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Richmond Area Wealth and Asset Management Companies
Ranked by Number of Local Employees
Rank
Prev. rank
Name
Address
Phone
Fax
Total Local Employees
No. Clients
Local / Total
Types of Clients Served
Assets Under Advisement
Local
Total
(000)
Top Local ExecutiveYear Founded
1
3
Virginia Asset Management
130 Wylderose Dr.
Midlothian, VA 23113
vamllc.com
(804) 330-0711
85
8,500 / 14,300
Individuals, Institutions
$2,100,000
$1,300,000
Michael R. White, Sr.
President & CEO; Christopher E Williams
Executive Vice President
1986
2
6
Union Wealth Management
3900 Westerre Pkwy., Ste. 201
Henrico, VA 23233
bankatunion.com
(804) 327-5743
35
2,363 / 7,037
Individuals, Institutions
$786,220.1
$3,686,253
John C. Ashbury
CEO, Union Bankshares Corporation; Maria P. Tedesco
President, Union Bank & Trust; Robert P. Martin
President, Union Wealth Management
1909
3
NPR
Cary Street Partners LLC1
901 E. Byrd St., 10th Fl.
Richmond, VA 23219
carystreetpartners.com
(804) 340-8100
16
250 / 10,000
Individuals, Institutions
$200,000
$2,700,000
Joseph Schmuckler
CEO; Celia Rafalko
Director; Raymond J. Reibel
Vice President; Christina Todd
2002