RIA Intel›Advisers›Virginia›GERALD W. BARNARD

GERALD W. BARNARD

Advisory

VA

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account
$806K
across 26 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

GOODMAN FINANCIAL ADVISORS, LLC
NORFOLK, VA
$21M
-61.7% 1Y
YES LIFE LLC
GLEN ALLEN, VA
$21M
RAFALKO INVESTMENT ADVISORY, LLC
GLEN ALLEN, VA
$21M
+38.0% 1Y
NEAT FINANCIAL PLANNING, LLC
FALLS CHURCH, VA
$21M
GATEWAY FINANCIAL GROUP, INC.
HENRICO, VA
$21M
OAKTON FINANCIAL, LLC
RESTON, VA
$20M

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