← Tributary

DAVENPORT & COMPANY LLC

RICHMOND, VA · CRD 1588 · IAPD ↗ · 804-780-2000

$24.70BRegulatory AUM
228Advisory reps
525Employees
84Clients
More than 500Planning clients
3Private funds
51States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

82
April 2026 — DAVENPORT & COMPANY LLC grew from 216 to 228 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — DAVENPORT & COMPANY LLC's Item 11 disclosure-reporting entries rose by 3 (7 -> 10).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — DAVENPORT & COMPANY LLC added office(s): 26 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
April 2025 — DAVENPORT & COMPANY LLC grew from 206 to 216 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — DAVENPORT & COMPANY LLC shrank from 236 to 206 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — DAVENPORT & COMPANY LLC added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.