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Showing 1 - 12 of 34 results
THOMPSON, SIEGEL & WALMSLEY, LLC
THOMPSON, SIEGEL & WALMSLEY, LLC
Richmond, Virginia
51-200 employees
Thompson, Siegel & Walmsley LLC ("TSW"​) is a registered investment adviser located in Richmond, Virginia founded in 1969. Our goal is to understand, meet and exceed each client's expectation of value by delivering consistent excess returns and excellent client service. A sound investment philosophy, based on fundamental concepts of value is TSW's cornerstone. For over five decades, TSW has carefully assembled the right components and strived to produce a high likelihood of success for our clients. TSW's experienced team of professionals is focused on understanding and meeting our clients'​ unique investment goals. TSW has a diverse client base that includes corporations, pensions and profit-sharing plans, 401(k) and thrift plans, trust, estates and other institutions and individuals. TSW’s sole line of business is investment management and 100% of TSW’s revenue comes from the firm’s clients’ assets under management. TSW disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any TSW associate's postings on social media.
Retirement Benefits Rank
Market Leading
CARY STREET PARTNERS FINANCIAL LLC
CARY STREET PARTNERS FINANCIAL LLC
Richmond, Virginia
51-200 employees
Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States. Cary Street Partners works with families to meet their goals and objectives by providing comprehensive planning and investment advice in a culture dedicated to independence and objective thinking. Cary Street Partners supports our advisors with state-of-the-art technology, performance reporting, infrastructure support, compliance, marketing and transition services.
Retirement Benefits Rank
Market Laggard
THE LONDON COMPANY OF VIRGINIA, LLC
THE LONDON COMPANY OF VIRGINIA, LLC
Richmond, Virginia
11-50 employees
Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $32B in assets* across the capitalization spectrum. We apply a singular investment approach with a team-based decision-making process. *Includes model program assets (UMA) of $16.0B as of 11/30/2023. Subject to change. This material is not financial advice or an offer to sell any product. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. Past performance is not indicative of future results. By following others on Twitter or LinkedIn, The London Company (“London”) does not make or imply an endorsement. By clicking on links to third-party sites, you will leave London’s page and property. London is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from London, which is not responsible for inaccuracies or errors. Individuals affiliated with London, and the views and opinions expressed, are their own and are subject to change with market conditions and are not meant as investment advice. The London Company, LLC disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any The London Company's associate's postings on social media.
Retirement Benefits Rank
Market Leading
WEALTHCARE CAPITAL MANAGEMENT, LLC
WEALTHCARE CAPITAL MANAGEMENT, LLC
Richmond, Virginia
11-50 employees
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk
Retirement Benefits Rank
Market Leading
CAPITOL SECURITIES MANAGEMENT, INC.
CAPITOL SECURITIES MANAGEMENT, INC.
Glen Allen, Virginia
201-500 employees
A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on"​ approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Visit our website to learn more - www.capitolsecurities.com
Retirement Benefits Rank
Below Market
MATRIX CAPITAL MARKETS GROUP, INC.
MATRIX CAPITAL MARKETS GROUP, INC.
Richmond, Virginia
11-50 employees
Founded in 1988, Matrix Capital Markets Group, Inc. is an independent, advisory focused, privately-held investment bank headquartered in Richmond, VA, with additional offices in Baltimore, MD and New York, NY. Matrix provides merger & acquisition and financial advisory services for privately-held, private-equity owned, not-for-profit and publicly traded companies. Matrix’s advisory services include company sales, recapitalizations, capital raises of debt & equity, corporate carve outs, special situations, management buyouts, corporate valuations and fairness opinions. Matrix serves clients in a wide range of industries, including automotive aftermarket, building products, business services, consumer products, convenience retail, downstream energy, healthcare and industrial products. For additional information or to contact our team members, please visit www.matrixcmg.com.
Retirement Benefits Rank
Market Leading
JAMES RIVER FINANCIAL CORP.
JAMES RIVER FINANCIAL CORP.
