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.

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.

Spectrum Financial Inc, headquartered in Virginia Beach, VA, is a small investment advisory firm providing comprehensive financial services. With a team of six dedicated professionals, including four experienced investment advisors, they offer personalized solutions to meet their clients' financial goals. With an average of approximately $55,240,000 in assets under management per investment advisor, Spectrum Financial Inc maintains an industry-average performance. Their compensation structure comprises various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. Spectrum Financial Inc serves a diverse client base, catering to over 230 individual clients and managing assets exceeding $370,399,000. While the majority of their assets under management originate from individual clients, comprising both taxable accounts and 401Ks, they possess the capability to handle employer funds. Notably, all assets managed by Spectrum Financial Inc are discretionary, allowing their experienced advisors to make informed investment decisions on behalf of their clients. The firm's commitment to prudent investment strategies and personalized attention has garnered trust and loyalty from their clientele. Led by seasoned professionals, Ralph Doudera and Emily Frazier, who are among the longest tenured registered advisors with the firm, Spectrum Financial Inc leverages their expertise and market insights to deliver exceptional financial guidance. Located in Virginia Beach, VA, the firm operates from a single office, ensuring a localized approach to client service. Overall, Spectrum Financial Inc offers comprehensive investment advisory services, striving to empower their clients to achieve their financial objectives through sound financial planning and customized investment strategies.

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.

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.

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.

PBMARES WEALTH MANAGEMENT LLC, based out of Williamsburg, VA, is a prominent local investment advisory firm with a widespread presence, boasting 13 offices across the region. With a team of 19 dedicated professionals, 13 of whom specialize in providing expert investment advisory services, PBMARES strives to deliver exceptional financial solutions to its diverse clientele. Known for their expertise in managing wealth, PBMARES has an average of approximately $74,720,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible and fair approach for their clients. While the firm primarily focuses on managing assets for high-net-worth individuals, PBMARES also possesses the capability to handle employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. Remarkably, all assets managed by PBMARES are handled on a discretionary basis, allowing clients to trust in their expertise and decision-making. With an impressive portfolio of over 610 individual clients, PBMARES oversees a substantial amount of assets under management, totaling over $971,417,000. The firm takes pride in its experienced team, with advisors like Sean O'Connell, Daniel Bender, and David Bush, who have demonstrated long tenures and contributed significantly to the firm's success. PBMARES WEALTH MANAGEMENT LLC continues to be a trusted partner for individuals seeking reliable investment advisory services, offering personalized strategies and a commitment to helping clients achieve their financial goals.

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.

Monaco Capital Management, LLC is a highly reputable investment advisory firm located in Virginia Beach, VA. With a knowledge cutoff date in September 2021, ChatGPT is familiar with the existence of Monaco Capital Management, LLC but does not have specific information about their current operations. The company has established itself as a trusted partner for over 390 individual clients, managing an impressive portfolio of assets worth more than $171,863,000. Dedicated to providing top-notch financial services, Monaco Capital Management, LLC operates from a single office and offers comprehensive investment advisory solutions. Additionally, they extend their expertise as an insurance broker or agent, enhancing their value proposition to clients seeking comprehensive financial solutions. A significant portion of their assets under management stems from employer 401(k) plans and individual investments, demonstrating the firm's expertise in this specialized area. Monaco Capital Management, LLC primarily manages assets on a discretionary basis, reflecting their clients' trust in their decision-making abilities. With a compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees, the firm ensures that their interests are closely aligned with their clients' financial goals. Monaco Capital Management, LLC boasts a team of four dedicated employees, two of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $85,930,000, which aligns with industry standards. Notably, Joseph Monaco and Andrea Mcmurran are recognized as two of the longest-tenured registered advisors with the firm, reflecting their commitment and expertise in delivering exceptional financial guidance. Please note that the provided information about Monaco Capital Management, LLC is limited to the details you provided and may not reflect their current status or operations.

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.

Wealthtrak Advisors, headquartered in Virginia Beach, VA, is a distinguished investment advisory firm. With six dedicated professionals on their team, including four expert investment advisors, Wealthtrak Advisors offers comprehensive financial guidance and management services. Their extensive experience in the industry is evident from their impressive track record of managing approximately $30,290,000 in assets per investment advisor. As a firm, Wealthtrak Advisors maintains a diverse compensation structure, tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency. Notably, nearly half of their assets under management are derived from employer 401Ks and individuals, underscoring their competence in this specialized sector. With a notable 98% of assets managed on a discretionary basis, Wealthtrak Advisors demonstrates their commitment to providing proactive and personalized financial solutions. Currently, they serve over 220 individual clients, diligently overseeing a total of $121,166,000 in assets under management. Wealthtrak Advisors takes pride in their team of seasoned professionals, some of whom have established long tenures at the firm. Notable advisors such as Ryan Whited, Tracy Whited, and Ronald Whited bring invaluable expertise and insight to the table, enhancing the quality of service provided to their discerning clientele. As a small yet influential investment advisory firm, Wealthtrak Advisors continues to excel in the financial services landscape by delivering exceptional guidance and ensuring the financial success of their clients.