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Largest RIA Firms in Richmond, Virginia by AUM
Explore registered investment advisers headquartered in Richmond, Virginia, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 54 firms with $141.0B in total reported AUM and median AUM of $589.2M.
Firms
54
Matching current profiles
Total AUM
$141.0B
Reported regulatory AUM
Median AUM
$589.2M
Across firms with AUM
Largest firm
$24.7B
Davenport & Company LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Davenport & Company LLC CRD 1588 · Limited Liability Company | RICHMOND, VA | $24.7B Jul 2026 | +$2.2B+9.9% | +$8.1B+48.9% | +$8.6B+53.6% | +$20.1B+437.7% | +47 employees+9.8% over 3Y | +4,004 accounts+19.7% over 3Y |
| 2. Thompson Siegel & Walmsley LLC CRD 105726 · Limited Liability Company | RICHMOND, VA | $21.1B Apr 2026 | +$334.1M+1.6% | +$3.6B+20.5% | -$1.2B-5.3% | +$14.4B+212.1% | -4 employees-6.0% over 3Y | -471 accounts-9.5% over 3Y |
| 3. The London Company Of Virginia CRD 106654 · Limited Liability Company | RICHMOND, VA | $14.9B Mar 2026 | -$1.1B-7.0% | +$136.9M+0.9% | +$898.1M+6.4% | +$12.9B+666.5% | +6 employees+12.0% over 3Y | -2,632 accounts-30.1% over 3Y |
| 4. Cary Street Partners CRD 128545 · Limited Liability Company | RICHMOND, VA | $10.3B Oct 2026 | +$2.0B+24.1% | +$4.7B+86.0% | +$7.0B+215.0% | +$9.5B+1288.7% | +48 employees+35.8% over 3Y | +5,344 accounts+46.9% over 3Y |
| 5. Agincourt Capital Management, LLC CRD 112096 · Limited Liability Company | RICHMOND, VA | $10.0B Mar 2026 | +$255.8M+2.6% | +$2.6B+34.6% | +$2.7B+36.5% | +$5.6B+126.6% | 0 employees+0.0% over 3Y | +23 accounts+5.9% over 3Y |
| 6. Spider Management Company, LLC CRD 149343 · Limited Liability Company | RICHMOND, VA | $8.1B Sep 2026 | +$1.7B+26.4% | +$2.2B+37.1% | +$1.9B+31.6% | +$5.4B+195.7% | +3 employees+15.8% over 3Y | -2 accounts-50.0% over 3Y |
| 7. Richmond Capital Management INC CRD 104636 · Corporation | RICHMOND, VA | $5.9B Mar 2026 | -$205.6M-3.3% | +$557.6M+10.4% | -$285.4M-4.6% | +$419.4M+7.6% | -1 employees-4.8% over 3Y | -33 accounts-16.6% over 3Y |
| 8. Brockenbrough CRD 105142 · Corporation | RICHMOND, VA | $5.5B May 2026 | +$45.4M+0.8% | +$1.2B+29.4% | +$1.6B+39.9% | +$3.9B+241.2% | +1 employees+3.3% over 3Y | -491 accounts-46.4% over 3Y |
| 9. Heritage Wealth Advisors CRD 137484 · Limited Liability Company | RICHMOND, VA | $4.9B Jul 2026 | +$291.0M+6.4% | +$1.8B+57.7% | +$2.2B+82.1% | +$4.6B+1713.1% | +6 employees+20.0% over 3Y | +271 accounts+20.1% over 3Y |
| 10. Wealthcare Capital Management LLC CRD 111119 · Limited Liability Company | RICHMOND, VA | $3.9B May 2026 | +$897.8M+29.6% | +$1.3B+50.9% | +$1.6B+69.7% | +$3.4B+701.7% | -5 employees-8.5% over 3Y | +2,504 accounts+22.6% over 3Y |
| 11. 1607 Capital Partners, LLC CRD 144758 · Limited Liability Company | RICHMOND, VA | $3.5B Mar 2026 | -$356.8M-9.3% | -$418.0M-10.7% | -$749.3M-17.7% | +$1.9B+115.2% | -2 employees-11.8% over 3Y | -5 accounts-18.5% over 3Y |
