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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Richmond, Virginia, is the capital of Virginia and is one of the oldest cities in the US. It is the fourth most populous city in Virginia and has a cost of living 4% lower than the national average. So finding a financial advisor to work with could be crucial to meet your specific financial goals. There are over 1100 financial advisors to choose from in the Richmond area. WIth so many advisors to choose from, finding the right vetted financial fiduciary advisor could be time consuming. That's where we come in. WiserAdvisor's mission is to connect people like you with vetted financial advisors with proven track records that could help you with your financial objectives.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Richmond, Virginia.
Richmond
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
122
non-vetted advisors in your local area. These financial advisors in
Richmond, Virginia
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Richmond, Virginia
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Richmond, Virginia.
| Qualified Financial Advisors in Richmond, Virginia | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Daniel R. Hill
CFP®, AIF® HILL WEALTH STRATEGIES 10800 Midlothian Turnpike, Suite 154, Richmond, VA 23235 |
25 | Not Specified | $100,000 | Fee-Only |
| Matthew Preddy
CRPC® EDELMAN FINANCIAL ENGINES, LLC 200 Westgate Pkwy, Suite 202, Henrico, VA 23233 |
17 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly
Office Location
10800 Midlothian Turnpike,
Suite 154,
Richmond,
VA
23235
Phone Number
804-897-3919
Dan Hill is now entering his twenty-fifth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan, and his wife, Susan, reside in Williamsburg, VA. Both of their sons, Derek, and Brett and his wife Sarah and their one year old daughter Landon, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.
Qualifications
CRD# 4827370
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
200 Westgate Pkwy,
Suite 202,
Henrico,
VA
23233
Phone Number
804-882-4128
I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When I'm not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in Richmond, Virginia (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Thompson Siegel & Walmsley Llc
6641 West Broad Street , Suite 600, Richmond, VA 23230 |
$23,876,800,000 | 4971 |
A percentage of AUM Performance Based |
| Lowe, Brockenbrough & Company, Inc.
1802 Bayberry Ct. , Suite 400, Richmond, VA 23226-3767 |
$4,887,940,221 | 976 |
A percentage of AUM Fixed fees Performance Based |
| Cary Street Partners Asset Management
901 East Byrd Street , Suite 1001, Richmond, VA 23219 |
$1,290,278,675 | 2511 |
A percentage of AUM Fixed fees |
| Sbk Financial, Inc.
1001 Haxall Point , Suite 705, Richmond, VA 23219 |
$1,023,810,324 | 1264 |
A percentage of AUM Fixed fees |
| Alpha Omega Wealth Management, Llc
7202 Glen Forest Drive , Suite 300, Richmond, VA 23226 |
$995,018,782 | 1243 |
A percentage of AUM Hourly charges Fixed fees |
| Dorsey, Wright & Associates, Llc
3300 W Leigh Street, Richmond, VA 23230 |
$961,107,571 | 1581 |
A percentage of AUM Subscription fees Fixed fees |
| Canal Capital Management, Llc
9 South 5th Street, Richmond, VA 23219 |
$785,012,608 | 1545 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| Blue Edge Capital, Llc
5706 Grove Avenue , Suite 202, Richmond, VA 23226 |
$555,548,826 | 300 |
A percentage of AUM Hourly charges Fixed fees |
| Paragon Financial Services
3761 Westerre Parkway , Suite H, Richmond, VA 23233 |
$287,991,136 | 506 |
A percentage of AUM Hourly charges |
| Commonwealth Retirement Investments Llc
9030 Stony Point Parkway , Suite 580, Richmond, VA 23235 |
$212,633,159 | 682 |
A percentage of AUM Fixed fees |
| Highstone Group
4205 Dover Road, Richmond, VA 23221 |
$196,092,129 | 787 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| Thompson Davis Asset Management
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235 |
$175,037,056 | 401 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| Closed-End Fund Advisors
7204 Glen Forest Drive , Suite #105, Richmond, VA 23226 |
$171,037,580 | 133 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
| Alpha Advisors, Llc
3951 Westerre Parkway , Suite 130, Richmond, VA 23233 |
$157,789,370 | 335 |
A percentage of AUM Fixed fees |
| Crossgrain Family Investments, Llc
6806 Paragon Place , Suite 250, Richmond, VA 23233 |
$137,755,731 | 220 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Kendra Carter Inquire with Kendra |
2651 New Market Road, Richmond, VA 23231 | 804-795-7000 |
| Bina Doshi Inquire with Bina |
8001 West Broad Street, Richmond, VA 23294 | 804-290-0402 |
| Bob Sullivan Inquire with Bob |
901 East Byrd St, Suite 2000, Richmond, VA 23219 | 804-644-1187 |
| Carl, Myers and Associates Inquire with Carl, |
1021 E Cary St, Ste 1001, Richmond, VA 23219 | 804-965-6705 |
| Colin Steele Inquire with Colin |
1021 E Cary St, Ste 1001, Richmond, VA 23219 | 804-965-6758 |
| Corey Nesmith Inquire with Corey |
3951 Westerre Pkwy, Ste 100, Richmond, VA 23233 | 804-249-6236 |
| Hoppy Shores Inquire with Hoppy |
1021 E Cary St, Ste 1001, Richmond, VA 23219 | 804-965-6735 |
| Greg Rolen Inquire with Greg |
1021 E Cary St, Ste 1001, Richmond, VA 23219 | 804-747-1214 |
| Jason King Inquire with Jason |
1021 E Cary St, Ste 1001, Richmond, VA 23219 | 804-965-6700 |
| Charles Adams Inquire with Charles |
1021 E Cary St, Ste 1001, Richmond, VA 23219 | 804-965-6715 |
Grow your AUM with pre-qualified leads!
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