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Find Top Financial Advisors in Richmond, Virginia

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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 - 08-Aug-2022

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

Information on Qualified Financial Advisors in Richmond

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.

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 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.

About Edelman Financial Engines, LLC

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

    List of Additional Advisors in Richmond, Virginia*

    * 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
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