| 12. Riverfront Investment Group, LLC CRD 146221 · Limited Liability Company | RICHMOND, VA | $2.2B Sep 2026 | +$1.0B+87.8% | +$1.4B+179.2% | -$930.8M-29.5% | -$752.4M-25.3% | -6 employees-11.5% over 3Y | +857 accounts+126.6% over 3Y |
| 13. Kanawha Capital Management, LLC CRD 118458 · Limited Liability Company | RICHMOND, VA | $1.8B Sep 2026 | +$197.8M+12.1% | +$555.4M+43.2% | +$614.5M+50.2% | +$1.3B+223.6% | 0 employees+0.0% over 3Y | +308 accounts+26.2% over 3Y |
| 14. Godsey & Gibb Wealth Management CRD 105650 · Corporation | RICHMOND, VA | $1.6B May 2026 | +$163.8M+11.7% | +$396.5M+34.1% | +$487.2M+45.4% | +$1.0B+200.1% | -2 employees-8.0% over 3Y | +171 accounts+10.0% over 3Y |
| 15. Heartwood Wealth Advisors, LLC CRD 300273 · Limited Liability Company | RICHMOND, VA | $1.5B Apr 2026 | +$246.1M+18.9% | +$565.8M+57.6% | +$667.4M+75.7% | — | 0 employees+0.0% over 3Y | +332 accounts+21.2% over 3Y |
| 16. Wealthcrossing CRD 132513 · Corporation | RICHMOND, VA | $1.5B Mar 2026 | +$334.5M+27.8% | +$514.6M+50.3% | +$674.1M+78.0% | +$1.2B+414.6% | 0 employees+0.0% over 3Y | +54 accounts+4.3% over 3Y |
| 17. Cary Street Partners Asset Management CRD 289178 · Limited Liability Company | RICHMOND, VA | $1.4B Oct 2026 | -$44.0M-2.9% | +$156.3M+12.1% | +$440.3M+43.7% | — | +10 employees+25.6% over 3Y | +712 accounts+26.0% over 3Y |
| 18. Salomon And Ludwin CRD 292456 · Limited Liability Company | RICHMOND, VA | $1.3B Oct 2026 | +$110.4M+9.0% | +$114.3M+9.3% | +$268.1M+25.1% | +$553.3M+70.6% | +1 employees+9.1% over 3Y | -432 accounts-21.2% over 3Y |
| 19. Canal Capital Management, LLC CRD 164971 · Limited Liability Company | RICHMOND, VA | $1.3B Aug 2026 | +$84.1M+7.0% | +$367.6M+40.1% | +$655.7M+104.3% | — | -4 employees-40.0% over 3Y | +305 accounts+18.1% over 3Y |
| 20. Verus Financial Partners CRD 106744 · Corporation | RICHMOND, VA | $1.2B May 2026 | +$177.3M+17.7% | +$344.8M+41.2% | +$326.5M+38.2% | +$835.4M+241.1% | +4 employees+23.5% over 3Y | +10 accounts+0.5% over 3Y |
| 21. Alpha Omega Wealth Management, LLC CRD 149842 · Limited Liability Company | RICHMOND, VA | $1.0B Sep 2026 | +$118.1M+13.0% | +$119.9M+13.3% | -$151.8M-12.9% | +$859.1M+521.2% | -2 employees-18.2% over 3Y | +20 accounts+1.6% over 3Y |
| 22. Nasdaq Dorsey Wright CRD 104925 · Limited Liability Company | RICHMOND, VA | $1.0B Apr 2026 | +$256.8M+34.0% | +$354.1M+53.8% | +$287.1M+39.6% | +$276.2M+37.5% | 0 employees+0.0% over 3Y | -127 accounts-13.1% over 3Y |
| 23. Covenant Wealth Advisors CRD 155221 · Limited Liability Company | RICHMOND, VA | $909.6M May 2026 | +$256.6M+39.3% | +$637.9M+234.7% | +$680.6M+297.2% | +$735.9M+423.6% | +6 employees+100.0% over 3Y | +1,105 accounts+140.8% over 3Y |
| 24. 3CHOPT Investment Partners LLC CRD 319125 · Limited Liability Company | RICHMOND, VA | $889.4M Mar 2026 | +$150.2M+20.3% | +$713.0M+404.3% | — | +$713.0M+404.3% | +2 employees+40.0% over 3Y | +542 accounts+526.2% over 3Y |
| 25. Blue Edge Capital, LLC CRD 155613 · Limited Liability Company | RICHMOND, VA | $765.1M Apr 2026 | +$72.4M+10.5% | +$235.2M+44.4% | +$314.1M+69.6% | +$642.6M+524.5% | 0 employees+0.0% over 3Y | +80 accounts+23.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.