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Find The Best Financial Advisors in Richmond, Virginia

Richmond, Virginia, known as a city full of rich history and a leading industrial powerhouse, is the 4th most populous city in Virginia. With a population of over 225,000 residents, the city has a cost of living that is 4% lower than the national average. If you’re searching for a top financial advisor in Richmond, you won't need to look far. With over 1,100 financial advisors in the city, it would be wise to connect with 1-3 professionals familiar with your financial situation and city laws. Creating a solid financial plan to safeguard your financial future would be beneficial in this high-cost city. FinancialAdvisor.net helps simplify the financial advisor search process so that you can connect with a professional advisor in the Richmond area, based on your specific needs.

How To Find The Best Financial Advisors in Richmond, Virginia

Last Updated - 24-Jan-2023

If you’re looking for qualified financial advisors in Richmond, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 122 non-vetted financial advisors in Richmond, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Richmond, Virginia have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Richmond, Virginia

advisor-photo

Daniel R. Hill

Hill Wealth Strategies

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

804-897-3919

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600 Richmond, VA 23230
105726 $23,876,800,000 4971 A percentage of AUM
Performance Based
LOWE, BROCKENBROUGH & COMPANY, INC.
1802 Bayberry Ct., Suite 400 Richmond, VA 23226-3767
105142 $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
289178 $1,290,278,675 2511 A percentage of AUM
Fixed fees
SBK FINANCIAL, INC.
1001 Haxall Point, Suite 705 Richmond, VA 23219
132513 $1,023,810,324 1264 A percentage of AUM
Hourly charges
Fixed fees
ALPHA OMEGA WEALTH MANAGEMENT, LLC
7202 Glen Forest Drive, Suite 300 Richmond, VA 23226
149842 $995,018,782 1243 A percentage of AUM
Hourly charges
Fixed fees
DORSEY, WRIGHT & ASSOCIATES, LLC
3300 W Leigh Street, Richmond, VA 23230
104925 $961,107,571 1581 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
BLUE EDGE CAPITAL, LLC
5706 Grove Avenue, Suite 202 Richmond, VA 23226
155613 $555,548,826 300 A percentage of AUM
Fixed fees
PARAGON FINANCIAL SERVICES
3761 Westerre Parkway, Suite H Richmond, VA 23233
164832 $287,991,136 506 A percentage of AUM
Hourly charges
HIGHSTONE GROUP
4205 Dover Road, Richmond, VA 23221
107549 $196,092,129 787 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
EVOADVISERS
2917 West Leigh Street, Richmond, VA 23230
149615 $184,826,380 662 Fixed fees
3CHOPT INVESTMENT PARTNERS LLC
1801 Libbie Avenue; Suite 106, Richmond, VA 23226
319125 $176,365,962 103 A percentage of AUM
Fixed fees
THOMPSON DAVIS ASSET MANAGEMENT
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235
41353 $175,037,056 401 A percentage of AUM
Fixed fees
Performance Based
CLOSED-END FUND ADVISORS
7204 Glen Forest Drive, Suite #105 Richmond, VA 23226
115562 $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
118107 $157,789,370 335 A percentage of AUM
Fixed fees
CROSSGRAIN FAMILY INVESTMENTS, LLC
6806 Paragon Place, Suite 250 Richmond, VA 23233
318373 $137,755,731 220 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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