Richmond, VA
wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

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.

Finding the Top Financial Advisor in Richmond, Virginia

Last Updated - May 16, 2024

Richmond has 1 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 25 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
Daniel R. Hill
CFP®, AIF®
HILL WEALTH STRATEGIES
10800 Midlothian Turnpike,
Suite 154,
Richmond, VA 23235
25 Years Not Specified $100,000 Fee-Only

Are you a Financial Advisor in Richmond?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Richmond, Virginia

Qualifications CRD# 3188300
Firm CRD# 149511
Series 65

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 10800 Midlothian Turnpike,
Suite 154,
Richmond,
VA
23235
Phone Number 757-603-0323

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

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.


Customer Reviews

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.

Top Financial Advisor Firms in Richmond, Virginia (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600, Richmond, VA 23230
67 4952 $17,550,000,000
A Percentage of AUM, Performance Based
DAVENPORT & COMPANY LLC
One James Center, 901 East Cary Street, Suite 1100, Richmond, VA 23219
478 20311 $16,588,083,655
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)
THE LONDON COMPANY OF VIRGINIA
1800 Bayberry Court, Suite 301, Richmond, VA 23226
50 8754 $14,755,387,190
A Percentage of AUM, Performance Based
AGINCOURT CAPITAL MANAGEMENT, LLC
200 South 10th Street, Suite 800, Richmond, VA 23219
18 391 $7,392,877,103
A Percentage of AUM, Performance Based
SPIDER MANAGEMENT COMPANY, LLC
5800 Patterson Ave, Suite 300, Richmond, VA 23226
19 4 $5,912,022,697
A Percentage of AUM
CARY STREET PARTNERS
901 East Byrd Street, Suite 1001, Richmond, VA 23219
134 11387 $5,512,469,144
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
RICHMOND CAPITAL MANAGEMENT INC
1509a Belleville Street, Richmond, VA 23230
21 199 $5,376,196,000
A Percentage of AUM
BROCKENBROUGH
1802 Bayberry Ct., Suite 400, Richmond, VA 23226-3767
30 1059 $4,240,933,931
A Percentage of AUM, Fixed Fees, Performance Based
1607 CAPITAL PARTNERS, LLC
13 S. 13th Street, Suite 400, Richmond, VA 23219
17 27 $3,903,035,396
A Percentage of AUM, Performance Based
HERITAGE WEALTH ADVISORS
919 East Main Street, Suite 950, Richmond, VA 23219
32 1345 $3,081,765,406
A Percentage of AUM, Hourly charges, Fixed Fees
WEALTHCARE CAPITAL MANAGEMENT LLC
2 James Center, 1021 East Cary Street, #702, Richmond, VA 23219
59 11094 $2,603,042,487
A Percentage of AUM, Hourly charges, Fixed Fees
CARY STREET PARTNERS ASSET MANAGEMENT
901 East Byrd Street, Suite 1001, Richmond, VA 23219
39 2739 $1,291,528,595
A Percentage of AUM, Fixed Fees
KANAWHA CAPITAL MANAGEMENT, LLC
7201 Glen Forest Drive, Suite 200, Richmond, VA 23226-3759
11 1176 $1,284,232,846
A Percentage of AUM, Fixed Fees
SALOMON AND LUDWIN
1401 Gaskins Road, Richmond, VA 23238
11 2034 $1,223,243,578
A Percentage of AUM, Fixed Fees
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Pl, Ste 230, Richmond, VA 23230
25 1705 $1,164,118,972
A Percentage of AUM, Other (FINANCIAL PLANNING FEES, TAX PREPARATION FEES)

    Frequently Asked Questions

    To find a verified financial advisor in Virginia, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using BrokerCheck.

    Yes, financial advisors in Virginia should ideally possess certifications or credentials that demonstrate their expertise and credibility. When searching for a financial advisor in Virginia, it is important to look for advisors who hold relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultants (ChFC), etc. These designations demonstrate a certain level of expertise and commitment to professional and ethical standards. Additionally, consider their educational background, years of experience, and any specialized training or knowledge in areas that align with your financial goals. To further explore the various qualifications an advisor can hold, read more about advisor designations.

