Company lists · Data refreshed September 2026
Top 24 Private equity advisors based in Richmond, United States
RevenueBase identified 36 private equity advisors headquartered in Richmond, United States as of September 2026 and tracks 859 professional contacts across them, including 479 with verified work emails. Across the United States, New York is the largest hub for this category (988 companies); Richmond has 36.
This list covers private equity advisors 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 5, 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 24 largest private equity advisors based in Richmond, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 446 contacts → | ||||
Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 48 contacts → | ||||
Partial evidence “BDO Capital Advisors (BCA), a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sellside M&A advisory, ESOP advisory, acquisition…” Source: RevenueBase Database · checked Sep 5, 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 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 35 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 30 contacts → | ||||
Indirect evidence “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Indirect evidence “At Navagant, we have built a team of industry experts with a focus on combining our unique culture, deep transaction experience and conscious capital mission to redefine the…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Partial evidence “Sterling Point Advisors is a boutique mergers and acquisitions (M&A) firm serving businesses in the lower middle market.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Indirect evidence “Vista Business Group is a nationwide lower middle market mergers & acquisitions firm.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Indirect evidence “Wealth Management and Financial Planning” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Indirect evidence “Dickinson Williams & Company (“DW & Co.”) is an independent investment banking firm led by industry veterans with over 90 years of combined investment banking, financing, and…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Partial evidence “Brook Run Partners is a results-oriented M&A advisory firm focused on integrity and value creation for the companies we serve.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Partial evidence “CAP91 exists to provide more than equity investments.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Partial evidence “Sparkstone Capital Advisors is an independent investment bank providing mergers and acquisitions, capital raising, and strategic alternatives advisory services for clients in the…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “Beyond Investment Banking At our core, we believe the most valuable investments we make aren’t just financial.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Establishing a trusting, lasting relationship with you and your family comes first.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Strong evidence “122 Capital Advisors provides real estate owners, operators, and developers with strategic advice and access to institutional equity capital that is executed and structured…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Decisions are only as good as the information you have.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “Keeler PLC Provides Legal Representation In Positioning Companies for and Executing * Venture Capital * Growth Private Equity * Company Sale or Merger and * Strategic Partnerships…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “At PE Advisors, our passion for driving growth and value in private equity investments stems from our shared urgency to deliver tangible results within a short time frame.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 5, 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: private equity advisors. 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 private equity advisors.
- Partial evidence
- Its own public description names part of private equity advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity advisors. 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 24 of 36 private equity advisors based in Richmond, United States
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Private equity advisors based in Richmond, United States at a glance
As of Sep 5, 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 36 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 private equity advisors, 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 “private equity advisors”. 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 private equity advisors), 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 private equity advisors, 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, 479 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 5, 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.
Private equity advisors by metro in the United States
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
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 private equity advisors, 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 private equity advisors are there based in Richmond, United States?
RevenueBase identified 36 private equity advisors 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?
Davenport & Company LLC, headquartered in Richmond, tops this list with the largest team on record.
Which city in the United States has the most private equity advisors?
New York leads the United States with 988 headquartered companies, followed by Chicago (263) and Miami (202). Richmond has 36.
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 479 verified decision-maker contacts tracked across these 36 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 5, 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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