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Financial Advisors in Richmond, VA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Richmond: Financial Freedom Planners, RFA Score 76/100; 5.0★ from 135 Google reviews.

  2. 2

    Most-reviewed: Paramount Tax & Accounting CPAs Richmond East, 100 Google reviews at 5.0★, the most of 124 ranked after Financial Freedom Planners; ranked #2.

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

124 Richmond financial advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 124 rated firms.

Top 10 financial advisors in Richmond 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 Richmond at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Financial Freedom Planners765.0★ (135)Glen Allen, 10 mi awayTop score
2Paramount Tax & Accounting CPAs Richmond East765.0★ (100)Mechanicsville, 6 mi awayMost reviews
3Virginia Estate and Retirement Planning Advisors, Inc.735.0★ (60)Glen Allen, 10 mi away—
4Covenant Wealth Advisors735.0★ (29)Richmond—
5Ascent Financial Group735.0★ (29)Richmond—
6Applewhite Tyll Retirement Planners Powered by LPL Financial735.0★ (28)Richmond—
7Welcome Home Financial Partners724.9★ (46)Bon Air, 7 mi away—
8Virginia Estate and Retirement Planning Advisors, Inc.725.0★ (24)Richmond—
9EDGe Business Planning724.8★ (25)Richmond—
10Founders Grove Wealth Partners715.0★ (20)Richmond—

All 124 financial advisors in Richmond, 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.

  1. Ranked #1 in Richmond

    #1 Financial Freedom Planners

    Based in Glen Allen, 10 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 135 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 135 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4801 Cox Rd Ste 201, Glen Allen, VA 23060
    View profile for Financial Freedom Planners(804) 277-9734

  5. #5 Ascent Financial Group

    Based in Richmond

    73/100RFA Score

    Ranked #5 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

  12. #12 True North Advisors

    Based in Glen Allen, 10 mi away

    71/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4551 Cox Rd Suite 215, Glen Allen, VA 23060
    View profile for True North Advisors(804) 749-0749

  16. #16 Kairos Financial & Tax

    Based in Chester, 9 mi away

    71/100RFA Score

    Ranked #16 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

  21. #21 EvoAdvisors

    Based in Richmond

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2917 W Leigh St, Richmond, VA 23230
    View profile for EvoAdvisors(804) 794-1981

  23. #23 United Bank

    Based in Bon Air, 6 mi away

    70/100RFA Score

    Ranked #23 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

  25. #25 The Main Street Group

    Based in Glen Allen, 10 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4510 Cox Rd #102, Glen Allen, VA 23060
    View profile for The Main Street Group(804) 270-4470

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 124 ranked financial advisors here; the rest are on their profiles.

financial advisors in Richmond, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Tom Love, CFP®, CRPC®, CRPS®695.0★ (22)10 mi
27Spark Financial Advisors695.0★ (10)In Richmond
28J B Bryan Financial Group694.4★ (13)In Richmond
29Prime Capital Financial695.0★ (9)In Richmond
30Moore Financial Services695.0★ (9)In Richmond
31Bank of America Financial Center694.1★ (13)In Richmond
321752 Financial, Inc.684.6★ (9)In Richmond
33Davenport & Company LLC684.3★ (10)In Richmond
34Strathmore Capital Advisors684.8★ (19)11 mi
35Janice Robinson-biggs: Primerica - Financial Services685.0★ (6)In Richmond
36Bankers Life673.6★ (11)In Richmond
37Anchor Financial Group674.1★ (35)13 mi
38Agecroft Partners675.0★ (5)In Richmond
39Edward Jones - Financial Advisor: Edward F Stone, AAMS®675.0★ (5)In Richmond
40Edward Jones - Financial Advisor: Laura Yox, CFP®|AAMS®674.3★ (6)In Richmond
41Mutual of Omaha Reverse Mortgage675.0★ (11)10 mi
42Kotini & Kotini675.0★ (11)10 mi
43Blue Edge Capital674.2★ (5)In Richmond
44Verus Financial Partners674.2★ (5)In Richmond
45The London Company of Virginia, LLC674.2★ (5)In Richmond
46Manuka Financial675.0★ (4)In Richmond
47Harris Financial Group675.0★ (4)In Richmond
48Richmond, VA Branch Office - UBS Financial Services Inc.675.0★ (4)In Richmond
49Financial Consultants America675.0★ (4)In Richmond
50Ray Olson Family Financial Planning a Bluespring Wealth Partner673.7★ (6)In Richmond

Also serving Richmond

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 Richmond
BusinessGoogle ratingDistance
Acima Private Wealth LLC1.0★ (2)In Richmond
Alexander Financial Services Inc1.5★ (2)In Richmond
Alexis Advisors, LLC5.0★ (1)In Richmond
Canal Capital Management5.0★ (1)In Richmond
Cobblestone Asset Management5.0★ (7)In Richmond
CW Advisors3.0★ (2)In Richmond
Dixon/Lee Development Group4.0★ (1)In Richmond
Donnell Richardson: Primerica - Financial Services5.0★ (2)In Richmond
Edward Jones - Financial Advisor: Ryan T Robertson, CFP®|AAMS®5.0★ (2)In Richmond
Equitable Advisors5.0★ (2)In Richmond
Hermitage Wealth Management5.0★ (2)In Richmond
Merrill Lynch Wealth Management1.0★ (2)In Richmond
Osaic Wealth, Inc5.0★ (2)In Richmond
Parapet Wealth Management of Raymond James5.0★ (2)In Richmond
River Hills Wealth Management Group5.0★ (1)In Richmond
Stamper Eric2.0★ (2)In Richmond
The Roseline Group5.0★ (2)In Richmond
Virginia First Financial Services, LLC5.0★ (2)In Richmond
Wealthcare Capital Management3.0★ (2)In Richmond
Wells Fargo Private Bank3.0★ (2)In Richmond

How we ranked Richmond financial advisors

We scored 124 Richmond 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 Richmond 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 Richmond: frequently asked questions

Which financial advisor has the highest RFA Score in Richmond?

By RFA Score, the highest-ranked financial advisor in Richmond, VA is Financial Freedom Planners with an RFA Score of 76/100. It has 5.0★ from 135 Google reviews. Paramount Tax & Accounting CPAs Richmond East (#2) and Virginia Estate and Retirement Planning Advisors, Inc. (#3) follow. We ranked 124 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Richmond?

RankedFinancialAdvisors ranks 124 financial advisors serving Richmond, VA. 33 of them are based in Richmond; 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 Richmond work on weekends?

11 of 124 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is Kristopher T. Olexy, CFP , AIF , CLU (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Richmond financial advisors have?

The median Google rating among 124 rated financial advisors in Richmond is 5.0★, with a median of 9 reviews. Financial Freedom Planners has the most, 135 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 Richmond count in this ranking?

Yes, if they are within 25 mi of the Richmond 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 Richmond 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 Richmond 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 Richmond

  1. November 2026: RFA Scores recalculated for 124 financial advisors serving Richmond.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Richmond pages