AdvisorCensus / Financial advisors / Virginia / Richmond, VA / Branch offices
Advisory firms with an office in Richmond, VA, headquartered elsewhere
84 investment advisory firms with a principal office outside the Richmond, VA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Glen Allen, VA | Nashville, TN | SEC-registered investment adviser |
| Acorn Financial Advisory Services, Inc. | Henrico, VA | Reston, VA | SEC-registered investment adviser |
| Advisor Financial Services, Inc. | Glen Allen, VA | Chatham, NY | SEC-registered investment adviser |
| Allspring Global Investments, LLC | Richmond, VA | Charlotte, NC | SEC-registered investment adviser |
| American Capital Advisory, LLC | Richmond, VA | Ketchum, ID | SEC-registered investment adviser |
| Apogem Capital LLC | Richmond, VA | New York, NY | SEC-registered investment adviser |
| Avail Investment Partners, LLC | Midlothian, VA | Lemont, PA | SEC-registered investment adviser |
| Avesi Partners LLC | Richmond, VA | Stamford, CT | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Richmond, VA | Chicago, IL | SEC-registered investment adviser |
| Bazis Private Wealth, LLC | Glen Allen, VA | Omaha, NE | SEC-registered investment adviser |
| Blue Horizon Equity, Inc. | Richmond, VA | Pittsford, NY | SEC-registered investment adviser |
| Blueprint Financial Advisors | Richmond, VA | Charlotte, NC | SEC-registered investment adviser |
| Brown Advisory | Richmond, VA | Norfolk, VA | SEC-registered investment adviser |
| Brown Advisory | Richmond, VA | Baltimore, MD | SEC-registered investment adviser |
| Brown Edwards Wealth Strategies | Colonial Heights, VA | Lynchburg, VA | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Glen Allen, VA | Fairfield, IA | SEC-registered investment adviser |
| Capital Cities Investments | Richmond, VA | Indianapolis, IN | SEC-registered investment adviser |
| Carlson Financial | Glen Allen, VA | Topeka, KS | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Midlothian, VA | Schaumburg, IL | SEC-registered investment adviser |
| CG Advisory Services | Richmond, VA | Williamston, MI | SEC-registered investment adviser |
| CL Wealth Management LLC | Richmond, VA | Schaumburg, IL | SEC-registered investment adviser |
| Concord Asset Management, LLC | Glen Allen, VA | Abingdon, VA | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Midlothian, VA | Des Peres, MO | SEC-registered investment adviser |
| Creative Planning | Glen Allen, VA | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Glen Allen, VA | Newport Beach, CA | SEC-registered investment adviser |
| CW Advisors, LLC | Richmond, VA | Boston, MA | SEC-registered investment adviser |
| Dakota Wealth, LLC | Richmond, VA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Davidson Investment Advisors, Inc. | Richmond, VA | Great Falls, MT | SEC-registered investment adviser |
| Duncan Financial Planning Advisors | Midlothian, VA | Irwin, PA | SEC-registered investment adviser |
| Edelman Financial Engines | Henrico, VA | Santa Clara, CA | SEC-registered investment adviser |
| ESI Financial Advisors | Richmond, VA | Montpelier, VT | SEC-registered investment adviser |
| First Citizens Asset Management, Inc | Richmond, VA | Raleigh, NC | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Richmond, VA | Raleigh, NC | SEC-registered investment adviser |
| First Command Advisory Services | Colonial Heights, VA | Fort Worth, TX | SEC-registered investment adviser |
| Forum Financial Management, LP | Midlothian, VA | Lombard, IL | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Richmond, VA | Rolling Meadows, IL | SEC-registered investment adviser |
| Gradient Advisors, LLC | Richmond, VA | Arden Hills, MN | SEC-registered investment adviser |
| Harbert Fund Advisors, LLC | Richmond, VA | Birmingham, AL | SEC-registered investment adviser |
| Hays Financial Group, LLC | Richmond, VA | Minneapolis, MN | SEC-registered investment adviser |
| HBW Advisory Services LLC | Richmond, VA | Simi Valley, CA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Richmond, VA | Chicago, IL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Colonial Heights, VA | Conshohocken, PA | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Glen Allen, VA | Austin, TX | SEC-registered investment adviser |
| Insight Advisors, LLC | Glen Allen, VA | Newtown, PA | SEC-registered investment adviser |
| Mariner Advisor Network | Richmond, VA | Overland Park, KS | SEC-registered investment adviser |
| Mercer Investments LLC | Richmond, VA | Boston, MA | SEC-registered investment adviser |
| Monticelloam, LLC | Richmond, VA | New York, NY | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Glen Allen, VA | Omaha, NE | SEC-registered investment adviser |
| New Republic Partners | Richmond, VA | Charlotte, NC | SEC-registered investment adviser |
| Onedigital | Richmond, VA | Overland Park, KS | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Richmond, VA | Parsippany, NJ | SEC-registered investment adviser |
| Pbmares Wealth Management LLC | Richmond, VA | Fairfax, VA | SEC-registered investment adviser |
| Pinnacle Associates, Ltd. | Richmond, VA | New York, NY | SEC-registered investment adviser |
| Prime Capital Financial | Richmond, VA | Overland Park, KS | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Glen Allen, VA | Dallas, TX | SEC-registered investment adviser |
| Prosperity Capital Advisors | Powhattan, VA | Westlake, OH | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Glen Allen, VA | Saint Petersburg, FL | SEC-registered investment adviser |
| RBC Rochdale, LLC | Richmond, VA | New York, NY | SEC-registered investment adviser |
| RFG Advisory, LLC | Glen Allen, VA | Vestavia Hills, AL | SEC-registered investment adviser |
| Rockefeller Capital Management | Richmond, VA | New York, NY | SEC-registered investment adviser |
| Royal Fund Management, LLC | Richmond, VA | Lady Lake, FL | SEC-registered investment adviser |
| SEM Wealth Management | New Kent, VA | Tucson, AZ | SEC-registered investment adviser |
| Serve Capital Partners | Richmond, VA | Austin, TX | SEC-registered investment adviser |
| Silvercrest Asset Management Group LLC | Richmond, VA | New York, NY | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Richmond, VA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Southstate Private Capital Management LLC | Richmond, VA | Columbia, SC | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Midlothian, VA | Stamford, CT | SEC-registered investment adviser |
| Stonex Advisors Inc. | Richmond, VA | Birmingham, AL | SEC-registered investment adviser |
| Strathmore Capital Advisors | Glen Allen, VA | Charlotte, NC | SEC-registered investment adviser |
| The Burney Company | Richmond, VA | Reston, VA | SEC-registered investment adviser |
| The Mather Group, LLC | Richmond, VA | Chicago, IL | SEC-registered investment adviser |
| Thurston Springer Advisors | Richmond, VA | Indianapolis, IN | SEC-registered investment adviser |
| TLG Advisors, Inc. | Chesterfield, VA | Summit, NJ | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Glen Allen, VA | Lawrence, KS | SEC-registered investment adviser |
| Truist Advisory Services, Inc. | Richmond, NC | Atlanta, GA | SEC-registered investment adviser |
| Valeo Financial Advisors, LLC | Richmond, VA | Carmel, IN | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | North Chesterfield, VA | Houston, TX | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Rockville, VA | Woodbury, NY | SEC-registered investment adviser |
| Vectors Asset Management | Glen Allen, VA | New York, NY | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Richmond, VA | Windsor, CT | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Glen Allen, VA | Plymouth, MN | SEC-registered investment adviser |
| Wealthspire Advisors | Midlothian, VA | New York, NY | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Midlothian, VA | Aliso Viejo, CA | SEC-registered investment adviser |
| World Capital Advisors, LLC | Manakin Sbot, VA | Denver, CO | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Richmond, VA on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Patina Wealth | Richmond, VA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Richmond, VA, headquartered elsewhere. https://advisorcensus.com/advisors/va/richmond/branch-offices https://advisorcensus.com/advisors/va/richmond/branch-offices