| Katherine Fonville | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Martin King | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Robert Burke | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| William Claiborne | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Aaron Zitalone | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| David Butler | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Julie Waitman | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Lindsey Hadfield | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Noelle Moser | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Wesley Cullinane | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Andrea Broughton | WealthCrossing | Richmond | Not listed | Percentage of assets, Fixed fees |
| Austin Brockenbrough III | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Grace Choi | Wills Financial Group | Richmond | Not listed | Percentage of assets, Hourly |
| Matthew Shaia | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Richard Skeppstrom | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Walter Robertson | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |