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:
MORRIS & WELLS WEALTH MANAGEMENT
CRD#: 162411
Address: 230 Court Square, Ste 102, Charlottesville, VA 22902
Clients: 275
Average Clients per Advisor: 137
AUM: $ 988M
A. N. CULBERTSON & COMPANY, INC.
CRD#: 108341
Address: One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612
Clients: 143
Average Clients per Advisor: 28
AUM: $ 818M
MAROTTA WEALTH MANAGEMENT, INC.
CRD#: 115645
Address: 1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615
Clients: 169
Average Clients per Advisor: 14
AUM: $ 686M
CHASE INVESTMENT COUNSEL CORPORATION
CRD#: 104648
Address: 350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897
Clients: 54
Average Clients per Advisor: 9
AUM: $ 510M
UNITED WEALTH MANAGEMENT, LLC
CRD#: 133986
Address: Charlottesville, VA
Clients: 109
Average Clients per Advisor: 21
AUM: $ 407M
SOLITUDE FINANCIAL SERVICES, INC.
CRD#: 150348
Address: 236 East High Street, Charlottesville, VA 22902
Clients: 31
Average Clients per Advisor: 5
AUM: $ 364M
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
Jason Michael Statuta
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Wayne Grierson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Charles Dean
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
William Louis Wolfe II
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jonathan Nathaniel Chasen
Registered Affiliation(s):&PARTNERS
Susan Marie Wilkinson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
