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 |
$23,876,800,000 |
4971 |
A percentage of AUM Performance Based |
LOWE, BROCKENBROUGH & COMPANY, INC. 1802 Bayberry Ct.,
Suite 400 Richmond, VA 23226-3767 |
105142 |
$4,887,940,221 |
976 |
A percentage of AUM Fixed fees Performance Based |
CARY STREET PARTNERS ASSET MANAGEMENT 901 East Byrd Street,
Suite 1001 Richmond, VA 23219 |
289178 |
$1,290,278,675 |
2511 |
A percentage of AUM Fixed fees |
SBK FINANCIAL, INC. 1001 Haxall Point,
Suite 705 Richmond, VA 23219 |
132513 |
$1,023,810,324 |
1264 |
A percentage of AUM Hourly charges Fixed fees |
ALPHA OMEGA WEALTH MANAGEMENT, LLC 7202 Glen Forest Drive,
Suite 300 Richmond, VA 23226 |
149842 |
$995,018,782 |
1243 |
A percentage of AUM Hourly charges Fixed fees |
DORSEY, WRIGHT & ASSOCIATES, LLC 3300 W Leigh Street,
Richmond, VA 23230 |
104925 |
$961,107,571 |
1581 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
BLUE EDGE CAPITAL, LLC 5706 Grove Avenue,
Suite 202 Richmond, VA 23226 |
155613 |
$555,548,826 |
300 |
A percentage of AUM Fixed fees |
PARAGON FINANCIAL SERVICES 3761 Westerre Parkway,
Suite H Richmond, VA 23233 |
164832 |
$287,991,136 |
506 |
A percentage of AUM Hourly charges |
HIGHSTONE GROUP 4205 Dover Road,
Richmond, VA 23221 |
107549 |
$196,092,129 |
787 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
EVOADVISERS 2917 West Leigh Street,
Richmond, VA 23230 |
149615 |
$184,826,380 |
662 |
Fixed fees |
3CHOPT INVESTMENT PARTNERS LLC 1801 Libbie Avenue; Suite 106,
Richmond, VA 23226 |
319125 |
$176,365,962 |
103 |
A percentage of AUM Fixed fees |
THOMPSON DAVIS ASSET MANAGEMENT 9030 Stony Point Pkwy, Ste 100,
Richmond, VA 23235 |
41353 |
$175,037,056 |
401 |
A percentage of AUM Fixed fees Performance Based |
CLOSED-END FUND ADVISORS 7204 Glen Forest Drive,
Suite #105 Richmond, VA 23226 |
115562 |
$171,037,580 |
133 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
ALPHA ADVISORS, LLC 3951 Westerre Parkway,
Suite 130 Richmond, VA 23233 |
118107 |
$157,789,370 |
335 |
A percentage of AUM Fixed fees |
CROSSGRAIN FAMILY INVESTMENTS, LLC 6806 Paragon Place,
Suite 250 Richmond, VA 23233 |
318373 |
$137,755,731 |
220 |
A percentage of AUM Hourly charges Fixed fees |