Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Richmond, VA
Every SEC-registered investment adviser representative at a firm office in Richmond, with the firms that employ the most of them.
1,353 registered advisors work in Richmond; the most are at Davenport & Company LLC (161). 0 list the CFP designation and 930 are also registered broker representatives.
Firms with the most advisors in Richmond
Advisors in Richmond, A to Z (first 300 of 1,353)
Search all of Virginia →- Mackenzie R. AbbateEquity Services, Inc.
- Nicholas W. AbbateEquity Services, Inc.
- James E. Abbe IVDover Advisors, LLC · Certified Financial Planner
- Christopher S. AbbottMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Harvey W. Abbott Jr.Frontier Financial Partners, LLC
- Stephen T. AbbottDavenport & Company LLC
- Ryon H. AceyAgincourt Capital Management, LLC · Chartered Financial Analyst
- John P. Ackerly IVDavenport & Company LLC · Chartered Financial Analyst
- Gary L. AckermanFinancial Advisory Services
- Alfred M. Acuff, Jr.Silvercrest Asset Management Group LLC
- Richard D. AdamsLPL Financial LLC · Chartered Financial Consultant
- Zachary AgenbroadGodsey & Gibb Wealth Management
- Charles W. Albertson Jr.Gateway Financial Group, Inc.
- Robert F. AlcanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David A. AldridgeRaymond James & Associates, Inc.
- Douglas H. AlexanderCetera Investment Advisers LLC
- Christopher D. AlfanoMorgan Stanley
- Charles M. AllenLPL Financial LLC
- Charles H. AltizerEquitable Advisors, LLC
- Tristan G. AmatrudaAmeriprise Financial Services, LLC
- Marcelo A. Ampie ZelayaCommonwealth Retirement Investments LLC · Certified Financial Planner
- Nicholas AndersonState Farm Investment Management Corp.
- Timothy E. AndersonRiverfront Investment Group, LLC · Chartered Financial Analyst
- William L. AndersonWells Fargo Clearing Services, LLC
- Joseph AndrianoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erin E. AntillJanney Montgomery Scott LLC
- Stelious N. AntourakisThompson Siegel & Walmsley LLC
- John Mason L. AntrimDover Advisors, LLC
- Julie M. AppleDavenport & Company LLC
- Tracy G. ApplewhiteLPL Financial LLC
- Tara J. ArcherTruist Advisory Services, Inc.
- Jason M. ArditoCary Street Partners
- Nathan L. ArlandAmeriprise Financial Services, LLC
- Emily L. ArmstrongCetera Investment Advisers LLC
- Bruce R. ArnettWells Fargo Clearing Services, LLC
- Randall A. ArnettWells Fargo Clearing Services, LLC
- Kirsten N. AshbaughManuka Financial · Certified Financial Planner
- Thomas L. Ashbridge VTruist Advisory Services, Inc.
- Catherine M. AtwoodFounders Grove Wealth Partners, LLC · Certified Financial Planner
- Kendall D. AveryOppenheimer & Co. Inc.
- Darla D. AycockDavenport & Company LLC
- James A. Baber IVRaymond James & Associates, Inc.
- Jonathan BaileyWealthcrossing · Certified Financial Planner
- Brandon BakerApollon Wealth Management, LLC
- Dana R. BakerTruist Advisory Services, Inc.
- Joanne M. BakerWells Fargo Clearing Services, LLC
- Megan BakerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stacey A. BakerWells Fargo Clearing Services, LLC
- Dianne M. BallardDavenport & Company LLC
- Hylah B. BalloweDavenport & Company LLC
- Brooks W. BaltichState Farm Investment Management Corp. · Chartered Financial Consultant
- Aidan BannerCovenant Wealth Advisors
- Jordan BarckWells Fargo Clearing Services, LLC
- Michael A. BarckWells Fargo Clearing Services, LLC
- John M. Barker Jr.Bankers Life Advisory Services, Inc.
- Michael BarnesWells Fargo Clearing Services, LLC
- Robert B. Barnes IIIWells Fargo Clearing Services, LLC
- Robert B. Barnes IVRaymond James & Associates, Inc.
