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
- AUM
- $24.7B
- Per adviser
- $108M
- Advisers
- 228
Thompson Siegel & Walmsley LLC
Richmond, VA · Est. 1970
- AUM
- $21.1B
- Per adviser
- $682M
- Advisers
- 31
No reported disclosures
The London Company Of Virginia
Richmond, VA · Est. 1994
- AUM
- $14.9B
- Per adviser
- $993M
- Advisers
- 15
No reported disclosures
Cary Street Partners
Richmond, VA · Est. 2005
- AUM
- $10.3B
- Per adviser
- $121M
- Advisers
- 85
No reported disclosures
Agincourt Capital Management, LLC
Richmond, VA · Est. 1999
- AUM
- $10.0B
- Per adviser
- $829M
- Advisers
- 12
No reported disclosures
Spider Management Company, LLC
Richmond, VA · Est. 2010
- AUM
- $6.4B
- Per adviser
- $641M
- Advisers
- 10
No reported disclosures
Richmond Capital Management INC
Richmond, VA · Est. 1982
- AUM
- $5.9B
- Per adviser
- $593M
- Advisers
- 10
No reported disclosures
Brockenbrough
Richmond, VA · Est. 1970
- AUM
- $5.5B
- Per adviser
- $366M
- Advisers
- 15
No reported disclosures
Heritage Wealth Advisors
Richmond, VA · Est. 2005
- AUM
- $4.9B
- Per adviser
- $270M
- Advisers
- 18
No reported disclosures
Wealthcare Capital Management LLC
Richmond, VA · Est. 2001
- AUM
- $3.9B
- Per adviser
- $112M
- Advisers
- 35
No reported disclosures
1607 Capital Partners, LLC
Richmond, VA · Est. 2007
- AUM
- $3.5B
- Per adviser
- $498M
- Advisers
- 7
No reported disclosures
Riverfront Investment Group, LLC
Richmond, VA · Est. 2008
- AUM
- $2.2B
- Per adviser
- $185M
- Advisers
- 12
Kanawha Capital Management, LLC
Richmond, VA · Est. 2001
- AUM
- $1.8B
- Per adviser
- $460M
- Advisers
- 4
No reported disclosures
Godsey & Gibb Wealth Management
Richmond, VA · Est. 1985
- AUM
- $1.6B
- Per adviser
- $120M
- Advisers
- 13
No reported disclosures
Heartwood Wealth Advisors, LLC
Richmond, VA · Est. 2019
- AUM
- $1.5B
- Per adviser
- $155M
- Advisers
- 10
No reported disclosures
Wealthcrossing
Richmond, VA · Est. 2005
- AUM
- $1.5B
- Per adviser
- $118M
- Advisers
- 13
No reported disclosures
Cary Street Partners Asset Management
Richmond, VA · Est. 2017
- AUM
- $1.4B
- Per adviser
- $181M
- Advisers
- 8
No reported disclosures
Salomon And Ludwin
Richmond, VA · Est. 2018
- AUM
- $1.3B
- Per adviser
- $223M
- Advisers
- 6
No reported disclosures
Canal Capital Management, LLC
Richmond, VA · Est. 2012
- AUM
- $1.3B
- Per adviser
- $214M
- Advisers
- 6
No reported disclosures
Verus Financial Partners
Richmond, VA · Est. 1992
- AUM
- $1.2B
- Per adviser
- $98M
- Advisers
- 12
No reported disclosures
Alpha Omega Wealth Management, LLC
Richmond, VA · Est. 2009
- AUM
- $1.0B
- Per adviser
- $114M
- Advisers
- 9
No reported disclosures
Nasdaq Dorsey Wright
Richmond, VA · Est. 1987
- AUM
- $1.0B
- Per adviser
- $72M
- Advisers
- 14
No reported disclosures
Covenant Wealth Advisors
Richmond, VA · Est. 2019
- AUM
- $910M
- Per adviser
- $76M
- Advisers
- 12
No reported disclosures
3chopt Investment Partners LLC
Richmond, VA · Est. 2022
- AUM
- $889M
- Per adviser
- $222M
- Advisers
- 4
No reported disclosures
Blue Edge Capital, LLC
Richmond, VA · Est. 2013
- AUM
- $765M
- Per adviser
- $191M
- Advisers
- 4
No reported disclosures
Campbell Deegan Financial
Richmond, VA · Est. 2018
- AUM
- $745M
- Per adviser
- $248M
- Advisers
- 3
No reported disclosures
Crow'S Nest Holdings LP
Richmond, VA · Est. 2021
- AUM
- $637M
- Per adviser
- $212M
- Advisers
- 3
No reported disclosures
Juno Financial Group LLC
Richmond, VA · Est. 2025
- AUM
- $542M
- Per adviser
- $108M
- Advisers
- 5
No reported disclosures
Founders Grove Wealth Partners, LLC
Richmond, VA · Est. 2024
- AUM
- $532M
- Per adviser
- $266M
- Advisers
- 2
No reported disclosures
Cap91 Partners Management LLC
Richmond, VA · Est. 2023
- AUM
- $531M
- Per adviser
- $89M
- Advisers
- 6
No reported disclosures
Benefit Fiduciary Group LLC
Richmond, VA · Est. 2018
- AUM
- $529M
- Per adviser
- $265M
- Advisers
- 2
No reported disclosures
Seneca House Advisors
Richmond, VA · Est. 2016
- AUM
- $506M
- Per adviser
- $127M
- Advisers
- 4
No reported disclosures
Midatlantic Capital Management, INC.
