Virginia Asset Management

Wealth Managementvamllc.com

Virginia Asset Management is a privately held financial advisory firm founded in 1986 that provides fiduciary wealth management, retirement, estate, tax, and insurance planning to individuals, families, and business owners across five offices in Virginia and North Carolina.

Company typePrivate
Founded1986
HeadquartersMidlothian, United States
Headcount101–250
GTM typeB2B and B2C
OfferingServices

What Virginia Asset Management does

Virginia Asset Management is a private financial advisory firm founded in 1986 and headquartered in Midlothian, Virginia, providing fiduciary wealth management, investment advisory, retirement planning, estate planning, tax strategy, and insurance services to individuals, families, business owners, and select organizations across five office locations in Virginia and North Carolina (Midlothian, South Hill, Charlottesville, Raleigh, and Charlotte).

The firm operates a team-based advisory model in which specialists across financial disciplines collaborate on each client's plan, positioning against the single-advisor practice model common in the region. Its product surface is organized into Private Client Services (retirement, estate, tax, insurance, investment planning) and Business Services (SEP-IRA, SIMPLE IRA, 401(k), Defined Benefit plan support, business succession, executive compensation). Content products include the Business U curriculum, a VAM Video Library, a Resource Center covering seven topic verticals, and a Financial Calculators Suite used as mid-funnel engagement tools. The technology stack is described as standard financial advisory platforms and CRM tooling with no proprietary AI components disclosed.

Revenue derives from three streams: fee-based investment advisory services (likely percentage-of-AUM recurring fees), securities brokerage commissions on products distributed through Cetera Wealth Services, LLC, and insurance licensing revenue through Cetera-affiliated entities. Securities are offered under FINRA/SIPC oversight via Cetera Wealth Services, and advisory services are offered through Cetera Investment Advisers LLC, an SEC-registered investment adviser. The firm's go-to-market is sales-led, combining content marketing, educational events, and complimentary consultations to convert prospects into long-term advisory relationships, with an active advisor recruitment pipeline to expand capacity.

Virginia Asset Management firmographics

Firmographics

Name: Virginia Asset Management
Legal name: Virginia Asset Management
Website: https://vamllc.com
Company type: Private
Founded year: 1986
Operating status: Operating
Headcount range: 101–250 employees
Short description: Virginia Asset Management is a privately held financial advisory firm founded in 1986 that provides fiduciary wealth management, retirement, estate, tax, and insurance planning to individuals, families, and business owners across five offices in Virginia and North Carolina.
Ownership category
akta.pro rank

Virginia Asset Management industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)
SIC: Investment Advice (6282)
akta.pro primary industry: Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
akta.pro secondary industries: Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

Wealth management services
Investment advisory services
Financial planning services
Retirement planning services
Fiduciary financial advice

Where Virginia Asset Management is headquartered

Location

Headquarters

HQ city: Midlothian
HQ country: United States
HQ region: North America

Offices5 records

Markets served

Virginia Asset Management business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

Investment Advisory Services: Fee-based investment advisory services, likely charged as a percentage of assets under management (AUM). The firm provides fiduciary guidance, meaning they act in clients' best interests.
Securities Brokerage: Securities transactions and products offered through Cetera Wealth Services, LLC, generating commissions on investment products.
Insurance Products: Insurance products and annuities offered through Cetera Wealth Services (doing business in CA as CFGAN Insurance Agency LLC).

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Virginia Asset Management product offering

Product offering

Core offering

Virginia Asset Management is a private wealth advisory firm that delivers fiduciary financial planning, investment management, retirement planning, estate planning, tax strategies, and insurance services to individuals, families, business owners, and organizations. Securities and advisory services are offered through affiliated Cetera entities (Cetera Wealth Services, LLC and Cetera Investment Advisers LLC), with delivery via direct consultations across five offices in Virginia and North Carolina.

