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Fidelon
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Market Standing · 2026

The most transparent firms in Charlottesville.

75 scored firmsTop 5 recognizedfidelon.com/markets/charlottesville-va
1IA-only—91.6Arank within Top 5; below the 80 standard
2IA-only$18.9M91ARecognized · Top 5
3IA-only—91Arank within Top 5; below the 80 standard
4
Buckman &
CRD 335313
IA-only—91Arank within Top 5; below the 80 standard
5IA-only$407M90.2ARecognized · Top 5
6
31 Moorgate
CRD 309368
IA-only—90.2A—
7IA-only$24.2M90.1A—
8IA-only$195M90A—
9IA-only$41.2M89.8A—
10
Patina Wealth
CRD 283813
IA-only$129M89.6A—
11IA-only$24M89.2A—
12IA-only$88.1M88.7A—
13IA-only$99.7M88.3A—
14IA-only$4M88A—
15IA-only$11.6M88A—
16IA-only$59.1M87.9B+—
17
Ulmer Financial
CRD 319222
IA-only$3.1M87.8B+—
18IA-only$35.3M87.8B+—
19IA-only$80.1M87.8B+—
20IA-only$4.9M87.7B+—
21IA-only$20M87.7B+—
22IA-only$81.4M87.6B+—
23IA-only$138M87.5B+—
24IA-only$23.9M87.3B+—
25IA-only$88.7M87.2B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Charlottesville

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    David Berend van Roijen
    SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC · Charlottesville, VA
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  2. 2
    CHRISTOPHER HEYWARD JACKSON
    DRYSTONE LLC · Charlottesville, VA
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  3. 3
    DOUGLASS WILLIAM LIST
    31 MOORGATE, INC. · Charlottesville, VA
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  4. 4
    SAMUEL CARTER HARRIS
    PATINA WEALTH · Crozet, VA
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  5. 5
    XAVIER JOSE URPI
    EMERGENT FINANCIAL SERVICES, LLC. · Charlottesville, VA
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  6. 6
    RODNEY NELSON SULLIVAN
    VESTEER WEALTH MANAGEMENT, LLC · Charlottesville, VA
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  7. 7
    ALAN TAYLOR BEWLEY
    UNITED WEALTH MANAGEMENT, LLC · Charlottesville, VA
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  8. 8
    GEORGE BARKSDALE CRADDOCK III
    RANGER GLOBAL HOLDINGS LLC · Charlottesville, VA
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  9. 9
    ALEXANDER XAVIER URPI
    EMERGENT FINANCIAL SERVICES, LLC. · Charlottesville, VA
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  10. 10
    Howard Jay Cranford
    STURMAN WEALTH ADVISORS · Charlottesville, VA
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