AdvisorCensus / Financial advisors / Virginia / Richmond, VA / New firms

New investment advisory firms in Richmond, VA

6 investment advisory firms in Richmond, VA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Richmond, VA · Atom feed · How this list is built

September 2026 (2)

Firm	Location	Registration
Rcplanners	Glen Allen, VA	SEC-registered investment adviser
Watch Hill Financial Inc	Richmond, VA	SEC-registered investment adviser

June 2026 (1)

Firm	Location	Registration
Lighthouse Network Ventures LLC	Richmond, VA	Exempt reporting adviser

April 2026 (1)

Firm	Location	Registration
Ascent Financial Group	Richmond, VA	SEC-registered investment adviser

December 2025 (2)

Firm	Location	Registration
Hermitage Wealth	Richmond, VA	SEC-registered investment adviser
Steelhead Wealth Management	Glen Allen, VA	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Richmond, VA. https://advisorcensus.com/advisors/va/richmond/new-firms
https://advisorcensus.com/advisors/va/richmond/new-firms