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Find Top Financial Advisors in Richmond, Virginia

How To Find Trusted Financial Advisors in Richmond, Virginia

Qualified Financial Advisors in Richmond, Virginia

VETTED
Financial Advisor
Daniel R. HillCFP®, AIF®Hill Wealth Strategies10800 Midlothian TurnpikeRichmond, VA 23235
Experience25 Years
AUMNot Specified
Minimum Assets$100,000
Fee StructureFee-Only
Financial Advisor
Appaiah BallachandaCEPA®, CFP®Abacus Financial Services200 Westgate PkwyRichmond, VA 23233
Experience17 Years
AUM$45,000,000
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC200 Westgate PkwyHenrico, VA 23233
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Richmond, Virginia

Daniel R. Hill
VETTED
Daniel R. HillCFP®, AIF®
Hill Wealth Strategies
About Daniel R. Hill
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.
About Hill Wealth Strategies
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
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
10800 Midlothian Turnpike,Suite 154,Richmond,VA 23235
Phone Number
804-299-8469
Appaiah Ballachanda
VETTED
Appaiah BallachandaCEPA®, CFP®
Abacus Financial Services
About Appaiah Ballachanda
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. In today's economic environment brings challenges. But along with challenges come opportunities and potential rewards.

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.
About Abacus Financial Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

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.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Hourly, Based on Assets
Office Location
200 Westgate Pkwy,Suite 103,Richmond,VA 23233
Phone Number
804-762-0074
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

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.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
200 Westgate Pkwy,Suite 202,Henrico,VA 23233
Phone Number
877-208-7414

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