Company lists · Data refreshed September 2026

Top 17 Boutique investment banks based in Richmond, United States

Name: Boutique investment banks based in Richmond, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 31 companies tracked

RevenueBase identified 31 company matches for boutique investment banks associated with Richmond, United States as of September 2026 and tracks 1,254 professional contacts across them, including 567 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Richmond has 31.

This list covers company matches for boutique investment banks associated with Richmond, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

31Companies

1,254Contacts tracked

567Verified emails

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The 17 largest boutique investment banks based in Richmond, United States

Ranked by team size

Top 17 of 31 company matches for boutique investment banks based in Richmond, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Harris Williams	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	501-1,000	662 contacts →
	Exact match “Harris Williams is a global investment bank specializing in M&A, private capital solutions, and primary fund placement.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	BDO Capital Advisors	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	11-50	48 contacts →
	Exact match “BDO Capital Advisors (BCA), a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sellside M&A advisory, ESOP advisory, acquisition…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Bb&t Scott & Stringfellow	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	n/a	46 contacts →
	Exact match “Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Matrix Capital Markets Group, INC	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	11-50	35 contacts →
	Exact match “Founded in 1988, Matrix Capital Markets Group, a division of Citizens, is a leading advisory-focused investment bank headquartered in Richmond, VA, with an additional office in…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Firstchoice, A Marshberry Company	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	51-200	32 contacts →
	Exact match “FirstChoice is an insurance agency network created to assist independent agents in securing top level company contracts and developing business plans to help them grow their…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Navagant	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “At Navagant, we have built a team of industry experts with a focus on combining our unique culture, deep transaction experience and conscious capital mission to redefine the…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Sterling Point Advisors	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Sterling Point Advisors is a boutique mergers and acquisitions (M&A) firm serving businesses in the lower middle market.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Vista Business Group	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Vista Business Group is a nationwide lower middle market mergers & acquisitions firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Salomon & Ludwin	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Wealth Management and Financial Planning” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Dickinson Williams & Company	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Dickinson Williams & Company (“DW & Co.”) is an independent investment banking firm led by industry veterans with over 90 years of combined investment banking, financing, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Brook RUN Partners	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Brook Run Partners is a results-oriented M&A advisory firm focused on integrity and value creation for the companies we serve.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Consult360	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Consult360 is a boutique advisory firm that does nothing but help professional services companies to solve their toughest problems - enabling them to achieve their goals for…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Sparkstone Capital Advisors	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Sparkstone Capital Advisors is an independent investment bank providing mergers and acquisitions, capital raising, and strategic alternatives advisory services for clients in the…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Mann, Armistead & Epperson, LTD	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Beyond Investment Banking At our core, we believe the most valuable investments we make aren’t just financial.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Dover Advisors	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Establishing a trusting, lasting relationship with you and your family comes first.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Applewhite Tyll Retirement Planners	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Tracy Applewhite and Sean Tyll founded Applewhite Tyll Retirement Planners in 2021 after having worked at Wells Fargo Advisors for over 30 years.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Light & Raphael, LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Light & Raphael, formerly known as Light-VanAusdall, was founded in 1966.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “boutique investment banks”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 17 of 31 boutique investment banks based in Richmond, United States

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Boutique investment banks based in Richmond, United States at a glance

As of Sep 16, 2026

45.2%Verified-email coverage

40.5Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Richmond, so it is reported there. Company counts and contact totals on this page are exact for Richmond, over 31 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Richmond, United States whose business descriptions match “boutique investment banks” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 567 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Boutique investment banks by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “boutique investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many boutique investment banks are there based in Richmond, United States?

RevenueBase identified 31 company matches for boutique investment banks associated with Richmond, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Harris Williams tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most boutique investment banks?

New York leads the United States with 1,035 company records, followed by Chicago (237) and Los Angeles (200). Richmond has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 567 professional contacts with verified work emails tracked across these 31 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.