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 29 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 23 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 23 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 11 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 14 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 14 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 24 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 7 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 24 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 4 years of experience in the finance industry.

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