Top 10 advisors in Charlottesville
We’ve curated a list of the best financial advisors in Charlottesville, take a look at it below
Find an advisor in Charlottesville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $18,587,388,650 | 42 advisors | ||
| 2 | $10,235,719,452 | 29 advisors | ||
| 3 | $4,434,439,180 | 10 advisors | ||
| 4 | $3,033,625,745 | 30 advisors | ||
| 5 | $1,674,029,614 | 7 advisors | ||
| 6 | $1,273,077,338 | 4 advisors | ||
| 7 | $1,120,671,908 | 35 advisors | ||
| 8 | $764,858,271 | 9 advisors | ||
| 9 | $665,062,229 | 5 advisors | ||
| 10 | $605,582,600 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Charlottesville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Charlottesville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Investure, LLC
Assets under management
$18,587,388,650
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Cornerstone Partners
Assets under management
$10,235,719,452
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Foxhaven Asset Management, Lp
Assets under management
$4,434,439,180
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Quad-c Management, Inc.
Assets under management
$3,033,625,745
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Bluestem Asset Management, LLC
Assets under management
$1,674,029,614
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Quinn Opportunity Partners
Assets under management
$1,273,077,338
Fee structure
A percentage of assets under your management
Performance-based fees
PERFORMANCE-BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Quantitative Investment Management, LLC
Assets under management
$1,120,671,908
Fee structure
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Harren Equity Partners, LLC
Assets under management
$764,858,271
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Guardian Point Capital, Lp
Assets under management
$665,062,229
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Jocassee Quantitative, LLC
Assets under management
$605,582,600
Fee structure
Performance-based fees
ANNUALLY NEGOTIATED MANAGEMENT FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.