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Firms by city

Registered investment advisers in Charlottesville, VA

2 SEC-registered advisers headquartered in Charlottesville, listed by regulatory assets under management as reported on Form ADV.

2 firms listed

InvestureCRD 130099$38.52B
Headquarters
Charlottesville, VA
Advisory staff
13
Clients
38
Headquarters
Charlottesville, VA
Advisory staff
16
Clients
22

Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.

About this list

A firm appears here when it reports its principal office in Charlottesville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Virginia.

Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.