Company lists · Data refreshed September 2026

Top 17 Financial services consultants based in Richmond, United States

Name: Financial services consultants 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 38 companies tracked

RevenueBase identified 38 company matches for financial services consultants associated with Richmond, United States as of September 2026 and tracks 749 professional contacts across them, including 407 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Richmond has 38.

This list covers company matches for financial services consultants 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

38Companies

749Contacts tracked

407Verified emails

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The 17 largest financial services consultants based in Richmond, United States

Ranked by team size

Top 17 of 38 company matches for financial services consultants 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	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	501-1,000	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 16, 2026 · View company records in RevenueBase
2	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
3	Warren Whitney	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	11-50	32 contacts →
	Exact match “Warren Whitney is a Richmond-based management consulting firm that helps privately held businesses and nonprofit organizations solve complex challenges and move forward with…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	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
5	The Roseline Group	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	11-50	18 contacts →
	Exact match “The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	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
7	Irongate Capital Advisors, LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Commonwealth Retirement Advisors	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	10 contacts →
	Exact match “We are a Richmond headquartered advisory firm focused exclusively on those in and planning for retirement.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	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
10	RAY Olson Family Financial Planning A Bluespring Wealth Parnter	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	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 16, 2026 · View company records in RevenueBase
11	Invirtus Wealth Partners	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 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 · Sep 16, 2026 · View company records in RevenueBase
12	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
13	Twin Rivers Trading And Investment Group	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Twin Rivers Trading and Investment Group is a Virginia state Registered Investment Advisor that specializes in Investment and Risk Management” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Edge Business Planning	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “EDGe Business Planning is here to help growing business become even more successful!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Hussmen Financial	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “We are a fee-only financial planning and investment management firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Retirement & Insurance Financial Services, INC	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “We are a full-service financial firm committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	The Strange Wealth Advisory Group Of Janney Montgomery Scott LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 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 · 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 “financial services consultants”. 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 38 financial services consultants based in Richmond, United States

See the full list, filter by size, metro and specialty, and access 407 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Richmond, United States at a glance

As of Sep 16, 2026

54.3%Verified-email coverage

19.7Average 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 38 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 “financial services consultants” 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 407 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.

Financial services consultants 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 “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Richmond, United States?

RevenueBase identified 38 company matches for financial services consultants 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 financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Richmond has 38.

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 407 professional contacts with verified work emails tracked across these 38 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.