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Financial Planners in Colonial Heights, VA: 2026 rankings

55 financial planners 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. 24

    Most-reviewed: Bank of America (with Drive-thru ATM), 68 Google reviews at 2.9★, the most of 55 ranked after Paramount Tax & Accounting CPAs Richmond East; ranked #24.

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

55 Colonial Heights financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 55 rated firms.

Top 10 financial planners 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 planners 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 & Tax704.7★ (42)Chester, 11 mi awayEvenings—
4Welcome Home Financial Partners694.9★ (46)Bon Air, 18 mi away——
5Bank of America (with Drive-thru ATM)693.8★ (58)Petersburg, 5 mi away——
6First Command Financial Advisor - Ethan Porter, CMFA™695.0★ (12)Colonial Heights——
7First Command Financial Advisor - Harry Jaeger685.0★ (9)Colonial Heights——
8Bank of America (with Drive-thru ATM)673.1★ (63)Colonial HeightsSat—
9Ascent Financial Group675.0★ (29)Richmond, 20 mi away——
10Virginia Estate and Retirement Planning Advisors, Inc.675.0★ (24)Richmond, 19 mi away——

All 55 financial planners 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

    70/100RFA 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

  9. #9 Ascent Financial Group

    Based in Richmond, 20 mi away

    67/100RFA Score

    Ranked #9 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

  11. #11 Anchor Financial Group

    Based in Brandermill, 16 mi away

    66/100RFA Score

    Ranked #11 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

  14. #14 United Bank

    Based in Bon Air, 20 mi away

    65/100RFA Score

    Ranked #14 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

  18. #18 Moore Financial Services

    Based in Richmond, 19 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    567 B Southlake Blvd, Richmond, VA 23236
    View profile for Moore Financial Services(804) 379-3212

  21. #21 Davenport & Company LLC

    Based in Richmond, 19 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 10 Google reviews
    Hours
    Mon–Thu 8:45 AM–5 PM · Fri 8:45 AM–4:15 PM · Sat–Sun closed
    Address
    901 E Cary St #1100, Richmond, VA 23219
    View profile for Davenport & Company LLC(804) 780-2000

Financial planners 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 55 ranked financial planners here; the rest are on their profiles.

financial planners in Colonial Heights, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bankers Life613.6★ (11)20 mi
27Dietz Financial and Insurance Services614.1★ (9)22 mi
281752 Financial, Inc.614.6★ (9)24 mi
29Harris Financial Group615.0★ (4)18 mi
30Agecroft Partners615.0★ (5)21 mi
31Vaught, Spangler and Associates Financial Services605.0★ (3)16 mi
32Richmond, VA Branch Office - UBS Financial Services Inc.605.0★ (4)19 mi
33GRIP Financial605.0★ (5)22 mi
34Bank of America (with Drive-thru ATM)602.6★ (58)20 mi
35Bank of America (with Drive-thru ATM)602.9★ (43)24 mi
36Colonial River Wealth Management605.0★ (4)21 mi
37Manuka Financial605.0★ (4)21 mi
38Verus Financial Partners604.2★ (5)22 mi
39WealthCrossing605.0★ (3)18 mi
40Hill Wealth Strategies604.0★ (4)20 mi
41Financial Consultants America595.0★ (4)22 mi
42InVirtus Wealth Partners595.0★ (5)24 mi
43Harvie Wealth Management Group594.0★ (4)21 mi
44Northbank Partners594.7★ (3)20 mi
45The London Company of Virginia, LLC594.2★ (5)24 mi
46Joshua Hutchinson, APMA , CRPC , WMS595.0★ (3)21 mi
47Wealth Innovations, LLC594.0★ (4)23 mi
48Thompson Davis & Co.583.7★ (3)22 mi
49Head & Associates CPA585.0★ (3)24 mi
50Covenant Wealth Advisors565.0★ (29)24 mi

Also serving Colonial Heights

20 more financial planners 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 planners serving Colonial Heights
BusinessGoogle ratingDistance
Appomattox Wealth Management5.0★ (2)6 mi
Edward Jones - Financial Advisor: Fletcher E Allen, AAMS®3.7★ (3)In Colonial Heights
Edward Jones - Financial Advisor: John M ReidIn Colonial Heights
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
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
Republic Finance4.8★ (21)In Colonial Heights
Riggs & Company Investment Management5.0★ (2)3 mi
Stamper Eric2.0★ (2)21 mi
Swift Creek Wealth Management, LLC5.0★ (2)20 mi
The Money Mansion LLCIn Colonial Heights
The Roseline Group5.0★ (2)18 mi
Virginia First Financial Services, LLC5.0★ (2)21 mi
Wealthcare Capital Management3.0★ (2)19 mi
Wells Fargo AdvisorsIn Colonial Heights

How we ranked Colonial Heights financial planners

We scored 55 Colonial Heights financial planners 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Colonial Heights: frequently asked questions

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

By RFA Score, the highest-ranked financial planner 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 55 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Colonial Heights?

RankedFinancialAdvisors ranks 55 financial planners serving Colonial Heights, VA. 5 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 planners in Colonial Heights work on weekends?

5 of 55 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#8), Kristopher T. Olexy, CFP , AIF , CLU (#15) and Bank of America (with Drive-thru ATM) (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Colonial Heights financial planners have?

The median Google rating among 55 rated financial planners in Colonial Heights is 5.0★, with a median of 10 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 planners?

Each financial planner 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 planners 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 planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Colonial Heights ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner 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 planners 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 55 financial planners serving Colonial Heights.

More financial planners and Colonial Heights pages