Company lists · Data refreshed September 2026
Top 21 Wealth management staffing agencies based in Richmond, United States
RevenueBase identified 35 wealth management staffing agencies headquartered in Richmond, United States as of September 2026 and tracks 933 professional contacts across them, including 528 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Richmond has 35.
This list covers wealth management staffing agencies 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 29, 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 21 largest wealth management staffing agencies 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 29, 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 30 contacts → | ||||
Partial evidence “At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Indirect evidence “TRW Resources is a direct placement recruiting firm with a national outreach.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Strong evidence “Wealth Management and Financial Planning” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 29, 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 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “OUR MISSION IS YOU Endorse matches perfect Candidates with perfect Careers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Resiliency LLC is one of the fastest-growing recruiting firms with its headquarter in Richmond, CA.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “SBK Financial is a wealth advisory partner offering holistic, independent and objective wealth management services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong 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 29, 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: wealth management staffing agencies. 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 staffing agencies.
- Partial evidence
- Its own public description names part of wealth management staffing agencies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management staffing agencies. 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 21 of 35 wealth management staffing agencies based in Richmond, United States
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Wealth management staffing agencies based in Richmond, United States at a glance
As of Sep 29, 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 35 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 staffing agencies, 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 staffing agencies”. 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 staffing agencies), 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 staffing agencies, 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, 528 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 29, 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 staffing agencies by metro in the United States
- Wealth management staffing agencies in New York530
- Wealth management staffing agencies in Houston192
- Wealth management staffing agencies in Atlanta191
- Wealth management staffing agencies in Chicago183
- Wealth management staffing agencies in Dallas183
- Wealth management staffing agencies in Boston132
- Wealth management staffing agencies in Los Angeles126
- Wealth management staffing agencies in Miami114
- Wealth management staffing agencies in San Diego107
- Wealth management staffing agencies in Austin98
- Wealth management staffing agencies in Denver95
- Wealth management staffing agencies in San Francisco94
- Wealth management staffing agencies in Charlotte82
- Wealth management staffing agencies in Scottsdale75
- Wealth management staffing agencies in Tampa64
- Wealth management staffing agencies in St. Louis63
- Wealth management staffing agencies in Phoenix60
- Wealth management staffing agencies in Cincinnati59
- Wealth management staffing agencies in Minneapolis57
- Wealth management staffing agencies in Seattle55
- Wealth management staffing agencies in Irvine54
- Wealth management staffing agencies in Orlando54
- Wealth management staffing agencies in Columbus53
- Wealth management staffing agencies in Washington51
- Wealth management staffing agencies in Omaha50
- Wealth management staffing agencies in Portland50
- Wealth management staffing agencies in Raleigh50
- Wealth management staffing agencies in Boca Raton47
- Wealth management staffing agencies in Newport Beach47
- Wealth management staffing agencies in Overland Park47
- Wealth management staffing agencies in Philadelphia43
- Wealth management staffing agencies in Indianapolis42
- Wealth management staffing agencies in San Antonio42
- Wealth management staffing agencies in Las Vegas40
- Wealth management staffing agencies in Wilmington40
- Wealth management staffing agencies in Fort Lauderdale39
- Wealth management staffing agencies in Pittsburgh39
- Wealth management staffing agencies in Bellevue38
- Wealth management staffing agencies in Jacksonville38
- Wealth management staffing agencies in Nashville36
- Wealth management staffing agencies in Rochester36
- Wealth management staffing agencies in Columbia35
- Wealth management staffing agencies in Alpharetta34
- Wealth management staffing agencies in Madison34
- Wealth management staffing agencies in Birmingham33
- Wealth management staffing agencies in Plano32
- Wealth management staffing agencies in Cleveland31
- Wealth management staffing agencies in Sarasota31
- Wealth management staffing agencies in Greenville30
- Wealth management staffing agencies in Troy30
- Wealth management staffing agencies in Tulsa30
- Wealth management staffing agencies in Fort Worth29
- Wealth management staffing agencies in Grand Rapids29
- Wealth management staffing agencies in San Jose28
- Wealth management staffing agencies in Louisville27
- Wealth management staffing agencies in Naples27
- Wealth management staffing agencies in Melville26
- Wealth management staffing agencies in Memphis26
- Wealth management staffing agencies in Salt Lake City26
- Wealth management staffing agencies in Arlington25
- Wealth management staffing agencies in Naperville25
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 staffing agencies, 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 staffing agencies are there based in Richmond, United States?
RevenueBase identified 35 wealth management staffing agencies 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 wealth management staffing agencies?
New York leads the United States with 530 headquartered companies, followed by Houston (192) and Atlanta (191). Richmond has 35.
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 528 verified decision-maker contacts tracked across these 35 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 29, 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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