Top 10 financial advisor firms in Charlottesville

10 SEC-registered financial advisor firms are headquartered in Charlottesville, VA, with $4.4B in combined regulatory assets under management. The largest by assets are Morris & Wells Wealth Management ($988M), A. N. Culbertson & Company ($818M) and Marotta Asset Management ($686M).

10
Financial advisor firms: $4.4B
Their combined AUM: $355M
Median firm AUM: 1,809
Clients of the top 10

The 10 largest by assets

1
Morris & Wells Wealth Management
RIA
$988M
Regulatory AUM
2
A. N. Culbertson & Company
RIA
$818M
0.60% to 1.00% a year
3
Marotta Asset Management
RIA
$686M
0.40% to 1.00% a year
4
Chase Investment Counsel
RIA
$510M
0.40% to 1.00% a year
5
Solitude Financial Services
RIA
$364M
0.70% to 1.00% a year
6
Rede Wealth
RIA
$346M
0.30% to 1.25% a year
7
Fields Gottscho Capital Management
RIA
$333M
Up to 1.00% a year
8
Clio Asset Management
RIA
$128M
1.00% to 1.25% a year
9
Sturman Wealth Advisors
RIA
$116M
Regulatory AUM
10
Aria Wealth Partners
RIA
$112M
0.50% to 1.10% a year

Profiles of the top 10

No. 1 · RIA

Morris & Wells Wealth Management

Morris & Wells Wealth Management is an investment adviser based in Charlottesville, VA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $988 million, as filed on 16 March 2026.

Regulatory AUM: $988M
Clients: 298
Advisory staff: 2
Founded: 1975
Custodians: Charles Schwab
Headquarters: 230 Court Square, Ste 102, Charlottesville, VA 22902
Phone: 434-977-7010
Website: morrisandwells.com

No. 2 · RIA

A. N. Culbertson & Company

A. N. Culbertson & Company is an investment adviser based in Charlottesville, VA, registered with the SEC since 1993. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $818 million, as filed on 28 August 2026.

A. N. Culbertson & Company charges 0.60%–1.00% a year for its Asset management and financial planning.

Regulatory AUM: $818M
Clients: 315
Advisory staff: 5
Founded: 1993
Fee schedule: 0.60% to 1.00% a year
Custodians: Charles Schwab
Headquarters: One Boars Head Pointe, Suite 101, Charlottesville, VA 22903-4612
Phone: 434-972-7766
Website: anculbertson.com

No. 3 · RIA

Marotta Asset Management

Marotta Asset Management is an investment adviser based in Charlottesville, VA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $686 million, as filed on 1 October 2026.

Marotta Asset Management charges 0.40%–1.00% a year for its Comprehensive and Collaborative service levels.

Regulatory AUM: $686M
Clients: 366
Advisory staff: 12
Founded: 2000
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1000 Ednam Center, Suite 200, Charlottesville, VA 22903-4615
Phone: 434-244-0000
Website: marottaonmoney.com

No. 4 · RIA

Chase Investment Counsel

Chase Investment Counsel is an investment adviser based in Charlottesville, VA, registered with the SEC since 1964. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $510 million, as filed on 25 March 2026.

Chase Investment Counsel charges 0.40%–1.00% a year for its Separately managed accounts.

Regulatory AUM: $510M
Clients: 132
Advisory staff: 6
Fee schedule: 0.40% to 1.00% a year
Custodians: US Bank, N.A., Charles Schwab
Headquarters: 350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897
Phone: 434-293-9104
Website: chasegrowthfund.com

No. 5 · RIA

Solitude Financial Services

Solitude Financial Services is an investment adviser based in Charlottesville, VA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $364 million, as filed on 10 September 2026.

Solitude Financial Services charges 0.70%–1.00% a year for its Financial Life Management.

Regulatory AUM: $364M
Clients: 164
Advisory staff: 6
Founded: 2006
Fee schedule: 0.70% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 236 East High Street, Charlottesville, VA 22902
Phone: 434-218-2201
Website: solitudefinancial.com

No. 6 · RIA

Rede Wealth

Rede Wealth is an investment adviser based in Charlottesville, VA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $346 million, as filed on 24 February 2026.

Rede Wealth charges 0.30%–1.25% a year for its Investment Management Fees.

Regulatory AUM: $346M
Clients: 224
Advisory staff: 2
Founded: 2015
Fee schedule: 0.30% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 600 Peter Jefferson Parkway, Suite 250, Charlottesville, VA 22911
Phone: 434-974-3500
Website: redewealth.com

No. 7 · RIA

Fields Gottscho Capital Management

Fields Gottscho Capital Management is an investment adviser based in Charlottesville, VA, registered with the SEC since 2005. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $333 million, as filed on 10 March 2026.

Fields Gottscho Capital Management charges up to 1.00% a year for its Investment Management Services.

Regulatory AUM: $333M
Clients: 84
Advisory staff: 4
Founded: 2005
Fee schedule: Up to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 1010 Ednam Center, Suite 211, Charlottesville, VA 22903
Phone: 800-628-3812
Website: fieldsgottscho.com

No. 8 · RIA

Clio Asset Management

Clio Asset Management is an investment adviser based in Charlottesville, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $128 million, as filed on 1 September 2026.

Clio Asset Management charges 1.00%–1.25% a year for its Asset Management.

Regulatory AUM: $128M
Clients: 46
Advisory staff: 1
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1 Boars Head Lane, Suite C-4, Charlottesville, VA 22903
Phone: 434-329-7463
Website: clioam.com

No. 9 · RIA

Sturman Wealth Advisors

Sturman Wealth Advisors is an investment adviser based in Charlottesville, VA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $116 million, as filed on 26 February 2026.

Regulatory AUM: $116M
Clients: 91
Advisory staff: 2
Custodians: Altruist
Headquarters: 404 People Place, Suite 404, Charlottesville, VA 22911
Phone: 434-201-2255
Website: sturmanwealth.com

No. 10 · RIA

Aria Wealth Partners

Aria Wealth Partners is an investment adviser based in Charlottesville, VA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $112 million, as filed on 6 March 2026.

Aria Wealth Partners charges 0.50%–1.10% a year for its Wealth Advisory Services.

Regulatory AUM: $112M
Clients: 89
Advisory staff: 2
Fee schedule: 0.50% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 505 Faulconer Drive, Suite 2a, Charlottesville, VA 22903
Phone: 434-338-6840
Website: ariawealthpartners.com

Questions about financial advisors in Charlottesville

How many financial advisor firms are headquartered in Charlottesville?

10 SEC-registered financial advisor firms report their principal office in Charlottesville, VA, managing $4.4B in regulatory assets between them. The other 17 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Charlottesville?

Morris & Wells Wealth Management, with $988M in regulatory assets under management on its latest Form ADV. The next largest are A. N. Culbertson & Company ($818M) and Marotta Asset Management ($686M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Charlottesville?

The median firm manages $355M in regulatory assets. That is the midpoint of the 10 firms headquartered in Charlottesville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Charlottesville charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Charlottesville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Charlottesville has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Charlottesville

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