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Dwl Advisors, LLP (Richmond)


Dwl Advisors, LLP is a large advisory firm based in Richmond. It manages $34.67 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.

Dwl Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dwl Advisors: assets under management

The assets under management (AUM) of Dwl Advisors, LLP is $34.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $403.13 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dwl Advisors, LLP for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Dwl Advisors, LLP performs its advisory services is located at 8100 Three Chopt Road, Richmond, VA 23229 The mailing address of the firm is P. O. Box K 200, Richmond, VA 23288. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-285-8601 or by fax 804-285-8604. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.


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