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.

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.

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.

Kanawha Capital Management, LLC is a small investment advisory firm based out of Richmond, VA, with one office. With a total of 10 employees, four of them specialize in providing investment advisory services. Known for their expertise and success in the industry, Kanawha Capital Management, LLC maintains an impressive average of approximately $321,060,000 in assets under management per investment advisor, which surpasses the industry average. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts make up less than 30% of their assets under management, Kanawha Capital Management, LLC possesses the capability to effectively manage employer funds. A remarkable 98% of the assets they oversee are discretionary, offering clients the benefit of trusted expertise in investment decisions. Catering primarily to high net worth individuals, Kanawha Capital Management, LLC serves over 150 individual clients with a substantial total of over $1,284,233,000 in assets under management. The firm's enduring success can be attributed, in part, to the expertise of their longest tenured advisors, including Thomas Garner, Richard Williford, and Christopher Singleton, who have contributed significantly to the firm's reputation for delivering outstanding financial guidance and investment strategies. With a commitment to excellence and a track record of successful wealth management, Kanawha Capital Management, LLC has established itself as a leading investment advisory firm in Richmond, VA, offering personalized and comprehensive financial services to meet the unique needs of their discerning clientele.

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.

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.

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.

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.

ACG Wealth Management, a reputable investment advisory firm based out of Midlothian, VA, serves a diverse client base of over 220 individuals. With a staggering $877,644,000 in assets under management, ACG Wealth Management offers comprehensive financial solutions to help clients achieve their investment goals. Operating from a single office, they are deeply rooted in the local community and dedicated to providing personalized service. In addition to their investment advisory services, ACG Wealth Management also serves as an insurance broker or agent, offering clients a holistic approach to managing their wealth. While employer funds constitute a significant portion of their assets under management, the firm is well-equipped to handle 401K and individual accounts, making up less than 30% of their portfolio. ACG Wealth Management's compensation structure is multifaceted, offering clients flexibility in choosing a fee arrangement that best aligns with their preferences. They utilize various models such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With a total of 10 dedicated employees, including 8 experienced investment advisors, ACG Wealth Management maintains an average of $109,710,000 in assets under management per advisor, in line with industry standards. The firm takes pride in their team, which includes some of the longest tenured advisors in the organization, namely Faron Miller, Robert Moyer, and Joseph Wiggins. ACG Wealth Management's unwavering commitment to their clients' financial success, combined with their expertise and local presence, has earned them a stellar reputation in the Midlothian area and beyond.

The London Company Of Virginia, headquartered in Richmond, VA, is a renowned local investment advisory firm. With a vast client base of over 7,270 individuals, they have amassed an impressive $14,755,387,000 in assets under management. The company operates from three offices and specializes in discretionary management of assets, with 100% of their managed funds falling under this category. While 401K and individual accounts make up less than 30% of their total assets, The London Company Of Virginia possesses the expertise and capacity to effectively handle employer funds. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with client success. Employing a team of 50 professionals, 12 of whom are dedicated to providing expert investment advisory services, The London Company Of Virginia upholds a stellar reputation. Their investment advisors boast an impressive average of approximately $1,229,620,000 in assets under management per advisor, significantly surpassing industry standards. Among their esteemed roster of advisors, James Campbell, Jonathan Moody, and Stephen Goddard stand out as some of the longest-tenured and highly experienced individuals at the firm. With their collective expertise and the company's commitment to personalized service, The London Company Of Virginia continues to deliver exceptional financial solutions to their clients, solidifying their position as a leading investment advisory firm in Richmond, VA, and beyond.