Market Standing · 2026
The most transparent firms in Richmond.
184 scored firmsTop 10 recognizedfidelon.com/markets/richmond-va
4IA-only—91Arank within Top 10; below the 80 standard
William And Retsie Investment Advisors
CRD 334628
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.
Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.
Top advisers in Richmond
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1DANIEL SILVERSign in to view — freeCEF ADVISORS · Richmond, VA
- 2JOHN GEARY BOWENSign in to view — freeBOWEN FINANCIAL SERVICES, LLC · Midlothian, VA
- 3TIMOTHY COLIN CALLSign in to view — freeTHE CAPITAL MANAGEMENT CORPORATION · Glen Allen, VA
- 4JOHN DRAPER ELLISONSign in to view — freeRICHMOND QUANTITATIVE ADVISORS, LLC · Richmond, VA
- 5BOYCE GEORGE REIDSign in to view — freeBGR ADVISORS · Midlothian, VA
- 6Vernon Chester PlackSign in to view — freeCHIMBORAZO INVESTMENT RESEARCH · Richmond, VA
- 7MARK WOODWARD LIVESAYSign in to view — freeTHE CAPITAL MANAGEMENT CORPORATION · Glen Allen, VA
- 8STEPHEN MCCARTHY GODDARDSign in to view — freeTHE LONDON COMPANY OF VIRGINIA · Richmond, VA
- 9ROCCO ANTHONY RANIERISign in to view — freeTHE LONDON COMPANY OF VIRGINIA · Richmond, VA
- 10JONATHAN T MOODYSign in to view — freeTHE LONDON COMPANY OF VIRGINIA · Richmond, VA