Godsey & Gibb Wealth Management is a reputable investment advisory firm headquartered in Richmond, VA, boasting two well-established offices. With a dedicated team of 25 professionals, including 10 experienced investment advisors, they offer a range of financial services. With an average of $116,410,000 in assets under management per investment advisor, Godsey & Gibb Wealth Management maintains an industry-average standing. Their compensation structure is diverse and includes a percentage of assets under management, ensuring alignment with client success. While 401K and individual accounts represent less than 30% of their total assets under management, Godsey & Gibb Wealth Management possesses the expertise to effectively manage employer funds. An impressive 99% of the assets they handle are discretionary, highlighting the trust their clients place in their investment strategies. The firm primarily caters to high-net-worth individuals, managing the assets of over 280 individual clients. Their robust client base translates to more than $1,164,119,000 in assets under management, signifying their ability to handle substantial portfolios. Notably, Godsey & Gibb Wealth Management benefits from the experience and expertise of their longest-tenured advisors, including Michael Gibb, Danny Savage, and Ephraim Ulmer. These seasoned professionals contribute to the firm's stellar reputation and client satisfaction. With a commitment to providing comprehensive financial solutions and personalized guidance, Godsey & Gibb Wealth Management continues to solidify its position as a trusted wealth management partner for individuals seeking long-term financial success.

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.

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.

Closed-End Fund Advisors, based out of Richmond, VA, is a reputable investment advisory firm catering to a diverse range of clients. With over 40 individual clients and an impressive $144,392,000 in assets under management, they have established themselves as a trusted partner in the financial industry. While specializing in closed-end funds, Closed-End Fund Advisors offers comprehensive investment advisory services to clients seeking expert guidance. Their portfolio management expertise extends beyond individual and 401K accounts, as they possess the capabilities to effectively manage employer funds. Notably, 48% of the assets they oversee are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Closed-End Fund Advisors employs a variety of compensation structures to suit the unique needs of their clients. These include charging a percentage of assets under management, hourly fees, subscription fees, and fixed fees. Their flexible approach ensures that clients receive tailored services that align with their investment goals and preferences. With a team of four dedicated professionals, including two investment advisors, Closed-End Fund Advisors maintains a favorable client-to-advisor ratio. Their average assets under management per investment advisor amount to approximately $72,200,000, which falls within the industry average. Clients benefit from the firm's collective knowledge and experience, with Daniel Silver, John Scott, and George Scott being among the firm's longest tenured and highly skilled advisors. As an investment advisory firm, Closed-End Fund Advisors is committed to providing exceptional service, personalized strategies, and prudent investment management to help clients achieve their financial objectives.

Cary Street Partners Asset Management, headquartered in Richmond, VA, is a prominent local investment advisory firm. With a team of 39 dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. A notable aspect of the firm is that 11 of their employees are specifically focused on delivering expert investment advice. With an impressive track record, Cary Street Partners Asset Management manages a substantial amount of assets, averaging around $185,670,000 per investment advisor. This figure surpasses the industry average, highlighting their expertise and ability to generate favorable returns for their clients. Their compensation structure encompasses various types, including a percentage of the assets under management, ensuring a client-centric approach to their services. Currently, the firm serves over 930 individual clients, effectively managing an extensive portfolio of assets worth over $1,291,529,000. While 401K and individual accounts make up less than 30% of their assets under management, Cary Street Partners Asset Management possesses the capacity to effectively manage employer funds. Significantly, 92% of the assets they handle are under their discretion, demonstrating their proficiency in making strategic investment decisions. With three offices spread across Richmond, Cary Street Partners Asset Management maintains a strong local presence. Diane Sobin and Marc Davis stand out as two of the longest tenured registered advisors within the firm, showcasing their experience and commitment to providing excellent service to their clients. Overall, Cary Street Partners Asset Management is a trusted and well-respected player in the investment advisory industry.

