The landscape of asset management firms in Virginia is diverse and dynamic, populated by companies that excel in services ranging from wealth management to corporate finance. These firms offer personalized financial solutions for diverse clientele including individuals, corporations, and institutions. They employ various investment strategies to capitalize on market opportunities and generate optimal returns. Through their expert advisory and financial services, they help clients navigate the complexities of financial markets. Moving forward, these firms are expected to couple traditional financial methodologies with technological advancements, thereby driving investment outcomes and client engagements.


Top 22 asset management companies in Virginia

1. Davenport & Company LLC

Davenport & Company LLC is an investment firm that provides wealth management, brokerage services, equity research, financial services, and corporate finance. With a history spanning over 160 years, they have built meaningful relationships by delivering high-quality financial services while balancing stability and innovation. They are committed to protecting their clients' assets and are known for their expertise in navigating dynamic financial markets.


2. Cary Street Partners

Cary Street Partners is an independent wealth management firm that offers comprehensive financial and estate planning, research and portfolio advisory services, asset management, life insurance strategies, and retirement services.


3. EJF Capital LLC

  • Website: ejfcap.com
  • Headquarters: Arlington, Virginia, United States
  • Founded: 2005
  • Headcount: 51-200
  • Latest funding type: Debt Financing
  • LinkedIn

EJF Capital is an asset management firm specializing in institutional investment solutions within the financial sector. They offer various investment strategies that capitalize on market dislocation, and provide expert advice and capital to plaintiff law firms for mass torts and litigation. EJF also operates different funds focused on debt opportunities, tactical opportunities, and venture capital.


4. Piedmont Fund Services

  • Website: pfsglobal.com
  • Headquarters: Herndon, Virginia, United States
  • Founded: 2005
  • Headcount: 51-200
  • LinkedIn

Piedmont Fund Services, Inc. (PFS) is a company that provides investment banking services in the financial industry. They offer a range of financial solutions, including asset management, fund administration, and investment advisory services.


5. Motley Fool Wealth Management

  • Website: foolwealth.com
  • Headquarters: Alexandria, Virginia, United States
  • Founded: 1993
  • Headcount: 51-200
  • LinkedIn

Fool Wealth is a financial institution that offers personalized asset allocation recommendations for long-term portfolios. They believe in investing in high-quality businesses that can thrive over time. With experienced portfolio managers, they make tough decisions to ensure financial success, providing 24/7 access to a client portal and client experience specialists. As a fiduciary, they prioritize client interests and tailor strategies to individual needs, offering over 140 unique portfolio allocations.


6. Investure, LLC

  • Website: investure.com
  • Headquarters: Charlottesville, Virginia, United States
  • Founded: 2003
  • Headcount: 11-50
  • LinkedIn

Investure is a full-service investment office that serves a select group of endowments and private foundations. With a mission aligned with our clients, we aim to generate excellent, long-term investment performance and provide high-touch service, managing our clients' total portfolio globally across all asset classes. With approximately $16B in assets under management, we strive to grow endowments and create a brighter future.


7. TCV Trust & Wealth Management

  • Website: tcvwealth.com
  • Headquarters: Richmond, Virginia, United States
  • Founded: 1993
  • Headcount: 11-50
  • LinkedIn

TCV Trust & Wealth Management is an independent fiduciary and fee-only wealth management firm offering asset management, trust administration, and estate services. With offices in Virginia and Tennessee, they provide objective advice, competitive results, and personal service to individuals and families. Their experienced professionals apply sound investment principles to produce superior investment results.


8. Edgar Lomax Co

  • Website: edgarlomax.com
  • Headquarters: Springfield, Virginia, United States
  • Founded: 1986
  • Headcount: 11-50
  • LinkedIn

The Edgar Lomax Company is a registered investment advisor offering large-cap value equity investment management services to institutional, high net worth, and retail clients through separate accounts and the Edgar Lomax Value Fund.


