Top financial advisors in Henrico, VA
We’ve curated a list of the best financial advisors in Henrico, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$306,271,605
Number of advisors
4 advisors
| $306,271,605 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Henrico, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Henrico. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Redmond Asset Management, LLC
Redmond Asset Management, LLC (RAM) is an SEC-registered investment adviser founded in December 2005 by R. Scott Redmond, CFA, headquartered in Richmond, Virginia. RAM specializes in managing domestic equity portfolios for retail and institutional investors. The firm offers discretionary and non-discretionary portfolio management services through various account types. RAM tailors portfolios based on individual client needs, considering factors like taxes, income requirements, and risk tolerance. The firm primarily focuses on publicly traded equity securities using bottom-up, fundamental research. RAM also invests in fixed income securities, mutual funds, and ETFs. RAM's fee structure is asset-based, with fees up to 2.00% annually, varying by account size and type. The firm does not charge performance-based fees or offer Side-By-Side Management. RAM's investment philosophy emphasizes long-term investing, seeking high-quality companies with growth potential. The firm's investment strategies include Core Growth, Conservative Growth, GARP, Equity Income, Concentrated, Global ETF, and Small Cap Core Growth. RAM does not charge start-up or termination fees and does not receive compensation for the sale of securities. The firm has no disciplinary events, and its employees adhere to the CFA Institute Code of Ethics. RAM provides clients with detailed quarterly reports and offers a class action recovery service through FRT: Financial Recovery Technologies.
$306,271,605 under management
4 advisors
Fee structure
A percentage of assets under your management
SUBSCRIPTION FEE FOR MODEL PORTFOLIO
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Subscription To Model Portfolio
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Henrico, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Henrico. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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