Fiduciary advisors in Richmond, VA

55 registered advisers

55 SEC-registered fiduciary advisory firms operate in Richmond, Virginia. Of those, 50 are fee-only practices that do not earn commissions from financial product sales. The directory below breaks down each firm's fee structure, client base, and regulatory standing.

1607 CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #144758
Typical Fee--
AUM$3.8B
Minimum--
Clients22

3CHOPT INVESTMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #319125
Typical Fee--
AUM$739M
Minimum--
Clients526

ACIMA PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #281496
Typical Fee--
AUM$379M
Minimum--
Clients128

AGINCOURT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #112096
Typical Fee--
AUM$9.7B
Minimum--
Clients393

ALPHA ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #118107
Typical Fee--
AUM$256M
Minimum--
Clients401

ALPHA OMEGA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #149842
Typical Fee--
AUM$906M
Minimum--
Clients1,282

BENEFIT FIDUCIARY GROUP LLC

Fee-Only, No ConflictsClean Record
Richmond, VirginiaCRD #291252
Typical Fee--
AUM$529M
Minimum--
Clients47

BLUE EDGE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #155613
Typical Fee--
AUM$693M
Minimum--
Clients386

BROCKENBROUGH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #105142
Typical Fee--
AUM$5.4B
Minimum--
Clients1,162

CAMPBELL DEEGAN FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #293020
Typical Fee--
AUM$654M
Minimum--
Clients1,760

CANAL CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #164971
Typical Fee--
AUM$1.2B
Minimum--
Clients1,870

CAP91 PARTNERS MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Richmond, VirginiaCRD #324057
Typical Fee--
AUM$503M
Minimum--
Clients2

CARY STREET PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #128545
Typical Fee--
AUM$8.3B
Minimum--
Clients13,853

CARY STREET PARTNERS ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Richmond, VirginiaCRD #289178
Typical Fee--
AUM$1.5B
Minimum--
Clients3,255

CEF ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #115562
Typical Fee--
AUM$187M
Minimum--
Clients164

COBBLESTONE ASSET MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Richmond, VirginiaCRD #326545
Typical Fee--
AUM$259M
Minimum--
Clients1,042

COMMONWEALTH RETIREMENT INVESTMENTS LLC

Clean RecordAlso Compensated via Brokerage
Richmond, VirginiaCRD #285998
Typical Fee--
AUM$306M
Minimum--
Clients943

COVENANT WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #155221
Typical Fee--
AUM$910M
Minimum--
Clients1,890

CROW'S NEST HOLDINGS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #316652
Typical Fee--
AUM$819M
Minimum--
Clients3

DAVENPORT & COMPANY LLC

Also Compensated via Brokerage
Richmond, VirginiaCRD #1588
Typical Fee--
AUM$22.5B
Minimum--
Clients22,591

DORSEY, WRIGHT & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #104925
Typical Fee--
AUM$755M
Minimum--
Clients815

EVOADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #149615
Typical Fee--
AUM$337M
Minimum--
Clients991

EVR RESEARCH LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #283385
Typical Fee--
AUM$518M
Minimum--
Clients3

FOUNDERS GROVE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #331352
Typical Fee--
AUM$433M
Minimum--
Clients616

GODSEY & GIBB WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #105650
Typical Fee--
AUM$1.4B
Minimum--
Clients1,787

HEARTWOOD WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #300273
Typical Fee--
AUM$1.5B
Minimum--
Clients1,897

HERITAGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #137484
Typical Fee--
AUM$4.6B
Minimum--
Clients1,623

HERMITAGE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #333235
Typical Fee--
AUM--
Minimum--
Clients--

HIGHSTONE GROUP

Clean RecordAlso Compensated via Brokerage
Richmond, VirginiaCRD #107549
Typical Fee--
AUM$243M
Minimum--
Clients179

HUNTER MICHAEL INVESTMENT ADVISORS INC

Fee-Only, No ConflictsClean Record
Richmond, VirginiaCRD #107884
Typical Fee--
AUM$970M
Minimum--
Clients42

JUNO FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #336362
Typical Fee--
AUM$542M
Minimum--
Clients705

KANAWHA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #118458
Typical Fee--
AUM$1.6B
Minimum--
Clients1,378

KENNONDALE CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #299863
Typical Fee--
AUM$100M
Minimum--
Clients10

MIDATLANTIC CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #116524
Typical Fee--
AUM$477M
Minimum--
Clients323

OXFORD CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #118359
Typical Fee0.40%
AUM$170M
Minimum--
Clients120

PARAGON FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #164832
Typical Fee--
AUM$337M
Minimum--
Clients1,312

RICHMOND CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #104636
Typical Fee--
AUM$6.1B
Minimum--
Clients175

RIVERFRONT INVESTMENT GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Richmond, VirginiaCRD #146221
Typical Fee--
AUM$1.2B
Minimum--
Clients977

SALOMON AND LUDWIN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #292456
Typical Fee--
AUM$1.3B
Minimum--
Clients1,602

SENECA HOUSE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #210519
Typical Fee--
AUM$425M
Minimum--
Clients1,098

SPARK FINANCIAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Richmond, VirginiaCRD #296914
Typical Fee--
AUM$116M
Minimum--
Clients507

SPHINX INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #327836
Typical Fee--
AUM$65M
Minimum--
Clients305

SPIDER MANAGEMENT COMPANY, LLC

Fee-Only, No ConflictsClean Record
Richmond, VirginiaCRD #149343
Typical Fee--
AUM$6.4B
Minimum--
Clients2

TAYLOR HOFFMAN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #309329
Typical Fee--
AUM$420M
Minimum--
Clients984

THE LONDON COMPANY OF VIRGINIA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #106654
Typical Fee--
AUM$16.0B
Minimum--
Clients7,024

THIRDLINE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #314158
Typical Fee--
AUM$64M
Minimum--
Clients1

THOMPSON DAVIS ASSET MANAGEMENT

Also Compensated via Brokerage
Richmond, VirginiaCRD #41353
Typical Fee--
AUM$207M
Minimum--
Clients300

THOMPSON SIEGEL & WALMSLEY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #105726
Typical Fee--
AUM$21.1B
Minimum--
Clients4,481

TONE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #285622
Typical Fee--
AUM$103M
Minimum--
Clients299

VERUS FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #106744
Typical Fee--
AUM$1.0B
Minimum--
Clients1,907

WEALTHCARE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #111119
Typical Fee--
AUM$3.0B
Minimum--
Clients11,564

WEALTHCROSSING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #132513
Typical Fee--
AUM$1.2B
Minimum--
Clients1,289

WEST TOWER GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #323520
Typical Fee--
AUM$174M
Minimum--
Clients9

WILLS FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #334431
Typical Fee--
AUM$386M
Minimum--
Clients753

Z3 CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richmond, VirginiaCRD #336791
Typical Fee--
AUM$491M
Minimum--
Clients985
Fiduciary Advisors in Richmond, Virginia | FiduciaryListings