Company lists · Data refreshed November 2026

Top 25 Private wealth managers based in Richmond, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 79 companies tracked

RevenueBase identified 79 company matches for private wealth managers associated with Richmond, United States as of November 2026 and tracks 723 professional contacts across them, including 363 with verified work emails. Across the United States, New York is the largest hub for this category (670 companies); Richmond has 79.

This list covers company matches for private wealth managers 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 November 6, 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 Nov 6, 2026 How this list was built

79Companies

723Contacts tracked

363Verified emails

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The 25 largest private wealth managers based in Richmond, United States

Ranked by team size

Top 25 of 79 company matches for private wealth managers based in Richmond, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Cary Street Partners	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	51-200	202 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 · Nov 6, 2026 · View company records in RevenueBase
2	Bb&t Scott & Stringfellow	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	n/a	52 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 · Nov 6, 2026 · View company records in RevenueBase
3	Brockenbrough	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	11-50	33 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Wealthcrossing	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	11-50	28 contacts →
	Exact match “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Godsey & Gibb Wealth Management	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	11-50	22 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 · Nov 6, 2026 · View company records in RevenueBase
6	The Roseline Group	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
7	Thompson Davis & CO	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “Thompson Davis & Co, Inc, is an independent asset management firm navigating ever-changing market environments since 2002.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Virginia Estate & Trust LAW	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
9	Salomon & Ludwin	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “Wealth Management and Financial Planning” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Irongate Capital Advisors, LLC	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	3chopt Investment Partners	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “3Chopt Investment Partners LLC is an independently owned concierge investment advisory boutique providing objective advice to individuals, families, and select non-profit…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Verus Financial Partners	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “Verus Financial Partners is a fee-only registered investment advisory (RIA) firm specializing in financial planning, tax and investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Granite Wealth Management	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
14	Kanawha Capital Management, LLC	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
15	Dover Advisors	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Establishing a trusting, lasting relationship with you and your family comes first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Schooley LAW Firm, P.C	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Your wealth, your family, and your life's work should not be reduced to standard legal fare, and thus the mission of the firm is to give you personalized advice drawn from…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	RAY Olson Family Financial Planning A Bluespring Wealth Parnter	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	7 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 · Nov 6, 2026 · View company records in RevenueBase
18	Alpha Advisors	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “In our experience, when new clients first come to us, their expectation is that we will help them sort out their financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Endeavor Capital, LLC	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
20	Z3 Capital Partners LLC	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “We are an investment driven wealth manager with experience in both good and bad market environments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Spark Financial Advisors	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “We know you're busy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Founders Grove Wealth Partners	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
23	Rock Steady Wealth, INC	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “A Richmond, Virginia Fee based Independent Investment Advisor established in 2015, specializing in small businesses, individuals, and foundations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Morse Capital Partners	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
25	Invirtus Wealth Partners	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 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 · Nov 6, 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 “private wealth managers”. 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 79 private wealth managers based in Richmond, United States

See the full list, filter by size, metro and specialty, and access 363 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private wealth managers based in Richmond, United States at a glance

As of Nov 6, 2026

50.2%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 79 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 “private wealth managers” 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 363 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 November 6, 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.

Private wealth managers 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 “private wealth managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private wealth managers are there based in Richmond, United States?

RevenueBase identified 79 company matches for private wealth managers associated with Richmond, United States as of November 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?

Cary Street Partners 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 private wealth managers?

New York leads the United States with 670 company records, followed by Houston (324) and Atlanta (321). Richmond has 79.

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 363 professional contacts with verified work emails tracked across these 79 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 November 6, 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.