AdvisorCensus / Financial advisors / Virginia / Richmond, VA / Fidelity Investments
Financial advisors in Richmond, VA using Fidelity Investments
12 SEC-registered investment advisory firms headquartered in the Richmond, VA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alpha Advisors, LLC | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Benefit Fiduciary Group LLC | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Campbell Deegan Financial | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Covenant Wealth Advisors | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Heritage Wealth Advisors | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Hermitage Wealth | Richmond | SEC-registered investment adviser | $25 million to $100 million |
| Juno Financial Group LLC | Richmond | SEC-registered investment adviser | $500 million to $1 billion |
| Midatlantic Capital Management, Inc. | Richmond | SEC-registered investment adviser | $100 million to $500 million |
| Nasdaq Dorsey Wright | Richmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Redmond Asset Management, LLC | Henrico | SEC-registered investment adviser | $500 million to $1 billion |
| Spark Financial Advisors | 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 |
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. Fidelity Investments nationwide
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