BLUE EDGE CAPITAL, LLC
Richmond, VA
AUM
$765.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-673-7401
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
CAMPBELL DEEGAN FINANCIAL
Richmond, VA
AUM
$745.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
804-913-1114
JUNO FINANCIAL GROUP LLC
Richmond, VA
AUM
$541.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
804-500-6464
FOUNDERS GROVE WEALTH PARTNERS, LLC
Richmond, VA
AUM
$532.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(804) 910-0001
CAP91 PARTNERS MANAGEMENT LLC
Richmond, VA
AUM
$531.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-525-9249
SENECA HOUSE ADVISORS
Richmond, VA
AUM
$506.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
(804) 332-6574
MIDATLANTIC CAPITAL MANAGEMENT, INC.
Richmond, VA
AUM
$477.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-272-9200
TAYLOR HOFFMAN CAPITAL MANAGEMENT
Richmond, VA
AUM
$469.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
804-964-2500
Z3 CAPITAL PARTNERS
Richmond, VA
AUM
$466.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
804-256-1770
ACIMA PRIVATE WEALTH LLC
Richmond, VA
AUM
$420.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT, ANNUAL FEE
(804) 422-8450
WILLS FINANCIAL GROUP, LLC
Richmond, VA
AUM
$385.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
804-330-3100
PARAGON FINANCIAL SERVICES
Richmond, VA
AUM
$383.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-673-8888
COMMONWEALTH RETIREMENT INVESTMENTS LLC
Richmond, VA
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-282-1238
EVR RESEARCH LP
Richmond, VA
AUM
$365.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804.451.6810
EVOADVISORS
Richmond, VA
AUM
$337.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Fixed fees
804-794-1981
HIGHSTONE GROUP
Richmond, VA
AUM
$263.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
804-285-7010
COBBLESTONE ASSET MANAGEMENT
Richmond, VA
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
804-272-8272
ALPHA ADVISORS, LLC
Richmond, VA
AUM
$256.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-754-8532
THOMPSON DAVIS ASSET MANAGEMENT
Richmond, VA
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
804-644-6380
SPARK FINANCIAL ADVISORS
Richmond, VA
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
804-451-1210
WEST TOWER GROUP, LLC
Richmond, VA
AUM
$142.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(804) 420-8588
KENNONDALE CAPITAL MANAGEMENT
Richmond, VA
AUM
$141.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(804) 350-3368
TONE CAPITAL, LLC
Richmond, VA
AUM
$118.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(804) 447-1404
BEALE HEALY INVESTMENT ADVISORS INC
Richmond, VA
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804-355-0223