Investment Firms in Richmond To Consider

Richmond, Virginia, stands as a critical financial and governmental center in the Mid-Atlantic region, with a dynamic economy supported by legal, healthcare, corporate, and public sector institutions. This economic foundation has fostered a sophisticated financial services landscape. Investment firms in Richmond span the spectrum from legacy family offices and independent advisory practices to nationally affiliated wealth management platforms. These institutions provide expertise in portfolio diversification, risk mitigation, philanthropic planning, and sustainable investment strategies. This impartial guide presents an overview of Richmond’s investment advisory ecosystem, facilitating the search for credible, strategic financial partnerships.

1. J B Bryan Financial Group

JB Bryan Financial Group, Inc., founded in 1995 by Jennifer “JB” Bryan, is a pioneering Black-owned Registered Investment Advisory firm based in Richmond, Virginia. Offering comprehensive financial services such as investment management, retirement strategies, insurance planning, and business advisory, the firm serves clients across Virginia, Washington, D.C., Maryland, and New York. Central to its mission is AfroEconomics™, a financial empowerment program designed to promote Black wealth through principles like generational wealth, entrepreneurship, and financial literacy. The program includes personalized financial planning memberships, educational resources, and one-on-one consultations. Additionally, JB Bryan Financial Group engages the community with workshops, webinars, and summits, while JB Bryan herself is a prominent speaker and educator in financial empowerment.

Phone: 18445227926

Email: [email protected]

Address: 3900 Westerre Pkwy Suite 300, Richmond, VA 23233

Website: http://www.jbbryan.com/

2. 37th Parallel Properties

37th Parallel Properties is a real estate investment firm based in Richmond, Virginia, specializing in multifamily properties across the South and Southeast United States. Founded in 2008, the firm has built a diversified portfolio of Class A and B multifamily communities in high-growth Sunbelt markets. With over 16 years of experience, 37th Parallel has completed over $1.1 billion in transactions and currently manages $652 million in assets, maintaining a 100% profitable investment track record. The firm focuses on acquiring and managing institutional-quality multifamily assets, combining income generation with capital appreciation. It offers investment opportunities through private funds and single-asset acquisitions, targeting high-net-worth individuals, family offices, and institutional investors with an average annualized return of 26.7% and a 2.10x multiple on invested capital.

Phone: 18049157013

Email: [email protected]

Address: 3200 Rockbridge St Suite 200, Richmond, VA 23230

Website: https://37parallel.com/

3. Taylor Hoffman Inc

Taylor Hoffman is a Richmond, Virginia-based investment management firm founded in 2017, managing over $400 million in private funds and separately managed accounts. The firm follows a proprietary, bottom-up investment philosophy that focuses on investing in exceptional businesses trading below their intrinsic value. Guided by three core principles—investing with a margin of safety, removing emotions from investment decisions, and prioritizing long-term thinking—the firm aims to build generational wealth. Led by CEO and CIO Brandon Taylor and COO and CCO Gabe Hoffman, the firm offers private investment funds and separately managed accounts, catering to clients seeking a disciplined investment strategy. Taylor Hoffman emphasizes loyalty and partnership, making a meaningful impact through strategic investments and client relationships.

Phone: 18049642500

Email: [email protected]

Address: 1021 E Cary St # 2100, Richmond, VA 23226

Website: https://taylorhoffman.com/

4. Heritage Wealth Advisors

Heritage Wealth Advisors is a fiduciary-focused, multi-family office headquartered in Richmond, Virginia, with additional offices in Charlottesville and Pittsburgh. Founded in 2005 by Dee Ann Remo, a former KPMG partner, the firm provides comprehensive financial solutions with a collaborative approach. Managing nearly $4.5 billion in assets, Heritage serves individuals, families, and institutions across various regions. Their services include investment management, financial planning, tax planning, philanthropic advising, and family office solutions, focusing on constructing diversified portfolios and aligning strategies with clients’ financial goals. The firm operates with values such as integrity, collaboration, and intellectual curiosity, emphasizing personalized strategies and continued education for future generations. Heritage also supports community initiatives, awarding grants to foster economic security and financial independence in Richmond and Charlottesville areas.

Phone: 18046434080

Email: [email protected]

Address: 919 E Main St #950, Richmond, VA 23219

Website: http://www.heritagewealth.net/

5. Thompson Davis & Co.

Thompson Davis & Co., founded in 2002 by Hunter Thompson Jr. and Bill Davis, is a 100% employee-owned investment advisory firm based in Richmond, Virginia. The firm offers services including wealth management, financial planning, and institutional equity research, utilizing a proprietary research methodology developed over decades. Their wealth management approach tailors investment solutions to clients’ objectives, emphasizing long-term results. In financial planning, the firm works collaboratively with individuals and families to achieve their financial goals. Thompson Davis & Co. also provides institutional equity research across sectors such as building materials, telecom equipment, and logistics. Led by CEO Bill Davis, the firm upholds integrity and ethical standards, helping clients navigate dynamic market conditions.

