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

Top-Ranked Advisors in RICHMOND

#1
100

RICHMOND CAPITAL MANAGEMENT INC

RICHMOND, VA · Since 1982

$5.9B AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
100

NASDAQ DORSEY WRIGHT

RICHMOND, VA · Since 1987

$1.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#3
100

THE LONDON COMPANY OF VIRGINIA

RICHMOND, VA · Since 1994

$14.9B AUM15 clientsFee: 0%
FiduciaryFee-Only
#4
100

HUNTER MICHAEL INVESTMENT ADVISORS INC

RICHMOND, VA · Since 1998

$81M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
100

EVOADVISORS

RICHMOND, VA · Since 2017

$337M AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
100

BLUE EDGE CAPITAL, LLC

RICHMOND, VA · Since 2013

$765M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

TONE CAPITAL, LLC

RICHMOND, VA · Since 2025

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

CARY STREET PARTNERS ASSET MANAGEMENT

RICHMOND, VA · Since 2017

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#9
100

BENEFIT FIDUCIARY GROUP LLC

RICHMOND, VA · Since 2018

$529M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

SPARK FINANCIAL ADVISORS

RICHMOND, VA · Since 2025

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
100

KENNONDALE CAPITAL MANAGEMENT

RICHMOND, VA · Since 2025

$142M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

HEARTWOOD WEALTH ADVISORS, LLC

RICHMOND, VA · Since 2019

$1.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#13
100

THIRDLINE CAPITAL MANAGEMENT LLC

RICHMOND, VA · Since 2021

$64M AUM6 clientsFee: 0%
FiduciaryFee-Only
#14
100

3CHOPT INVESTMENT PARTNERS LLC

RICHMOND, VA · Since 2022

$889M AUM4 clientsFee: 0%
FiduciaryFee-Only
#15
100

CAP91 PARTNERS MANAGEMENT LLC

RICHMOND, VA · Since 2023

$531M AUM6 clientsFee: 0%
FiduciaryFee-Only
#16
100

ASCENT FINANCIAL GROUP

RICHMOND, VA · Since 2026

$101M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

HERMITAGE WEALTH

RICHMOND, VA · Since 2025

$38M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
97

COBBLESTONE ASSET MANAGEMENT

RICHMOND, VA · Since 2023

$259M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
95

BROCKENBROUGH

RICHMOND, VA · Since 1970

$5.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#20
95

GODSEY & GIBB WEALTH MANAGEMENT

RICHMOND, VA · Since 1985

$1.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#21
95

THOMPSON SIEGEL & WALMSLEY LLC

RICHMOND, VA · Since 1970

$21.1B AUM31 clientsFee: 0%
FiduciaryFee-Only
#22
95

VERUS FINANCIAL PARTNERS

RICHMOND, VA · Since 1992

$1.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#23
95

WEALTHCARE CAPITAL MANAGEMENT LLC

RICHMOND, VA · Since 2001

$3.9B AUM35 clientsFee: 0%
FiduciaryFee-Only
#24
95

AGINCOURT CAPITAL MANAGEMENT, LLC

RICHMOND, VA · Since 1999

$10.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#25
95

MIDATLANTIC CAPITAL MANAGEMENT, INC.

RICHMOND, VA · Since 2005

$477M AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
95

ALPHA ADVISORS, LLC

RICHMOND, VA · Since 2018

$256M AUM2 clientsFee: 0%
FiduciaryFee-Only
#27
95

KANAWHA CAPITAL MANAGEMENT, LLC

RICHMOND, VA · Since 2001

$1.8B AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
95

CARY STREET PARTNERS

RICHMOND, VA · Since 2005

$10.3B AUM85 clientsFee: 0%
FiduciaryFee-Only
#29
95

WEALTHCROSSING

RICHMOND, VA · Since 2005

$1.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#30
95

HERITAGE WEALTH ADVISORS

RICHMOND, VA · Since 2005

$4.9B AUM18 clientsFee: 0%
FiduciaryFee-Only
#31
95

1607 CAPITAL PARTNERS, LLC

RICHMOND, VA · Since 2007

$3.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#32
95

SPIDER MANAGEMENT COMPANY, LLC

RICHMOND, VA · Since 2010

$6.4B AUM10 clientsFee: 0%
FiduciaryFee-Only
#33
95

ALPHA OMEGA WEALTH MANAGEMENT, LLC

RICHMOND, VA · Since 2009

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#34
95

COVENANT WEALTH ADVISORS

RICHMOND, VA · Since 2019

$910M AUM12 clientsFee: 0%
FiduciaryFee-Only
#35
95

PARAGON FINANCIAL SERVICES

RICHMOND, VA · Since 2019

$384M AUM4 clientsFee: 0%
FiduciaryFee-Only
#36
95

CANAL CAPITAL MANAGEMENT, LLC

RICHMOND, VA · Since 2012

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#37
95

SENECA HOUSE ADVISORS

RICHMOND, VA · Since 2016

$506M AUM4 clientsFee: 0%
FiduciaryFee-Only
#38
95

ACIMA PRIVATE WEALTH LLC

RICHMOND, VA · Since 2017

$420M AUM6 clientsFee: 0%
FiduciaryFee-Only
#39
95

EVR RESEARCH LP

RICHMOND, VA · Since 2021

$365M AUM4 clientsFee: 0%
FiduciaryFee-Only
#40
95

SALOMON AND LUDWIN

RICHMOND, VA · Since 2018

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#41
95

CAMPBELL DEEGAN FINANCIAL

RICHMOND, VA · Since 2018

$745M AUM3 clientsFee: 0%
FiduciaryFee-Only
#42
95

TAYLOR HOFFMAN CAPITAL MANAGEMENT

RICHMOND, VA · Since 2020

$470M AUM4 clientsFee: 0%
FiduciaryFee-Only
#43
95

CROW'S NEST HOLDINGS LP

RICHMOND, VA · Since 2021

$637M AUM3 clientsFee: 0%
FiduciaryFee-Only
#44
95

WEST TOWER GROUP, LLC

RICHMOND, VA · Since 2022

$142M AUM5 clientsFee: 0%
FiduciaryFee-Only
#45
95

FOUNDERS GROVE WEALTH PARTNERS, LLC

RICHMOND, VA · Since 2024

$532M AUM2 clientsFee: 0%
FiduciaryFee-Only
#46
95

WILLS FINANCIAL GROUP, LLC

RICHMOND, VA · Since 2025

$386M AUM4 clientsFee: 0%
FiduciaryFee-Only
#47
95

JUNO FINANCIAL GROUP LLC

RICHMOND, VA · Since 2025

$542M AUM5 clientsFee: 0%
FiduciaryFee-Only
#48
95

Z3 CAPITAL PARTNERS

RICHMOND, VA · Since 2025

$467M AUM3 clientsFee: 0%
FiduciaryFee-Only
#49
92

HIGHSTONE GROUP

RICHMOND, VA · Since 2017

$264M AUM3 clientsFee: 0%
FiduciaryFee-Only
#50
92

COMMONWEALTH RETIREMENT INVESTMENTS LLC

RICHMOND, VA · Since 2017

$377M AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
90

THOMPSON DAVIS ASSET MANAGEMENT

RICHMOND, VA · Since 2021

$211M AUM6 clientsFee: 0%
Broker-Dealer
#52
90

RIVERFRONT INVESTMENT GROUP, LLC

RICHMOND, VA · Since 2008

$2.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#53
74

DAVENPORT & COMPANY LLC

RICHMOND, VA · Since 1977

$24.7B AUM228 clientsFee: 0%
Broker-Dealer2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.