Cary Street Partners, headquartered in Richmond, VA, is a prominent regional investment advisory firm serving over 3,070 individual clients. With a staggering $5,512,469,000 in assets under management, Cary Street Partners boasts an extensive network of 15 offices. While their expertise extends beyond 401K and individual accounts, which constitute less than 30% of their managed assets, they possess the capability to proficiently handle employer funds. Impressively, a substantial 65% of the assets entrusted to Cary Street Partners are managed on a discretionary basis. Catering primarily to high net worth individuals, the firm's specialization lies in offering tailored investment strategies to meet their clients' unique financial goals. The compensation structure at Cary Street Partners is multifaceted, encompassing a variety of methods such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With a total workforce of 134 dedicated professionals, 64 of whom provide exceptional investment advisory services, the firm ensures a high level of personalized attention for each client. Notably, Cary Street Partners' investment advisors manage an average of approximately $86,130,000 in assets, aligning them with the industry average. This competitive figure highlights their ability to effectively oversee substantial portfolios while delivering sound financial guidance. A testament to the firm's stability and expertise, Cary Street Partners boasts a roster of seasoned advisors. Among them, Cheri Litzenburg, Astrid Blazek, and Theodore Brown stand out as some of the longest-tenured professionals, each bringing a wealth of experience and insight to the firm's clientele.

Redmond Asset Management, LLC, based out of Henrico, VA, is a small investment advisory firm with a solid reputation in the industry. With a total of four dedicated employees, including two experienced investment advisors, they provide exceptional financial guidance to their clientele. Their impressive track record is reflected in their average assets under management of approximately $276,570,000 per investment advisor, surpassing the industry average. Redmond Asset Management's compensation structure offers various options, including a percentage of assets under management and fixed fees. With over 100 individual clients, they oversee a substantial portfolio worth more than $341,676,000. Notably, the majority of their assets are managed for high net worth individuals, while 401K and individual accounts make up less than 30% of their managed assets. Although their focus lies predominantly on discretionary management, Redmond Asset Management possesses the capability to handle employer funds as well. Operating from a single office, the firm leverages its local presence in Henrico, VA, to deliver personalized services to their diverse client base. Robert Redmond and Jeremy Kirkland stand out as the firm's longest-tenured registered advisors, bringing a wealth of experience and expertise to their clients. With their team's extensive knowledge and commitment to client success, Redmond Asset Management, LLC continues to establish itself as a trusted partner in the financial industry.

Taylor Hoffman Wealth Management, LLC is a small investment advisory firm based out of Richmond, VA. With a team of 5 dedicated professionals, 4 of whom specialize in providing investment advisory services, the firm is committed to delivering personalized financial guidance to its clients. Each investment advisor at Taylor Hoffman Wealth Management, LLC has an impressive average of approximately $23,460,000 in assets under management, demonstrating their expertise in handling substantial portfolios. The compensation structure at Taylor Hoffman Wealth Management, LLC is designed to align the firm's success with that of their clients. They employ various types of fees, including a percentage of assets under management and performance-based fees. With over 300 individual clients and a total of over $295,505,000 in assets under management, the firm has established a strong presence in the wealth management industry. Catering primarily to high-net-worth individuals, Taylor Hoffman Wealth Management, LLC manages a majority of discretionary assets, which account for 75% of the total assets under management. While 401K and individual accounts represent less than 30% of their assets, the firm possesses the expertise and capability to effectively manage employer funds. Operating out of a single office, Taylor Hoffman Wealth Management, LLC has cultivated a team of highly experienced advisors. Among the longest-tenured advisors at the firm are Raymond Kanyo, Brandon Taylor, and Gabriel Hoffman, who bring a wealth of knowledge and industry insight to their clients. With a focus on personalized service and a commitment to helping clients achieve their financial goals, Taylor Hoffman Wealth Management, LLC continues to provide trusted guidance in the field of wealth management.

The Main Street Group, based out of Glen Allen, VA, is a reputable investment advisory firm serving individuals and employers alike. With two offices, they have established a strong presence in the local community. Comprising a total of 13 dedicated professionals, 9 of whom specialize in investment advisory services, the firm provides expert guidance to clients seeking to grow and manage their wealth effectively. The Main Street Group boasts an impressive average of approximately $24,900,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' needs. Renowned for their expertise in employer 401Ks and individual investment management, The Main Street Group has accumulated a significant portion of their assets under management from these sources. All assets under their management are handled with discretionary authority, providing clients with peace of mind and efficient decision-making. With a robust client base comprising over 710 individuals, The Main Street Group oversees an impressive $224,117,000 in assets under management. The firm's longevity and success can be attributed, in part, to their experienced team of advisors. Notable among them are Steven Crawford, Lawrence Grimes, and Lisa Roccaforte, who have served clients faithfully over the years. In summary, The Main Street Group stands as a trusted local investment advisory firm, offering comprehensive services, a diverse compensation structure, and a wealth of experience. Their commitment to delivering personalized solutions has solidified their position as a go-to resource for individuals and employers seeking expert financial guidance.

