Research Report · 2026-06-30
Largest Registered Investment Advisers in Richmond
Richmond SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
54
Total AUM
$139.38B
Median AUM
$589.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | DAVENPORT & COMPANY LLC | RICHMOND | 1588 | $24.70B | 525 | 2026-06-30 | → |
| 2 | THOMPSON SIEGEL & WALMSLEY LLC | RICHMOND | 105726 | $21.15B | 63 | 2026-04-30 | → |
| 3 | THE LONDON COMPANY OF VIRGINIA, LLC | RICHMOND | 106654 | $14.89B | 56 | 2026-03-31 | → |
| 4 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | RICHMOND | 128545 | $10.25B | 182 | 2026-03-31 | → |
| 5 | AGINCOURT CAPITAL MANAGEMENT, LLC | RICHMOND | 112096 | $9.95B | 18 | 2026-03-31 | → |
| 6 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 7 | RICHMOND CAPITAL MANAGEMENT INC | RICHMOND | 104636 | $5.93B | 20 | 2026-03-31 | → |
| 8 | LOWE, BROCKENBROUGH & COMPANY, INC. | RICHMOND | 105142 | $5.49B | 31 | 2026-05-31 | → |
| 9 | HERITAGE WEALTH ADVISORS, LLC | RICHMOND | 137484 | $4.86B | 36 | 2026-05-31 | → |
| 10 | WEALTHCARE CAPITAL MANAGEMENT LLC | RICHMOND | 111119 | $3.93B | 54 | 2026-05-31 | → |
| 11 | 1607 CAPITAL PARTNERS, LLC | RICHMOND | 144758 | $3.49B | 15 | 2026-03-31 | → |
| 12 | RIVERFRONT INVESTMENT GROUP, LLC | RICHMOND | 146221 | $2.22B | 46 | 2026-06-30 | → |
| 13 | KANAWHA CAPITAL MANAGEMENT, LLC | RICHMOND | 118458 | $1.84B | 11 | 2026-04-30 | → |
| 14 | GODSEY & GIBB INC | RICHMOND | 105650 | $1.56B | 23 | 2026-05-31 | → |
| 15 | HEARTWOOD WEALTH ADVISORS, LLC | RICHMOND | 300273 | $1.55B | 13 | 2026-04-30 | → |
| 16 | SBK FINANCIAL, INC. | RICHMOND | 132513 | $1.54B | 18 | 2026-03-31 | → |
| 17 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | RICHMOND | 289178 | $1.45B | 49 | 2026-03-31 | → |
| 18 | SALOMON AND LUDWIN, LLC | RICHMOND | 292456 | $1.34B | 12 | 2026-05-31 | → |
| 19 | CANAL CAPITAL MANAGEMENT, LLC | RICHMOND | 164971 | $1.28B | 6 | 2026-06-30 | → |
| 20 | VERUS FINANCIAL PARTNERS, INC. | RICHMOND | 106744 | $1.18B | 21 | 2026-05-31 | → |
| 21 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | RICHMOND | 149842 | $1.02B | 9 | 2026-03-31 | → |
| 22 | DORSEY, WRIGHT & ASSOCIATES, LLC | RICHMOND | 104925 | $1.01B | 25 | 2026-04-30 | → |
| 23 | FONVILLE WEALTH MANAGEMENT LLC | RICHMOND | 155221 | $909.6M | 12 | 2026-05-31 | → |
| 24 | 3CHOPT INVESTMENT PARTNERS LLC | RICHMOND | 319125 | $889.4M | 7 | 2026-03-31 | → |
| 25 | BLUE EDGE CAPITAL, LLC | RICHMOND | 155613 | $765.1M | 5 | 2026-04-30 | → |
| 26 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | RICHMOND | 293020 | $745.1M | 7 | 2026-03-31 | → |
