Barron’s America’s Top Financial Advisors

Number 1 in Richmond VA
Number 5 in Virginia

Number 1 in Richmond VA
Number 5 in Virginia

Number 1 in Richmond VA
Number 6 in Virginia

Number 1 in Richmond VA
Number 7 in Virginia

Number 1 in Richmond VA
Number 10 in Virginia

Number 1 in Richmond VA
Number 9 in Virginia

Number 1 in Richmond VA
Number 9 in Virginia

Number 1 in Richmond VA
Number 9 in Virginia

Number 1 in Richmond VA
Number 10 in Virginia

Number 1 in Richmond VA
Number 4 in Virginia

Barron’s – Criteria was based on filtered nominations from investment, insurance, banking and other related firms which were narrowed down based on many factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Portfolio performance is not a criterion because most advisors do not have audited track records.