Personalized Advice For Portfolio Size of 100k And Above
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Find Top Financial Advisors in Richmond, Virginia
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.
How To Find Trusted Financial Advisors in Richmond, Virginia
Richmond has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Richmond, Virginia have an average of 21 years of experience.
NOTE: The list of vetted financial advisors in Richmond, Virginia mentioned below does 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 |
|---|---|---|---|---|
| 25 Years | Not Specified | $100,000 | Fee-Only | |
| 17 Years | $45,000,000 | $100,000 | Fee-Based | |
| N/A | $0 | Not Specified | Fee-Only |
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Information on Qualified Financial Advisors in Richmond, Virginia

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.

Founder + Senior Wealth Strategist Appaiah Ballachanda never considered becoming a financial advisor. However, the struggle of a frustrated family member upset that she couldn't find an advisor willing to help her, that made him wonder how many others were ignored, and how he could change that? Appaiah wants to help you pursue your dreams. Three things set Appaiah apart from other financial advisers: 1. Appaiah's life experiences informs his family-first, global perspective. His boundless optimism is born from his journey as an immigrant, at age 32, from a region ruled by corruption, bribery, and a disregard for human life to the United States, where opportunity is available for the taking. 2. Appaiah's broad professional experience informs his unique insights. 3. Helping others pursue their goals is Appaiah's life work. That purpose is why he opened Abacus Financial in Henrico, Virginia in 2015, and that's what inspires him build a team of like-minded financial professionals who establish strong, trusting relationships with the people who serve.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. Our financial advisors work closely with our clients to evaluate those opportunities and reap those rewards.

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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