| 27 | CROW'S NEST HOLDINGS LP | RICHMOND | 316652 | $636.6M | 4 | 2026-03-31 | → |
| 28 | JUNO FINANCIAL GROUP LLC | RICHMOND | 336362 | $541.9M | 8 | 2026-02-28 | → |
| 29 | FOUNDERS GROVE WEALTH PARTNERS, LLC | RICHMOND | 331352 | $532.3M | 4 | 2026-03-31 | → |
| 30 | CAP91 PARTNERS MANAGEMENT LLC | RICHMOND | 324057 | $531.0M | 9 | 2026-03-31 | → |
| 31 | BENEFIT FIDUCIARY GROUP LLC | RICHMOND | 291252 | $529.4M | 2 | 2026-01-31 | → |
| 32 | STONY POINT WEALTH MANAGEMENT INC. | RICHMOND | 210519 | $506.1M | 8 | 2026-03-31 | → |
| 33 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | RICHMOND | 116524 | $477.0M | 2 | 2026-02-28 | → |
| 34 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | RICHMOND | 309329 | $469.5M | 5 | 2026-03-31 | → |
| 35 | Z3 CAPITAL PARTNERS, LLC | RICHMOND | 336791 | $466.8M | 5 | 2026-03-31 | → |
| 36 | ACIMA PRIVATE WEALTH LLC | RICHMOND | 281496 | $420.4M | 7 | 2026-04-30 | → |
| 37 | WILLS FINANCIAL GROUP, LLC | RICHMOND | 334431 | $385.7M | 5 | 2026-02-28 | → |
| 38 | PARAGON FINANCIAL SERVICES | RICHMOND | 164832 | $383.7M | 7 | 2026-03-31 | → |
| 39 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | RICHMOND | 285998 | $377.0M | 12 | 2026-03-31 | → |
| 40 | EVR RESEARCH LP | RICHMOND | 283385 | $365.0M | 6 | 2026-05-31 | → |
| 41 | EVOLUTION ADVISERS, INC. | RICHMOND | 149615 | $337.2M | 7 | 2026-04-30 | → |
| 42 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | RICHMOND | 107549 | $263.9M | 4 | 2026-03-31 | → |
| 43 | COBBLESTONE ASSET MANAGEMENT LLC | RICHMOND | 326545 | $258.9M | 4 | 2026-05-31 | → |
| 44 | ALPHA ADVISORS, LLC | RICHMOND | 118107 | $256.1M | 4 | 2026-02-28 | → |
| 45 | MORSE CAPITAL PARTNERS, LLC | RICHMOND | 146383 | $246.1M | 4 | 2025-03-31 | → |
| 46 | THOMPSON DAVIS & CO., INC. | RICHMOND | 41353 | $211.3M | 9 | 2026-03-31 | → |
| 47 | SPARK FINANCIAL ADVISORS, LLC | RICHMOND | 296914 | $147.1M | 7 | 2026-03-31 | → |
| 48 | WEST TOWER GROUP, LLC | RICHMOND | 323520 | $142.0M | 10 | 2026-06-30 | → |
| 49 | KENNONDALE CAPITAL MANAGEMENT, LLC | RICHMOND | 299863 | $141.9M | 3 | 2026-03-31 | → |
| 50 | TONE CAPITAL, LLC | RICHMOND | 285622 | $118.3M | 4 | 2026-03-31 | → |
| 51 | ASCENT FINANCIAL GROUP LLC | RICHMOND | 325706 | $100.8M | 2 | 2026-02-28 | → |
| 52 | HUNTER MICHAEL INVESTMENT ADVISORS INC | RICHMOND | 107884 | $81.2M | 1 | 2026-03-31 | → |
| 53 | THIRDLINE CAPITAL MANAGEMENT LLC | RICHMOND | 314158 | $64.3M | 7 | 2026-01-31 | → |
| 54 | HERMITAGE WEALTH MANAGEMENT, INC. | RICHMOND | 333235 | $37.5M | 14 | 2026-03-31 | → |
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