    To find a verified financial advisor in Virginia through WiserAdvisor, you can utilize our financial advisor directory, which allows you to explore and compare pre-screened and ranked financial advisors specifically in Virginia. Simply enter your zip code into the advisor list search, and you'll access a list of qualified financial advisors in your area. After reviewing an advisor's background and credentials, you may choose to inquire with the advisor for further information. Additionally, we recommend using our free match tool, which connects you with 2-3 vetted financial advisors tailored to your specific financial needs and objectives. By providing basic information about yourself, the tool can efficiently match you with an advisor best suited to assist you in achieving your financial goals.

    Yes, it is common for financial advisors in Virginia to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.

    To ensure the trustworthiness and reliability of a financial advisor in Virginia, you can start by prioritizing those who are registered with respected regulatory organizations such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. Furthermore, it is beneficial to seek referrals from trusted friends and family. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you to connect with pre-screened and vetted advisors specifically matched to your financial goals.

    You can expect financial advisors in Virginia to offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Virginia directory, you can access detailed information about an advisor's services, fees, credentials, and more.

    Yes, there are several online tools and resources that can assist you in searching for financial advisors in Virginia. We recommend using the WiserAdvisor online directory for the state of Virginia to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    To determine if a financial advisor in Virginia specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of Virginia specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.

    Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Virginia can be helpful when choosing a financial advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Virginia.

    The average cost or fee structure for financial advisors in Virginia can vary depending on a variety of factors, such as the advisor's experience, the complexity of your financial situation, and the level of service you require. Some advisors can charge fee-only based on a percentage of assets under management, or a flat fee for specific services. Alternatively, some advisors use a combination of commissions and fees or solely earn commission by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

    Yes, a financial advisor in Virginia can help you create a comprehensive retirement plan. They can help you plan for retirement by assessing your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. After analyzing your retirement goals, an advisor can develop a personalized plan to achieve a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    Many financial advisors in Virginia are also tax professionals or work closely with tax professionals to help clients with tax planning and optimization. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Virginia may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning and optimization are among the services an advisor offers.

    Yes, there are financial advisors who specialize in working with specific industries or professions. Whether you're a medical professional, business owner, athlete, or in other specialized fields, you may benefit from the assistance of a financial advisor. These financial professionals can offer tailored guidance due to their deep understanding of industry-specific financial challenges and opportunities. When searching for a financial advisor with experience in a specific industry or profession, it's essential to research their background, qualifications, and expertise to ensure they have the necessary knowledge to address your financial goals and challenges effectively. To further explore how financial advisors listed on our directory for the state of Virginia can support you, learn more about the different types of financial advisors and their areas of expertise.

    Yes, a financial advisor in Virginia can help you with college savings and planning for your children's education. These advisors can analyze your finances, assess your savings goals, and recommend investment strategies. Additionally, they may provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.

    Financial advisors in Virginia typically use a range of resources and tools to track their client's investments and monitor financial progress. These may include creating regular portfolio reports to summarize investment performance and allocation, as well as utilizing risk assessment tools to help determine clients' risk tolerance and align investment strategies. Advisors may also provide educational resources to enhance financial literacy, use rebalancing tools to ensure alignment with long-term objectives, and use goal tracking to help clients monitor specific financial targets. Notably, the availability of resources can vary based on the advisor's expertise, firm practices, and individual client preferences. Therefore, it's important to inquire about an advisor's investment management process to gain more insight. To learn more, read on about how financial advisors track and monitor your financial goals.

    Yes, there are financial advisors in Virginia who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing That You Should Ask Your Financial Advisor.

    Once you become a client of a financial advisor in Virginia, you can typically expect ongoing support and communication to help you stay on track with your financial goals and address changes to your finances. The specific level of support and communication frequency may vary based on the advisor's practices and your needs, but you can anticipate regular reviews and updates to discuss your financial situation, investment performance, and progress toward goals. The advisor may also periodically adjust your financial plan, provide market insights, assist in tracking your financial goals, offer access to resources for financial literacy, and ensure responsive communication for addressing your questions and concerns. To learn more, explore what a financial advisor can do for you.