#1Marotta Wealth Management, Inc.
MAROTTA ASSET MANAGEMENT, INC.
Serves this area from VA
Retirement Plan Advisors in Nelson County, VA
The top-ranked retirement plan advisors serving Nelson County, VA are Marotta Wealth Management, Inc., Aria Wealth Partners and Hunter Lewis LLC. We list 3 retirement plan advisors serving Nelson County, VA. 3 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 Nelson County, VA. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Nelson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Marotta Wealth Management, Inc. | SEC-registered investment adviser (CRD)#115645 | VA | (434) 244-0000 |
| 2 | Aria Wealth Partners | SEC-registered investment adviser (CRD)#334270 | VA | (434) 338-6840 |
| 3 | Hunter Lewis LLC | SEC-registered investment adviser (CRD)#304985 | VA | (434) 996-0370 |
#2Aria Wealth Partners
ARIA WEALTH PARTNERS, LLCServes this area from VA#3Hunter Lewis LLC
HUNTER LEWIS LLCServes this area from VA
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Frequently asked questions
How many retirement plan advisors serve Nelson County?
We list 3 retirement plan advisors serving Nelson County, VA: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Nelson County?
The top-ranked retirement plan advisors serving Nelson County, VA are Marotta Wealth Management, Inc., Aria Wealth Partners and Hunter Lewis LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Nelson County are verified against official records?
3 of the top 3 match an active official record: Marotta Wealth Management, Inc. (U.S. Securities and Exchange Commission), Aria Wealth Partners (U.S. Securities and Exchange Commission) and Hunter Lewis 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
Nellysford, Arrington, Lovingston, Shipman, Wintergreen, Afton, Schuyler