Richmond, VA · Est. 2005
- AUM
- $477M
- Per adviser
- $239M
- Advisers
- 2
No reported disclosures
Taylor Hoffman Capital Management
Richmond, VA · Est. 2020
- AUM
- $470M
- Per adviser
- $117M
- Advisers
- 4
No reported disclosures
Z3 Capital Partners
Richmond, VA · Est. 2025
- AUM
- $467M
- Per adviser
- $156M
- Advisers
- 3
No reported disclosures
Acima Private Wealth LLC
Richmond, VA · Est. 2017
- AUM
- $420M
- Per adviser
- $70M
- Advisers
- 6
No reported disclosures
Wills Financial Group, LLC
Richmond, VA · Est. 2025
- AUM
- $386M
- Per adviser
- $96M
- Advisers
- 4
No reported disclosures
Paragon Financial Services
Richmond, VA · Est. 2019
- AUM
- $384M
- Per adviser
- $96M
- Advisers
- 4
No reported disclosures
Commonwealth Retirement Investments LLC
Richmond, VA · Est. 2017
- AUM
- $377M
- Per adviser
- $75M
- Advisers
- 5
No reported disclosures
Evr Research LP
Richmond, VA · Est. 2021
- AUM
- $365M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
Evoadvisors
Richmond, VA · Est. 2017
- AUM
- $337M
- Per adviser
- $56M
- Advisers
- 6
No reported disclosures
Highstone Group
Richmond, VA · Est. 2017
- AUM
- $264M
- Per adviser
- $88M
- Advisers
- 3
No reported disclosures
Cobblestone Asset Management
Richmond, VA · Est. 2023
- AUM
- $259M
- Per adviser
- $129M
- Advisers
- 2
No reported disclosures
Alpha Advisors, LLC
Richmond, VA · Est. 2018
- AUM
- $256M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Thompson Davis Asset Management
Richmond, VA · Est. 2021
- AUM
- $211M
- Per adviser
- $35M
- Advisers
- 6
Spark Financial Advisors
Richmond, VA · Est. 2025
- AUM
- $147M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
West Tower Group, LLC
Richmond, VA · Est. 2022
- AUM
- $142M
- Per adviser
- $28M
- Advisers
- 5
No reported disclosures
Kennondale Capital Management
Richmond, VA · Est. 2025
- AUM
- $142M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Tone Capital, LLC
Richmond, VA · Est. 2025
- AUM
- $118M
- Per adviser
- $39M
- Advisers
- 3
No reported disclosures
Ascent Financial Group
Richmond, VA · Est. 2026
- AUM
- $101M
- Per adviser
- $50M
- Advisers
- 2
No reported disclosures
Hunter Michael Investment Advisors INC
Richmond, VA · Est. 1998
- AUM
- $81M
- Per adviser
- $81M
- Advisers
- 1
No reported disclosures
Thirdline Capital Management LLC
Richmond, VA · Est. 2021
- AUM
- $64M
- Per adviser
- $11M
- Advisers
- 6
No reported disclosures
Hermitage Wealth
Richmond, VA · Est. 2025
- AUM
- $38M
- Per adviser
- $9M
- Advisers
- 4
No reported disclosures