- Mark J. BarnettAmeriprise Financial Services, LLC
- Geoffrey M. BarnhouseAmeriprise Financial Services, LLC
- John F. BaronJanney Montgomery Scott LLC
- Caroline E. BaronianHeritage Wealth Advisors · Chartered Financial Analyst
- Mark R. BarrettJanney Montgomery Scott LLC
- Natallia V. BatsukovaDavenport & Company LLC
- Lee C. BattenFocus Partners Wealth, LLC
- Rebecca K. BaughmanAmeriprise Financial Services, LLC
- Philip A. BaxleyTiaa-Cref Individual & Institutional Services, LLC
- Richard L. Beale IVBeale Healy Investment Advisors Inc. · Chartered Financial Consultant
- Michael S. BeallDavenport & Company LLC · Chartered Financial Analyst
- Kelsey M. BeaulieuMorgan Stanley
- Andrew BeauvaisEmpower Advisory Group, LLC
- Zebediah S. BeckerPrivate Advisor Group, LLC
- Stephanie L. BednarDavenport & Company LLC
- Philip E. Beethoven-WilsonCambridge Investment Research Advisors, Inc.
- Bailee BelangerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Synovia BellTruist Advisory Services, Inc.
- William M. Bellamy IIIThompson Siegel & Walmsley LLC · Chartered Financial Analyst
- Amber M. BenkertWells Fargo Advisors Financial Network, LLC
- Jason A. BennettAgincourt Capital Management, LLC
- Kevin C. BennettDavenport & Company LLC · Chartered Financial Analyst
- Vic L. Bennett Jr.Wells Fargo Clearing Services, LLC
- Harry M. BensonUBS Financial Services Inc.
- Zachary P. BentonIllumination Wealth Management · Certified Financial Planner
- Brendan G. BerentsCambridge Investment Research Advisors, Inc.
- Richard L. BergstromState Farm Investment Management Corp.
- Ryan BernstineHermitage Wealth
- Ryan E. BerryTruist Advisory Services, Inc.
- Mark BestEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jennifer M. BetzSima Wealth Partners, LLC
- Anne E. BirdWells Fargo Clearing Services, LLC
- Tanya O. BirdAcima Private Wealth LLC · Chartered Financial Analyst
- Christina M. BishopValic Financial Advisors, Inc.
- Justin A. BlackfordTruist Advisory Services, Inc. · Certified Financial Planner
- Charles C. BladesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew S. BlainCampbell Deegan Financial
- Christopher P. BlairDavenport & Company LLC
- Kimberly A. BlanchardDavenport & Company LLC
- Randall L. BlanchettiNorthwestern Mutual Investment Services, LLC
- Ryan M. BlankenshipDavenport & Company LLC
- John H. BocockPinnacle Associates, Ltd.
- Joseph G. BoggioCanal Capital Management, LLC
- Kevin G. Boll Jr.Davenport & Company LLC
- Kevin G. Boll IIIDavenport & Company LLC
- David A. BonjoMorgan Stanley
- William S. BonwellBonwell Capital Management, LLC · Certified Financial Planner
- Alicia C. BorghiZ3 Capital Partners
- Elise BorghiRaymond James & Associates, Inc.
- Howard K. BosRichmond Capital Management Inc. · Chartered Financial Analyst
- Kevin A. BosticClearview Financial
- Kelsey V. BottomsDavenport & Company LLC
- Anne S. BouleyMorgan Stanley
- Melody D. Bourne-JacksonWells Fargo Clearing Services, LLC
- William R. BowerLPL Financial LLC
- John R. Bowers Jr.Brockenbrough · Chartered Financial Analyst
- Bowlman T. Bowles IIIRBC Capital Markets, LLC
- Peter H. BowlesBlue Edge Capital, LLC
- Bonnie M. BowlingRBC Capital Markets, LLC
- Benjamin C. Bowman Jr.Cetera Investment Advisers LLC
- Ann M. BoydDavenport & Company LLC
- Davis C. BoydAmeriprise Financial Services, LLC
- Stefanie C. BoykinDavenport & Company LLC
- Wayne W. BoylesThompson Siegel & Walmsley LLC
- Beth P. BradberryRoseline Capitol Advisors, LLC · Certified Financial Planner
- Peter K. BradenGodsey & Gibb Wealth Management · Certified Financial Planner
- Charles BradshawWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Susan Ann S. BradshawWells Fargo Advisors Financial Network, LLC
- Craig C. BramHorizon Capital Management, Inc.
