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 Retirement Planning advisors in VA, RICHMOND
32 advisers found
THOMPSON SIEGEL & WALMSLEY LLC
Richmond, VA
AUM
$21.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-353-4500
THE LONDON COMPANY OF VIRGINIA
Richmond, VA
AUM
$14.89B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM
804-775-0317
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
AGINCOURT CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$9.95B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-648-1111
RICHMOND CAPITAL MANAGEMENT INC
Richmond, VA
AUM
$5.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-379-8280
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
RIVERFRONT INVESTMENT GROUP, LLC
Richmond, VA
AUM
$2.22B
Wealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
—
Fees
Percentage of AUM
804-549-4800
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
CARY STREET PARTNERS ASSET MANAGEMENT
Richmond, VA
AUM
$1.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-340-8100
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
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
NASDAQ DORSEY WRIGHT
Richmond, VA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
804-320-8511
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
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
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
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
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