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RVA Wealth Management

EST. AUM
$320,000,000

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Firm Details

Metro area Richmond
CRD Number
Website rvawealthmanagement.com
Client types

Overview

RVA Wealth Management is a Glen Allen, Virginia-based independent advisory firm specializing in retirement-focused and education-driven financial planning. Founded by David Koren, the firm serves mass affluent households with a high-touch, fiduciary-based approach. On March 31, 2026, the firm was acquired by RFG Advisory, marking RFG’s first majority acquisition of a partner firm. This strategic transition ensures long-term continuity and institutional-grade support while allowing the firm to maintain its boutique brand and localized focus on client advocacy and asset protection.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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