AGILI, P.C. is a distinguished investment advisory firm based out of Richmond, VA, committed to providing expert financial guidance to individuals and institutions. With a team of 19 dedicated professionals, including 11 experienced investment advisors, they deliver comprehensive wealth management services. AGILI, P.C. prides itself on managing a substantial amount of assets under management (AUM), averaging around $51,470,000 per investment advisor, aligning with industry standards. Their compensation structure caters to clients' diverse needs and includes options such as a percentage of AUM, hourly charges, and fixed fees. As an esteemed firm, AGILI, P.C. boasts a broad client base of over 80 individuals, with an impressive total AUM exceeding $972,539,000. The majority of their managed assets belong to high-net-worth individuals seeking personalized and reliable financial solutions. At AGILI, P.C., all assets managed are done so on a discretionary basis, providing clients with the peace of mind that their investments are entrusted to seasoned professionals who can make informed decisions. The firm's local presence in Richmond, VA, is supported by two well-appointed offices, ensuring accessibility and convenience for their esteemed clientele. AGILI, P.C. takes pride in its team of advisors, including industry veterans such as Carrie Fellon, Marilee Falco, and Jamie Malone, who have consistently served clients with their extensive expertise and dedication. With a track record of excellence and a commitment to delivering tailored financial strategies, AGILI, P.C. stands as a trusted partner in helping clients navigate their financial goals with confidence and clarity.

Thompson Davis Asset Management is a reputable local investment advisory firm headquartered in Richmond, VA, with a single office. With a distinguished history, they have built a solid client base of over 80 individuals, entrusting them with their financial needs. Managing assets worth an impressive $116,180,000, Thompson Davis Asset Management possesses extensive expertise in discretionary asset management. While their portfolio includes diverse investment vehicles, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, Thompson Davis Asset Management excels in managing funds for high net worth individuals. Their comprehensive compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring alignment with clients' objectives. With a team of 11 dedicated professionals, Thompson Davis Asset Management offers personalized investment advisory services. Eight of their skilled employees focus on delivering tailored strategies to meet client goals. Each investment advisor, on average, oversees approximately $14,520,000 in assets under management, demonstrating their commitment to maintaining a manageable client-to-advisor ratio. Matthew Daniel, William Davis, and Edward Thompson stand as some of the firm's most experienced and respected advisors, having devoted significant tenure to the company. Their collective expertise, combined with the firm's commitment to exceptional client service, has solidified Thompson Davis Asset Management's reputation as a trusted partner in financial management.

Highstone Group is a reputable investment advisory firm headquartered in Richmond, VA. With a total of four employees, they offer a range of financial services to clients seeking expert guidance in managing their investments. Three of their employees specialize in providing investment advisory services, demonstrating their focus and expertise in this area. Highstone Group manages an average of approximately $113,380,000 in assets under management per investment advisor, which is on par with the industry average. The firm's compensation structure is designed to cater to clients' diverse needs and preferences. They offer various types of compensation, including a percentage of assets under management and hourly charges. This flexible approach ensures that clients can choose a payment method that aligns with their financial goals and preferences. Highstone Group boasts an impressive client base, serving over 160 individual clients with a total of more than $181,245,000 in assets under management. Notably, a significant portion of their assets under management comes from employer 401Ks and individual clients, reflecting their extensive experience and success in this space. In addition to investment advisory services, Highstone Group also serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. This comprehensive range of services allows them to cater to various financial needs and provide holistic solutions to their clients. With a presence in Richmond, VA, Highstone Group operates from a single office location. The firm takes pride in its experienced team, including Ronald Hochstein, Amy Clark, and Justin Hochstein, who are among the longest tenured advisors at the company. Their combined expertise and dedication contribute to Highstone Group's solid reputation in the financial industry.

