Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
CROW'S NEST HOLDINGS LP
Richmond, VA
AUM
$636.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(917) 596-6689
Full profileNo website
BENEFIT FIDUCIARY GROUP LLC
Richmond, VA
AUM
$529.4M
Wealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
804-457-2309
Full profileNo website
BONWELL CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
804-285-1546
Full profileNo website
BIG DIPPER INNOVATION FUND MANAGER LLC
Richmond, VA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
804-644-8515
Full profileNo website
Full profileNo website
PURPOSE DRIVEN WEALTH ADVISORS LLC
Richmond, VA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(804) 301-4291
Full profileNo website
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