NivaLet’s talk

Top 3 financial advisor firms in Harrisonburg

3 SEC-registered financial advisor firms are headquartered in Harrisonburg, VA, with $1.73B in combined regulatory assets under management. The largest by assets are Graves Light Lenhart Wealth ($1.23B), Strategent Financial ($375M) and Gira & Gira Investment Advisors ($121M).

3
Financial advisor firms
$1.73B
Their combined AUM
$375M
Median firm AUM
763
Clients of the top 3

The 3 largest by assets

  1. 1
    Graves Light Lenhart Wealth

    RIA

    $1.23B

  2. 2
    Strategent Financial

    RIA

    $375M

  3. 3
    Gira & Gira Investment Advisors

    RIA

    $121M

Profiles of the top 3

No. 1 · RIA

Graves Light Lenhart Wealth

Graves Light Lenhart Wealth is an investment adviser based in Harrisonburg, VA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.23 billion, as filed on 30 March 2026.

Graves Light Lenhart Wealth charges 0.35%–0.90% a year for its Wealth Management Fees.

Regulatory AUM
$1.23B
Clients
438
Advisory staff
8
Fee schedule
0.35% to 0.90% a year
Minimum account
$2,500,000
Custodians
Charles Schwab
Headquarters
100 South Mason Street, Suite C, Harrisonburg, VA 22801
Phone
540-433-3076
Website
gllwealth.com

No. 2 · RIA

Strategent Financial

Strategent Financial is an investment adviser based in Harrisonburg, VA, registered with the SEC since 2018. 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 $375 million, as filed on 20 March 2026.

Strategent Financial charges 0.30%–1.00% a year for its Wealth Management Fees.

Regulatory AUM
$375M
Clients
140
Advisory staff
4
Founded
2008
Fee schedule
0.30% to 1.00% a year
Custodians
Charles Schwab
Headquarters
185 Neff Avenue, Suite 102, Harrisonburg, VA 22801
Phone
540-437-1222
Website
strategentfinancial.com

No. 3 · RIA

Gira & Gira Investment Advisors

Gira & Gira Investment Advisors is an investment adviser based in Harrisonburg, VA, registered with the SEC since 2026. 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 $121 million, as filed on 16 April 2026.

Gira & Gira Investment Advisors charges 0.50%–1.00% a year for its Investment management services.

Regulatory AUM
$121M
Clients
185
Advisory staff
2
Fee schedule
0.50% to 1.00% a year
Minimum account
$15,000
Custodians
Charles Schwab
Headquarters
316 Neff Ave., Harrisonburg, VA 22801
Phone
540-433-7600

Questions about financial advisors in Harrisonburg

How many financial advisor firms are headquartered in Harrisonburg?

3 SEC-registered financial advisor firms report their principal office in Harrisonburg, VA, managing $1.73B in regulatory assets between them.

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

What is the largest financial advisor firm in Harrisonburg?

Graves Light Lenhart Wealth, with $1.23B in regulatory assets under management on its latest Form ADV. The next largest are Strategent Financial ($375M) and Gira & Gira Investment Advisors ($121M).

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

How large is a typical financial advisor firm in Harrisonburg?

The median firm manages $375M in regulatory assets. That is the midpoint of the 3 firms headquartered in Harrisonburg.

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

How much do financial advisors in Harrisonburg charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 1.00% 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 Harrisonburg?

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

Harrisonburg has 3 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other Virginia cities