Manakin-Sabot, Virginia
11-50 employees
James River Capital Corp. is an independent investment firm located in Richmond, Virginia. It was founded in 1986 as KP Futures Management Corp. and served as the alternative investment department of Kidder, Peabody & Co., Inc. ("Kidder"​). Paul Saunders and Kevin Brandt, the two senior officers in the department, acquired the business from Kidder in 1995. James River is registered as an Investment Advisor with the SEC, and as a Commodity Trading Advisor with the CFTC. The firm is built on the investment philosophy that a broad selection of alternative investments generally provides a low correlation of return and adds diversification value to an investment portfolio consisting of traditional equity and fixed income instruments. http://jrccblog.net
Retirement Benefits Rank
Market Competitive
GODSEY & GIBB, INC.
GODSEY & GIBB, INC.
Richmond, Virginia
11-50 employees
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 memories with those you care about. As a comprehensive wealth management company, we offer a suite of services that expand beyond investment management. In addition to Wealth Management Advisors, our team includes Financial Planners (CFP® professionals) and Tax Advisors (CPAs). These individuals are able to lend their experience and expertise to help you achieve your short and long-term financial goals. Disclosure: Godsey & Gibb Wealth Management (Godsey & Gibb) is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Advisory services are only offered to clients or prospective clients where Godsey & Gibb and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Comments by viewers, recognitions, and/or third-party ratings are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Links to third-party websites are provided as informational only, and there can be no assurance as to its accuracy, suitability, or completeness. Godsey & Gibb does not endorse, authorize, or sponsor the content nor its respective sponsors and is in no way responsible for the third-party content, services, products, or the collection/use of information regarding the website’s users. Full disclosure: https://www.godseyandgibb.com/disclaimer/
Retirement Benefits Rank
Top Benefits
CEDAR HILL MANAGEMENT LLC
CEDAR HILL MANAGEMENT LLC
Richmond, Virginia
500+ employees
Founded in 2003, LinkedIn connects the world's professionals to make them more productive and successful. With more than 1 billion members worldwide, including executives from every Fortune 500 company, LinkedIn is the world's largest professional network. The company has a diversified business model with revenue coming from Talent Solutions, Marketing Solutions, Sales Solutions and Premium Subscriptions products. Headquartered in Silicon Valley, LinkedIn has offices across the globe..
Retirement Benefits Rank
Top Benefits
HERITAGE WEALTH ADVISORS
HERITAGE WEALTH ADVISORS
Richmond, Virginia
11-50 employees
Plenty of firms can manage and grow wealth. Far fewer can elevate your assets while ensuring they make a meaningful difference. At Heritage, your purpose becomes our guiding light, leading us to creative and integrated strategies others don’t offer. By championing unconventional thinking, collaborative planning, and close personal relationships, we are masters of our craft. At Heritage, your purpose becomes our compass, leading us to creative and integrated strategies that make your goals a reality. By championing unconventional thinking, collaborative planning and personal relationships, we can help you build the wealth you need to live your purpose.
Retirement Benefits Rank
Market Competitive
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INDUSTRIAL ADVISORS SERVICES, INC.
INDUSTRIAL ADVISORS SERVICES, INC.
Richmond, Virginia
500+ employees
Create your own professional web presence—exactly the way you want. Our powerful technology allows everyone to get online with a personalized, professional web presence. Whether it’s your first time creating or you’re a long time expert, you’ll find the features and solutions you need to build a professional website with total creative freedom. Our global user base, open SDK, and unparalleled design capabilities create a unique ecosystem. Partners, developers, web designers, and other online professionals can effectively market their apps and services to millions through Wix.
Retirement Benefits Rank
Market Leading
TRITON PACIFIC CAPITAL PARTNERS, LLC
TRITON PACIFIC CAPITAL PARTNERS, LLC
Richmond, Virginia
11-50 employees
Triton Pacific Capital Partners is a private equity firm making equity investments on behalf of itself and its investors. Investments may be controlling or minority positions but always where our strategic input, in combination with our capital, can have a materially impact on a company's profits and valuation. We focus on established small and mid-size companies in industries that either exhibit attractive fundamentals or are experiencing significant structural changes. We pursue opportunities where we, and our portfolio company management teams, are confident that the combination of our collective monetary and intellectual capital will lead to a significantly enhanced value for the company and its stakeholders.
Retirement Benefits Rank
Below Market