Company lists · Data refreshed September 2026

Top 25 Wealth management companies based in Richmond, United States

Name: Wealth management companies based in Richmond, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 67 companies tracked

RevenueBase identified 67 wealth management companies headquartered in Richmond, United States as of September 2026 and tracks 1,151 professional contacts across them, including 591 with verified work emails. New York is the largest hub.

This list covers wealth management companies 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 16, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

67Companies

1,151Contacts tracked

591Verified emails

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The 25 largest wealth management companies based in Richmond, United States

Ranked by team size

Top 25 of 67 wealth management companies based in Richmond, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	501-1,000	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 16, 2026
2	Cary Street Partners	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	51-200	187 contacts →
	Strong 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 16, 2026
3	Bb&t Scott & Stringfellow	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	n/a	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 16, 2026
4	Brockenbrough	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	11-50	31 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 16, 2026
5	Wealthcrossing	Partial evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	11-50	30 contacts →
	Partial evidence “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 16, 2026
6	The Roseline Group	Partial evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Partial evidence “The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial…” Source: RevenueBase Database · checked Sep 16, 2026
7	Godsey & Gibb Wealth Management	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	11-50	17 contacts →
	Strong 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 16, 2026
8	Salomon & Ludwin	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Strong evidence “Wealth Management and Financial Planning” Source: RevenueBase Database · checked Sep 16, 2026
9	Irongate Capital Advisors, LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
10	3chopt Investment Partners	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect 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 16, 2026
11	Alpha Omega Wealth Management	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Strong evidence “Alpha Omega Wealth Management is a registered investment advisory firm located in Richmond, Virginia.” Source: RevenueBase Database · checked Sep 16, 2026
12	Granite Wealth Management	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Strong evidence “At Granite Wealth Management, your family’s financial well-being is at the heart of everything we do.” Source: RevenueBase Database · checked Sep 16, 2026
13	Kanawha Capital Management, LLC	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	11-50	7 contacts →
	Strong evidence “Kanawha Capital Management, LLC has been helping clients achieve their investment and wealth management goals for over two decades.” Source: RevenueBase Database · checked Sep 16, 2026
14	Spark Financial Advisors	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “We know you're busy.” Source: RevenueBase Database · checked Sep 16, 2026
15	Dover Advisors	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “Establishing a trusting, lasting relationship with you and your family comes first.” Source: RevenueBase Database · checked Sep 16, 2026
16	Founders Grove Wealth Partners	Partial evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
17	Endeavor Capital, LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “Endeavor Capital, LLC is committed to helping our clients achieve greater financial freedom by serving them with the highest level of integrity.” Source: RevenueBase Database · checked Sep 16, 2026
18	Z3 Capital Partners LLC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “We are an investment driven wealth manager with experience in both good and bad market environments.” Source: RevenueBase Database · checked Sep 16, 2026
19	RAY Olson Family Financial Planning A Bluespring Wealth Parnter	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect 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 16, 2026
20	Norton Capital Management, INC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 16, 2026
21	Invirtus Wealth Partners	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection.” Source: RevenueBase Database · checked Sep 16, 2026
22	Rock Steady Wealth, INC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “A Richmond, Virginia Fee based Independent Investment Advisor established in 2015, specializing in small businesses, individuals, and foundations.” Source: RevenueBase Database · checked Sep 16, 2026
23	Applewhite Tyll Retirement Planners	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect 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 16, 2026
24	Manuka Financial	Partial evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
25	Mckay Wealth Management Group	Strong evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Strong evidence “Richmond, Virginia based wealth management firm focused on financial planning and investment strategies for a wide range of clients.” Source: RevenueBase Database · checked Sep 16, 2026

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: wealth management companies. 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 wealth management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. 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 25 of 67 wealth management companies based in Richmond, United States

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Wealth management companies based in Richmond, United States at a glance

As of Sep 16, 2026

51.3%Verified-email coverage

17.2Average contacts per company

1-10Median size (employees)

711.9%Largest-city concentration · New York

Sep 16, 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 67 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 wealth management companies, 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 “wealth management companies”. 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 wealth management companies), 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 wealth management companies, 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, 591 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 16, 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.

Wealth management companies by metro in the United States

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 wealth management companies, 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 wealth management companies are there based in Richmond, United States?

RevenueBase identified 67 wealth management companies 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 has the most wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

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 591 verified decision-maker contacts tracked across these 67 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 16, 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.