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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.