Licensed · Richmond
Licensed & Insured Financial Advisors in Richmond, VA
Every financial advisors listed here carries proper licensing and insurance in VA. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Richmond, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Welcome Home Financial Partners with a 4.9-star rating from 34 Google reviews and an RNM Score of 76/100. Also in the top tier: Covenant Wealth Advisors and Virginia Estate and Retirement Planning Advisors, Inc.. The average rating across all listed financial advisors in Richmond is 4.9 stars from 10 reviews per business on average.
Financial advisors in Richmond typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
SEVEN HILLS WEALTH ADVISORS - Ameriprise Financial Services, LLC
This firm leads the list of top-ranked advisors in Richmond, indicating high trust and comprehensive wealth management services.
Most Reviewed
Verus Financial Partners
A high number of reviews often reflects broad client experience and can help gauge satisfaction trends.
When selecting a financial advisor in Richmond, verify their fiduciary status, review fee structures carefully, and consider firms with a strong local presence for personalized service.
Local Market Snapshot
17
Businesses listed
4.9★
Avg rating
10
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.9 stars from 34 reviews—clients consistently report exceptional service and trust.
222 N Arch Rd, North Chesterfield, VA 23236, USATop-rated financial advisor in Richmond with perfect 5.0 stars from 25 reviews.
8001 Franklin Farms Dr RM 208, Richmond, VA 23229, USATrusted by clients for exceptional service, earning a perfect 5.0 average across 18 glowing reviews.
919 E Main St Suite 1000, Richmond, VA 23219, USAFinancial Advisors Rankings in Richmond, VA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Welcome Home Financial Partners222 N Arch Rd, North Chesterfield, VA 23236, USA | 4.9★ | 34 |
| #2 | Covenant Wealth Advisors8001 Franklin Farms Dr RM 208, Richmond, VA 23229, USA | 5.0★ | 25 |
| #3 | Virginia Estate and Retirement Planning Advisors, Inc.919 E Main St Suite 1000, Richmond, VA 23219, USA | 5.0★ | 18 |
| #4 | Strathmore Capital Advisors5231 Hickory Park Dr A, Glen Allen, VA 23059, USA | 4.8★ | 19 |
| #5 | Applewhite Tyll Retirement Planners Powered by LPL Financial2100 E Cary St Suite 203, Richmond, VA 23223, USA | 4.9★ | 16 |
| #6 | Godsey & Gibb Wealth Management - Richmond6806 Paragon Pl # 230, Richmond, VA 23230, USA | 5.0★ | 11 |
| #7 | Commonwealth Retirement Advisors9030 Stony Point Pkwy #470, Richmond, VA 23235, USA | 5.0★ | 11 |
| #8 | Verus Financial Partners9030 Stony Point Pkwy #160, Richmond, VA 23235, USA | 4.2★ | 5 |
| #9 | Harris Financial Group9100 Arboretum Pkwy #255, Richmond, VA 23236, USA | 5.0★ | 4 |
| #10 | WealthCrossing1001 Haxall Point #705, Richmond, VA 23219, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Richmond
4.8-star rating from 19 reviews highlights trusted financial guidance in Richmond.
5231 Hickory Park Dr A, Glen Allen, VA 23059, USA
Trusted by clients with a stellar 4.9-star rating from 16 reviews in Richmond, VA.
2100 E Cary St Suite 203, Richmond, VA 23223, USA
Earns a flawless 5.0-star rating from 11 Google reviews in Richmond.
6806 Paragon Pl # 230, Richmond, VA 23230, USA
Trusted by 11 clients with a perfect 5.0-star rating in Richmond.
9030 Stony Point Pkwy #470, Richmond, VA 23235, USA
4.2 stars from 5 Google reviews, indicating solid local client feedback.
9030 Stony Point Pkwy #160, Richmond, VA 23235, USA
Earned a perfect 5.0-star rating from 4 Google reviews in Richmond.
9100 Arboretum Pkwy #255, Richmond, VA 23236, USA
A trusted local advisor with a flawless 5.0-star rating from clients.
1001 Haxall Point #705, Richmond, VA 23219, USA
A 5.0-star rating from one Google review reflects strong early client satisfaction.
7130 Glen Forest Dr Suite 406, Richmond, VA 23226, USA
Perfect 5.0-star rating from a few satisfied clients in Richmond.
213 Roseneath Rd, Richmond, VA 23221, USA
Earns a perfect 5.0-star rating from early client reviews in Richmond.
919 E Main St #950, Richmond, VA 23219, USA
Exceptional 5.0-star rating based on early client reviews in Richmond, VA.
3951 Westerre Pkwy #260, Richmond, VA 23233, USA
Trusted by clients with a 4.9-star rating from 17 reviews in Richmond.
413 Stuart Cir Suite 220, Richmond, VA 23220, USA
Earns a perfect 5.0-star rating from 9 local Google reviews.
4510 Cox Rd Suite 201, Glen Allen, VA 23060, USA
5.0 stars from a few satisfied clients, reflecting exceptional service.
1401 Gaskins Rd, Richmond, VA 23238, USA
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Financial Advisors in Richmond, VA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Welcome Home Financial Partners | 76/100 | 4.9 ★ | 34 |
| 2 | Covenant Wealth Advisors | 76/100 | 5.0 ★ | 25 |
| 3 | Virginia Estate and Retirement Planning Advisors, Inc. | 74/100 | 5.0 ★ | 18 |
| 4 | Strathmore Capital Advisors | 71/100 | 4.8 ★ | 19 |
| 5 | Applewhite Tyll Retirement Planners Powered by LPL Financial | 72/100 | 4.9 ★ | 16 |
| 6 | Godsey & Gibb Wealth Management - Richmond | 72/100 | 5.0 ★ | 11 |
| 7 | Commonwealth Retirement Advisors | 72/100 | 5.0 ★ | 11 |
| 8 | Verus Financial Partners | 54/100 | 4.2 ★ | 5 |
| 9 | Harris Financial Group | 67/100 | 5.0 ★ | 4 |
| 10 | WealthCrossing | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Richmond
What is a fiduciary financial advisor and why does it matter in Richmond?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Richmond, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Richmond?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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