Midatlantic Capital Management, Inc., a small investment advisory firm based out of Richmond, VA, boasts a team of three dedicated professionals. With a solid track record, the firm prides itself on providing comprehensive investment advisory services. Out of the three employees, two specialize in offering expert guidance and advice to clients. Their considerable expertise has enabled the firm to maintain an impressive average of approximately $91,750,000 in assets under management per investment advisor. Compared to industry standards, Midatlantic Capital Management, Inc. maintains an average level of assets under management. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures a tailored and flexible payment system that aligns with the diverse needs of their clientele. The firm currently serves over 80 individual clients, overseeing an impressive portfolio of assets totaling more than $373,916,000. An impressive 59% of these assets are managed on a discretionary basis, showcasing the firm's trusted decision-making and autonomy. With a single office location, Midatlantic Capital Management, Inc. emphasizes personalized and attentive client relationships. The firm takes pride in the extensive experience of their registered advisors, including the esteemed John Depew and Robert Wrenn, both of whom have been with the company for an extended period. Their commitment to delivering exceptional investment advisory services has earned Midatlantic Capital Management, Inc. a reputation as a reliable and trustworthy partner for clients seeking financial expertise.

Alpha Omega Wealth Management, LLC is a prominent investment advisory firm based in Richmond, VA, with three offices strategically located to serve its client base. With a solid track record, Alpha Omega manages a substantial portfolio of assets, totaling over $904,044,000 under its expert guidance. The firm boasts a roster of over 250 individual clients, primarily catering to high net worth individuals seeking comprehensive wealth management services. While 401(k) and individual accounts make up a smaller portion of their assets under management, Alpha Omega possesses the expertise to effectively oversee employer funds. Notably, an impressive 90% of the assets they manage are discretionary, allowing for flexible and proactive investment strategies tailored to each client's unique financial goals. Alpha Omega's compensation structure is diverse, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures transparency and aligns the firm's interests with those of its clients. With a dedicated team of 11 employees, all of whom provide expert investment advisory services, Alpha Omega Wealth Management places a high emphasis on client satisfaction. The firm's average assets under management per investment advisor amount to approximately $82,190,000, in line with industry standards. Noteworthy among the team are Christopher Milligan, Craig Forbes, and Leann Mitchell, who boast impressive tenures and contribute their extensive knowledge and experience to the firm's success. Alpha Omega Wealth Management, LLC is committed to delivering exceptional financial guidance, comprehensive wealth management solutions, and personalized service to its esteemed clientele in Richmond, VA, and beyond.

Wills Financial Group is a small investment advisory firm headquartered in Richmond, VA, with three offices. With a total of six dedicated employees, three of whom specialize in providing investment advisory services, they offer comprehensive financial solutions to their clients. With an average of $101,460,000 in assets under management per investment advisor, Wills Financial Group aligns with the industry average. Their compensation structure includes various options, such as a percentage of assets under management and hourly charges, ensuring flexibility to meet their clients' needs. Although 401K and individual accounts account for less than 30% of their assets under management, Wills Financial Group possesses the expertise to effectively manage employer funds. Importantly, all the assets they manage are discretionary, reflecting the trust clients place in their expertise. With a strong focus on high net worth individuals, Wills Financial Group boasts a robust client base of over 160 individuals, collectively entrusting the firm with over $304,393,000 in assets under management. The company takes pride in its experienced team, featuring long-tenured advisors such as Adam Mehrer, Richard Wills, and Janet Wills, who have consistently delivered exceptional service and results. Wills Financial Group distinguishes itself through its commitment to personalized and comprehensive financial guidance, drawing on their industry expertise and tailored strategies to meet the unique needs and goals of their clients. By providing a range of services and expertise, they strive to empower their clients to make informed financial decisions and achieve long-term success.

