Company lists · Data refreshed September 2026

Top 23 Investment firms based in Richmond, United States

RevenueBase identified 60 investment firms headquartered in Richmond, United States as of September 2026 and tracks 670 professional contacts across them, including 324 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
60Companies
670Contacts tracked
324Verified emails
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The 23 largest investment firms based in Richmond, United States

Ranked by team size
Top 23 of 60 investment firms based in Richmond, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Richmond, VA, United StatesHQ checked Sep 4, 202651-20073

“Thompson, Siegel & Walmsley LLC ("TSW") is a registered investment adviser located in Richmond, Virginia founded in 1969.”

Source: company website · checked Sep 4, 2026
2
The London CompanyIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 202651-20054

“Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $32B in assets* across the capitalization spectrum.”

Source: company website · checked Sep 4, 2026
3
Bb&t Scott & StringfellowIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 2026n/a47

“Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.”

Source: company website · checked Sep 4, 2026
4Richmond, VA, United StatesHQ checked Sep 4, 202611-5046

“Founded in 1988, Matrix Capital Markets Group, a division of Citizens, is a leading advisory-focused investment bank headquartered in Richmond, VA, with an additional office in…”

Source: company website · checked Sep 4, 2026
5
BrockenbroughStrong evidence
Richmond, VA, United StatesHQ checked Sep 4, 202611-5030

“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.”

Source: company website · checked Sep 4, 2026
6
WealthcrossingIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 202611-5029

“At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.”

Source: company website · checked Sep 4, 2026
7Richmond, VA, United StatesHQ checked Sep 4, 202611-5017

“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: company website · checked Sep 4, 2026
8
Thompson Davis & COIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 202611-5015

“Thompson Davis & Co, Inc, is an independent asset management firm navigating ever-changing market environments since 2002.”

Source: company website · checked Sep 4, 2026
9
Salomon & LudwinIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 20261-1011

“Wealth Management and Financial Planning”

Source: company website · checked Sep 4, 2026
10Richmond, VA, United StatesHQ checked Sep 4, 20261-1011
Source: company website · checked Sep 4, 2026
11
Agecroft PartnersIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 20261-109

“Agecroft Partners is a global, award-winning hedge fund consulting and marketing firm that has won 38 awards as the Hedge Fund Marketing Firm of the Year.”

Source: company website · checked Sep 4, 2026
12Richmond, VA, United StatesHQ checked Sep 4, 20261-109

“3Chopt Investment Partners LLC is an independently owned concierge investment advisory boutique providing objective advice to individuals, families, and select non-profit…”

Source: company website · checked Sep 4, 2026
13Richmond, VA, United StatesHQ checked Sep 4, 20261-108

“Alpha Omega Wealth Management is a registered investment advisory firm located in Richmond, Virginia.”

Source: company website · checked Sep 4, 2026
14Richmond, VA, United StatesHQ checked Sep 4, 202611-507

“Kanawha Capital Management, LLC has been helping clients achieve their investment and wealth management goals for over two decades.”

Source: company website · checked Sep 4, 2026
15Richmond, VA, United StatesHQ checked Sep 4, 20261-107

“Beyond Investment Banking At our core, we believe the most valuable investments we make aren’t just financial.”

Source: company website · checked Sep 4, 2026
16
Dover AdvisorsIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 20261-106

“Establishing a trusting, lasting relationship with you and your family comes first.”

Source: company website · checked Sep 4, 2026
17Richmond, VA, United StatesHQ checked Sep 4, 20261-106

“At Founders Grove, you’ll find the advisors you trust to help cultivate, grow and preserve your wealth.”

Source: company website · checked Sep 4, 2026
18
Z3 Capital Partners LLCStrong evidence
Richmond, VA, United StatesHQ checked Sep 4, 20261-105

“We are an investment driven wealth manager with experience in both good and bad market environments.”

Source: company website · checked Sep 4, 2026
19Richmond, VA, United StatesHQ checked Sep 4, 20261-105

“As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client.”

Source: company website · checked Sep 4, 2026
20Richmond, VA, United StatesHQ checked Sep 4, 20261-104

“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…”

Source: company website · checked Sep 4, 2026
21
Invirtus Wealth PartnersIndirect evidence
Richmond, VA, United StatesHQ checked Sep 4, 20261-103

“We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection.”

Source: company website · checked Sep 4, 2026
22Richmond, VA, United StatesHQ checked Sep 4, 20261-103

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate…”

Source: company website · checked Sep 4, 2026
23
Rock Steady Wealth, INCStrong evidence
Richmond, VA, United StatesHQ checked Sep 4, 20261-103

“A Richmond, Virginia Fee based Independent Investment Advisor established in 2015, specializing in small businesses, individuals, and foundations.”

Source: company website · checked Sep 4, 2026

Showing 23 of 60 investment firms based in Richmond, United States

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Investment firms based in Richmond, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
41
11-50
15
51-200
3
10001+
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Richmond, over 60 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 324 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Richmond, United States?

RevenueBase identified 60 investment 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?

TSW Thompson, Siegel & Walmsley LLC, headquartered in Richmond, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 324 verified decision-maker contacts tracked across these 60 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 4, 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.