CLEARVIEW FINANCIAL
Richmond, VA
AUM
$102.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
804-869-9541
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
ASCENT FINANCIAL GROUP
Richmond, VA
AUM
$100.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
804-602-2121
SCHUTT CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$85.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
804-788-8860
FULLER WEALTH ADVISORS
Richmond, VA
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
804-977-1122
HUNTER MICHAEL INVESTMENT ADVISORS INC
Richmond, VA
AUM
$81.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-378-7640
HARVEST FINANCIAL GROUP, LLC
Richmond, VA
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
804-788-4100
ROSELINE CAPITOL ADVISORS, LLC
Richmond, VA
AUM
$67.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-545-7440
THIRDLINE CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$64.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
8045646801
MCKAY WEALTH MANAGEMENT GROUP LLC
Richmond, VA
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
804-447-1708
BARRETT CAPITAL MANAGEMENT,LLC
Richmond, VA
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
804-419-1100
HERMITAGE WEALTH
Richmond, VA
AUM
$37.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
804-270-7877
J. B. BRYAN FINANCIAL GROUP, INC.
Richmond, VA
AUM
$22.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
804-780-1025
ROCK STEADY WEALTH, INC.
Richmond, VA
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-683-2565
DP GROW LLC
Richmond, VA
AUM
$2.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-352-0881
ASPAN CAPITAL LLC
Richmond, VA
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Performance-based fees
2405288003
FIRSTFRUITS WEALTH MANAGEMENT
Richmond, VA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(804) 972-4239
HILL WEALTH STRATEGIES
Richmond, VA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
804-897-3919