What departments does Agili have?

Agili has employees across 3 departments including Administrative, Finance, Analytics.

What is the largest department at Agili?

The largest department at Agili is Finance with 3 employees.

Where are Agili employees located globally?

Agili has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has Agili's team size changed over time?

Agili's team has decreased from approximately 12 to 10 employees based on available data.

Agili Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Agili is a financial services firm based in Richmond, Virginia. It operates as a Registered Investment Advisor and adheres to fiduciary duties, a stance it has maintained for more than 25 years. The company follows a fee-only model, avoiding commissions on investments to reduce conflicts of interest, and it concentrates on both high-level planning and the practical details.

Its client base consists of individuals seeking financial planning and investment guidance, with services aimed at aligning decisions with long-term interests. Agili is a member of the National Association of Personal Financial Advisors, underscoring its commitment to professional fiduciary standards.

Agili Global Highlights

North America
10

United States Of America
10

South America
3

Brazil
3

Agili's Leadership

S. G.
Assistant To The President
Mobile Phone
Email
S. S.
Office Manager And Assistant To The President
Mobile Phone
Email
J. M.
Principal & Financial Strategist
Mobile Phone
Email
J. P. C.
Investment Analyst
Mobile Phone
Email
G. W.
Financial Planning Analyst
Mobile Phone
Email
D. B.
Financial Planning Analyst
Mobile Phone
Email
C. L.
Financial Strategist
Mobile Phone
Email
J. M.
Financial Strategist
Mobile Phone
Email

Agili Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other
Administrative

Contact profiles from Agili

Name

Title

Contact Info

Location

Last Update

S. G.
Assistant To The President
Mobile Phone
Email
Oct 23, 2024
S. S.
Office Manager And Assistant To The President
Mobile Phone
Email
United StatesVirginia
Oct 17, 2024
J. M.
Principal & Financial Strategist
Mobile Phone
Email
Sep 12, 2024
J. P. C.
Investment Analyst
Mobile Phone
Email
United StatesVirginia
Sep 08, 2025
G. W.
Financial Planning Analyst
Mobile Phone
Email
United StatesKentucky
Apr 09, 2026
D. B.
Financial Planning Analyst
Mobile Phone
Email
United StatesVirginia
May 19, 2025
C. L.
Financial Strategist
Mobile Phone
Email
United StatesVirginia
Nov 16, 2025
J. M.
Financial Strategist
Mobile Phone
Email
United StatesVirginia
Oct 21, 2024

Frequently Asked Questions

What is Agili known for?

Agili was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 1806 Summit Avenue Suite 100 Richmond, Virginia 23230 United States; you can contact the main corporate office by phone at

+1-804-358-****

. Explore Agili's company overview page for more information.

What is Agili's most common email format?

Agili employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Agili email formats with LeadIQ.

How many employees does Agili have currently?

Agili has approximately 39 employees as of February 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Agili's key employees and leadership?

As of February 2026, Agili's key employees include:

Assistant To The President: S. G.
Office Manager And Assistant To The President: S. S.
Principal & Financial Strategist: J. M.
Investment Analyst: J. P. C.
Financial Planning Analyst: G. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Agili Employee Directory

Find Agili employees' phone numbers or email addresses

Name search is limited — try advanced search instead