Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Richmond, VA
53 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01
All advisers in VA
Firm
Assets
Employees
Disclosures
Davenport & Company LLC
$24.70 billion
525
2
Thompson Siegel & Walmsley LLC
$21.15 billion
63
0
The London Company of Virginia
$14.89 billion
56
0
Cary Street Partners
$10.25 billion
182
0
Agincourt Capital Management, LLC
$9.95 billion
18
1
Spider Management Company, LLC
$8.11 billion
22
0
Richmond Capital Management Inc
$5.93 billion
20
0
Brockenbrough
$5.49 billion
31
0
Heritage Wealth Advisors
$4.86 billion
36
0
Wealthcare Capital Management LLC
$3.93 billion
54
0
1607 Capital Partners, LLC
$3.49 billion
15
0
Riverfront Investment Group, LLC
$2.22 billion
46
4
Kanawha Capital Management, LLC
$1.84 billion
11
0
Godsey & Gibb Wealth Management
$1.56 billion
23
0
Wealthcrossing
$1.54 billion
18
0
Cary Street Partners Asset Management
$1.45 billion
49
0
Salomon and Ludwin
$1.34 billion
12
0
Canal Capital Management, LLC
$1.28 billion
6
0
Verus Financial Partners
$1.18 billion
21
0
Alpha Omega Wealth Management, LLC
$1.02 billion
9
0
Nasdaq Dorsey Wright
$1.01 billion
25
0
Covenant Wealth Advisors
$909.6 million
12
0
3chopt Investment Partners LLC
$889.4 million
7
0
Blue Edge Capital, LLC
$765.1 million
5
0
Campbell Deegan Financial
$745.1 million
7
0
Crow's Nest Holdings LP
$636.6 million
4
0
Juno Financial Group LLC
$541.9 million
8
0
Founders Grove Wealth Partners, LLC
$532.3 million
4
0
Cap91 Partners Management LLC
$531.0 million
9
0
Benefit Fiduciary Group LLC
$529.4 million
2
0
Midatlantic Capital Management, Inc.
$477.0 million
2
0
Taylor Hoffman Capital Management
$469.5 million
5
0
Z3 Capital Partners
$466.8 million
5
0
Acima Private Wealth LLC
$420.4 million
7
0
Wills Financial Group, LLC
$385.7 million
5
0
Paragon Financial Services
$383.7 million
7
0
Commonwealth Retirement Investments LLC
$377.0 million
12
0
Evr Research LP
$365.0 million
6
0
Evoadvisors
$337.2 million
7
0
Highstone Group
$263.9 million
4
0
Cobblestone Asset Management
$258.9 million
4
0
Alpha Advisors, LLC
$256.1 million
4
0
Thompson Davis Asset Management
$211.3 million
9
1
Sima Wealth Partners, LLC
$156.7 million
6
0
Spark Financial Advisors
$147.1 million
7
2
West Tower Group, LLC
$146.2 million
8
0
Kennondale Capital Management
$141.9 million
3
0
Tone Capital, LLC
$118.3 million
4
0
Ascent Financial Group
$100.8 million
2
0
Hunter Michael Investment Advisors Inc
$81.2 million
1
0
Hermitage Wealth
$37.5 million
14
0
Watch Hill Financial Inc
$0
2
0
Sima Retirement Solutions, LLC
$0
6
0