Find Top Financial Advisors Near Midlothian, Virginia
Filters
Location
Glen AllenHenricoMidlothianRichmond
Showing 1 - 12 of 37 results
Sort by
Relevancy
Distance
Alphabetical
TAYLOR HOFFMAN CAPITAL MANAGEMENT
TAYLOR HOFFMAN CAPITAL MANAGEMENT
Richmond, Virginia
Taylor Hoffman Capital Management is a renowned local investment advisory firm based in Richmond, VA. With a single office, they have established themselves as a trusted presence in the financial industry. The firm boasts a team of eight highly skilled professionals, with five dedicated to providing exceptional investment advisory services to their clients. Each investment advisor at Taylor Hoffman Capital Management maintains an impressive average of approximately $870,000 in assets under management. This accomplishment reflects their expertise and commitment to delivering outstanding results for their clients. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' success. Taylor Hoffman Capital Management excels in managing assets from employer 401Ks and individual investors, which together account for approximately half of their assets under management. With extensive experience in this space, they have developed a deep understanding of the unique challenges and opportunities presented by these types of investments. The firm takes pride in their discretionary management approach, as 100% of the assets they oversee are managed under their expertise and decision-making. This level of control enables Taylor Hoffman Capital Management to tailor investment strategies and actively respond to market trends, ultimately maximizing returns for their clients. Taylor Hoffman Capital Management has built a strong client base, serving over 170 individual clients with an impressive total of over $4,350,000 in assets under management. Through their personalized and comprehensive financial services, the firm continues to empower their clients to achieve their financial goals with confidence.
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC
Richmond, Virginia
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.
CARY STREET PARTNERS ASSET MANAGEMENT
CARY STREET PARTNERS ASSET MANAGEMENT
Richmond, Virginia
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.
CARY STREET PARTNERS
CARY STREET PARTNERS
Richmond, Virginia
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.
CANAL CAPITAL MANAGEMENT, LLC
CANAL CAPITAL MANAGEMENT, LLC
Richmond, Virginia
Canal Capital Management, LLC is a local investment advisory firm based out of Richmond, VA. With one office, the company boasts a team of 10 highly skilled employees, 7 of whom specialize in providing expert investment advisory services. Their average assets under management per investment advisor are an impressive $130,980,000, significantly exceeding the industry average. With a diverse compensation structure, Canal Capital Management, LLC offers clients flexibility in their payment options. They employ various methods such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Notably, 84% of the assets they manage are under discretionary management, reflecting their clients' trust in their expertise. The firm primarily serves high net worth individuals, managing a substantial portfolio for over 120 individual clients. The total assets under their management amount to an impressive $916,864,000. Canal Capital Management, LLC has established a reputation for delivering exceptional service and achieving consistent growth for their clients' investments. A distinguishing feature of the company is its experienced team of advisors. Notable among them are Margaret Smith, Addison Thompson, and Noah Greenbaum, who have been with the firm for an extended period, contributing to its success and earning the trust of their clients. With their local presence, robust track record, and commitment to client success, Canal Capital Management, LLC is a leading choice for individuals seeking expert investment advisory services in the Richmond, VA area.
HERITAGE WEALTH ADVISORS
HERITAGE WEALTH ADVISORS
Richmond, Virginia
Heritage Wealth Advisors, a prominent local investment advisory firm headquartered in Richmond, VA, stands as a trusted partner for over 120 individual clients. With a remarkable $3,081,765,000 in assets under management, they have earned a solid reputation for their expertise and commitment to their clients' financial goals. Operating from two well-established offices, Heritage Wealth Advisors excels in providing comprehensive and personalized investment advisory services. Their exceptional track record is reflected in the fact that 98% of the assets they manage are discretionary, showcasing their clients' trust in their decision-making abilities. Heritage Wealth Advisors employs a diverse compensation structure tailored to meet clients' unique needs. This includes a percentage of assets under management, hourly charges, and fixed fees, ensuring transparent and fair pricing. With a team of 30 highly skilled professionals, including 16 dedicated investment advisors, Heritage Wealth Advisors offers an exceptional level of service. Remarkably, their investment advisors average an impressive $192,610,000 in assets under management per advisor, surpassing industry standards. Notably, Heritage Wealth Advisors benefits from the expertise and experience of several long-tenured advisors such as Charles Hill, Marshall Chambers, and John Jordan. Their deep knowledge of the financial industry and commitment to excellence contribute to the firm's continued success. As a go-to firm for wealth management and investment advisory services, Heritage Wealth Advisors remains dedicated to delivering exceptional financial solutions and building lasting relationships with their valued clients in Richmond, VA, and beyond.
AGILI, P.C.
AGILI, P.C.
Richmond, Virginia
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.
