Company lists · Data refreshed October 2026

Top 25 Generational wealth accounting services based in Richmond, United States

Name: Generational wealth accounting services based in Richmond, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 22, 2026 45 companies tracked

RevenueBase identified 45 company matches for generational wealth accounting services associated with Richmond, United States as of October 2026 and tracks 1,033 professional contacts across them, including 566 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Richmond has 45.

This list covers company matches for generational wealth accounting services 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 22, 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 22, 2026 How this list was built

45Companies

1,033Contacts tracked

566Verified emails

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The 25 largest generational wealth accounting services based in Richmond, United States

Ranked by team size

Top 25 of 45 company matches for generational wealth accounting services based in Richmond, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 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 22, 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 22, 2026 · View company records in RevenueBase
2	Cary Street Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
3	Heritage Wealth Advisors	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	11-50	55 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 · Oct 22, 2026 · View company records in RevenueBase
4	Bb&t Scott & Stringfellow	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
5	Wealthcrossing	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
6	Godsey & Gibb Wealth Management	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
7	The Roseline Group	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	11-50	20 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 · Oct 22, 2026 · View company records in RevenueBase
8	Virginia Estate & Trust LAW	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	11-50	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 · Oct 22, 2026 · View company records in RevenueBase
9	Salomon & Ludwin	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	12 contacts →
	Exact match “Wealth Management and Financial Planning” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10	Irongate Capital Advisors, LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11	Granite Wealth Management	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	9 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 · Oct 22, 2026 · View company records in RevenueBase
12	Kanawha Capital Management, LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
13	RAY Olson Family Financial Planning A Bluespring Wealth Parnter	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
14	Dover Advisors	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
15	Endeavor Capital, LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	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 · Oct 22, 2026 · View company records in RevenueBase
16	Spark Financial Advisors	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	5 contacts →
	Exact match “We know you're busy.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17	Founders Grove Wealth Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
18	Morse Capital Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	11-50	3 contacts →
	Exact match “Morse Capital Partners is an independent financial planning and wealth management firm, primarily focused in Richmond, VA.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19	Invirtus Wealth Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
20	SBK Financial, INC	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
21	Applewhite Tyll Retirement Planners	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 2026 · View company records in RevenueBase
22	1752 Financial, INC	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	2 contacts →
	Exact match “Through our comprehensive approach, we provide personalized solutions for you.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23	Fuller Wealth Advisors, INC	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24	Noble Hill Planning LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25	Northbank Partners	Exact match	Richmond, VA, United StatesHQ recorded Oct 22, 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 22, 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 “generational wealth accounting services”. 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 45 generational wealth accounting services based in Richmond, United States

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Generational wealth accounting services based in Richmond, United States at a glance

As of Oct 22, 2026

54.8%Verified-email coverage

23.0Average contacts per company

1-10Median size (employees)

Oct 22, 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 45 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 “generational wealth accounting services” 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 566 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 22, 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.

Generational wealth accounting services 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 “generational wealth accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many generational wealth accounting services are there based in Richmond, United States?

RevenueBase identified 45 company matches for generational wealth accounting services 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 generational wealth accounting services?

New York leads the United States with 289 company records, followed by Atlanta (160) and Dallas (146). Richmond has 45.

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 566 professional contacts with verified work emails tracked across these 45 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 22, 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.