fbpx

Top Financial Advisors in Richmond

While being one of the oldest and most historic cities in the entire country, Richmond, Virginia also has a vast landscape of options when it comes to managing your money in the 21st century. It’s this same vast landscape that can be intimidating when deciding which advisor to choose when it comes down to your life and your wealth. After hours of extensive research, Benzinga has nailed down the top financial advisors in the area no matter your net worth, lifestyle, and situation

Filter
  • $1,264,008,596
    2,439
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $238,001,293
    320
    • Financial planning services
    • Pension consulting services
  • CDR# 292456
    $949,313,860
    324
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $307,688,529
    359
    • Financial planning services
    • Pension consulting services
  • $821,761,813
    291
    • Financial planning services
    • Educational seminars/workshops
  • $883,896,475
    149
    • Financial planning services
  • $416,318,125
    238
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $448,681,498
    329
  • $184,888,189
    8
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $8,198,076,077
    4,939

To determine the top financial advisors in Richmond we poured through all SEC registered advisory firms who have an office in Richmond. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

WEALTHCARE CAPITAL MANAGEMENT LLC

CDR# 111119
$1,264,008,596
2,439
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
2 JAMES CENTER 1021 EAST CARY STREET, #1120
RICHMOND VA, 23219
804-644-4711

Wealthcare Capital Management is a goals-based financial advisor in Richmond offering a unique, comprehensive online experience. The company’s main product is its GDX360 wealth management platform, which helps connect advisors and financial planners with clients from the comfort of their homes or offices. The GDX360 platform synchronizes financial planning, retirement planning and asset management services. You can track your progress towards your unique financial goals and communicate with your advisor of choice online. The GDX360 platform offers full fiduciary compliance, which means that you can rest assured that you’re receiving only unbiased financial advice from qualified professionals. If you’re looking for a more modern financial planning solution, Wealthcare might be right for you.

$1,264,008,596
2,439
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

STONY POINT WEALTH MANAGEMENT INC.

CDR# 210519
$238,001,293
320
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
9020 STONY POINT PARKWAY SUITE 360
RICHMOND VA, 23235
(804) 332-6574

Stony Point Wealth Management is a financial advisor offering both financial planning services and hands-on investment management services. Stony Point works with individuals, high net-worth individuals and corporations. The minimum account balance required to get started with their team is $150,000 for most services. Stony Point’s investment philosophy focuses primarily on global diversification. The modern portfolio theory has long stated that the best way to control risk and minimize your losses is to invest in multiple sectors and companies. Stony Point adds an additional layer of diversification by investing in a variety of sectors in some of the largest economies around the globe. This international investment strategy makes Stony Point one of the best financial advisors when it comes to thorough diversity.

$238,001,293
320
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SALOMON AND LUDWIN

CDR# 292456
$949,313,860
324
Works with high networth individuals
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
1401 GASKINS ROAD
RICHMOND VA, 23238
804-363-8598

Salomon and Ludwin is a registered financial advisor that focuses on end-of-life and legacy planning. The team at Salomon and Ludwin understands that for many older men and women reaching retirement age, fulfilling their own basic needs isn’t enough — most people also want to continue to grow their investments through retirement to leave an inheritance behind for their heirs. In addition to investment management, Salomon and Ludwin also offers a number of other legacy planning services. From attorney coordination to finalize a will to healthcare decisions and dividing assets, Salomon and Ludwin is one of the top financial planners for investors looking to leave a legacy for generations to come.

$949,313,860
324
Works with high networth individuals
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Commissions

CAMPBELL DEEGAN FINANCIAL

CDR# 293020
$307,688,529
359
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
8730 STONY POINT PARKWAY SUITE 100
RICHMOND VA, 23235
804-913-1114

Campbell Deegan is a wealth management and advising service offering financial planning, estate planning, asset management and tax consideration services. There’s no minimum required balance to get started with any of Campbell Deegan’s services, and the company’s team imposes no minimum annual fees. One of the features that make Campbell Deegan unique is the company’s focus on cybersecurity and keeping up with cybercrime trends. The advisory uses a series of ongoing testing measures and preventive maintenance to resist hacking attempts and keep your money safer. Though cybersecurity breaches are rare, they may negatively impact your savings. If you’re looking for a firm with a special focus on cybersecurity, consider Campbell Deegan.

