City
Wealth management firms in Midlothian, Virginia
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Midlothian, Virginia reported $1.4 billion in regulatory assets under management; the largest by assets was Colonial River Wealth Management LLC, with $464.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $100.9 million
- SEC-registered, of those listed
- 4 of 14 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Colonial River Wealth Management LLC | SEC | $464.4 million | 1,799 |
| 2 | James River Asset Management, LLC | SEC | $273.8 million | 1,254 |
| 3 | Bowen Financial Services, LLC | SEC | $191.0 million | 305 |
| 4 | Rcplanners | SEC | $112.1 million | 426 |
| 5 | Personal Financial Experiences, LLC | State | $66.6 million | 187 |
| 6 | Financial Advisors of Virginia | State | $56.0 million | 71 |
| 7 | Grip Financial, LLC | State | $55.6 million | 227 |
| 8 | Thetford Investment Management, Inc. | State | $53.8 million | 47 |
| 9 | BGR Advisors | State | $44.8 million | 20 |
| 10 | Hussmen Financial | State | $43.8 million | 5 |
| 11 | Ardent Wealth Advisory, LLC | State | $24.3 million | 45 |
| 12 | Canaan Investment Management | State | $14.6 million | 76 |
| 13 | Carnahan Capital Management, LLC | State | $7.5 million | 6 |
| 14 | Reel Financial Planning | State | $4.8 million | 31 |
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.