RIA Intel›Advisers›Virginia›R & J FINANCIAL PARTNERS, LLC

R & J FINANCIAL PARTNERS, LLC

Advisory

WINCHESTER, VA

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in VA

#525

of 588 advisers by AUM

Average account

$747K

across 86 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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