New Advisers Weekly

Newly registered investment advisers in Virginia

4 adviser firms in Virginia had a first registration approved in the last 30 days, 14 in the last 90 and 86 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

A2 CAPITAL GROUP LLC

Arlington · approved 2026-11-11

Exempt reporting

CAMINO LEGACY WEALTH LLC

North Chesterfield · approved 2026-11-10

State-registered

AMICUS ADVISORS LLC

Vienna · approved 2026-10-16

State-registered

NEW PARADIGM CAPITAL MANAGEMENT, LLC

Great Falls · approved 2026-10-16

SEC-registered

The paid lists

The 4 above are the last 30 days in Virginia, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (82)

FirmCitySegmentApproved
GEORGE YARD CAPITAL MANAGEMENT, LLCRestonExempt reporting2026-10-07
TM2, LLCHenricoState-registered2026-10-07
SALIO CAPITAL LLCTysonsState-registered2026-09-30
BODNEY CAPITAL MANAGEMENT LLCArlingtonExempt reporting2026-09-23
LTPLANNERSVirginia BeachState-registered2026-09-12
IZVOR CAPITAL GP, LLCFairfax StationExempt reporting2026-09-11
CEDARSTREAM WEALTH, LLCHerndonState-registered2026-09-03
LIMITER FINANCIAL LLCRichmondState-registered2026-08-20
LONERUE CAPITAL MANAGEMENT—Exempt reporting2026-08-19
LPV INVESTMENT MANAGEMENT, LLC—Exempt reporting2026-08-19
OAKLEIGH WEALTH SERVICESCrozetSEC-registered2026-08-14
EARLSDON CAPITAL MANAGEMENT, LLC—State-registered2026-08-12
EARLY LIGHT GP III, LLC—Exempt reporting2026-08-11
PHIN WEALTH—State-registered2026-08-11
CAPITOL WEALTH MANAGEMENT, INC.McleanSEC-registered2026-08-07
STEADYRISE FINANCIAL LLC—State-registered2026-08-06
FIRST GEORGETOWN SECURITIES, INCAlexandriaSEC-registered2026-08-05
KOTINI CAPITAL ADVISORS LLCMiamiState-registered2026-07-28
ARROW WEALTH ADVISORSLynchburgSEC-registered2026-07-22
KITCHEN TABLE FINANCIAL PLANNING—State-registered2026-07-20
VANSHAP CAPITAL, LLCArlingtonExempt reporting2026-07-11
KNIGHT STRATEGIC INVESTMENT ADVISING LLC—State-registered2026-07-07
ZEFAN & COMPANY, LLC—State-registered2026-07-01
FORTEZZA WEALTH ADVISORS, LLCFincastleState-registered2026-06-30
KOVACS ASSET MANAGEMENT LLCArlingtonExempt reporting2026-06-29
HIGH TOP GROWTH PARTNERSCharlottesvilleState-registered2026-06-26
MAGNUS FINANCIALS LLCChantillyState-registered2026-06-22
ALNA WEALTH MANAGEMENTFredericksburgState-registered2026-06-09
FIRSTFRUITS WEALTH MANAGEMENTRichmondState-registered2026-06-08
HARBOR CAPITAL PARTNERS, LLC—Exempt reporting2026-06-04
ASAL INVESTArlingtonSEC-registered2026-06-02
CRESCENT MERIDIAN CAPITAL LLC—State-registered2026-06-02
LIGHTHOUSE NETWORK VENTURES LLCRichmondExempt reporting2026-05-29
MACROEDGE CAPITAL, LLC—State-registered2026-05-29
ALGOMINDS CAPITAL, LLC—State-registered2026-05-21
RGC WEALTH PLANNING GROUP—State-registered2026-05-21
TEMPLER WEALTH MANAGEMENT, LLCViennaSEC-registered2026-05-15
GREENBRIER FINANCIAL—State-registered2026-05-14
HERON GLOBAL MANAGEMENT, LLC—Exempt reporting2026-05-13
GILMORE FINANCIAL PLANNING—State-registered2026-05-01
PORTFOLIO ADVISORY GROUP, INC.AlexandriaSEC-registered2026-04-24
PURPOSE CAPITAL LLC—State-registered2026-04-23
PEGASUS FINANCIAL GROUP LLCChantillySEC-registered2026-04-22
ORIA CAPITAL, LLCMiddleburgExempt reporting2026-04-17
BEARD FINANCIAL PLANNING LLCRoanokeState-registered2026-04-15
ARION WEALTH MANAGEMENT LLC—State-registered2026-04-14
GIRA & GIRA INVESTMENT ADVISORS LLCHarrisonburgSEC-registered2026-04-10
MWA INVESTMENTS, LLCWhite StoneSEC-registered2026-04-09
ARDENT GUARDIAN WEALTH ADVISORY, LLCMcleanState-registered2026-04-01
CHAKRABORTY CAPITAL LLCCharlottesvilleExempt reporting2026-04-01
ALLRIDGE WEALTH MANAGEMENT, INCAshburnSEC-registered2026-03-25
GOLDEN SPARK INSIGHTSFairfaxSEC-registered2026-03-20
OYSTER CREEK CAPITALUrbannaState-registered2026-03-20
AUBURN SKIES FINANCIAL ADVISORS—State-registered2026-03-19
ASCENT FINANCIAL GROUPRichmondSEC-registered2026-03-17
FIVE LAKES ADVISORY LLC—State-registered2026-03-17
FATFIRE FINANCIAL—State-registered2026-03-14
ASPAN CAPITAL LLCRichmondState-registered2026-03-13
100KM VENTURES LLCArlingtonExempt reporting2026-03-09
BEACON FREEDOM ADVISORY, LLC—State-registered2026-03-09
BOND FINANCIAL PLANNING, LLC—State-registered2026-03-06
JUST A CONVERSATION, LLCMidlothianState-registered2026-02-27
JAY BLUE CAPITAL—State-registered2026-02-20
ADNATE CAPITAL MANAGEMENT LLCFairfaxState-registered2026-02-03
MJL CAPITAL LLCAlexandriaExempt reporting2026-01-29
SVA CAPITAL MANAGEMENT LLC—State-registered2026-01-28
FITZWILLIAMS WEALTH MANAGEMENT INC.ChesapeakeSEC-registered2026-01-15
RANCHOS VENTURES MANAGEMENT, LLC—Exempt reporting2026-01-13
OAK STREET INVESTMENT MANAGEMENT LLCArlingtonExempt reporting2026-01-09
IRON BRANCH WEALTH LLCAnn ArborState-registered2026-01-06
WACONA CAPITAL, LLCCharlottesvilleSEC-registered2026-01-05
COUSINS & CO ASSET MANAGEMENT GP LLCAshburnExempt reporting2026-01-02
MILLS VALUE ADVISER INCArlingtonState-registered2026-01-01
PIEDMONT WEALTH MANAGEMENTAlexandriaSEC-registered2026-01-01
THE FINANCIAL T—State-registered2026-01-01
UPWARD FINANCIAL PLANNINGVintonState-registered2026-01-01
WS WEALTH MANAGEMENT, LLCWashingtonState-registered2026-01-01
GREY KIRWAN FINANCIALRestonState-registered2025-12-02
ACTIV8 FAMILY OFFICE LLCMcleanSEC-registered2025-12-01
BELLARS HARRIS WEALTH MANAGEMENTVirginia BeachSEC-registered2025-11-19

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.