- James R. Branch Jr.Davenport & Company LLC
- Thomas R. BranchDavenport & Company LLC · Certified Financial Planner
- Matthew R. BrandonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Derek BraxtonWells Fargo Clearing Services, LLC
- Patrick W. BreenTruist Advisory Services, Inc.
- Camden BrenemanTruist Advisory Services, Inc.
- Alexander M. BrennanAmeriprise Financial Services, LLC
- Anthony L. Brewer Jr.Thrivent Investment Management Inc.
- George R. Brickley IIIBenefit Fiduciary Group LLC
- Crystal L. BridgforthWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Paula BridgmanWells Fargo Advisors Financial Network, LLC
- Austin Brockenbrough IIIBrockenbrough
- Austin Brockenbrough IVBrockenbrough · Chartered Financial Analyst
- Joseph L. Brockman Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Robert W. BrockmeierMorgan Stanley · Certified Financial Planner
- Pamela BrockwellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David L. BrooksThe London Company Of Virginia
- Matthew D. BrothertonOsaic Wealth, Inc.
- Andrea L. BroughtonWealthcrossing
- Bradley A. BrownStonex Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Carlton L. BrownRaymond James & Associates, Inc. · Certified Financial Planner
- Christopher G. BrownRaymond James & Associates, Inc.
- Edward T. Brown Jr.Davenport & Company LLC
- Elizabeth B. BrownDavenport & Company LLC
- Hugh H. BrownCary Street Partners
- Theodore J. BrownCary Street Partners Asset Management
- David B. BruceWells Fargo Clearing Services, LLC
- Jb BryanJ. B. Bryan Financial Group, Inc.
- Taylor A. BryanRiverfront Investment Group, LLC · Chartered Financial Analyst
- Victoria O. BryantRiverfront Investment Group, LLC
- Matthew J. BuckleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Charles BuggMorgan Stanley
- Claire D. BundyRaymond James Financial Services Advisors, Inc.
- Lewis D. BuoyerAgincourt Capital Management, LLC · Chartered Financial Analyst
- Adam F. BurchMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kurtis E. BurcumeEdward Jones
- Howard BurdMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Douglas R. BurfordTlg Advisors, Inc.
- Jeffrey M. BurgessCompass Financial Management LLC
- Robert R. BurkeBrockenbrough · Chartered Financial Analyst
- David H. ButerbaughWells Fargo Clearing Services, LLC
- David W. ButlerVerus Financial Partners
- Franklin D. Butler Jr.Commonwealth Financial Network · Certified Financial Planner
- Robert T. ButterworthAmeriprise Financial Services, LLC
- Joseph D. ByersValic Financial Advisors, Inc.
- Harry F. Byrd IVTruist Advisory Services, Inc.
- Peter M. ByrdOpulent Wealth · Certified Financial Planner
- Sarah C. ByrdAlpha Advisors, LLC
- William W. Cabell IIRBC Capital Markets, LLC
- Kenneth M. CaddenMorgan Stanley
- Daniel C. CaffreyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Scarlott L. CagleWealthcare Capital Management LLC · Certified Financial Planner
- Victoria A. CagnonRBC Capital Markets, LLC
- John CainWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ronald A. Cain Jr.Wells Fargo Advisors Financial Network, LLC
- Thomas S. CainKovack Advisors, Inc.
- Elizabeth L. CalamanTruist Advisory Services, Inc.
- Daniel A. CaldwellOsaic Wealth, Inc.
