Find a Financial Advisor in Richmond, VA

 

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We did the hard work of finding trustworthy partners in Richmond, VA.

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We Only Work With The Best Richmond Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Richmond, VA


  • Financial Advisor Close to Richmond, VA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Richmond, VA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Richmond, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Richmond financial advisors.
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How Retirement-Friendly is Richmond, VA?

  • Population: 226,622
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $234,800
  • Average Monthly Housing Cost: $1,092
  • Average Household Income: $76,182
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Richmond, VA

 

DORSEY, WRIGHT & ASSOCIATES, LLC

Website

(804) 320-8511

3300 W Leigh Street

Richmond, VA 23230

SEC#: 801-29045
Years in Business: 34 years

THOMPSON SIEGEL & WALMSLEY LLC

Website

(804) 353-4500

6641 West Broad Street
Suite 600
Richmond, VA 23230

SEC#: 801-6273
Years in Business: 51 years

CLOSED-END FUND ADVISORS

Website

(804) 288-2482

7204 Glen Forest Drive
Suite #105
Richmond, VA 23226

SEC#: 801-113697
Years in Business: 3 years

ALPHA ADVISORS, LLC

Website

(804) 754-8532

3951 Westerre Parkway
Suite 130
Richmond, VA 23233

SEC#: 801-113120
Years in Business: 3 years

BLUE EDGE CAPITAL, LLC

Website

(804) 673-7401

6641 West Broad Street
Suite 405
Richmond, VA 23230

SEC#: 801-77861
Years in Business: 8 years

COMMONWEALTH RETIREMENT INVESTMENTS LLC

Website

(804) 282-1238

9030 Stony Point Parkway
Suite 580
Richmond, VA 23235

SEC#: 801-108783
Years in Business: 4 years

CARY STREET PARTNERS ASSET MANAGEMENT

Website

(804) 340-8100

901 East Byrd Street
Suite 1001
Richmond, VA 23219

SEC#: 801-110994
Years in Business: 4 years

HEARTWOOD WEALTH ADVISORS, LLC

Website

(804) 269-8711

9020 Stony Point Parkway
Suite 225
Richmond, VA 23235

SEC#: 801-114721
Years in Business: 2 years

LOWE, BROCKENBROUGH & COMPANY, INC.

Website

(804) 288-0404

1802 Bayberry Ct.
Suite 400
Richmond, VA 23226

SEC#: 801-6691
Years in Business: 51 years

 


Richmond, VA Financial Advisor FAQs

There are many important questions to ask a financial advisor, including how they are compensated, what other services they provide, what you want to accomplish with them, how long their tenure has been with the company if applicable.
The best way to find a financial advisor is to be specific. You can start by asking your friends if they have an advisor that they recommend. If you have any advisors in mind, it may be prudent to reach out and see what their process for choosing them was. Many people will need more than one meeting with an advisor before deciding on someone who's right for them, so make sure the prospective person is willing to accommodate this timeframe.
The cost of an investment advisor varies, but if you are looking for someone who is qualified to work with high-net worth individuals, expect to pay fees upwards of $300 per hour.
A financial advisor helps you figure out where to put your money for the best interest rates, and educates you on investments. They talk to you about your goals, analyze your risk tolerance levels, give advice on how diversify wisely among different classes (stocks vs bonds vs cash), and what types of services like life insurance can do for you.