Top 10 fastest-growing RIAs in Virginia (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Covenant Wealth Advisors RICHMOND	$496.3M → $909.6M	1.83× 1.4× typical	9 → 12	+2	Organic or recruited	Fidelity	88.1
2	Capitol Private Wealth Group LLC VIENNA	$357.8M → $562.1M	1.57× 1.2× typical	4 → 7	+1	Organic	Schwab	84.2
3	Mason & Associates, LLC NEWPORT NEWS	$319M → $471.4M	1.48× 1.1× typical	5 → 7	+2	Organic or recruited	Axos Clearing	79.9
4	Navy Federal Investment Services, LLC VIENNA	$1.47B → $2.1B	1.43× 1.1× typical	110 → 147	+14	Organic or recruited	Pershing	77.8
5	Cary Street Partners RICHMOND	$6.98B → $10.25B	1.47× 1.1× typical	71 → 85	+9	Organic or recruited	Schwab	77.3
6	Martin Wealth Solutions CHRISTIANSBURG	$184.1M → $377.1M	2.05× 1.5× typical	2 → 5	0	Organic	Trade-PMR	75.3
7	Cassaday & Company, Inc. MCLEAN	$4.98B → $7.14B	1.43× 1.1× typical	27 → 32	+3	Organic	Pershing	74.3
8	Monument Wealth Management ALEXANDRIA	$433.8M → $648.4M	1.49× 1.1× typical	8 → 9	+1	Organic or recruited	Schwab	73.5
9	3chopt Investment Partners LLC RICHMOND	$628.5M → $889.4M	1.42× 1.1× typical	3 → 4	+1	Organic	Schwab	71.8
10	Olio Financial Planning MCLEAN	$412.7M → $600.5M	1.46× 1.1× typical	7 → 8	+1	Organic	Schwab	71.5

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Virginia.

How we ranked