- Gordon E. CaldwellWealthcare Capital Management LLC
- James B. CampbellThe London Company Of Virginia · Chartered Financial Analyst
- Matthew L. CampbellTruist Advisory Services, Inc.
- Sean C. CampbellCampbell Deegan Financial
- James M. CannTruist Advisory Services, Inc.
- Merrill P. CannDavenport & Company LLC
- Daniel J. CaparrelliThurston Springer Advisors
- Gregory B. CappelMoney Concepts Capital Corp.
- Charles M. Caravati IIIBrockenbrough · Chartered Financial Analyst
- Bobby P. CarderTruist Advisory Services, Inc. · Chartered Financial Analyst
- William L. CarlAmeriprise Financial Services, LLC
- James A. Carleton Jr.Ameriprise Financial Services, LLC
- Christopher M. CarlinWells Fargo Clearing Services, LLC
- Carly C. CarmichaelDavenport & Company LLC
- Frank D. CarpinOppenheimer & Co. Inc.
- Jacqueline M. CarricoRiverfront Investment Group, LLC
- Cheryl A. CarringtonTruist Advisory Services, Inc. · Certified Financial Planner
- Hugh D. CarterOsaic Wealth, Inc.
- Myleah J. CarterAmeriprise Financial Services, LLC
- Philip J. CarterWealthcare Capital Management LLC
- Thaddeus J. CarterThe London Company Of Virginia · Chartered Financial Analyst
- Alexander CasasRock Steady Wealth, Inc.
- Jessica L. CaseyFive Lakes Advisory LLC
- Cooper J. CasillasCanal Capital Management, LLC · Certified Financial Planner
- Shane M. CasonDavenport & Company LLC · Certified Financial Planner
- Andrew P. CastellanoTruist Advisory Services, Inc.
- Thomas Y. CatlettMorgan Stanley
- Stephanie J. CaudillMorgan Stanley
- Peter CavazosEquitable Advisors, LLC
- Patricia R. CentenoTruist Advisory Services, Inc.
- Jordan ChalkleyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Marshall O. ChambersHeritage Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Cody N. ChapmanThompson Siegel & Walmsley LLC
- Irving L. Chapman IVDavenport & Company LLC · Chartered Financial Analyst
- Jeffrey P. ChapmanRBC Capital Markets, LLC
- William R. CharletDavenport & Company LLC
- Daniel J. ChaseCambridge Investment Research Advisors, Inc.
- Jennifer W. ChildressAmeriprise Financial Services, LLC
- Megan D. ChildressTruist Advisory Services, Inc.
- Sloan R. ChittendenVerus Financial Partners · Certified Financial Planner
- Derek D. ChristmasDavenport & Company LLC
- Quyen M. ChungMorgan Stanley
- Kristy H. CiaschiThe London Company Of Virginia
- Chad CieslewiczMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William R. ClaiborneBrockenbrough · Chartered Financial Analyst
- John B. ClairEvoadvisors · Certified Financial Planner
- Amy H. ClarkHighstone Group · Certified Financial Planner, Chartered Financial Consultant
- Kevin ClarkEdward Jones · Certified Financial Planner
- Lauren D. ClarkJanney Montgomery Scott LLC
- Miles A. ClarkNasdaq Dorsey Wright
- Philip J. ClarkCetera Investment Advisers LLC · Certified Financial Planner
- Tyler M. ClarkDavenport & Company LLC
- Brenda D. ClarkeTruist Advisory Services, Inc. · Certified Financial Planner
- Carol G. ClaytorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William B. ClelandDavenport & Company LLC · Certified Financial Planner
- Travers B. CliborneTruist Advisory Services, Inc.
- E M. Cockrell Jr.Morgan Stanley
- Michael W. CoggeshallDavenport & Company LLC
- Timothy A. CoggeshallDavenport & Company LLC
- Wendy L. CoggsdaleMorgan Stanley
- Jovan E. CokerEagle Strategies LLC
- Anne J. ColeDavenport & Company LLC
- Kaetlin K. CollinsRiverfront Investment Group, LLC · Chartered Financial Analyst
- Richard T. CollinsBlue Horizon Equity, Inc.
