Real Reviews · Richmond
Top-Reviewed Financial Advisors in Richmond, VA
What are customers actually saying? Read verified reviews for financial advisors in Richmond — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Richmond, VA by verified customer ratings and review volume. The highest-rated is Welcome Home Financial Partners with a 4.9-star rating from 34 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.9★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Welcome Home Financial Partners
222 N Arch Rd, North Chesterfield, VA 23236, USA
Covenant Wealth Advisors
8001 Franklin Farms Dr RM 208, Richmond, VA 23229, USA
Virginia Estate and Retirement Planning Advisors, Inc.
919 E Main St Suite 1000, Richmond, VA 23219, USA
Financial 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 | WealthCrossing1001 Haxall Point #705, Richmond, VA 23219, USA | 5.0★ | 3 |
| #5 | Godsey & Gibb Wealth Management - Richmond6806 Paragon Pl # 230, Richmond, VA 23230, USA | 5.0★ | 11 |
| #6 | Commonwealth Retirement Advisors9030 Stony Point Pkwy #470, Richmond, VA 23235, USA | 5.0★ | 11 |
| #7 | Strathmore Capital Advisors5231 Hickory Park Dr A, Glen Allen, VA 23059, USA | 4.8★ | 19 |
| #8 | Applewhite Tyll Retirement Planners Powered by LPL Financial2100 E Cary St Suite 203, Richmond, VA 23223, USA | 4.9★ | 16 |
| #9 | Verus Financial Partners9030 Stony Point Pkwy #160, Richmond, VA 23235, USA | 4.2★ | 5 |
| #10 | Heritage Wealth Advisors919 E Main St #950, Richmond, VA 23219, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Richmond
WealthCrossing
1001 Haxall Point #705, Richmond, VA 23219, USA
Godsey & Gibb Wealth Management - Richmond
6806 Paragon Pl # 230, Richmond, VA 23230, USA
Commonwealth Retirement Advisors
9030 Stony Point Pkwy #470, Richmond, VA 23235, USA
Strathmore Capital Advisors
5231 Hickory Park Dr A, Glen Allen, VA 23059, USA
Applewhite Tyll Retirement Planners Powered by LPL Financial
2100 E Cary St Suite 203, Richmond, VA 23223, USA
Verus Financial Partners
9030 Stony Point Pkwy #160, Richmond, VA 23235, USA
Heritage Wealth Advisors
919 E Main St #950, Richmond, VA 23219, USA
Salomon & Ludwin - Personally Invested
1401 Gaskins Rd, Richmond, VA 23238, USA
SEVEN HILLS WEALTH ADVISORS - Ameriprise Financial Services, LLC
3951 Westerre Pkwy #260, Richmond, VA 23233, USA
RVA Wealth Management
4510 Cox Rd Suite 201, Glen Allen, VA 23060, USA
Alexis Advisors, LLC
213 Roseneath Rd, Richmond, VA 23221, USA
Mercer Advisors - Richmond
7130 Glen Forest Dr Suite 406, Richmond, VA 23226, USA
Harris Financial Group
9100 Arboretum Pkwy #255, Richmond, VA 23236, USA
Ascent Financial Group
413 Stuart Cir Suite 220, Richmond, VA 23220, USA
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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: May 17, 2026.
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