9. Vectors Asset Management

Vectors Asset Management, LLC is an SEC registered investment advisor offering equity and fixed income portfolio management, asset allocation, and risk management services to institutional separate account and high net worth individual clients. The firm has a superior investment performance track record and leverages the knowledge, experience, and resources of Andrew Davidson and Co.


10. The SRI Conference & Community

Goldman Sachs Advisor Solutions offers sophisticated investment solutions to clients through its team of specialists with over 150 years of experience in the industry.


11. Autumn Wind Asset Management, LLC

  • Website: autumnwind.com
  • Headquarters: Great Falls, Virginia, United States
  • Founded: 2000
  • Headcount: 11-50
  • LinkedIn

Autumn Wind Asset Management is an SEC-registered investment advisor based in Washington, D.C. that manages portfolios of individual securities for high net worth families, their trusts, and endowments.


12. M K Taylor Contracting

Mktaylor.com is a company that offers professional services in the finance industry. They provide solutions for businesses and individuals who need guidance in investments, financial planning, and asset management.


13. Brockenbrough

Brockenbrough is an independent firm that has been providing top-tier wealth and investment management services for over 50 years. With a team of 30 professionals and over $3.5 billion in assets under management, we are committed to being the best stewards to our clients by combining innovation with the highest quality service.


14. Winston Partners

Winston Partners is an investment firm specializing in long/short equity strategies. With over 28 years of experience, the company offers investment services to both individual and institutional clients. They focus on identifying attractive investment opportunities and managing risk to generate superior returns for their clients.


15. Rembert Pendleton Jackson

Rembert Pendleton Jackson (RPJ) Advisors is a financial planning and investment management firm based in Falls Church, VA. With over 100 years of collective experience, they offer a wide range of services to individuals, families, and organizations. As a fee-only independent Registered Investment Advisory firm, they prioritize their clients' interests and aim to build long-lasting relationships based on trust.


16. Wilkins & Co., County Office

Wilkins and Co is a company that provides comprehensive financial services and solutions to a wide range of clients, including individuals, corporations and institutions.


17. StableRiver Capital Management LLC

Ridgeworth Investments offers a range of investment strategies focused on delivering competitive risk-adjusted returns to institutional investors and financial advisors.


18. WST Capital Management

  • Website: wstcm.com
  • Headquarters: Norfolk, Virginia, United States
  • Founded: 2015
  • Headcount: 11-50
  • LinkedIn

WST Capital Management offers risk-managed ETF strategies that balance protection and growth for investors. Leveraging top-down portfolio management inputs and bottom-up machine learning, their strategies use powerful proprietary investment science to stay the course during market fluctuations.


19. Valley View Consulting

Valley View Consulting, L.L.C. provides investment management and consulting services to assist clients in achieving their investment objectives.


20. Edgewater Condominium, INC.

Edgewater is a company that offers financial consulting and investment services for individuals and businesses looking to grow their portfolio and navigate the complex financial landscape.


21. Corvesta, Inc.

  • Website: corvesta.com
  • Headquarters: Roanoke, Virginia, United States
  • Founded: 2006
  • Headcount: 51-200
  • LinkedIn

Corvesta is a company that offers a wide range of financial services and solutions to businesses and individuals. With a focus on delivering personalized strategies, they help their clients achieve their financial goals and navigate complex investment landscapes.


22. CSC Leasing Company

CSC Leasing is an equipment leasing and financing company that offers growth capital and customizable online asset management solutions. With a focus on early stage and emerging growth businesses, middle market enterprises, and large enterprises, CSC Leasing provides lease lines ranging from $100,000 to $20,000,000. Their portfolio is owned, capitalized, and managed solely by CSC Leasing, ensuring alignment of interests with their clients. They specialize in serving key industries such as life sciences & biotech, food & beverage, manufacturing & logistics, and technology & cloud computing.


Want to find more asset management companies?


If you want to find more companies that offer diverse services including wealth management, financial planning, and strategic investment advisory you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
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...and a lot more!