City
Wealth management firms in Richmond, Virginia
As of October 2, 2026, 69 wealth management firms, including broker-dealer firms, with their main office in Richmond, Virginia reported $65.5 billion in regulatory assets under management; the largest by assets was Davenport & Company LLC, with $24.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 69
- Regulatory assets under management
- $65.5 billion
- Average per firm
- $949.2 million
- SEC-registered, of those listed
- 38 of 69 (55.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Davenport & Company LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $24.7 billion | 24,315 |
| 2 | Cary Street Partners | SEC | $10.3 billion | 16,731 |
| 3 | Heritage Wealth Advisors | SEC | $4.9 billion | 1,616 |
| 4 | Wealthcare Capital Management LLC | SEC | $3.9 billion | 13,598 |
| 5 | Kanawha Capital Management, LLC | SEC | $1.8 billion | 1,484 |
| 6 | Godsey & Gibb Wealth Management | SEC | $1.6 billion | 1,876 |
| 7 | Heartwood Wealth Advisors, LLC | SEC | $1.5 billion | 1,897 |
| 8 | Wealthcrossing | SEC | $1.5 billion | 1,318 |
| 9 | Salomon and Ludwin | SEC | $1.3 billion | 1,602 |
| 10 | Canal Capital Management, LLC | SEC | $1.3 billion | 1,988 |
| 11 | Verus Financial Partners | SEC | $1.2 billion | 1,935 |
| 12 | Alpha Omega Wealth Management, LLC | SEC | $1.0 billion | 1,310 |
| 13 | Covenant Wealth Advisors | SEC | $909.6 million | 1,890 |
| 14 | 3CHOPT Investment Partners LLC | SEC | $889.4 million | 645 |
| 15 | Blue Edge Capital, LLC | SEC | $765.1 million | 420 |
| 16 | Campbell Deegan Financial | SEC | $745.1 million | 1,855 |
| 17 | Juno Financial Group LLC | SEC | $541.9 million | 705 |
| 18 | Founders Grove Wealth Partners, LLC | SEC | $532.3 million | 702 |
| 19 | Taylor Hoffman Capital Management | SEC | $469.5 million | 1,082 |
| 20 | Z3 Capital Partners | SEC | $466.8 million | 1,009 |
| 21 | Acima Private Wealth LLC | SEC | $420.4 million | 135 |
| 22 | Wills Financial Group, LLC | SEC | $385.7 million | 753 |
| 23 | Paragon Financial Services | SEC | $383.7 million | 1,382 |
| 24 | Commonwealth Retirement Investments LLC | SEC | $377.0 million | 1,001 |
| 25 | Dover Advisors, LLC | SEC | $375.7 million | 355 |
| 26 | Evoadvisors | SEC | $337.2 million | 991 |
| 27 | Highstone Group | SEC | $263.9 million | 841 |
| 28 | Cobblestone Asset Management | SEC | $258.9 million | 1,042 |
| 29 | Alpha Advisors, LLC | SEC | $256.1 million | 401 |
| 30 | Manuka Financial | SEC | $218.1 million | 253 |
| 31 | Thompson Davis Asset Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $211.3 million | 300 |
| 32 | Sima Wealth Partners, LLC | SEC | $156.7 million | 311 |
| 33 | Spark Financial Advisors | SEC | $147.1 million | 624 |
| 34 | Tone Capital, LLC | SEC | $118.3 million | 320 |
| 35 | Bonwell Capital Management, LLC | State | $105.0 million | 219 |
| 36 | Beale Healy Investment Advisors Inc | State | $102.8 million | 129 |
| 37 | Clearview Financial | State | $102.6 million | 322 |
| 38 | Ascent Financial Group | SEC | $100.8 million | 456 |
| 39 | Noble Hill Planning LLC | State | $87.5 million | 116 |
| 40 | Fuller Wealth Advisors | State | $84.4 million | 301 |
| 41 | Hunter Michael Investment Advisors Inc | SEC | $81.2 million | 35 |
| 42 | Harvest Financial Group, LLC | State | $78.7 million | 568 |
| 43 | Roseline Capitol Advisors, LLC | State | $67.7 million | 61 |
| 44 | Alexis Advisors | State | $66.2 million | 236 |
| 45 | McKay Wealth Management Group LLC | State | $58.5 million | 212 |
| 46 | Opulent Wealth | State | $49.1 million | 43 |
| 47 | Barrett Capital Management,llc | State | $48.0 million | 170 |
| 48 | Piedmont Capital Asset Management LLC | State | $43.0 million | 105 |
| 49 | Hermitage Wealth | SEC | $37.5 million | 200 |
| 50 | J. B. Bryan Financial Group, Inc. | State | $27.1 million | 23 |
| 51 | Insight Financial, Inc. | State | $26.1 million | 18 |
| 52 | Genuine Wealth Solutions | State | $14.0 million | 74 |
| 53 | Chimborazo Investment Research | State | $11.9 million | 29 |
| 54 | Peters Financial LLC | State | $7.1 million | 101 |
| 55 | Rock Steady Wealth, Inc. | State | $5.6 million | 27 |
| 56 | Purpose Driven Wealth Advisors LLC | State | $5.1 million | 14 |
| 57 | Jay Blue Capital | State | $2.5 million | 4 |
| 58 | DP Grow LLC | State | $2.3 million | 14 |
| 59 | Taylor Turner Wealth Management LLC | State | $100,000 | 1 |
| 60 | Ark Financial Strategies LLC | State | $0 | 0 |
| 61 | Aspan Capital LLC | State | $0 | 0 |
| 62 | Clear Point LLC | State | $0 | 0 |
| 63 | Fifth Pointe | State | $0 | 0 |
| 64 | Firstfruits Wealth Management | State | $0 | 0 |
| 65 | Five Lakes Advisory LLC | State | $0 | 0 |
| 66 | Hill Wealth Strategies | State | $0 | 0 |
| 67 | Kitchen Table Financial Planning | State | $0 | 0 |
| 68 | Limiter Financial LLC | State | $0 | 0 |
| 69 | Watch Hill Financial Inc | SEC | $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.