RIA Intel›Advisers›Virginia›TOMLIN FINANCIAL ADVISORS, INC.

TOMLIN FINANCIAL ADVISORS, INC.

Advisory

VA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in VA

#489

of 588 advisers by AUM

Average account

$476K

across 167 accounts

AUM per adviser

$79M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$79M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$79M

Discretionary AUM$79M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAL, VA

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

73 clients

29 high-net-worth

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

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Advisers of similar size in VA

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

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$80M

HARVEST FINANCIAL GROUP, LLC

$79M

VIRGINIA INVESTMENT ADVISORY, INC.

$81M

EDMUNDS WHITE PARTNERS LLC

$78M

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