AdvisorRanked

Best Financial Advisors in RICHMOND, Virginia

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

53
Registered Firms
0.95%
Median Fee
of assets/year
$637M
Median AUM
53
Firms Listed
in our database

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Top Rated Established Verified53 firms shown

Top-Ranked Advisors in RICHMOND

Page 1 of 3 · 53 firms

#1
93

RICHMOND CAPITAL MANAGEMENT INC

RICHMOND, VA · Since 1982

$5.9B AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
92

THE LONDON COMPANY OF VIRGINIA

RICHMOND, VA · Since 1994

$14.9B AUM15 clientsFee: 0%
FiduciaryFee-Only
#3
89

NASDAQ DORSEY WRIGHT

RICHMOND, VA · Since 1987

$1.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#4
89

CARY STREET PARTNERS ASSET MANAGEMENT

RICHMOND, VA · Since 2017

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#5
88

BLUE EDGE CAPITAL, LLC

RICHMOND, VA · Since 2013

$765M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
88

HEARTWOOD WEALTH ADVISORS, LLC

RICHMOND, VA · Since 2019

$1.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#7
86

HUNTER MICHAEL INVESTMENT ADVISORS INC

RICHMOND, VA · Since 1998

$81M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
86

EVOADVISORS

RICHMOND, VA · Since 2017

$337M AUM6 clientsFee: 0%
FiduciaryFee-Only
#9
86

BENEFIT FIDUCIARY GROUP LLC

RICHMOND, VA · Since 2018

$529M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
85

3CHOPT INVESTMENT PARTNERS LLC

RICHMOND, VA · Since 2022

$889M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
85

CAP91 PARTNERS MANAGEMENT LLC

RICHMOND, VA · Since 2023

$531M AUM6 clientsFee: 0%
FiduciaryFee-Only
#12
84

THIRDLINE CAPITAL MANAGEMENT LLC

RICHMOND, VA · Since 2021

$64M AUM6 clientsFee: 0%
FiduciaryFee-Only
#13
83

TONE CAPITAL, LLC

RICHMOND, VA · Since 2025

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
83

KENNONDALE CAPITAL MANAGEMENT

RICHMOND, VA · Since 2025

$142M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
83

ASCENT FINANCIAL GROUP

RICHMOND, VA · Since 2026

$101M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
83

HERMITAGE WEALTH

RICHMOND, VA · Since 2025

$38M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
82

BROCKENBROUGH

RICHMOND, VA · Since 1970

$5.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#18
82

GODSEY & GIBB WEALTH MANAGEMENT

RICHMOND, VA · Since 1985

$1.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#19
82

THOMPSON SIEGEL & WALMSLEY LLC

RICHMOND, VA · Since 1970

$21.1B AUM31 clientsFee: 0%
FiduciaryFee-Only
#20
82

WEALTHCARE CAPITAL MANAGEMENT LLC

RICHMOND, VA · Since 2001

$3.9B AUM35 clientsFee: 0%
FiduciaryFee-Only
#21
82

CARY STREET PARTNERS

RICHMOND, VA · Since 2005

$10.3B AUM85 clientsFee: 0%
FiduciaryFee-Only
#22
82

WEALTHCROSSING

RICHMOND, VA · Since 2005

$1.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#23
82

HERITAGE WEALTH ADVISORS

RICHMOND, VA · Since 2005

$4.9B AUM18 clientsFee: 0%
FiduciaryFee-Only
#24
82

1607 CAPITAL PARTNERS, LLC

RICHMOND, VA · Since 2007

$3.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#25
82

SPIDER MANAGEMENT COMPANY, LLC

RICHMOND, VA · Since 2010

$6.4B AUM10 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in RICHMOND?

The median advisory fee in RICHMOND, VA is 0.95% of assets under management per year, based on Form ADV filings from 53 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.