AdvisorGrade

Financial advisers in Richmond, VA

53 registered investment adviser firms in Richmond managing $139.1B in assets, based on public SEC Form ADV filings.

Davenport & Company LLC

Richmond, VA · Est. 1977

NationalInternational
Fee-based
AUM
$24.7B
Per adviser
$108M
Advisers
228

Thompson Siegel & Walmsley LLC

Richmond, VA · Est. 1970

RegionalInternational
Fee-only
AUM
$21.1B
Per adviser
$682M
Advisers
31

No reported disclosures

The London Company Of Virginia

Richmond, VA · Est. 1994

RegionalInternational
Fee-only
AUM
$14.9B
Per adviser
$993M
Advisers
15

No reported disclosures

Cary Street Partners

Richmond, VA · Est. 2005

NationalInternational
Fee-based
AUM
$10.3B
Per adviser
$121M
Advisers
85

No reported disclosures

Agincourt Capital Management, LLC

Richmond, VA · Est. 1999

RegionalInternational
Fee-only
AUM
$10.0B
Per adviser
$829M
Advisers
12

No reported disclosures

Spider Management Company, LLC

Richmond, VA · Est. 2010

Regional
Fee-only
AUM
$6.4B
Per adviser
$641M
Advisers
10

No reported disclosures

Richmond Capital Management INC

Richmond, VA · Est. 1982

RegionalInternational
Fee-only
AUM
$5.9B
Per adviser
$593M
Advisers
10

No reported disclosures

Brockenbrough

Richmond, VA · Est. 1970

Regional
Fee-based
AUM
$5.5B
Per adviser
$366M
Advisers
15

No reported disclosures

Heritage Wealth Advisors

Richmond, VA · Est. 2005

Regional
Fee-based
AUM
$4.9B
Per adviser
$270M
Advisers
18

No reported disclosures

Wealthcare Capital Management LLC

Richmond, VA · Est. 2001

NationalInternational
Fee-based
AUM
$3.9B
Per adviser
$112M
Advisers
35

No reported disclosures

1607 Capital Partners, LLC

Richmond, VA · Est. 2007

Regional
Fee-only
AUM
$3.5B
Per adviser
$498M
Advisers
7

No reported disclosures

Riverfront Investment Group, LLC

Richmond, VA · Est. 2008

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$185M
Advisers
12

Kanawha Capital Management, LLC

Richmond, VA · Est. 2001

Local
Fee-based
AUM
$1.8B
Per adviser
$460M
Advisers
4

No reported disclosures

Godsey & Gibb Wealth Management

Richmond, VA · Est. 1985

Regional
Fee-only
AUM
$1.6B
Per adviser
$120M
Advisers
13

No reported disclosures

Heartwood Wealth Advisors, LLC

Richmond, VA · Est. 2019

Local
Fee-based
AUM
$1.5B
Per adviser
$155M
Advisers
10

No reported disclosures

Wealthcrossing

Richmond, VA · Est. 2005

Local
Fee-based
AUM
$1.5B
Per adviser
$118M
Advisers
13

No reported disclosures

Cary Street Partners Asset Management

Richmond, VA · Est. 2017

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$181M
Advisers
8

No reported disclosures

Salomon And Ludwin

Richmond, VA · Est. 2018

Local
Fee-only
AUM
$1.3B
Per adviser
$223M
Advisers
6

No reported disclosures

Canal Capital Management, LLC

Richmond, VA · Est. 2012

Local
Fee-based
AUM
$1.3B
Per adviser
$214M
Advisers
6

No reported disclosures

Verus Financial Partners

Richmond, VA · Est. 1992

Local
Fee-based
AUM
$1.2B
Per adviser
$98M
Advisers
12

No reported disclosures

Alpha Omega Wealth Management, LLC

Richmond, VA · Est. 2009

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$114M
Advisers
9

No reported disclosures

Nasdaq Dorsey Wright

Richmond, VA · Est. 1987

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$72M
Advisers
14

No reported disclosures

Covenant Wealth Advisors

Richmond, VA · Est. 2019

Local
Fee-based
AUM
$910M
Per adviser
$76M
Advisers
12

No reported disclosures

3chopt Investment Partners LLC

Richmond, VA · Est. 2022

Local
Fee-only
AUM
$889M
Per adviser
$222M
Advisers
4

No reported disclosures

Blue Edge Capital, LLC

Richmond, VA · Est. 2013

Local
Fee-based
AUM
$765M
Per adviser
$191M
Advisers
4

No reported disclosures

Campbell Deegan Financial

