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Find Retirement Advisors for Retirement Planning in Charlottesville, Virginia
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Charlottesville, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902 | $30,621,255,853 | 50 | 42 | A Percentage of AUM, Performance Based |
| 2 | CORNERSTONE PARTNERS 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911 | $11,599,037,144 | 20 | 29 | A Percentage of AUM, Performance Based |
| 3 | FOXHAVEN ASSET MANAGEMENT, LP 550 E Water Street, Suite 888 Charlottesville, VA, 22902 | $4,434,439,180 | 5 | 10 | A Percentage of AUM, Performance Based |
| 4 | QUAD-C MANAGEMENT, INC. 240 W Main Street, Suite 600 Charlottesville, VA, 22902 | $3,033,625,745 | 2 | 30 | A Percentage of AUM, Performance Based |
| 5 | BLUESTEM ASSET MANAGEMENT, LLC 320 E. Main Street, Suite B Charlottesville, VA, 22902 | $1,674,029,614 | 1 | 7 | A Percentage of AUM, Performance Based |
| 6 | QUINN OPPORTUNITY PARTNERS 2 Boars Head Place, Suite 250 Charlottesville, VA, 22903 | $1,273,077,338 | 6 | 4 | A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 7 | QUANTITATIVE INVESTMENT MANAGEMENT, LLC 240 W. Main Street, Suite 300 Charlottesville, VA, 22902-5009 | $1,120,671,908 | 2 | 35 | Performance Based |
| 8 | EMERGENT FINANCIAL SERVICES, LLC. 310 Old Ivy Way Ste 302, Suite 302 Charlottesville, VA, 22903 | $1,105,901,000 | 134 | 5 | A Percentage of AUM, Fixed Fees |
| 9 | HARREN EQUITY PARTNERS, LLC The Gleason Building, 200 Garrett Street, Suite F Charlottesville, VA, 22902-5662 | $764,858,271 | 7 | 9 | A Percentage of AUM, Performance Based |
| 10 | MORRIS & WELLS WEALTH MANAGEMENT 410 White Gables Ln, Charlottesville, VA, 22903-4994 | $694,261,392 | 236 | 4 | A Percentage of AUM |
| 11 | GUARDIAN POINT CAPITAL, LP 240 W. Main St, Suite 310 Charlottesville, VA, 22902 | $665,062,229 | 1 | 5 | A Percentage of AUM, Performance Based |
| 12 | MASONRY CAPITAL MANAGEMENT, LLC 404 People Place, 4th Floor Charlottesville, VA, 22911 | $637,406,295 | 67 | 3 | A Percentage of AUM, Performance Based |
| 13 | JOCASSEE QUANTITATIVE, LLC 240 W Main Street, Suite 305 Charlottesville, VA, 22902 | $605,582,600 | 1 | 9 | Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE) |
| 14 | A. N. CULBERTSON & COMPANY, INC. One Boars Head Pointe, Suite 101 Charlottesville, VA, 22903-4612 | $538,123,000 | 793 | 10 | A Percentage of AUM |
| 15 | MAROTTA WEALTH MANAGEMENT, INC. 1000 Ednam Center, Suite 200 Charlottesville, VA, 22903-4615 | $524,764,296 | 1874 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Charlottesville, Virginia
QualificationsFirm CRD# 130099
Assets Under Management $30,621,255,853
No. Of Clients50
Clients Per Financial Advisor1
INVESTURE, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 311296
Assets Under Management $11,599,037,144
No. Of Clients20
Clients Per Financial Advisor1
CORNERSTONE PARTNERS is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 168872
Assets Under Management $4,434,439,180
No. Of Clients5
Clients Per Financial Advisor1
FOXHAVEN ASSET MANAGEMENT, LP is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 161395
Assets Under Management $3,033,625,745
No. Of Clients2
Clients Per Financial Advisor0
QUAD-C MANAGEMENT, INC. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 158330
Assets Under Management $1,674,029,614
No. Of Clients1
Clients Per Financial Advisor0
BLUESTEM ASSET MANAGEMENT, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 167470
Assets Under Management $1,273,077,338
No. Of Clients6
Clients Per Financial Advisor2
QUINN OPPORTUNITY PARTNERS is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 156869
Assets Under Management $1,120,671,908
No. Of Clients2
Clients Per Financial Advisor0
QUANTITATIVE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 288434
Assets Under Management $1,105,901,000
No. Of Clients134
Clients Per Financial Advisor27
EMERGENT FINANCIAL SERVICES, LLC. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 134 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 158494
Assets Under Management $764,858,271
No. Of Clients7
Clients Per Financial Advisor1
HARREN EQUITY PARTNERS, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $765M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 162411
Assets Under Management $694,261,392
No. Of Clients236
Clients Per Financial Advisor59
MORRIS & WELLS WEALTH MANAGEMENT is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $694M assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 165053
Assets Under Management $665,062,229
No. Of Clients1
Clients Per Financial Advisor0
GUARDIAN POINT CAPITAL, LP is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $665M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 292664
Assets Under Management $637,406,295
No. Of Clients67
Clients Per Financial Advisor22
MASONRY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $637M assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 316865
Assets Under Management $605,582,600
No. Of Clients1
Clients Per Financial Advisor0
JOCASSEE QUANTITATIVE, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $606M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 108341
Assets Under Management $538,123,000
No. Of Clients793
Clients Per Financial Advisor79
A. N. CULBERTSON & COMPANY, INC. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $538M assets under management, the firm specializes in crafting personalized retirement planning solutions for 793 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 115645
Assets Under Management $524,764,296
No. Of Clients1874
Clients Per Financial Advisor110
MAROTTA WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $525M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1874 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.