Colonial River Wealth Management LLC, based out of Midlothian, VA, is a prominent local investment advisory firm with a solid reputation. With over 1,190 individual clients and a staggering $586,479,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm boasts seven offices strategically located to cater to their clients' diverse needs. Their expertise lies in managing employer 401Ks and individual portfolios, with approximately half of their assets under management coming from these sources. Moreover, an impressive 56% of the assets they handle are under discretionary management, reflecting their ability to make independent investment decisions on behalf of their clients. Colonial River Wealth Management LLC employs a varied compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clientele. With a total of 21 employees, 13 of whom specialize in investment advisory services, the firm maintains a high level of expertise and personalized attention. The average assets under management per investment advisor at Colonial River Wealth Management LLC amount to around $45,110,000, aligning with industry standards. Notably, the firm boasts a roster of experienced advisors, including Alan Dawkins, Jackie Dove, and John Robertson, who have demonstrated long tenures with the company. Colonial River Wealth Management LLC's unwavering commitment to providing exceptional financial services, coupled with their extensive industry knowledge, positions them as a reliable partner for individuals and businesses seeking wealth management solutions in Midlothian, VA, and beyond.

The Capital Management Corporation, headquartered in Glen Allen, VA, is a renowned local investment advisory firm specializing in personalized wealth management solutions. With a team of 9 highly skilled professionals, including 6 dedicated investment advisors, they offer expert guidance to a diverse client base. The firm boasts an impressive average of $133,730,000 in assets under management per investment advisor, surpassing the industry average. The Capital Management Corporation prides itself on its compensation structure, which includes various types such as a percentage of assets under management, ensuring alignment of interests with clients. Catering primarily to high-net-worth individuals, they currently manage over $588,328,000 in assets for more than 60 individual clients. Notably, the firm exclusively manages discretionary assets, granting them the authority to make investment decisions on behalf of their clients. With a history of trusted financial stewardship, The Capital Management Corporation has established a strong presence in the industry. Their dedication to building long-term relationships is reflected in their team, which includes seasoned advisors like Mark Livesay, Timothy Call, and Kenneth Walker, who bring a wealth of experience and expertise to the firm. Clients can rely on their comprehensive knowledge, strategic insights, and personalized approach to navigate the complexities of the financial markets and achieve their investment goals. As a local firm, The Capital Management Corporation understands the unique needs of the Glen Allen community and strives to provide tailored investment solutions that reflect the specific objectives and risk tolerance of their clients. With their track record of success and commitment to excellence, they are positioned as a trusted partner in wealth management.

Capitol Securities Management, Inc. is a highly reputable regional investment advisory firm headquartered in Glen Allen, VA, with a network of 41 offices. With an impressive portfolio of over 1,500 individual clients, they oversee a staggering $1,285,947,000 in assets under management. While 401K and individual accounts make up less than 30% of their managed assets, Capitol Securities Management, Inc. possesses the expertise and capacity to handle employer funds as well. Notably, a substantial 84% of the assets they manage are handled on a discretionary basis, indicating a high level of trust and confidence placed in their investment strategies. The firm's compensation structure is versatile, offering clients a range of options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and suitability for diverse client needs. With a dedicated team of 175 employees, Capitol Securities Management, Inc. is committed to delivering exceptional investment advisory services. Out of this talented workforce, 127 professionals specialize in providing personalized investment advice. On average, each investment advisor manages approximately $10,130,000 in assets, demonstrating the firm's ability to provide personalized attention and customized solutions to their clients. Capitol Securities Management, Inc. prides itself on its experienced team of advisors, with several of the longest-tenured experts including Edward Wetherell, David Spiker, and William Korn. Their wealth of experience and industry knowledge contributes to the firm's ability to deliver consistent results and build enduring relationships with clients. As a trusted partner in wealth management, Capitol Securities Management, Inc. remains dedicated to preserving and growing their clients' assets, providing comprehensive investment solutions tailored to individual needs and financial goals.

Dorsey, Wright & Associates, LLC is a well-established local investment advisory firm headquartered in Richmond, VA. With over 450 individual clients and a remarkable $657,787,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from two offices, allowing them to efficiently serve their growing client base. One notable aspect of Dorsey, Wright & Associates, LLC is their expertise in commodity pool operation and commodity trading advising, both registered and exempt from registration. While their focus lies primarily on discretionary management of assets, they also possess the capability to effectively manage employer funds, expanding their reach in the investment landscape. The firm's compensation structure is flexible, accommodating various client needs. They offer several types of fees, including a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This adaptable approach ensures that clients can select the most suitable arrangement for their investment requirements. Dorsey, Wright & Associates, LLC prides itself on a team of 25 highly skilled professionals, with 13 dedicated to providing investment advisory services. On average, each investment advisor manages approximately $50,600,000 in assets, aligning with the industry standard. Noteworthy among their ranks are the firm's longest-tenured advisors, Steven Raymond, Andrew Hyer, and John Lewis, who bring invaluable experience and expertise to the table. With their impressive track record and commitment to delivering tailored investment solutions, Dorsey, Wright & Associates, LLC continues to solidify its position as a leading investment advisory firm in Richmond, VA, catering to the diverse needs of their discerning clientele.