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Financial Advisors in Colonial Heights, VA: 2026 rankings

79 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Colonial Heights: Paramount Tax & Accounting CPAs Richmond East, RFA Score 72/100; 5.0★ from 100 Google reviews.

  2. 39

    Most-reviewed: Bank of America (with Drive-thru ATM), 68 Google reviews at 2.9★, the most of 79 ranked after Paramount Tax & Accounting CPAs Richmond East; ranked #39.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

79 Colonial Heights financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 79 rated firms.

Top 10 financial advisors in Colonial Heights at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Colonial Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Paramount Tax & Accounting CPAs Richmond East725.0★ (100)Mechanicsville, 23 mi away—Top score
2First Command714.6★ (27)Colonial Heights——
3Kairos Financial & Tax714.7★ (42)Chester, 11 mi awayEvenings—
4Welcome Home Financial Partners704.9★ (46)Bon Air, 18 mi away——
5Edward Jones - Financial Advisor: Mark Mellon, CFP®705.0★ (38)Brandermill, 17 mi away——
6First Command Financial Advisor - Ethan Porter, CMFA™695.0★ (12)Colonial Heights——
7Bank of America (with Drive-thru ATM)693.8★ (58)Petersburg, 5 mi away——
8First Command Financial Advisor - Harry Jaeger685.0★ (9)Colonial Heights——
9Applewhite Tyll Retirement Planners Powered by LPL Financial685.0★ (28)Richmond, 18 mi away——
10Bank of America (with Drive-thru ATM)683.1★ (63)Colonial HeightsSat—

All 79 financial advisors in Colonial Heights, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 First Command

    Based in Colonial Heights

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.6★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    320 B Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834
    View profile for First Command(804) 520-4045

  3. #3 Kairos Financial & Tax

    Based in Chester, 11 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.7★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 42 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat–Sun closed
    Address
    7726 Jefferson Davis Highway, North Chesterfield, VA 23237
    View profile for Kairos Financial & Tax(804) 303-3207

  11. #11 Ascent Financial Group

    Based in Richmond, 20 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    413 Stuart Cir S Ste 220, Richmond, VA 23220
    View profile for Ascent Financial Group(804) 602-2121

  13. #13 EDGe Business Planning

    Based in Richmond, 20 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 25 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    2304 W Main St, Richmond, VA 23220
    View profile for EDGe Business Planning(804) 833-1792

  14. #14 Covenant Wealth Advisors

    Based in Richmond, 24 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8001 Franklin Farms Dr RM 208, Richmond, VA 23229
    View profile for Covenant Wealth Advisors(804) 729-5265

  15. #15 Anchor Financial Group

    Based in Brandermill, 16 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5309 Commonwealth Centre Pkwy, Midlothian, VA 23112
    View profile for Anchor Financial Group(804) 673-9070

  18. #18 United Bank

    Based in Bon Air, 20 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2730 Buford Rd, North Chesterfield, VA 23235
    View profile for United Bank(804) 335-1127

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 79 ranked financial advisors here; the rest are on their profiles.

