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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Richmond, VA

Every SEC-registered financial advisor at a firm office in Richmond who lists the Chartered Financial Analyst designation, A to Z.

107 CFA charterholders work in Richmond; the most are at Davenport & Company LLC (15). 22 are also registered broker representatives.

CFA advisors in Richmond, A to Z

Every advisor in Richmond →

Firms with the most CFA charterholders in Richmond

Davenport & Company LLC 15The London Company Of Virginia 12Thompson Siegel & Walmsley LLC 10Brockenbrough 9Riverfront Investment Group, LLC 9Agincourt Capital Management, LLC 7Heritage Wealth Advisors 4Richmond Capital Management Inc. 4Truist Advisory Services, Inc. 3Acima Private Wealth LLC 2Cw Advisors, LLC 2Kanawha Capital Management, LLC 2Raymond James & Associates, Inc. 2American Capital Advisory, LLC 1Antrim Investment Research 1

CFA advisors in other Virginia cities

All of Virginia →

Arlington 23McLean 22Vienna 18Norfolk 16Alexandria 15Reston 15Virginia Beach 15Charlottesville 13Glen Allen 10Fairfax 5Leesburg 5Lynchburg 5Roanoke 4Tysons Corner 4Williamsburg 4Harrisonburg 3Henrico 3

Questions

How many CFA financial advisors are in Richmond, VA?

107 SEC-registered investment adviser representatives at firm offices in Richmond, Virginia list the CFA designation; Davenport & Company LLC employs the most of them (15).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Richmond?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.