Company lists · Data refreshed September 2026
Top 22 Investment advisory law firms based in Richmond, United States
RevenueBase identified 42 investment advisory law firms headquartered in Richmond, United States as of September 2026 and tracks 602 professional contacts across them, including 285 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Richmond has 42.
This list covers investment advisory law 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.
The 22 largest investment advisory law firms based in Richmond, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 72 contacts → | ||||
Partial evidence “Thompson, Siegel & Walmsley LLC ("TSW") is a registered investment adviser located in Richmond, Virginia founded in 1969.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect evidence “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Wealth Management and Financial Planning” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “We are a Richmond headquartered advisory firm focused exclusively on those in and planning for retirement.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Strong evidence “Verus Financial Partners is a fee-only registered investment advisory (RIA) firm specializing in financial planning, tax and investments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Strong evidence “Alpha Omega Wealth Management is a registered investment advisory firm located in Richmond, Virginia.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Establishing a trusting, lasting relationship with you and your family comes first.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “At Agili, we believe that success isn’t only measured in dollars, it’s measured in meaningful moments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Founded in 2005 with offices in Richmond, Virginia and Atlanta, Georgia, Frontier is an institutionally oriented firm catering to private placement agents and M&A professionals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “A Richmond, Virginia Fee based Independent Investment Advisor established in 2015, specializing in small businesses, individuals, and foundations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “We help you retire by providing comprehensive retirement planning, investment management and tax planning for a flat fee.(Whether your goal is age 40, age 60, or anything…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “ClearView Financial, LLC established their investment process by combining investment theory (academia), investment application (practitioner), and behavioral finance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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, 2026Thanks. The Data Team will review it. | |||||
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: investment advisory law 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 investment advisory law firms.
- Partial evidence
- Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory law 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 22 of 42 investment advisory law firms based in Richmond, United States
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Investment advisory law firms based in Richmond, United States at a glance
As of Sep 28, 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 42 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 investment advisory law 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 “investment advisory law 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 investment advisory law 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 investment advisory law 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, 285 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.
Investment advisory law firms by metro in the United States
- Investment advisory law firms in New York280
- Investment advisory law firms in Atlanta153
- Investment advisory law firms in Houston137
- Investment advisory law firms in Chicago127
- Investment advisory law firms in San Diego122
- Investment advisory law firms in Dallas118
- Investment advisory law firms in Austin93
- Investment advisory law firms in Denver93
- Investment advisory law firms in Miami91
- Investment advisory law firms in Scottsdale90
- Investment advisory law firms in Charlotte82
- Investment advisory law firms in San Francisco81
- Investment advisory law firms in Los Angeles76
- Investment advisory law firms in Boston74
- Investment advisory law firms in Portland73
- Investment advisory law firms in Overland Park68
- Investment advisory law firms in Tampa67
- Investment advisory law firms in Newport Beach64
- Investment advisory law firms in Cincinnati56
- Investment advisory law firms in Pittsburgh54
- Investment advisory law firms in Boca Raton53
- Investment advisory law firms in Irvine53
- Investment advisory law firms in Omaha52
- Investment advisory law firms in Indianapolis51
- Investment advisory law firms in Columbus50
- Investment advisory law firms in Phoenix50
- Investment advisory law firms in Raleigh50
- Investment advisory law firms in Birmingham48
- Investment advisory law firms in Minneapolis47
- Investment advisory law firms in Greenville46
- Investment advisory law firms in Rochester46
- Investment advisory law firms in Las Vegas44
- Investment advisory law firms in Greenwood Village43
- Investment advisory law firms in San Antonio43
- Investment advisory law firms in Seattle43
- Investment advisory law firms in Bellevue42
- Investment advisory law firms in Washington42
- Investment advisory law firms in Grand Rapids41
- Investment advisory law firms in Columbia40
- Investment advisory law firms in Wilmington38
- Investment advisory law firms in Nashville36
- Investment advisory law firms in Sarasota36
- Investment advisory law firms in Salt Lake City35
- Investment advisory law firms in Coral Gables34
- Investment advisory law firms in Pasadena34
- Investment advisory law firms in Memphis31
- Investment advisory law firms in Tucson31
- Investment advisory law firms in Walnut Creek31
- Investment advisory law firms in Alpharetta30
- Investment advisory law firms in Knoxville30
- Investment advisory law firms in Louisville30
- Investment advisory law firms in Plano30
- Investment advisory law firms in Springfield30
- Investment advisory law firms in Fort Lauderdale29
- Investment advisory law firms in Tulsa29
- Investment advisory law firms in Ann Arbor28
- Investment advisory law firms in Brentwood28
- Investment advisory law firms in Carmel28
- Investment advisory law firms in Jacksonville28
- Investment advisory law firms in Naples28
- Investment advisory law firms in Orlando28
- Investment advisory law firms in Albuquerque27
- Investment advisory law firms in Colorado Springs27
- Investment advisory law firms in Lake Oswego27
- Investment advisory law firms in Lexington27
- Investment advisory law firms in Philadelphia27
- Investment advisory law firms in Troy27
- Investment advisory law firms in Cleveland26
- Investment advisory law firms in St. Louis26
- Investment advisory law firms in Bethesda25
- Investment advisory law firms in Fort Worth25
- Investment advisory law firms in Kansas City25
- Investment advisory law firms in Lafayette25
- Investment advisory law firms in Lincoln25
- Investment advisory law firms in Virginia Beach25
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 investment advisory law 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 investment advisory law firms are there based in Richmond, United States?
RevenueBase identified 42 investment advisory law 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?
Cary Street Partners, headquartered in Richmond, tops this list with the largest team on record.
Which city in the United States has the most investment advisory law firms?
New York leads the United States with 280 headquartered companies, followed by Atlanta (153) and Houston (137). Richmond has 42.
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 285 verified decision-maker contacts tracked across these 42 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.
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