Thompson Siegel & Walmsley LLC

Thompson Siegel & Walmsley LLC (CRD# 105726) is a financial advisory firm headquartered in Richmond, VA. They manage $14,531,900,000 in 4,453 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,532
    MILLION
  • Total Number of Accounts
    4,453
    ACCOUNTS
  • Average Account Value
    $3,263,395
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, HI, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Thompson Siegel & Walmsley LLC
Showing 1 - 10 of 22 top financial advisors.
1
William M. Bellamy
CRD#: 1898991
6806 Paragon Place, Suite 300, Richmond, VA 23230
96
Wealthminder
score

William Bellamy (CRD# 1898991) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 26 years of experience in the finance industry.

2
Gregory G. Garland
CRD#: 2938972
6806 Paragon Place, Suite 300, Richmond, VA 23230
96
Wealthminder
score

Gregory Garland (CRD# 2938972) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 8 years of experience in the finance industry.

3
Lawrence E. Gibson
CRD#: 1150917
6806 Paragon Place, Suite 300, Richmond, VA 23230
96
Wealthminder
score

Lawrence Gibson (CRD# 1150917) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 30 years of experience in the finance industry.

4
Brandon H. Harrell
CRD#: 2143428
6806 Paragon Place, Suite 300, Richmond, VA 23230
96
Wealthminder
score

Brandon Harrell (CRD# 2143428) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 26 years of experience in the finance industry.

5
John S. Horsley
CRD#: 1479367
6806 Paragon Place, Suite 300, Richmond, VA 23230
96
Wealthminder
score

John Horsley (CRD# 1479367) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 23 years of experience in the finance industry.

6
Tracey H. Ivey
CRD#: 1339521
Bryn Mawr, PA
96
Wealthminder
score

Tracey Ivey (CRD# 1339521) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Bryn Mawr, PA and has over 24 years of experience in the finance industry.

7
Horace P. Whitworth
CRD#: 1701771
6806 Paragon Place, Suite 300, Richmond, VA 23230
96
Wealthminder
score

Horace Whitworth (CRD# 1701771) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 29 years of experience in the finance industry.

8
Stuart P. Dillard
CRD#: 4217314
6806 Paragon Place, Suite 300, Richmond, VA 23230
93
Wealthminder
score

Stuart Dillard (CRD# 4217314) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 17 years of experience in the finance industry.

9
Jerry W. Jenkins
CRD#: 2378247
6806 Paragon Place, Suite 300, Richmond, VA 23230
93
Wealthminder
score

Jerry Jenkins (CRD# 2378247) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 24 years of experience in the finance industry.

10
Tracy L. Musser
CRD#: 2858984
6806 Paragon Place, Suite 300, Richmond, VA 23230
93
Wealthminder
score

Tracy Musser (CRD# 2858984) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 12 years of experience in the finance industry.

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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.