DAVENPORT & COMPANY LLC
Richmond, VA
AUM
$24.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
228 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
804-780-2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA, RICHMOND
47 advisers found
CARY STREET PARTNERS
Richmond, VA
AUM
$10.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
85 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(804) 340-8100
BROCKENBROUGH
Richmond, VA
AUM
$5.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
804-288-0404
HERITAGE WEALTH ADVISORS
Richmond, VA
AUM
$4.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-643-4080
WEALTHCARE CAPITAL MANAGEMENT LLC
Richmond, VA
AUM
$3.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804-644-4711
KANAWHA CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
804-359-3900
GODSEY & GIBB WEALTH MANAGEMENT
Richmond, VA
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES, TAX PREPARATION FEES
804-285-7333
HEARTWOOD WEALTH ADVISORS, LLC
Richmond, VA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
804-269-8711
WEALTHCROSSING
Richmond, VA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
804-237-1700
SALOMON AND LUDWIN
Richmond, VA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
804-592-4999
CANAL CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
804-325-1450
VERUS FINANCIAL PARTNERS
Richmond, VA
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
804-592-3465
ALPHA OMEGA WEALTH MANAGEMENT, LLC
Richmond, VA
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-955-1600
COVENANT WEALTH ADVISORS
Richmond, VA
AUM
$909.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(804) 729-5265
3CHOPT INVESTMENT PARTNERS LLC
Richmond, VA
AUM
$889.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
804-401-1840
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
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
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
Page 1 of 2Next