RIA Intel›Advisers›Virginia›HILLEBRAND FINANCIAL PLANNING LLC

HILLEBRAND FINANCIAL PLANNING LLC

Advisory

VA

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in VA
#539
of 588 advisers by AUM
Average account
$339K
across 174 accounts
AUM per adviser
$59M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$43M
Non-Discretionary AUM$16M
Discretionary %72.7%
Total Clients37
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

MILLER ASSET SOLUTIONS LLC
$59M
REVOLUTION WEALTH, LLC
CHANTILLY, VA
$59M
LASTING LEGACY WEALTH MANAGEMENT, LLC
ALEXANDRIA, VA
$59M
HERONWOOD CAPITAL LLC
$59M
BLUE ROCK FINANCIAL SERVICES, INC.
$59M
MCKAY WEALTH MANAGEMENT GROUP LLC
RICHMOND, VA
$59M

Get the full picture on HILLEBRAND FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HILLEBRAND FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans