AdvisorCensus / Financial advisors / Virginia / Richmond, VA / Charles Schwab
Financial advisors in Richmond, VA using Charles Schwab
38 SEC-registered investment advisory firms headquartered in the Richmond, VA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 3CHOPT Investment Partners LLC | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Alpha Omega Wealth Management, LLC | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Ascent Financial Group | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Blue Edge Capital, LLC | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Bowen Financial Services, LLC | Midlothian | SEC-registered investment adviser | $100 million to $500 million |
| Brockenbrough | Richmond | SEC-registered investment adviser | Over $5 billion |
| Canal Capital Management, LLC | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Cary Street Partners | Richmond | SEC-registered investment adviser | Over $5 billion |
| Cary Street Partners Asset Management | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| CEF Advisors | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Claris Financial, LLC | Glen Allen | SEC-registered investment adviser | $100 million to $500 million |
| Commonwealth Retirement Investments LLC | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Covenant Wealth Advisors | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Founders Grove Wealth Partners, LLC | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Godsey & Gibb Wealth Management | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Heritage Wealth Advisors | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| James River Asset Management, LLC | Midlothian | SEC-registered investment adviser | $100 million to $500 million |
| Juno Financial Group LLC | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Kanawha Capital Management, LLC | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Kennondale Capital Management | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Kinloch Capital, LLC | Glen Allen | SEC-registered investment adviser | $100 million to $500 million |
| Nasdaq Dorsey Wright | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Oxford Capital Management | Richm0nd | SEC-registered investment adviser | $100 million to $500 million |
| Rcplanners | Glen Allen | SEC-registered investment adviser | $100 million to $500 million |
| Redmond Asset Management, LLC | Henrico | SEC-registered investment adviser | $500 million to $1 billion |
| Salomon and Ludwin | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Sima Wealth Partners, LLC | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Spark Financial Advisors | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Steelhead Wealth Management | Glen Allen | SEC-registered investment adviser | $100 million to $500 million |
| Taylor Hoffman Capital Management | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| The Capital Management Corporation | Glen Allen | SEC-registered investment adviser | $500 million to $1 billion |
| The London Company of Virginia | Richmond | SEC-registered investment adviser | Over $5 billion |
| The Main Street Group | Glen Allen | SEC-registered investment adviser | $500 million to $1 billion |
| Thompson Siegel & Walmsley LLC | Richmond | SEC-registered investment adviser | Over $5 billion |
| Verus Financial Partners | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealthcare Capital Management LLC | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealthcrossing | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Wills Financial Group, LLC | Richmond | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Richmond, VA using Charles Schwab. https://advisorcensus.com/advisors/va/richmond/custodians/charles-schwab https://advisorcensus.com/advisors/va/richmond/custodians/charles-schwab