Product overview

Virginia Asset Management offers a unified financial advisory platform centered on Private Client Services and Business Services. Their product portfolio includes fiduciary financial planning for individuals and families, comprehensive business owner services with retirement plan options (SEP-IRA, SIMPLE IRA, 401(k), Defined Benefit Plans), and educational resources including Business U courses, a Video Library, and a Resource Center featuring articles, calculators, and videos. Services are provided through a team-oriented approach across multiple specialties. Securities and advisory services are offered through Cetera Wealth Services, LLC and Cetera Investment Advisers LLC respectively.

Differentiator

Problem solved

Functional benefit

Products and services

Private Client Services

Companies that use Virginia Asset Management

Customer profile

Segments3 records

Ideal customer profiles3 records

Virginia Asset Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Virginia Asset Management partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Cetera Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. This partnership provides access to securities brokerage services, investment products, and insurance offerings under regulatory oversight.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Virginia Asset Management competitors and assessment

Company assessment

Regional players

Sequoia Financial Group: Mid-Atlantic-focused multi-office hybrid RIA — comparable in regional orientation, office footprint, and team-based planning, though concentrates primarily in adjacent geographies rather than VA/NC specifically.

Direct peers

Hilltop Securities: Mid-sized independent broker-dealer and RIA platform serving individuals, businesses, and municipalities with securities, advisory, and insurance offerings — broadly comparable platform shape and mid-market client base.
Commonwealth Financial Network: Independent broker-dealer/RIA hybrid platform with a similar advisor-recruitment, team-supported business model. VAM is comparable in service mix and target client (individuals, families, business owners) but Commonwealth operates at national scale.
Kestra Financial: Independent hybrid platform (formerly NPH/SIGNAL) offering IBD and RIA services with an advisor-recruitment orientation — a near-comparable operating model to VAM's Cetera affiliation.
Carson Group: Hybrid RIA with a heavy emphasis on advisor recruitment, business-owner education, and team-based service delivery. Comparable to VAM on advisor-attach model and business-owner focus.
Cetera Advisor Networks: The parent-affiliated IBD/RIA platform through which VAM offers securities and advisory services. Same regulatory wrapper, same product shelf, and same advisor-recruitment go-to-market as VAM's.
Mariner Wealth Advisors: Multi-office independent RIA delivering comprehensive wealth management to individuals, families, and business owners. Comparable on office-network rollout strategy and full-service private client model.
Cambridge Investment Research: Hybrid independent broker-dealer/RIA supporting independent financial advisors with comprehensive planning, investment, and insurance offerings — a near-direct functional analog to VAM's model.

Broad incumbents

LPL Financial: Largest U.S. independent broker-dealer supporting RIAs and hybrid advisors across the country. Broad incumbent in the same independent-advisor channel as VAM, but at vastly larger scale.
Raymond James Financial Services: Diversified wealth management firm with an independent-advisor channel offering securities, advisory, and insurance products — overlapping with VAM's service scope but at materially larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Virginia Asset Management compliance and trust

Trust signal

Compliance3 records

Virginia Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Virginia Asset Management leadership team

Management profile

Number of profiles

Virginia Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Virginia Asset Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Virginia Asset Management

What does Virginia Asset Management do?

Is Virginia Asset Management a public or private company?

Virginia Asset Management is a private company. It is classified as unknown and is currently operating.

When was Virginia Asset Management founded?

Virginia Asset Management was founded in 1986. It employs 101 to 250 people.

Where is Virginia Asset Management based?

Virginia Asset Management is headquartered in Midlothian, United States, in the North America region.

How does Virginia Asset Management make money?

Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Brokerage and insurance Products.

Who are Virginia Asset Management's main competitors?

Sequoia Financial Group is listed as a regional player. Direct peers are Hilltop Securities, Commonwealth Financial Network, Kestra Financial, Carson Group, Cetera Advisor Networks, Mariner Wealth Advisors and Cambridge Investment Research. Broad incumbents are LPL Financial and Raymond James Financial Services.

Does Virginia Asset Management have an API?

No public API is recorded for Virginia Asset Management.

What industry is Virginia Asset Management in?

Virginia Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAKAC, Estate Planning & Trust Structuring Advisory. Its NAICS code is 523940 and its SIC code is 6282.