EVOADVISERS
EVOADVISERS
Richmond, Virginia
Evoadvisers, based out of Richmond, VA, is a reputable local investment advisory firm with a strong presence in the financial market. With over 70 individual clients, they have amassed an impressive $182,714,000 in assets under management, reflecting their expertise and ability to deliver results. With one office serving their clients, Evoadvisers offers a wide range of services tailored to meet the diverse needs of their clientele. While 401K and individual accounts make up less than 30% of their assets under management, Evoadvisers possesses the necessary capabilities to effectively manage employer funds, which comprise a significant portion of their portfolio. Remarkably, 99% of the assets they manage are discretionary, allowing them the flexibility to make informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Evoadvisers has built a solid reputation for managing substantial amounts of wealth. Their team of seven dedicated employees, five of whom are seasoned investment advisors, boasts an impressive track record in delivering exceptional financial guidance and ensuring the long-term growth and security of their clients' portfolios. Evoadvisers employs a variety of compensation structures to align their interests with their clients'. These include fixed fees and other tailored models designed to suit individual needs. Notably, each investment advisor at Evoadvisers manages an average of approximately $36,540,000 in assets, demonstrating their ability to handle significant portfolios. With a strong team of experienced advisors, including long-tenured experts like John O'Brien, David Obrien, and John Clair, Evoadvisers is well-positioned to continue providing comprehensive investment advisory services and maintain their impressive track record in the financial industry.
DORSEY, WRIGHT & ASSOCIATES, LLC
DORSEY, WRIGHT & ASSOCIATES, LLC
Richmond, Virginia
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.
HIGHSTONE GROUP
HIGHSTONE GROUP
Richmond, Virginia
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.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
BLUE EDGE CAPITAL, LLC
BLUE EDGE CAPITAL, LLC
Richmond, Virginia
Blue Edge Capital, LLC is a small investment advisory firm headquartered in Richmond, VA. With one office, the company operates with a dedicated team of five employees, four of whom specialize in providing comprehensive investment advisory services. Blue Edge Capital stands out in the industry with an impressive average of approximately $132,490,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to their clients' needs. Although 401K and individual accounts constitute less than 30% of their assets under management, Blue Edge Capital possesses the expertise to effectively manage employer funds. Remarkably, 99% of the assets they handle are under their discretionary management, reflecting the trust clients place in their expertise. Blue Edge Capital primarily serves high-net-worth individuals and boasts a substantial client base of over 50 individuals, entrusting the firm with a total of more than $529,940,000 in assets under management. The company's success can be attributed in part to the experience and dedication of their advisors. Long-standing professionals such as Macon Clarkson, Peter Bowles, and Margaret Fretz have made significant contributions to the firm's sustained growth and reputation. Blue Edge Capital, LLC is committed to providing exceptional investment advisory services, leveraging their expertise to help clients achieve their financial goals. With their focus on high-net-worth individuals and impressive asset management capabilities, Blue Edge Capital has established itself as a trusted partner in the financial industry.
RIVERFRONT INVESTMENT GROUP, LLC
RIVERFRONT INVESTMENT GROUP, LLC
Richmond, Virginia
Riverfront Investment Group, LLC is a reputable local investment advisory firm headquartered in Richmond, VA. With over 480 individual clients and an impressive $795,595,000 in assets under management, the firm is committed to providing top-notch financial guidance and investment solutions. Riverfront Investment Group, LLC boasts a single office location and caters to a diverse client base. While the firm manages a substantial portion of assets for employer funds, 401Ks, and individual accounts, these represent less than 30% of their total assets under management. They have the expertise and capacity to handle discretionary management of 100% of the assets entrusted to them. With their clients' best interests in mind, Riverfront Investment Group, LLC ensures that their compensation structure aligns with their performance by incorporating various types of fees, including a percentage of assets under management. At Riverfront Investment Group, LLC, a dedicated team of 52 employees diligently works to provide exceptional investment advisory services. Among these professionals, 12 specialize in offering insightful investment advice. On average, each investment advisor manages approximately $66,300,000 in assets, which is in line with the industry average. The firm takes pride in its seasoned advisors, some of whom have been with the company for many years. Notable names include Wendy Kerns, Karrie Southall, and Douglas Sandler, who have consistently contributed to the firm's success by delivering expert guidance and exceptional results. With a solid track record and a commitment to client satisfaction, Riverfront Investment Group, LLC continues to be a trusted partner in helping individuals and organizations achieve their financial goals.
Browse Financial Advisors by City
AbingdonAlexandriaArlingtonAshburnChantillyCharlottesvilleChesapeakeChristiansburgFairfaxFalls ChurchForestGainesvilleGlen AllenHarrisonburgHenricoHerndonLansdowneLeesburgLynchburgManassasMcleanMiddleburgMidlothianNewport NewsNorfolkOccoquanRestonRichmondRoanokeSalemSpringfieldSuffolkTysonsViennaVirginia BeachWarrentonWilliamsburgWinchester