Company lists · Data refreshed October 2026

Top 21 Digital wealth management firms based in Richmond, United States

Name: Digital wealth management firms based in Richmond, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 31 companies tracked

RevenueBase identified 31 company matches for digital wealth management firms associated with Richmond, United States as of October 2026 and tracks 927 professional contacts across them, including 501 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Richmond has 31.

This list covers company matches for digital wealth management firms 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 October 11, 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 Oct 11, 2026 How this list was built

31Companies

927Contacts tracked

501Verified emails

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The 21 largest digital wealth management firms based in Richmond, United States

Ranked by team size

Top 21 of 31 company matches for digital wealth management firms based in Richmond, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	501-1,000	456 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Cary Street Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	51-200	193 contacts →
	Exact match “Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Bb&t Scott & Stringfellow	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	n/a	47 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 · Oct 11, 2026 · View company records in RevenueBase
4	Wealthcrossing	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	11-50	27 contacts →
	Exact match “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Godsey & Gibb Wealth Management	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	11-50	21 contacts →
	Exact match “Our mission is to leverage our 40 years of experience providing wealth management services to reduce the time you spend thinking about your finances and give you more time to make…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Salomon & Ludwin	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	12 contacts →
	Exact match “Wealth Management and Financial Planning” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Irongate Capital Advisors, LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Kanawha Capital Management, LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	11-50	8 contacts →
	Exact match “Kanawha Capital Management, LLC has been helping clients achieve their investment and wealth management goals for over two decades.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	RAY Olson Family Financial Planning A Bluespring Wealth Parnter	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	8 contacts →
	Exact match “As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Dover Advisors	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
11	Z3 Capital Partners LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “We are an investment driven wealth manager with experience in both good and bad market environments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Founders Grove Wealth Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “At Founders Grove, you’ll find the advisors you trust to help cultivate, grow and preserve your wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Invirtus Wealth Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	SBK Financial, INC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	11-50	2 contacts →
	Exact match “SBK Financial is a wealth advisory partner offering holistic, independent and objective wealth management services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Applewhite Tyll Retirement Planners	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
16	1752 Financial, INC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Through our comprehensive approach, we provide personalized solutions for you.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Watch Hill Financial, INC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “We use a proven, comprehensive approach to financial planning and wealth management, creating a path for financial security and generational wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Northbank Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Serving Richmond and Central Virginia, we're a multi-generational firm who is there for you through the important phases of life, whether it’s marriage and children, retirement…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	The Strange Wealth Advisory Group Of Janney Montgomery Scott LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “No matter where you are in life, just starting out, in your peak earning years, nearing retirement, or contemplating your legacy, we are here for you.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Fuller Wealth Advisors, INC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Noble Hill Planning LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 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 “digital wealth management firms”. 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 21 of 31 digital wealth management firms based in Richmond, United States

See the full list, filter by size, metro and specialty, and access 501 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management firms based in Richmond, United States at a glance

As of Oct 11, 2026

54.0%Verified-email coverage

29.9Average contacts per company

1-10Median size (employees)

Oct 11, 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 “digital wealth management firms” 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 501 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 October 11, 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.

Digital wealth management firms 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in Richmond, United States?

RevenueBase identified 31 company matches for digital wealth management firms associated with Richmond, United States as of October 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?

Davenport & Company LLC 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 digital wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). 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 501 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 October 11, 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.