- Tara CollinsSilvercrest Asset Management Group LLC · Certified Financial Planner
- Amanda N. ConradNorthwestern Mutual Investment Services, LLC
- Luis ContrerasRichmond Capital Management Inc.
- Orianna CoolStrategic Advisers LLC
- Carroll M. CooperMercer Global Advisors Inc. · Certified Financial Planner
- Karen L. CooperEdward Jones
- Justin E. CorlettDavenport & Company LLC
- Robert S. CornwellOsaic Institutions, Inc.
- Brett CorselloJuno Financial Group LLC · Chartered Financial Analyst
- Christopher W. CosbyHermitage Wealth · Certified Financial Planner
- Ashley CostanzoUBS Financial Services Inc.
- Richard A. Cota IIIEquitable Advisors, LLC
- Brandon B. CoveyTruist Advisory Services, Inc.
- James A. Cox IIILPL Financial LLC
- Karis L. CoxMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ted G. CoxRBC Rochdale, LLC
- William H. CoxWealthcare Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Claire E. CraighillWealthcrossing · Certified Financial Planner
- Susan S. CraigieRaymond James & Associates, Inc.
- Bryan S. CramTruist Advisory Services, Inc.
- Marc D. CramMorgan Stanley
- Marian CrawfordLPL Financial LLC · Certified Financial Planner
- Vickie L. CrawfordMorgan Stanley
- James E. CrawleyDavenport & Company LLC
- Jeffrey CreechWells Fargo Clearing Services, LLC
- Richard A. Crittenden Jr.Janney Montgomery Scott LLC
- Holly R. CrockettDavenport & Company LLC
- James E. Crooks Jr.Sequent Planning, LLC
- Lannie W. Cropper IIINorthwestern Mutual Investment Services, LLC
- Sophia D. CroweWells Fargo Clearing Services, LLC
- Jenny M. CroxtonTruist Advisory Services, Inc.
- Scott D. CsakyRaymond James & Associates, Inc.
- Christopher B. CulbertsonBrockenbrough · Chartered Financial Analyst
- Matthew H. CullenAmerican Capital Advisory, LLC · Chartered Financial Analyst
- Wesley C. CullinaneHeritage Wealth Advisors
- Vincent CuomoCary Street Partners
- Bradley F. DaltonEdward Jones
- Mark D. DaltonWells Fargo Clearing Services, LLC
- Cary B. DalyTruist Advisory Services, Inc.
- Alexander W. DammAmeriprise Financial Services, LLC · Certified Financial Planner
- Randall Dammers IIINasdaq Dorsey Wright
- Catherine L. DanfordOsaic Wealth, Inc. · Certified Financial Planner
- Alexander DanielEquitable Advisors, LLC
- Matthew H. DanielThompson Davis & Co., Inc.
- Matthew C. DanielCary Street Partners · Certified Financial Planner
- James C. DarlingNorthwestern Mutual Investment Services, LLC
- Huntley G. Davenport Jr.American Capital Advisory, LLC
- Ernest L. Davidson Jr.Osaic Wealth, Inc.
- James E. Davidson Jr.Davenport & Company LLC · Certified Financial Planner
- Ashley M. DavisTruist Advisory Services, Inc.
- Christopher H. DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Virginia
All of Virginia →McLean 630Vienna 604Virginia Beach 550Reston 397Alexandria 370Roanoke 348Glen Allen 318Fairfax 293Charlottesville 272Norfolk 251Midlothian 233Arlington 221Williamsburg 217Leesburg 163Lynchburg 147Newport News 147Falls Church 133Harrisonburg 131Chesapeake 123Fredericksburg 108Ashburn 105Winchester 97Tysons Corner 79Henrico 73
Questions
How many financial advisors are in Richmond, VA?
1,353 investment adviser representatives are registered at firm offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 930 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Richmond?
Davenport & Company LLC, with 161 registered advisors in Richmond, followed by Wells Fargo Clearing Services, LLC with 117.
How do I check a financial advisor in Richmond?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.