Phone: 18046446380

Email: [email protected]

Address: 9030 Stony Point Pkwy Suite 100, Richmond, VA 23235

Website:http://www.thompsondavis.com/

6. Agincourt Capital Management

Agincourt Capital Management, LLC, based in Richmond, Virginia, is an investment advisory firm specializing in fixed income portfolio management for institutional clients. Founded in 1999 by the former fixed income team of Sovran Capital Management, the firm manages approximately $9 billion across 396 discretionary accounts, serving pension plans, charitable organizations, corporations, and other investment advisers. Agincourt follows a value-based investment philosophy, focusing on stability and incremental returns within the investment-grade universe while prioritizing downside protection. In 2020, Guardian Capital Group acquired a 70% interest in the firm, enhancing its resources and reach. The team is composed of professionals with CFA designations and expertise in portfolio management and client services, ensuring consistent performance and client satisfaction.

Phone: 18046481111

Email: [email protected]

Address: 200 S 10th St #800, Richmond, VA 23219

Website: http://www.agincourtcapital.com/

7. Caprin Asset Management LLC

D.A. Davidson & Co. expanded its fixed income capabilities through the acquisition of Caprin Asset Management, a Richmond, Virginia-based firm specializing in municipal and taxable fixed income investments. Now operating as a division of Davidson Investment Advisors, Caprin maintains its focus on providing individualized fixed income portfolio solutions, including separately managed accounts and actively managed ETF-based strategies. This strategic integration enhances Davidson’s expertise and operational reach, particularly in the Mid-Atlantic region, offering clients a broader range of fixed income strategies grounded in disciplined research and risk-aware fundamentals.

Phone: 18046483333

Email: [email protected]

Address: 1802 Bayberry Ct STE 202, Richmond, VA 23226

Website: http://www.caprinbonds.com/

8. The Colony Group

Focus Partners Wealth is a nationwide wealth management firm providing comprehensive financial services to individuals, families, business owners, and nonprofits. Their Richmond, Virginia office is part of a larger network that offers a holistic approach to financial planning, combining investment management with tax planning, retirement solutions, estate planning, and business management. The firm’s philosophy focuses on aligning financial strategies with clients’ personal values and life goals, using a collaborative team-based approach to deliver tailored advice and solutions across various financial aspects.

Phone: 18046483500

Email: [email protected]

Address: 7100 Forest Ave Suite 301, Richmond, VA 23226

Website: https://www.thecolonygroup.com/

9. Steven M. Consiglio MS CLTC Financial Planner

Steven M. Consiglio, MS, CLTC, is a Financial Planner at Capitol Financial Solutions, headquartered in Raleigh, North Carolina, with a branch in Richmond, Virginia. He specializes in wealth creation and preservation, offering guidance on financial challenges such as inflation, taxes, and economic downturns. With a Master of Science degree and a CLTC (Certified in Long-Term Care) designation, Consiglio is well-versed in long-term care planning. Previously registered with Signator Investors, Inc., he is now associated with Osaic Wealth, Inc., operating in multiple U.S. states, including Virginia, North Carolina, and Texas.

Phone: 18046651523

Email: [email protected]

Address: 8720 Stony Point Pkwy Suite 325, Richmond, VA 23233

Website: http://www.stevenconsiglio.com/location.htm

10. Atwill Financial Consulting Group LLC

Atwill Financial Consulting Group (AFCG) is an independent, fee-only registered investment advisor based in Richmond, Virginia, founded by Certified Financial Planner (CFP®) Charles B. Atwill. AFCG provides comprehensive financial planning, investment management, and business consulting services, always acting in a fiduciary capacity to prioritize clients’ best interests. The firm works closely with clients’ CPAs, insurance professionals, and estate planning attorneys to offer coordinated financial advice. Charles Atwill, with over 20 years of experience, is also involved in the community, offering pro bono services to cancer patients through CancerLINC and contributing to The Wall Street Journal’s Financial Adviser blog.

Phone: 18046720040

Email: [email protected]

Address: 7202 Glen Forest Dr STE 101, Richmond, VA 23226

Website: http://atwillfinancial.com/

Navigating Richmond’s Investment Firms Landscape

In choosing an investment firm in Richmond, investors should consider not only traditional indicators such as performance history and advisory credentials, but also the firm’s alignment with their long-term financial philosophies and lifestyle needs. Whether the objective is retirement income planning, legacy preservation, or capital growth, Richmond offers a wealth of options suited to varying financial trajectories. Without promoting specific entities, this overview encourages investors to critically evaluate advisory methodologies, client engagement models, and fiduciary commitments to ensure optimal alignment in an increasingly competitive financial environment.