- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Virginia # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 20 newRiaPulse: records in Virginia (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=VA) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=VA&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=VA) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 20 Most frequent - Activ8 Family Office LLC (1) - Bellars Harris Wealth Management (1) - Oakleigh Wealth Services (1) - Capitol Wealth Management, INC. (1) - First Georgetown Securities, INC (1) ## How do I get new newRiaPulse: records in Virginia by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=VA) [Watch this exact filter](/v/newriapulse?state=VA#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 20 records → | | Portfolio Advisory Group, INC. | Included in the full CSV with every column 🔒 Unlock all 20 records → | | Gira & Gira Investment Advisors LLC | Included in the full CSV with every column 🔒 Unlock all 20 records → | Browse 5 more matching record reports - [Watch Hill Financial INC](/report/newriapulse/watch-hill-financial-inc-richmond-va--ria-343646) - [Portfolio Advisory Group, INC.](/report/newriapulse/portfolio-advisory-group-inc-alexandria-va--ria-116011) - [Gira & Gira Investment Advisors LLC](/report/newriapulse/gira-and-gira-investment-advisors-llc-harrisonburg-va--ria-167813) - [Mwa Investments, LLC](/report/newriapulse/mwa-investments-llc-white-stone-va--ria-156685) - [Harvest - Faith-Based Investing](/report/newriapulse/harvest-faith-based-investing-lynchburg-va--ria-338019) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Virginia public-record feeds [Nursing Home Inspection Deficiencies by State & Severity in Virginia](/hub/nursinghomedeficiencypulse/state/va) [New MSHA Citations at Mines & Quarries by State in Virginia](/hub/mshaminepulse/state/va) [Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Virginia](/hub/creditunionchangepulse/state/va) [Newly Posted IRS Automatic Revocations of Tax Exemption in Virginia](/hub/nonprofitrevocationpulse/state/va) [Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in Virginia](/hub/ghgemitterpulse/state/va) [New Federal, Colorado, NYC & Chicago Lobbying Clients in Virginia](/hub/lobbyingclientpulse/state/va) [New Trucking Company Registrations in Virginia](/hub/fmcsacarrierpulse/state/va) [School & Library E-Rate Contracts Up for Rebid in Virginia](/hub/eratecontractrebidpulse/state/va) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)