Top Financial Advisors in Richmond, Virginia
Finding the right financial advisor in Richmond is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Richmond, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Richmond, VA.
Find the Best Financial Advisor Firms in Richmond:
DAVENPORT & COMPANY LLC
CRD#: 1588
Address: One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219
Clients: 11,048
In Business for: 29 Years
Average Clients per Advisor: 46
AUM: $ 16.6B
Disclosures: 19
CARY STREET PARTNERS
CRD#: 128545
Address: 901 East Byrd Street Suite 1001, Richmond, VA 23219
Clients: 3,065
Average Clients per Advisor: 47
AUM: $ 5.5B
HERITAGE WEALTH ADVISORS
CRD#: 137484
Address: 919 East Main Street Suite 950, Richmond, VA 23219
Clients: 119
Average Clients per Advisor: 7
AUM: $ 3.1B
WEALTHCARE CAPITAL MANAGEMENT LLC
CRD#: 111119
Address: 2 James Center 1021 East Cary Street, #1120, Richmond, VA 23219
Clients: 4,249
Average Clients per Advisor: 111
AUM: $ 2.6B
KANAWHA CAPITAL MANAGEMENT, LLC
CRD#: 118458
Address: 7201 Glen Forest Drive Suite 200, Richmond, VA 23226-3759
Clients: 153
Average Clients per Advisor: 38
AUM: $ 1.8B
SALOMON AND LUDWIN
CRD#: 292456
Address: 1401 Gaskins Road, Richmond, VA 23238
Clients: 1,951
Average Clients per Advisor: 278
AUM: $ 1.2B
How We Chose the Top Financial Advisors in Richmond, Virginia
To create this list of top financial advisor firms in Richmond, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Richmond has to offer.
Search Financial Advisors in Richmond, Virginia
William James Lagos JR
Registered Affiliation(s):VERUS FINANCIAL PARTNERS
Lane Michael Wilson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David W Shannon
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Elisabeth Michelle Poore
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Derek Scott Mcginthy
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Juliette Raquel Sykes
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Jamie Lee Malone
Registered Affiliation(s):AGILI, P.C.
Philip James Wallin
Registered Affiliation(s):VALEO FINANCIAL ADVISORS, LLC
Megan Nichole Sheffield
Registered Affiliation(s):EDWARD JONES
Sean Thomas Dugan
Registered Affiliation(s):EDWARD JONES
Laura Service
Registered Affiliation(s):EDWARD JONES
Robert James Lawrence
Registered Affiliation(s):EDWARD JONES
Joseph Ryan Stemmle
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicholas Chase Cockerham
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Andrew Jeretina
Registered Affiliation(s):EDWARD JONES
David Walsh Lyness
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Erynn Danae Menefee
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Nathaniel D. Snider
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Kenneth Edward Moorefield III
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Edward Michael Velasquez
Registered Affiliation(s):EDWARD JONES
James Gallagher Jr
Registered Affiliation(s):EDWARD JONES
Tyler Sorensen
Registered Affiliation(s):EDWARD JONES
John M Garthaffner
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lizzu Castaneda-dulyx
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