Richmond, VA · Est. 2018

Local
Fee-based
AUM
$745M
Per adviser
$248M
Advisers
3

No reported disclosures

Crow'S Nest Holdings LP

Richmond, VA · Est. 2021

LocalInternational
Fee-only
AUM
$637M
Per adviser
$212M
Advisers
3

No reported disclosures

Juno Financial Group LLC

Richmond, VA · Est. 2025

Local
Fee-based
AUM
$542M
Per adviser
$108M
Advisers
5

No reported disclosures

Founders Grove Wealth Partners, LLC

Richmond, VA · Est. 2024

Local
Fee-based
AUM
$532M
Per adviser
$266M
Advisers
2

No reported disclosures

Cap91 Partners Management LLC

Richmond, VA · Est. 2023

Local
Fee-only
AUM
$531M
Per adviser
$89M
Advisers
6

No reported disclosures

Benefit Fiduciary Group LLC

Richmond, VA · Est. 2018

Local
Fee-only
AUM
$529M
Per adviser
$265M
Advisers
2

No reported disclosures

Seneca House Advisors

Richmond, VA · Est. 2016

Local
Fee-based
AUM
$506M
Per adviser
$127M
Advisers
4

No reported disclosures

Midatlantic Capital Management, INC.

Richmond, VA · Est. 2005

Local
Fee-based
AUM
$477M
Per adviser
$239M
Advisers
2

No reported disclosures

Taylor Hoffman Capital Management

Richmond, VA · Est. 2020

Local
Fee-based
AUM
$470M
Per adviser
$117M
Advisers
4

No reported disclosures

Z3 Capital Partners

Richmond, VA · Est. 2025

Local
Fee-only
AUM
$467M
Per adviser
$156M
Advisers
3

No reported disclosures

Acima Private Wealth LLC

Richmond, VA · Est. 2017

Local
Fee-only
AUM
$420M
Per adviser
$70M
Advisers
6

No reported disclosures

Wills Financial Group, LLC

Richmond, VA · Est. 2025

LocalInternational
Fee-only
AUM
$386M
Per adviser
$96M
Advisers
4

No reported disclosures

Paragon Financial Services

Richmond, VA · Est. 2019

Local
Fee-based
AUM
$384M
Per adviser
$96M
Advisers
4

No reported disclosures

Commonwealth Retirement Investments LLC

Richmond, VA · Est. 2017

Local
Fee-based
AUM
$377M
Per adviser
$75M
Advisers
5

No reported disclosures

Evr Research LP

Richmond, VA · Est. 2021

LocalInternational
Fee-only
AUM
$365M
Per adviser
$91M
Advisers
4

No reported disclosures

Evoadvisors

Richmond, VA · Est. 2017

Local
Fee-based
AUM
$337M
Per adviser
$56M
Advisers
6

No reported disclosures

Highstone Group

Richmond, VA · Est. 2017

Local
Fee-based
AUM
$264M
Per adviser
$88M
Advisers
3

No reported disclosures

Cobblestone Asset Management

Richmond, VA · Est. 2023

Local
Fee-only
AUM
$259M
Per adviser
$129M
Advisers
2

No reported disclosures

Alpha Advisors, LLC

Richmond, VA · Est. 2018

Local
Fee-based
AUM
$256M
Per adviser
$128M
Advisers
2

No reported disclosures

Thompson Davis Asset Management

Richmond, VA · Est. 2021

Local
Fee-based
AUM
$211M
Per adviser
$35M
Advisers
6

Spark Financial Advisors

Richmond, VA · Est. 2025

Local
Fee-based
AUM
$147M
Per adviser
$37M
Advisers
4

No reported disclosures

West Tower Group, LLC

Richmond, VA · Est. 2022

LocalInternational
Fee-only
AUM
$142M
Per adviser
$28M
Advisers
5

No reported disclosures

Kennondale Capital Management

Richmond, VA · Est. 2025

Regional
Fee-only
AUM
$142M
Per adviser
$47M
Advisers
3

No reported disclosures

Tone Capital, LLC

Richmond, VA · Est. 2025

Local
Fee-based
AUM
$118M
Per adviser
$39M
Advisers
3

No reported disclosures

Ascent Financial Group

Richmond, VA · Est. 2026

Local
Fee-only
AUM
$101M
Per adviser
$50M
Advisers
2

No reported disclosures

Hunter Michael Investment Advisors INC

Richmond, VA · Est. 1998

Local
Fee-based
AUM
$81M
Per adviser
$81M
Advisers
1

No reported disclosures

Thirdline Capital Management LLC

Richmond, VA · Est. 2021

Local
Fee-only
AUM
$64M
Per adviser
$11M
Advisers
6

No reported disclosures

Hermitage Wealth

Richmond, VA · Est. 2025

Local
Fee-based
AUM
$38M
Per adviser
$9M
Advisers
4

No reported disclosures