Company lists · Data refreshed September 2026
Top 25 Family office firms based in Richmond, United States
RevenueBase identified 44 company matches for family office firms associated with Richmond, United States as of September 2026 and tracks 1,050 professional contacts across them, including 595 with verified work emails. Across the United States, New York is the largest hub for this category (493 companies); Richmond has 44.
This list covers company matches for family office 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 September 20, 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.
The 25 largest family office firms based in Richmond, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 446 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 187 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 60 contacts → | ||||
Exact match “Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 20, 2026 · View company records in RevenueBase | |||||
| 5 | 31 contacts → | ||||
Exact match “Brockenbrough is an independent and 100% employee-owned firm that’s been providing individuals and institutions with wealth and investment management services for over 50 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 30 contacts → | ||||
Exact match “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 17 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Wealth Management and Financial Planning” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Mattock Capital Management LP (“Mattock Capital”) is a Richmond, Virginia based single family office investing in a broad array of public and private assets, both directly and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “At Granite Wealth Management, your family’s financial well-being is at the heart of everything we do.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 7 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “We know you're busy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Establishing a trusting, lasting relationship with you and your family comes first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 6 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Endeavor Capital, LLC is committed to helping our clients achieve greater financial freedom by serving them with the highest level of integrity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 5 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Norton Capital Management, Inc, a subsidiary of Redmond Asset Management, LLC, provides fee-based asset management services to a wide variety of customers including individuals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 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 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “SBK Financial is a wealth advisory partner offering holistic, independent and objective wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 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 “family office 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 25 of 44 family office firms based in Richmond, United States
See the full list, filter by size, metro and specialty, and access 595 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office firms based in Richmond, United States at a glance
As of Sep 20, 2026Companies by employee count
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 44 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 “family office 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 595 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 20, 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.
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in St. Louis55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Memphis42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
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 “family office firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office firms are there based in Richmond, United States?
RevenueBase identified 44 company matches for family office firms 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?
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 family office firms?
New York leads the United States with 493 company records, followed by Dallas (195) and Chicago (188). Richmond has 44.
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 595 professional contacts with verified work emails tracked across these 44 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 44 family office firms based in Richmond, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
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.
More company lists
- All company lists
- Lists by location
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- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
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- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 family office firms based in Richmond, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 44 matching company records for family office firms based in Richmond, United States, with 1,050 tracked contacts and 595 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office firms based in Richmond, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Richmond, VA, United StatesReported employees: 51-200 | Richmond, VA, United States | 51-200 | Exact match | 187 contacts → |
“Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Heritage Wealth Advisorsheritagewealth.net HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 60 contacts → |
“Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Richmond, VA, United StatesReported employees: Not recorded | Richmond, VA, United States | Not recorded | Exact match | 46 contacts → |
“Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 31 contacts → |
“Brockenbrough is an independent and 100% employee-owned firm that’s been providing individuals and institutions with wealth and investment management services for over 50 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 30 contacts → |
“At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 17 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 11 contacts → |
“Wealth Management and Financial Planning” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Mattock Capitalmattockcapital.com HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 8 contacts → |
“Mattock Capital Management LP (“Mattock Capital”) is a Richmond, Virginia based single family office investing in a broad array of public and private assets, both directly and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Granite Wealth Managementgranitewm.com HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 8 contacts → |
“At Granite Wealth Management, your family’s financial well-being is at the heart of everything we do.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 7 contacts → |
“Kanawha Capital Management, LLC has been helping clients achieve their investment and wealth management goals for over two decades.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“We know you're busy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“Establishing a trusting, lasting relationship with you and your family comes first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“At Founders Grove, you’ll find the advisors you trust to help cultivate, grow and preserve your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“Endeavor Capital, LLC is committed to helping our clients achieve greater financial freedom by serving them with the highest level of integrity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 5 contacts → |
“We are an investment driven wealth manager with experience in both good and bad market environments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 5 contacts → |
“As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 4 contacts → |
“Norton Capital Management, Inc, a subsidiary of Redmond Asset Management, LLC, provides fee-based asset management services to a wide variety of customers including individuals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 3 contacts → |
“We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 2 contacts → |
“Tracy Applewhite and Sean Tyll founded Applewhite Tyll Retirement Planners in 2021 after having worked at Wells Fargo Advisors for over 30 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | SBK Financial, INCsbkfinancial.com HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 1 contacts → |
“SBK Financial is a wealth advisory partner offering holistic, independent and objective wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fuller Wealth Advisors, INCfulleradvisors.com HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Noble Hill Planning LLCnoblehillplanning.com HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 44 company matches
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Family office firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 44 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in St. Louis55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Memphis42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
Questions about this company list
What does Exact match mean for family office firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office firms did RevenueBase find based in Richmond, United States?
The saved snapshot records 44 matching company records, 1,050 tracked contacts and 595 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 family office firms based in Richmond, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-firms/united-states/richmond.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 family office firms based in Richmond, United States
RevenueBase records 44 matching company records for family office firms based in Richmond, United States, with 1,050 tracked contacts and 595 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office firms based in Richmond, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Richmond, VA, United StatesReported employees: 51-200 | Richmond, VA, United States | 51-200 | Exact match | 187 contacts → |
“Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Heritage Wealth Advisorsheritagewealth.net HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 60 contacts → |
“Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Richmond, VA, United StatesReported employees: Not recorded | Richmond, VA, United States | Not recorded | Exact match | 46 contacts → |
“Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 31 contacts → |
“Brockenbrough is an independent and 100% employee-owned firm that’s been providing individuals and institutions with wealth and investment management services for over 50 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 30 contacts → |
“At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 17 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 11 contacts → |
“Wealth Management and Financial Planning” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Mattock Capitalmattockcapital.com HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 8 contacts → |
“Mattock Capital Management LP (“Mattock Capital”) is a Richmond, Virginia based single family office investing in a broad array of public and private assets, both directly and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Granite Wealth Managementgranitewm.com HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 8 contacts → |
“At Granite Wealth Management, your family’s financial well-being is at the heart of everything we do.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 7 contacts → |
“Kanawha Capital Management, LLC has been helping clients achieve their investment and wealth management goals for over two decades.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“We know you're busy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“Establishing a trusting, lasting relationship with you and your family comes first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“At Founders Grove, you’ll find the advisors you trust to help cultivate, grow and preserve your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 6 contacts → |
“Endeavor Capital, LLC is committed to helping our clients achieve greater financial freedom by serving them with the highest level of integrity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 5 contacts → |
“We are an investment driven wealth manager with experience in both good and bad market environments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 5 contacts → |
“As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 4 contacts → |
“Norton Capital Management, Inc, a subsidiary of Redmond Asset Management, LLC, provides fee-based asset management services to a wide variety of customers including individuals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 3 contacts → |
“We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 2 contacts → |
“Tracy Applewhite and Sean Tyll founded Applewhite Tyll Retirement Planners in 2021 after having worked at Wells Fargo Advisors for over 30 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | SBK Financial, INCsbkfinancial.com HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 1 contacts → |
“SBK Financial is a wealth advisory partner offering holistic, independent and objective wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fuller Wealth Advisors, INCfulleradvisors.com HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Noble Hill Planning LLCnoblehillplanning.com HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 44 company matches
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Family office firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 44 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in St. Louis55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Memphis42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
Questions about this company list
What does Exact match mean for family office firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office firms did RevenueBase find based in Richmond, United States?
The saved snapshot records 44 matching company records, 1,050 tracked contacts and 595 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 family office firms based in Richmond, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-firms/united-states/richmond.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil