Dorsey, Wright & Associates, LLC

Dorsey, Wright & Associates, LLC (CRD# 104925) is a financial advisory firm headquartered in Richmond, VA. They manage $212,615,540 in 569 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $373,665
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Dorsey, Wright & Associates, LLC
Showing 1 - 10 of 18 top financial advisors.
1
James C. Ball
CRD#: 1543903
1011 Boulder Springs Drive, Suite 150, Richmond, VA 23225
93
Wealthminder
score

James Ball (CRD# 1543903) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 30 years of experience in the finance industry.

2
Tammy F. Derosier
CRD#: 2304207
1011 Boulder Springs Drive, Suite 150, Richmond, VA 23225
93
Wealthminder
score

Tammy Derosier (CRD# 2304207) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 24 years of experience in the finance industry.

3
Thomas J. Dorsey
CRD#: 812869
1011 Boulder Springs Drive, Suite 150, Richmond, VA 23235
93
Wealthminder
score

Thomas Dorsey (CRD# 812869) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 24 years of experience in the finance industry.

4
Andrew C. Hyer
CRD#: 4431284
790 E. Colorado Boulevard, Suite 808, Pasadena, CA 91101
93
Wealthminder
score

Andrew Hyer (CRD# 4431284) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Pasadena, CA and has over 12 years of experience in the finance industry.

5
Paul L. Keeton
CRD#: 4491576
1011 Boulder Springs Drive, Suite 150, Richmond, VA 23225
93
Wealthminder
score

Paul Keeton (CRD# 4491576) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 15 years of experience in the finance industry.

6
John G. Lewis
CRD#: 2527797
790 E. Colorado Boulevard, Suite 808, Pasadena, CA 91101
93
Wealthminder
score

John Lewis (CRD# 2527797) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Pasadena, CA and has over 15 years of experience in the finance industry.

7
Susan L. Morrison
CRD#: 1619038
1011 Boulder Springs Drive, Suite 150, Richmond, VA 23225
93
Wealthminder
score

Susan Morrison (CRD# 1619038) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 25 years of experience in the finance industry.

8
Christopher R. Moyer
CRD#: 5104043
790 E. Colorado Blvd, Suite 808, Pasadena, CA 91101
93
Wealthminder
score

Christopher Moyer (CRD# 5104043) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Pasadena, CA and has over 8 years of experience in the finance industry.

9
Steven T. Raymond
CRD#: 2185864
1011 Boulder Springs Drive, Suite 150, Richmond, VA 23225
93
Wealthminder
score

Steven Raymond (CRD# 2185864) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 25 years of experience in the finance industry.

10
Myron C. Fuller
CRD#: 6018234
1011 Boulder Springs Drive, Suite 150, Richmond, VA 23225
90
Wealthminder
score

Myron Fuller (CRD# 6018234) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.