financial advisors in Colonial Heights, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26EvoAdvisors645.0★ (12)21 mi
27Commonwealth Retirement Advisors645.0★ (12)22 mi
28Moore Financial Services635.0★ (9)19 mi
29Financial Dynamics & Associates Inc.635.0★ (8)18 mi
30Bank of America (with Drive-thru ATM)632.8★ (60)12 mi
31Davenport & Company LLC634.3★ (10)19 mi
32Bank of America Financial Center634.1★ (13)20 mi
33Godfrey & Spradlin Private Wealth Advisory635.0★ (8)19 mi
34Fidelity Investments634.3★ (15)23 mi
35Edward Jones - Financial Advisor: Mathew R Remington, CEPA®|AAMS®635.0★ (7)19 mi
36Godsey & Gibb Wealth Management - Richmond635.0★ (11)24 mi
37Kathleen Gillikin Maccubbin: Primerica - Financial Services635.0★ (6)17 mi
38Spark Financial Advisors625.0★ (10)24 mi
39Bank of America (with Drive-thru ATM)622.9★ (68)18 mi
40Bankers Life623.6★ (11)20 mi
41The Wealth Pavilion a financial health Solution625.0★ (5)18 mi
42Edward Jones - Financial Advisor: Joseph L Craft, CFP®|CKA®625.0★ (7)22 mi
43Dietz Financial and Insurance Services624.1★ (9)22 mi
441752 Financial, Inc.624.6★ (9)24 mi
45Kenneth C. Kapinskis, AIF, RICP625.0★ (4)17 mi
46Harris Financial Group615.0★ (4)18 mi
47Agecroft Partners615.0★ (5)21 mi
48Republic Finance614.8★ (21)In Colonial Heights
49Richmond, VA Branch Office - UBS Financial Services Inc.615.0★ (4)19 mi
50Vaught, Spangler and Associates Financial Services615.0★ (3)16 mi

Also serving Colonial Heights

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Colonial Heights
BusinessGoogle ratingDistance
Appomattox Wealth Management5.0★ (2)6 mi
Collaborative Accounting, LLC5.0★ (2)15 mi
Donnell Richardson: Primerica - Financial Services5.0★ (2)15 mi
Edward Jones - Financial Advisor: Greg Snow4.5★ (2)17 mi
Edward Jones - Financial Advisor: John M ReidIn Colonial Heights
Edward Jones - Financial Advisor: Kevin G Foster5.0★ (2)9 mi
Edward Jones - Financial Advisor: Randall M Wachman II5.0★ (1)In Colonial Heights
Edward Jones - Financial Advisor: Ryan Bartholomew, CFP®|CPWA®|AAMS®4.0★ (1)In Colonial Heights
Edward Jones - Financial Advisor: Sam Knight, CFP®5.0★ (2)10 mi
Elevate Financial Group5.0★ (2)In Colonial Heights
First Command District Advisor - Nicole WheelockIn Colonial Heights
First Command Financial Advisor - Jim BadeIn Colonial Heights
First Command Financial Advisor - Zachary HessIn Colonial Heights
Kathleen Gillikin Maccubbin: Primerica - Financial ServicesIn Colonial Heights
Merrill Lynch Wealth Management1.0★ (2)19 mi
Riggs & Company Investment Management5.0★ (2)3 mi
The Money Mansion LLCIn Colonial Heights
The Roseline Group5.0★ (2)18 mi
Wealthcare Capital Management3.0★ (2)19 mi
Wells Fargo AdvisorsIn Colonial Heights

How we ranked Colonial Heights financial advisors

We scored 79 Colonial Heights financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Colonial Heights data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Colonial Heights: frequently asked questions

Which financial advisor has the highest RFA Score in Colonial Heights?

By RFA Score, the highest-ranked financial advisor in Colonial Heights, VA is Paramount Tax & Accounting CPAs Richmond East with an RFA Score of 72/100. It has 5.0★ from 100 Google reviews. First Command (#2) and Kairos Financial & Tax (#3) follow. We ranked 79 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Colonial Heights?

RankedFinancialAdvisors ranks 79 financial advisors serving Colonial Heights, VA. 7 of them are based in Colonial Heights; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Colonial Heights work on weekends?

8 of 79 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#10) and Kristopher T. Olexy, CFP , AIF , CLU (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Colonial Heights financial advisors have?

The median Google rating among 79 rated financial advisors in Colonial Heights is 5.0★, with a median of 8 reviews. Paramount Tax & Accounting CPAs Richmond East has the most, 100 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Colonial Heights count in this ranking?

Yes, if they are within 25 mi of the Colonial Heights city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Colonial Heights ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Colonial Heights a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Colonial Heights

  1. November 2026: RFA Scores recalculated for 79 financial advisors serving Colonial Heights.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Colonial Heights pages