Hunter Michael Investment Advisors Inc is a small investment advisory firm based out of Midlothian, VA, specializing in providing comprehensive investment advisory services. With one office located in Midlothian, the firm operates with a team of highly skilled professionals dedicated to assisting clients in achieving their financial goals. Led by Dee Slaughter, one of the longest tenured registered advisors who has been with the firm since 1998, Hunter Michael Investment Advisors Inc boasts a wealth of experience and expertise in the investment industry. Their commitment to delivering personalized solutions tailored to each client's unique needs sets them apart. With a remarkable track record, Hunter Michael Investment Advisors Inc manages an impressive total of over $1,007,968,000 in assets under management. Their exceptional performance surpasses the industry average, with an average of $1,007,970,000 in assets managed per investment advisor. Hunter Michael Investment Advisors Inc offers a diverse compensation structure, allowing clients to choose from various options, including a percentage of assets under management and fixed fees. This flexibility ensures that clients have the freedom to select a payment method that aligns with their preferences and financial circumstances. Catering to over 20 individual clients, Hunter Michael Investment Advisors Inc builds long-term relationships based on trust and reliability. Their commitment to delivering exceptional service and superior investment results has earned them a reputation as a trusted partner for individuals seeking expert investment advice in Midlothian, VA, and beyond.

Millennium Advisory Services, Inc. is a reputable local investment advisory firm based out of Glen Allen, VA. With one office, the company is well-positioned to serve clients in the area and beyond. Boasting a dedicated team of 28 professionals, 17 of whom specialize in investment advisory services, Millennium Advisory Services, Inc. ensures personalized attention and expertise to their clients. With an average of approximately $31,180,000 in assets under management per investment advisor, Millennium Advisory Services, Inc. demonstrates their proficiency in managing substantial portfolios. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, catering to diverse client needs. A significant portion of their assets under management, over 80%, is derived from employer 401(k) plans and individual investors. Millennium Advisory Services, Inc. excels in managing 401(k) plans for both employers and employees, leveraging their extensive experience and expertise in this area. All the assets they manage are under the firm's discretionary control, ensuring efficient and proactive decision-making. Notably, Millennium Advisory Services, Inc. has established a substantial client base, serving over 2,390 individual clients with a total of more than $530,135,000 in assets under management. The firm's success can be attributed to their talented team, including long-tenured advisors such as Steven Fenner, Steven Anderson, and Paul Hunt, who bring a wealth of knowledge and experience to the organization. With a commitment to delivering exceptional investment advisory services, Millennium Advisory Services, Inc. stands as a trusted partner for individuals, employers, and organizations seeking comprehensive financial guidance and superior portfolio management.

3Chopt Investment Partners LLC is a reputable investment advisory firm based in Richmond, VA. With a total of five dedicated employees, four of whom specialize in providing comprehensive investment advisory services, the company offers a personalized and hands-on approach to wealth management. Each investment advisor at 3Chopt Investment Partners LLC boasts an impressive average of approximately $32,310,000 in assets under management, reflecting their expertise in delivering tailored financial solutions. The firm's compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With a portfolio value of over $404,791,000, 3Chopt Investment Partners LLC proudly serves a diverse clientele of more than 30 individual investors. Notably, the firm primarily manages assets for high-net-worth individuals, prioritizing their financial goals and objectives. A distinguishing characteristic of 3Chopt Investment Partners LLC is its discretionary management approach, with a staggering 99% of the assets under their purview falling into this category. This discretionary model allows the company's seasoned advisors to make informed investment decisions on behalf of their clients, leveraging their experience and market insights to optimize returns. Operating from a single office in Richmond, 3Chopt Investment Partners LLC has established a strong presence in the local financial community. The firm takes pride in its team of highly experienced professionals, including Elizabeth Ware, Stuart Dillard, and Scott Storey, who have been instrumental in providing valuable guidance to clients over their long tenures with the company. With their unwavering commitment to delivering exceptional investment advisory services, 3Chopt Investment Partners LLC stands as a trusted partner for individuals seeking comprehensive wealth management solutions in the Richmond area.