#1Aria Wealth Partners
ARIA WEALTH PARTNERS, LLC
Based in VA
Retirement Plan Advisors in Albemarle County, VA
The top-ranked retirement plan advisors serving Albemarle County, VA are Aria Wealth Partners, Hunter Lewis LLC and Marotta Wealth Management, Inc.. We list 4 retirement plan advisors serving Albemarle County, VA. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Albemarle County, VA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Albemarle County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Aria Wealth Partners | SEC-registered investment adviser (CRD)#334270 | VA | (434) 338-6840 |
| 2 | Hunter Lewis LLC | SEC-registered investment adviser (CRD)#304985 | VA | (434) 996-0370 |
| 3 | Marotta Wealth Management, Inc. | SEC-registered investment adviser (CRD)#115645 | VA | (434) 244-0000 |
| 4 | Strategent Financial, LLC | SEC-registered investment adviser (CRD)#148173 | VA | (540) 437-1222 |
#2Hunter Lewis LLC
HUNTER LEWIS LLCBased in VA#3Marotta Wealth Management, Inc.
MAROTTA ASSET MANAGEMENT, INC.Based in VA#4Strategent Financial, LLC
STRATEGENT FINANCIAL, LLCServes this area from VA
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Frequently asked questions
How many retirement plan advisors serve Albemarle County?
We list 4 retirement plan advisors serving Albemarle County, VA: 3 based there and 1 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Albemarle County?
The top-ranked retirement plan advisors serving Albemarle County, VA are Aria Wealth Partners, Hunter Lewis LLC, Marotta Wealth Management, Inc. and Strategent Financial, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Albemarle County are verified against official records?
4 of the top 4 match an active official record: Aria Wealth Partners (U.S. Securities and Exchange Commission), Hunter Lewis LLC (U.S. Securities and Exchange Commission), Marotta Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Strategent Financial, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Crozet, Hollymead, University of Virginia, Pantops, Rivanna, Rio, Piney Mountain, Earlysville, Ivy, Scottsville, Esmont, North Garden, Keswick, Free Union