Company lists · Data refreshed September 2026

Top 25 Family office consulting firms based in Richmond, United States

Name: Family office consulting firms based in Richmond, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 48 companies tracked

RevenueBase identified 48 family office consulting firms headquartered in Richmond, United States as of September 2026 and tracks 1,063 professional contacts across them, including 586 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); Richmond has 48.

This list covers family office consulting firms headquartered in Richmond, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

48Companies

1,063Contacts tracked

586Verified emails

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The 25 largest family office consulting firms based in Richmond, United States

Ranked by team size

Top 25 of 48 family office consulting firms based in Richmond, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	501-1,000	446 contacts →
	Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 28, 2026
2	Cary Street Partners	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	51-200	187 contacts →
	Indirect evidence “Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States.” Source: RevenueBase Database · checked Sep 28, 2026
3	Heritage Wealth Advisors	Strong evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	60 contacts →
	Strong evidence “Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
4	Bb&t Scott & Stringfellow	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	n/a	46 contacts →
	Indirect evidence “Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.” Source: RevenueBase Database · checked Sep 28, 2026
5	Wealthcrossing	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 28, 2026
6	Godsey & Gibb Wealth Management	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Virginia Estate & Trust LAW	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “From the very beginning, Virginia Estate & Trust Law, PLC has focused entirely on estate, trust, and fiduciary services-which means our entire firm’s resources are dedicated…” Source: RevenueBase Database · checked Sep 28, 2026
8	Salomon & Ludwin	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “Wealth Management and Financial Planning” Source: RevenueBase Database · checked Sep 28, 2026
9	Irongate Capital Advisors, LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
10	3chopt Investment Partners	Partial evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “3Chopt Investment Partners LLC is an independently owned concierge investment advisory boutique providing objective advice to individuals, families, and select non-profit…” Source: RevenueBase Database · checked Sep 28, 2026
11	Agecroft Partners	Partial evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Agecroft Partners is a global, award-winning hedge fund consulting and marketing firm that has won 38 awards as the Hedge Fund Marketing Firm of the Year.” Source: RevenueBase Database · checked Sep 28, 2026
12	Granite Wealth Management	Partial evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “At Granite Wealth Management, your family’s financial well-being is at the heart of everything we do.” Source: RevenueBase Database · checked Sep 28, 2026
13	Kanawha Capital Management, LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Kanawha Capital Management, LLC has been helping clients achieve their investment and wealth management goals for over two decades.” Source: RevenueBase Database · checked Sep 28, 2026
14	Spark Financial Advisors	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “We know you're busy.” Source: RevenueBase Database · checked Sep 28, 2026
15	Dover Advisors	Partial evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Establishing a trusting, lasting relationship with you and your family comes first.” Source: RevenueBase Database · checked Sep 28, 2026
16	Schooley LAW Firm, P.C	Partial evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Your wealth, your family, and your life's work should not be reduced to standard legal fare, and thus the mission of the firm is to give you personalized advice drawn from…” Source: RevenueBase Database · checked Sep 28, 2026
17	Founders Grove Wealth Partners	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “At Founders Grove, you’ll find the advisors you trust to help cultivate, grow and preserve your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
18	Endeavor Capital, LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Endeavor Capital, LLC is committed to helping our clients achieve greater financial freedom by serving them with the highest level of integrity.” Source: RevenueBase Database · checked Sep 28, 2026
19	RAY Olson Family Financial Planning A Bluespring Wealth Parnter	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client.” Source: RevenueBase Database · checked Sep 28, 2026
20	Invirtus Wealth Partners	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection.” Source: RevenueBase Database · checked Sep 28, 2026
21	Applewhite Tyll Retirement Planners	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Tracy Applewhite and Sean Tyll founded Applewhite Tyll Retirement Planners in 2021 after having worked at Wells Fargo Advisors for over 30 years.” Source: RevenueBase Database · checked Sep 28, 2026
22	SBK Financial, INC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence “SBK Financial is a wealth advisory partner offering holistic, independent and objective wealth management services.” Source: RevenueBase Database · checked Sep 28, 2026
23	Noble Hill Planning LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	The Strange Wealth Advisory Group Of Janney Montgomery Scott LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
25	Watch Hill Financial, INC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “We use a proven, comprehensive approach to financial planning and wealth management, creating a path for financial security and generational wealth.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names family office consulting firms.
Partial evidence: Its own public description names part of family office consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 48 family office consulting firms based in Richmond, United States

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Family office consulting firms based in Richmond, United States at a glance

As of Sep 28, 2026

55.1%Verified-email coverage

22.1Average contacts per company

1-10Median size (employees)

Sep 28, 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 48 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Richmond, United States whose own description of what they do matches “family office consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among family office consulting firms, and records with no verified work email. Companies headquartered outside Richmond are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 586 across the full list. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family office consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family office consulting firms are there based in Richmond, United States?

RevenueBase identified 48 family office consulting firms headquartered in Richmond, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Davenport & Company LLC, headquartered in Richmond, tops this list with the largest team on record.

Which city in the United States has the most family office consulting firms?

New York leads the United States with 531 headquartered companies, followed by Dallas (213) and Atlanta (194). Richmond has 48.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 586 verified decision-maker contacts tracked across these 48 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 Smart Search, 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.