Company lists · Data refreshed September 2026

Top 12 Financial planning companies based in Charlottesville, United States

Name: Financial planning companies based in Charlottesville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 26 companies tracked

RevenueBase identified 26 company matches for financial planning companies associated with Charlottesville, United States as of September 2026 and tracks 86 professional contacts across them, including 26 with verified work emails. Across the United States, New York is the largest hub for this category (397 companies); Charlottesville has 26.

This list covers company matches for financial planning companies associated with Charlottesville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

26Companies

86Contacts tracked

26Verified emails

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The 12 largest financial planning companies based in Charlottesville, United States

Ranked by team size

Top 12 of 26 company matches for financial planning companies based in Charlottesville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	IVY Wealth Partners	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “We are here to help you simplify financial planning so your goals are accomplished as you journey through life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Wilkinson Wealth Management, LLC	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Our goal at Wilkinson Wealth Management, LLC is to provide you with exceptional financial guidance and personalized service designed to help you pursue financial independence and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Miller Financial Group	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “At Miller Financial Group, we recognize that change is a constant.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Lohr & Company	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Lohr & Company is a multi-generational financial advisory firm that deeply understands the retirement transition.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Arcuri Associates Wealth Management, LLC	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Arcuri Associates is a Veteran-owned business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Rede Wealth	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Rede Wealth ® (“Rede”) is an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Sturman Wealth Advisors	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “With two decades of experience working with clients, we’ve learned that every “financial plan” is wrong.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Oakleigh Wealth Services	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “I created Oakleigh to take a holistic and goal focused approach to financial planning to help you gain clarity, feel security, grow and enjoy your definition of wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Ascent Financial Group	Exact match	Charlottesville, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “We are a team of CFP® Professionals helping our clients reduce taxes, invest smarter, and retire on their terms, let us guide you through the retirement process and help you to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Ulmer Financial	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “We bring together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	SKV Group LLC	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “The SKV Group aims to become the sole financial services, wealth management advisors for kind, decent people who are seeking financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Robinson Global Investment Management LLC	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Our mission is to provide personalized wealth planning, advice, and management services to assist with your monetary needs now and in the future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 12 of 26 financial planning companies based in Charlottesville, United States

See the full list, filter by size, metro and specialty, and access 26 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning companies based in Charlottesville, United States at a glance

As of Sep 19, 2026

30.2%Verified-email coverage

3.3Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Charlottesville, so it is reported there. Company counts and contact totals on this page are exact for Charlottesville, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Charlottesville, United States whose business descriptions match “financial planning companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 26 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning companies are there based in Charlottesville, United States?

RevenueBase identified 26 company matches for financial planning companies associated with Charlottesville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

IVY Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning companies?

New York leads the United States with 397 company records, followed by Atlanta (261) and Houston (257). Charlottesville has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 26 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.