NewRiaPulse: records in Virginia
20 newRiaPulse: records in Virginia are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-08-27; the most frequent is Activ8 Family Office LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
20 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-08-27. Most frequent: Activ8 Family Office LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Activ8 Family Office LLC (1)
- Bellars Harris Wealth Management (1)
- Oakleigh Wealth Services (1)
- Capitol Wealth Management, INC. (1)
- First Georgetown Securities, INC (1)
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What are the top newRiaPulse: records in Virginia right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Activ8 Family Office LLC | $1,542,366,700 | 1844 | Mclean |
| Bellars Harris Wealth Management | $505,382,390 | 1496 | Virginia Beach |
| Oakleigh Wealth Services | $102,494,493 | 257 | Crozet |
| Capitol Wealth Management, INC. | $111,888,886 | 93 | Mclean |
| First Georgetown Securities, INC | $115,737,800 | 123 | Alexandria |
| Templer Wealth Management, LLC | $102,919,045 | 181 | Vienna |
| Pegasus Financial Group LLC | $122,320,436 | 282 | Chantilly |
| Allridge Wealth Management, INC | $103,273,487 | 129 | Ashburn |
| Ascent Financial Group | $100,790,206 | 456 | Richmond |
| Fitzwilliams Wealth Management INC. | $123,549,687 | 634 | Chesapeake |
| Wacona Capital, LLC | $194,115,432 | 5 | Charlottesville |
| Piedmont Wealth Management | $156,063,257 | 541 | Alexandria |
| Steelhead Wealth Management | $341,895,056 | 280 | Glen Allen |
| Trio Wealth Management, LLC | $133,979,243 | 338 | Great Falls |
| Authentic Wealth Partners LLC | Culpeper | ||
| Watch Hill Financial INC | 🔒 Unlock all 20 records → | ||
| Portfolio Advisory Group, INC. | 🔒 Unlock all 20 records → | ||
| Gira & Gira Investment Advisors LLC | 🔒 Unlock all 20 records → | ||
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Frequently asked questions
How many newRiaPulse: records in Virginia are listed?
20 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-08-27.
Can I get alerts for Virginia?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records