Firms by city
Registered investment advisers in Williamsburg, VA
4 SEC-registered advisers headquartered in Williamsburg, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Bay Rivers Group | Williamsburg, VA | $326M |
| Tenzing Financial | Williamsburg, VA | $231M |
| Dominguez Wealth Management Solutions | Williamsburg, VA | $213M |
| Joss Brown Wealth Advisors Group | Williamsburg, VA | $162M |
- Headquarters
- Williamsburg, VA
- Regulatory AUM
- $326M
- Headquarters
- Williamsburg, VA
- Regulatory AUM
- $231M
- Headquarters
- Williamsburg, VA
- Regulatory AUM
- $213M
- Headquarters
- Williamsburg, VA
- Regulatory AUM
- $162M
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 Williamsburg 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 firms headquartered 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.