Richmond, Virginia, known as a city full of rich history and a leading industrial powerhouse, is the 4th most populous city in Virginia. With a population of over 225,000 residents, the city has a cost of living that is 4% lower than the national average. If you’re searching for a top financial advisor in Richmond, you won't need to look far. With over 1,100 financial advisors in the city, it would be wise to connect with 1-3 professionals familiar with your financial situation and city laws. Creating a solid financial plan to safeguard your financial future would be beneficial in this high-cost city. FinancialAdvisor.net helps simplify the financial advisor search process so that you can connect with a professional advisor in the Richmond area, based on your specific needs.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Richmond, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 49 non-vetted financial advisors in Richmond, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Richmond, Virginia have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230 | 105726 | $20,812,400,000 | 4775 | A percentage of AUM, Performance Based |
DAVENPORT & COMPANY LLC One James Center, 901 East Cary Street, Suite 1100 Richmond, VA, 23219 | 1588 | $19,332,677,961 | 20878 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES) |
THE LONDON COMPANY OF VIRGINIA 1800 Bayberry Court, Suite 301, Richmond, VA, 23226 | 106654 | $15,615,206,587 | 7987 | A percentage of AUM, Performance Based |
AGINCOURT CAPITAL MANAGEMENT, LLC 200 South 10th Street, Suite 800 Richmond, VA, 23219 | 112096 | $8,988,905,427 | 396 | A percentage of AUM, Performance Based |
CARY STREET PARTNERS 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | 128545 | $6,977,336,124 | 12547 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES) |
SPIDER MANAGEMENT COMPANY, LLC 5800 Patterson Ave, Suite 300 Richmond, VA, 23226 | 149343 | $6,056,052,181 | 4 | A percentage of AUM |
RICHMOND CAPITAL MANAGEMENT INC 1509a Belleville Street, Richmond, VA, 23230 | 104636 | $5,585,261,000 | 174 | A percentage of AUM |
BROCKENBROUGH 1802 Bayberry Ct., Suite 400 Richmond, VA, 23226-3767 | 105142 | $4,822,664,354 | 1129 | A percentage of AUM, Fixed fees, Performance Based |
1607 CAPITAL PARTNERS, LLC 13 S. 13th Street, Suite 400 Richmond, VA, 23219 | 144758 | $4,347,576,784 | 23 | A percentage of AUM, Performance Based |
HERITAGE WEALTH ADVISORS 919 East Main Street, Suite 950 Richmond, VA, 23219 | 137484 | $4,001,734,968 | 1493 | A percentage of AUM, Fixed fees |
WEALTHCARE CAPITAL MANAGEMENT LLC 2 James Center, 1021 East Cary Street, #702 Richmond, VA, 23219 | 111119 | $2,579,940,831 | 10499 | A percentage of AUM, Hourly charges, Fixed fees |
SALOMON AND LUDWIN 1401 Gaskins Road, Richmond, VA, 23238 | 292456 | $1,709,639,369 | 2214 | A percentage of AUM, Fixed fees |
KANAWHA CAPITAL MANAGEMENT, LLC 7201 Glen Forest Drive, Suite 200 Richmond, VA, 23226-3759 | 118458 | $1,555,472,350 | 1308 | A percentage of AUM, Fixed fees |
CARY STREET PARTNERS ASSET MANAGEMENT 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | 289178 | $1,481,458,222 | 2921 | A percentage of AUM, Fixed fees |
HEARTWOOD WEALTH ADVISORS, LLC 9020 Stony Point Parkway, Suite 225 Richmond, VA, 23235 | 300273 | $1,302,509,037 | 1709 | A percentage of AUM, Hourly charges, Fixed fees |
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