Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TOWERS WATSON INVESTMENT SERVICES, INC. 800 N. Glebe Road, Arlington, VA, 22203 | $63,288,614,312 | 87 | 198 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON) |
2 | SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209 | $38,906,541,054 | 402 | 181 | A Percentage of AUM, Performance Based |
3 | INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902 | $30,621,255,853 | 50 | 42 | A Percentage of AUM, Performance Based |
4 | STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722 | $24,901,888,467 | 75 | 105 | A Percentage of AUM, Fixed Fees, Performance Based |
5 | THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230 | $17,550,000,000 | 4952 | 67 | A Percentage of AUM, Performance Based |
6 | DAVENPORT & COMPANY LLC One James Center, 901 East Cary Street, Suite 1100 Richmond, VA, 23219 | $16,588,083,655 | 20311 | 478 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES) |
7 | THE LONDON COMPANY OF VIRGINIA 1800 Bayberry Court, Suite 301, Richmond, VA, 23226 | $14,755,387,190 | 8754 | 50 | A Percentage of AUM, Performance Based |
8 | AKRE CAPITAL MANAGEMENT, LLC 2 West Marshall Street, Middleburg, VA, 20117 | $13,714,741,365 | 293 | 12 | A Percentage of AUM, Performance Based |
9 | CORNERSTONE PARTNERS 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911 | $11,599,037,144 | 20 | 29 | A Percentage of AUM, Performance Based |
10 | MASON INVESTMENT ADVISORY SERVICES INC 11921 Freedom Drive, Suite 1000 Reston, VA, 20190 | $10,094,475,873 | 827 | 80 | A Percentage of AUM, Fixed Fees |
11 | CBOE VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150 | $10,055,664,605 | 56 | 20 | A Percentage of AUM |
12 | EJF CAPITAL LLC 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201 | $8,631,279,440 | 565 | 72 | A Percentage of AUM, Performance Based, Other (PLATFORM FEES) |
13 | AGINCOURT CAPITAL MANAGEMENT, LLC 200 South 10th Street, Suite 800 Richmond, VA, 23219 | $7,392,877,103 | 391 | 18 | A Percentage of AUM, Performance Based |
14 | HOMESTEAD ADVISERS CORP. 4301 Wilson Blvd., Arlington, VA, 22203-1860 | $6,964,910,850 | 21 | 41 | A Percentage of AUM, Other (COST REIMBURSABLE.) |
15 | BROWN ADVISORY World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA, 23510-1676 | $6,606,613,781 | 1888 | 45 | A Percentage of AUM, Fixed Fees, Performance Based |
QualificationsFirm CRD# 110473
Assets Under Management $63,288,614,312
No. Of Clients87
Clients Per Financial Advisor0
TOWERS WATSON INVESTMENT SERVICES, INC. is a financial advisory firm situated in Arlington, Virginia. With a nearly $63B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 198 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 137610
Assets Under Management $38,906,541,054
No. Of Clients402
Clients Per Financial Advisor2
SANDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 clients. The team consists of 181 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
QualificationsFirm CRD# 104862
Assets Under Management $24,901,888,467
No. Of Clients75
Clients Per Financial Advisor1
STRATEGIC INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 75 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105726
Assets Under Management $17,550,000,000
No. Of Clients4952
Clients Per Financial Advisor74
THOMPSON SIEGEL & WALMSLEY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4952 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 1588
Assets Under Management $16,588,083,655
No. Of Clients20311
Clients Per Financial Advisor42
DAVENPORT & COMPANY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20311 clients. The team consists of 478 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106654
Assets Under Management $14,755,387,190
No. Of Clients8754
Clients Per Financial Advisor175
THE LONDON COMPANY OF VIRGINIA is a financial advisory firm situated in Richmond, Virginia. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8754 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109242
Assets Under Management $13,714,741,365
No. Of Clients293
Clients Per Financial Advisor24
AKRE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Middleburg, Virginia. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 293 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
QualificationsFirm CRD# 111113
Assets Under Management $10,094,475,873
No. Of Clients827
Clients Per Financial Advisor10
MASON INVESTMENT ADVISORY SERVICES INC is a financial advisory firm situated in Reston, Virginia. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165976
Assets Under Management $10,055,664,605
No. Of Clients56
Clients Per Financial Advisor3
CBOE VEST FINANCIAL LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 138854
Assets Under Management $8,631,279,440
No. Of Clients565
Clients Per Financial Advisor8
EJF CAPITAL LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112096
Assets Under Management $7,392,877,103
No. Of Clients391
Clients Per Financial Advisor22
AGINCOURT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 391 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109845
Assets Under Management $6,964,910,850
No. Of Clients21
Clients Per Financial Advisor1
HOMESTEAD ADVISERS CORP. is a financial advisory firm situated in Arlington, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106375
Assets Under Management $6,606,613,781
No. Of Clients1888
Clients Per Financial Advisor42
BROWN ADVISORY is a financial advisory firm situated in Norfolk, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1888 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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