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Wealth management firms in Henrico, Virginia

As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Henrico, Virginia reported $1.1 billion in regulatory assets under management; the largest by assets was Redmond Asset Management, LLC, with $537.2 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
13
Regulatory assets under management
$1.1 billion
Average per firm
$86.5 million
SEC-registered, of those listed
4 of 13 (30.8%)

Firms by assets

Wealth management firms in Henrico, Virginia, largest first
#FirmRegistrationRAUMAccounts
1 Redmond Asset Management, LLC SEC $537.2 million 728
2 Crossgrain Family Investments, LLC SEC $177.6 million 220
3 Norton Capital Management, Inc. SEC $131.9 million 238
4 Virginia Investment Advisory, Inc. State $80.5 million 312
5 Sphinx Investments LLC SEC $46.1 million 126
6 Elemental Capital Management, LLC State $43.4 million 70
7 Impact Financial, LLC State $29.4 million 118
8 Horizon Capital Management, Inc. State $28.9 million 41
9 Right Tail Capital LLC State $24.6 million 87
10 Gateway Financial Group, Inc. State $21.3 million 68
11 Flatiron Wealth Advisors, LLC State $2.7 million 9
12 Health & Wealth Works LLC State $1.4 million 29
13 Hya Financial State $0 0

Wealth management firms in Virginia, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.