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Find Retirement Advisors for Retirement Planning in Virginia, Rustburg
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 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 registration checks. 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 Rustburg, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209 | $45,003,485,534 | 354 | 181 | A percentage of AUM, Performance Based |
| 2 | 240 W Main Street, Suite 500 Charlottesville, VA, 22902 | $32,231,415,180 | 53 | 47 | A percentage of AUM, Performance Based |
| 3 | 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722 | $26,988,658,396 | 84 | 99 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 8350 Broad St, Suite 240 Mclean, VA, 22102-5150 | $24,381,015,458 | 94 | 27 | A percentage of AUM |
| 5 | 6641 West Broad Street, Suite 600 Richmond, VA, 23230 | $20,812,400,000 | 4775 | 68 | A percentage of AUM, Performance Based |
| 6 | 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911 | $20,033,497,535 | 22 | 30 | A percentage of AUM, Performance Based |
| 7 | One James Center, 901 East Cary Street, Suite 1100 Richmond, VA, 23219 | $19,332,677,961 | 20878 | 494 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES) |
| 8 | 1800 Bayberry Court, Suite 301, Richmond, VA, 23226 | $15,615,206,587 | 7987 | 53 | A percentage of AUM, Performance Based |
| 9 | 2 West Marshall Street, Middleburg, VA, 20117 | $14,784,344,321 | 268 | 12 | A percentage of AUM, Performance Based |
| 10 | 11921 Freedom Drive, Suite 1000 Reston, VA, 20190 | $12,155,269,613 | 1027 | 79 | A percentage of AUM, Fixed fees |
| 11 | 200 South 10th Street, Suite 800 Richmond, VA, 23219 | $8,988,905,427 | 396 | 17 | A percentage of AUM, Performance Based |
| 12 | 4301 Wilson Blvd., Arlington, VA, 22203-1860 | $7,208,407,391 | 20 | 41 | A percentage of AUM, Other (COST REIMBURSABLE.) |
| 13 | 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | $6,977,336,124 | 12547 | 144 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES) |
| 14 | World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA, 23510-1676 | $6,878,164,648 | 1767 | 40 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201 | $6,809,997,877 | 236 | 46 | A percentage of AUM, Performance Based, Other (PLATFORM FEES) |
Information on Top Retirement Planning firms in Rustburg, Virginia
QualificationsFirm CRD# 137610
Assets Under Management $45,003,485,534
No. Of Clients354
Clients Per Financial Advisor2
SANDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 354 clients. The team consists of 181 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 130099
Assets Under Management $32,231,415,180
No. Of Clients53
Clients Per Financial Advisor1
INVESTURE, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 47 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104862
Assets Under Management $26,988,658,396
No. Of Clients84
Clients Per Financial Advisor1
STRATEGIC INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 99 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 165976
Assets Under Management $24,381,015,458
No. Of Clients94
Clients Per Financial Advisor3
VEST FINANCIAL LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO CONSULTANT AND SUB-SUPERVISORY SERVICES FOR UNIT INVESTMENT TRUSTS)
QualificationsFirm CRD# 105726
Assets Under Management $20,812,400,000
No. Of Clients4775
Clients Per Financial Advisor70
THOMPSON SIEGEL & WALMSLEY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4775 clients. The team consists of 68 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (UNIFIED MANAGED ACCOUNTS)
QualificationsFirm CRD# 311296
Assets Under Management $20,033,497,535
No. Of Clients22
Clients Per Financial Advisor1
CORNERSTONE PARTNERS is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 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 vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 1588
Assets Under Management $19,332,677,961
No. Of Clients20878
Clients Per Financial Advisor42
DAVENPORT & COMPANY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20878 clients. The team consists of 494 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Performance Based
- Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 106654
Assets Under Management $15,615,206,587
No. Of Clients7987
Clients Per Financial Advisor151
THE LONDON COMPANY OF VIRGINIA is a financial advisory firm situated in Richmond, Virginia. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7987 clients. The team consists of 53 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109242
Assets Under Management $14,784,344,321
No. Of Clients268
Clients Per Financial Advisor22
AKRE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Middleburg, Virginia. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 12 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111113
Assets Under Management $12,155,269,613
No. Of Clients1027
Clients Per Financial Advisor13
MASON INVESTMENT ADVISORY SERVICES INC is a financial advisory firm situated in Reston, Virginia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1027 clients. The team consists of 79 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 112096
Assets Under Management $8,988,905,427
No. Of Clients396
Clients Per Financial Advisor23
AGINCOURT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109845
Assets Under Management $7,208,407,391
No. Of Clients20
Clients Per Financial Advisor0
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 20 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (COST REIMBURSABLE.)
Financial Planning Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 128545
Assets Under Management $6,977,336,124
No. Of Clients12547
Clients Per Financial Advisor87
CARY STREET PARTNERS 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 12547 clients. The team consists of 144 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 106375
Assets Under Management $6,878,164,648
No. Of Clients1767
Clients Per Financial Advisor44
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 1767 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 138854
Assets Under Management $6,809,997,877
No. Of Clients236
Clients Per Financial Advisor5
EJF CAPITAL LLC 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 236 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PLATFORM FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (COLLATERAL MANAGEMENT)
Retirement Planners Near You
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