Top 4 financial advisor firms in Williamsburg

4 SEC-registered financial advisor firms are headquartered in Williamsburg, VA, with $933M in combined regulatory assets under management. The largest by assets are Bay Rivers Group ($326M), Tenzing Financial ($231M) and Dominguez Wealth Management Solutions ($213M).

4
Financial advisor firms: $933M
Their combined AUM: $222M
Median firm AUM: 887
Clients of the top 4

The 4 largest by assets

1
Bay Rivers Group
RIA
$326M
0.70% to 1.50% a year
2
Tenzing Financial
RIA
$231M
0.15% to 1.50% a year
3
Dominguez Wealth Management Solutions
RIA
$213M
Regulatory AUM
4
Joss Brown Wealth Advisors Group
RIA
$162M
0.25% to 1.00% a year

Profiles of the top 4

No. 1 · RIA

Bay Rivers Group

Bay Rivers Group is an investment adviser based in Williamsburg, VA, registered with the SEC since 2017. 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 $326 million, as filed on 13 March 2026.

Bay Rivers Group charges 0.70%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $326M
Clients: 401
Advisory staff: 4
Founded: 2017
Fee schedule: 0.70% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 5107 Center Street B1, Williamsburg, VA 23188
Phone: 757-259-2450
Website: bayriversgroup.com

No. 2 · RIA

Tenzing Financial

Tenzing Financial is an investment adviser based in Williamsburg, VA, registered with the SEC since 2025. 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 $231 million, as filed on 31 August 2026.

Tenzing Financial charges 0.15%–1.50% a year for its Wealth Management Fees.

Regulatory AUM: $231M
Clients: 165
Advisory staff: 3
Founded: 2020
Fee schedule: 0.15% to 1.50% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 1215 MT Vernon Ave, Suite C, Williamsburg, VA 23185
Phone: 757-703-0030
Website: tenzingfinancial.us

No. 3 · RIA

Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions is an investment adviser based in Williamsburg, VA, registered with the SEC since 2021. 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 $213 million, as filed on 26 March 2026.

Regulatory AUM: $213M
Clients: 192
Advisory staff: 2
Founded: 2014
Custodians: Charles Schwab
Headquarters: 304 Bulifants Boulevard, Suite 101, Williamsburg, VA 23188
Phone: 757-645-9252
Website: dominguezwealthsolutions.com

No. 4 · RIA

Joss Brown Wealth Advisors Group

Joss Brown Wealth Advisors Group is an investment adviser based in Williamsburg, VA, registered with the SEC since 2023. 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 $162 million, as filed on 5 February 2026.

Joss Brown Wealth Advisors Group charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $162M
Clients: 129
Advisory staff: 5
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185
Phone: 757-903-2127
Website: jossbrown.com

Questions about financial advisors in Williamsburg

How many financial advisor firms are headquartered in Williamsburg?

4 SEC-registered financial advisor firms report their principal office in Williamsburg, VA, managing $933M 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 Williamsburg?

Bay Rivers Group, with $326M in regulatory assets under management on its latest Form ADV. The next largest are Tenzing Financial ($231M) and Dominguez Wealth Management Solutions ($213M).

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

How large is a typical financial advisor firm in Williamsburg?

The median firm manages $222M in regulatory assets. That is the midpoint of the 4 firms headquartered in Williamsburg.

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

How much do financial advisors in Williamsburg charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Williamsburg?

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

Williamsburg has 4 financial advisor firms; see every adviser in the city →