond, VA | asset manager | $531M | 0.0% | 0 | n/a | 0 | 2 |
| B•••••• F•••••••• G•••• L•• CRD 291252 | Richmond, VA | institutional | $529M | 0.0% | 2 | $265M | 0 | 0 |
| M••••••••• R•••• I••••••••• I••• CRD 147529 | Alexandria, VA | independent RIA | $522M | 90% | 3 | $174M | 0 | 0 |
| T•• M••• S••••• G•••• CRD 175502 | Glen Allen, VA | independent RIA | $515M | 98% | 9 | $57.3M | 1 | 0 |
| C•••• I••••••••• C•••••• C••••••••• CRD 104648 | Charlottesville, VA | independent RIA | $510M | 72% | 5 | $102M | 0 | 0 |
| W••••••••• F•••••••• S•••••••• L•• CRD 130049 | Springfield, VA | independent RIA | $508M | 100% | 5 | $102M | 2 | 0 |
| P••• H••••• W••••• M••••••••• L•• CRD 317352 | Fairfax, VA | independent RIA | $507M | 100% | 1 | $507M | 0 | 0 |
| S•••• L••• C••••••• L•• CRD 325345 | Charlottesville, VA | asset manager | $505M | 1.8% | 0 | n/a | 1 | 7 |
| B•••••• H••••• W••••• M••••••••• CRD 338986 | Virginia Beach, VA | independent RIA | $505M | 97% | 6 | $84.2M | 2 | 0 |
| T•• L•••• F•••••••• G•••• CRD 315692 | Ashburn, VA | independent RIA | $482M | 100% | 6 | $80.4M | 0 | 0 |
| A•• F•••••••• W••••• M••••••••• L•• CRD 162878 | Leesburg, VA | independent RIA | $482M | 99% | 16 | $30.1M | 0 | 0 |
| C•••••• M••••• P•••••••• L•• CRD 147360 | Norfolk, VA | independent RIA | $481M | 93% | 3 | $160M | 0 | 0 |
| M••••••••• C•••••• M••••••••• I••• CRD 116524 | Richmond, VA | mixed wealth | $477M | 46% | 2 | $239M | 0 | 0 |
| M•••• • A••••••••• L•• CRD 307206 | Newport News, VA | independent RIA | $471M | 100% | 7 | $67.3M | 7 | 0 |
| T••••• H•••••• C•••••• M••••••••• CRD 309329 | Richmond, VA | independent RIA | $470M | 94% | 3 | $157M | 0 | 1 |
| S•••• C•••••• H•••••••• L•• CRD 335568 | Arlington, VA | bank affiliated | $467M | 95% | 0 | n/a | 2 | 1 |
| Z• C•••••• P••••••• CRD 336791 | Richmond, VA | independent RIA | $467M | 89% | 3 | $156M | 0 | 0 |
| C••••••• R•••• W••••• M••••••••• L•• CRD 284839 | Midlothian, VA | independent RIA | $464M | 100% | 8 | $58.0M | 7 | 0 |
| S•••••••• W••••• M••••••••• I••• CRD 164882 | Forest, VA | independent RIA | $455M | 97% | 9 | $50.5M | 6 | 0 |
| R••••••••• P••••••• L• CRD 327106 | Mclean, VA | asset manager | $436M | 0.0% | 1 | $436M | 0 | 1 |
| B••••••••• W••••• CRD 305896 | Winchester, VA | independent RIA | $425M | 97% | 6 | $70.9M | 2 | 0 |
| S••••••• W••••• M••••••••• CRD 143562 | Mclean, VA | independent RIA | $423M | 100% | 4 | $106M | 0 | 0 |
| A•••• P•••••• W••••• L•• CRD 281496 | Richmond, VA | independent RIA | $420M | 98% | 6 | $70.1M | 0 | 0 |
| A••••• P•••••••• L•• CRD 307273 | Fairfax, VA | independent RIA | $418M | 95% | 5 | $83.6M | 1 | 0 |
| T••••• F•••••••• G••••• I••• CRD 116744 | Roanoke, VA | independent RIA | $410M | 100% | 4 | $102M | 0 | 0 |
| P••••••••• F•••••••• S••••••••• L•• CRD 114957 | Fairfax, VA | independent RIA | $410M | 100% | 6 | $68.3M | 0 | 0 |
The firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
301 advisers match.