$307,688,529
359
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

GODSEY & GIBB WEALTH MANAGEMENT

CDR# 105650
$821,761,813
291
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Other
6806 PARAGON PL, STE 230
RICHMOND VA, 23230
804-285-7333

Godsey and Gibbs is a wealth management company providing asset allocation, portfolio management and general financial planning services. The company’s investment philosophy centers on frequent in-person communication with clients. The firm provides quarterly meetings with each of its clients, allowing you to track your investing progress and ensure that your portfolio manager is carrying out your directions appropriately. You may receive service at any one of Godsey and Gibb’s locations throughout Virginia, South Carolina and Florida, and you’ll also receive a written quarterly statement detailing your manager’s outlook on next year’s investments. If you’re looking for a high degree of personal service from your investment advisor, Godsey and Gibb might be the top financial advisors for you.

$821,761,813
291
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Other

KANAWHA CAPITAL MANAGEMENT, LLC

CDR# 118458
$883,896,475
149
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
7201 GLEN FOREST DRIVE SUITE 200
RICHMOND VA, 23226-3759
804-359-3900

Kanawha Capital Management is a financial advisor offering investment management and financial planning services. The minimum balance required to begin with Kanawha is $500,000. Like most other investment advisors, Kanawha’s primary investing strategy focuses on long-term purchases and diversification for small but steady increases in value over time. However, the company primarily focuses on buying individual large-cap stocks instead of ETFs like most of its competitors. This strategy opens the potential for larger growth, especially if your fund managers select stocks that beat the market’s current rate of return. If you’re looking for a higher level of risk within your portfolio, consider Kanawha.

$883,896,475
149
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

ALPHA OMEGA INVESTMENT ADVISORS

CDR# 149842
$416,318,125
238
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
7202 GLEN FOREST DRIVE SUITE 300
RICHMOND VA, 23226
804-955-1600

Alpha Omega Wealth Management is a financial planning service offering investment advising, financial planning and retirement planning services. The majority of the company’s clients are individuals and charitable organizations, and there’s no minimum required balance to utilize its services. Alpha Omega is one of the only financial advisors in Richmond we’ve found offering comprehensive business and investment planning services specifically for charitable organizations. Alpha Omega’s team can provide you or your charity with investment and spending policies, fiduciary training, information on ideal asset allocations and much more. If you operate a nonprofit or charity and want to be sure that your funds are going to the best recipients possible, Alpha Omega is a top choice.

$416,318,125
238
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

INVESTMENT MANAGEMENT OF VIRGINIA, LLC

CDR# 108687
$448,681,498
329
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
919 EAST MAIN STREET SUITE 1600
RICHMOND VA, 23219
804-643-1100

Investment Management of Virginia is an investment advisory service offering investment supervision services. The minimum account balance required to get started with Investment Management of Virginia is $500,000, and the majority of the firm’s clients are individuals and corporations. Investment Management of Virginia uses a series of model portfolios created in-house to help you align your risk tolerance with your unique potential for growth. The company makes its five most popular model portfolios available on its website, and you can review quarterly commentary and statistics for each online. If you’re the type of investor who wants to take a more active and hands-on approach to investing, Investment Management of Virginia might appeal to you.

$448,681,498
329
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

ACIMA PRIVATE WEALTH LLC

CDR# 281496
$184,888,189
8
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Other
1801 BAYBERRY COURT SUITE 301
RICHMOND VA, 23226
(804) 422-8450

Acima Private Wealth Management is an investment advisor and management company focused on providing boutique services to families managing inherited wealth. Most of Acima’s clients have an account balance of over $10 million and are experienced in investing and retirement planning. Acima’s main investment advising services are its family office and private banking processes. Unlike most other financial advisors, Acima doesn’t focus on chasing new clients and expanding its base as wide as possible. Instead, the company offers a highly personalized one-on-one service to a select group of high-value accounts. If you have a very high-value investment portfolio or family wealth and you want more individualized investing services, Acima might be right for you.

$184,888,189
8
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Other

THE LONDON COMPANY OF VIRGINIA

CDR# 106654
$8,198,076,077
4,939
Works with high networth individuals
  • A percentage of assets under your management
  • Performance-based fees
1800 BAYBERRY COURT, SUITE 301
RICHMOND VA, 23226
804-775-0317

With over 25 years’ worth of experience, The London Company of Virginia is one of the state’s oldest registered investment advisors. The majority of its clients are high net-worth individuals, estates and corporations. The minimum account balance required to begin with The London Company of Virginia is $10 million. The London Company of Virginia’s primary investment strategy focuses on long-term purchases and creating income from your investments. Instead of looking at earnings per share, the company evaluates the value of an investment with the tangible cash benefit of owning that investment. If you have a large amount of capital to invest and you need to thoroughly protect yourself against loss, The London Company of Virginia’s long-term and income-driven strategy might be beneficial for you.

$8,198,076,077
4,939
Works with high networth individuals
  • A percentage of assets under your management
  • Performance-based fees