Accounting Firm

Davenport & Company LLC

Employee-owned Richmond, Virginia firm providing investment advice, wealth management and financial planning for individuals and institutions

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TrustList summary

Davenport & Company LLC is an independent investment and wealth management firm headquartered in Richmond, Virginia. It dates back to 1863 and is owned by its employees, with financial advisers serving private clients and institutions.

What Davenport & Company LLC does

Investment advice: research-based guidance and portfolio management for the long term.
Financial planning: planning for future goals with a personal adviser.
Donor advised programme: a charitable giving vehicle run by the firm.
Tax planning resources: a yearly tax planning guide and key dates for clients.
Market commentary: regular updates on how equity markets are moving.
Online account access: Davenport Online for viewing accounts and receiving documents electronically.

Who it serves

The firm serves individuals and institutions, often across several generations of the same family, through advisers who can be found by location.

Key facts

Based in: Richmond, Virginia, USA
Founded: 1863
Ownership: independent and employee-owned
Recognition: workplace awards from Virginia Business magazine and Business North Carolina magazine over several years
Community work: Davenport Shares, a staff-run programme supporting local charities
Office move: headquarters relocating to Richmond's Near West End in the second half of 2027

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Davenport & Company LLC is ranked on 4 TrustList rankings: #1 on 1, #2 on 2 and #43 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Davenport & Company LLC has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 4 rankings

#1of 8
Richmond
It is the only one of the 8 here listing tax planning and one of 9 here listing tax.
Its profile: “Davenport & Company LLC is an independent investment and wealth management firm headquartered in Richmond, Virginia.”
Of the 8 here, 9 also cover accounting and 9 also cover tax; 2 also work in Washington and 2 also work in Putney.
Behind CaroKim Consulting LLC, ahead of Joyner, Kirkham, Keel & Robertson, P.C..
#2of 94
Tax planning
It is one of 67 here listing tax.
Its profile: “- Tax planning resources: a yearly tax planning guide and key dates for clients.”
Of the top 68 here, 14 also cover legal and 12 also cover reporting; 2 also work in New Jersey and 2 also work in New York.
Behind Express Tax & Bookeeping Services, ahead of DeFreitas and Minsky.
#2of 28
Virginia
It is the only one of the 28 here listing tax planning and one of 33 here listing tax.
Its profile: “Davenport & Company LLC is an independent investment and wealth management firm headquartered in Richmond, Virginia.”
Of the 28 here, 12 also cover government and 6 also cover security; 6 also work in Maryland and 4 also work in Pennsylvania.
Behind Davidson, Doyle & Hilton, LLP, ahead of Burks' Bookkeeping & Tax Service.
#43of 61
United states
It is one of 4 here listing tax planning and one of 63 here listing tax.
Of the 61 here, 10 also cover goals and 9 also cover property; 7 also work in California and 5 also work in York.
Behind Greenlaw Partners, ahead of Boyce, Hughes & Associates, LLP.