Best Financial Advisors in Richmond

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Richmond Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 60 41 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Carlson Financial FEATURED

Carlson Financial is a Richmond-based team of financial advisors. It offers financial planning and investment advisory services such as wealth management, estate planning, and retirement income planning. It helps clients create financial strategies for income streams and generate potential gains through insurance and investment products. It also guides clients in developing approaches that will protect their assets, minimize taxes, and provide long-term care for the loved ones they leave behind. Carlson Financial has been in operation since 2007.

5207 Hickory Park Drive
Glen Allen, VA 23059


Agili, P.C.

Agili, P.C. is a financial strategy firm with offices in Bethlehem, Pennsylvania, and Richmond, Virginia. The company's comprehensive approach to financial strategy involves long-term relationships with clients and access to financial planning, fulfillment-focused, and investment management services. Each of its clients receives financial planning solutions with regards to their estate, retirement, and college tuition. Plans can be adjusted in response to life events. The company manages investments by customizing each client portfolio through consideration of risk tolerance and overall goals. The fulfillment-focused services involve optimizing executive benefits, negotiating salaries and benefits packages, and providing emergency financial advice. Agili has more than two decades of industry experience.

Richmond, VA 23230


Alexis Advisors LLC

Alexis Advisors is a financial planning firm that offers investment advice to Richmond-area clients. The company focuses on providing families and individuals with ideal investment and planning options. For small businesses, its financial advisors help create 401(k) plans to retain employees. Alexis Advisors is a certified B-Corp that's been in business since 2013. B-Corp companies provide sustainable solutions to employees and clients.

Richmond, VA 23294


Alpha Omega Investment Advisors

Alpha Omega Investment Advisors was founded by Craig Forbes, a financial advisor with more than two decades of experience in the financial services and banking industries. The company offers personal financial planning, investment options, and long-term asset organization. Nonprofit institutions can also receive financial planning help, including investment policies, budgeting, and fiduciary training services. The firm's investment services include asset allocation and investment selections from a wide range of options. Nonprofits also receive donor meetings and group discussions regarding investment advice. The company makes a long-term commitment to monitoring the plans and assets of Richmond clients.

Richmond, VA 23226


Canal Capital Management, LLC

Canal Capital Management is a Richmond-based investment management firm that serves entrepreneurs, business owners, executives, institutions, professionals, and families. The company offers creative financial planning solutions and investment options customized to suit each client's needs. There are also asset management services regarding the management of real estate properties. For business owners, the business consulting services help see businesses through multiple transitory periods. Canal Capital Management was founded in 2011.

Richmond, VA 23219


Kanawha Capital Management, LLC

Kanawha Capital Management is a Richmond firm with over two decades of experience helping clients reach their investment goals. Individual clients receive investment planning services that are flexible enough to integrate with an existing portfolio. For institutional clients, funds are managed by a portfolio manager who consistently monitors each security's risk and potential return. Clients also receive help in managing their overall financial health, including retirement and estate planning, tax coordination, and charitable giving strategies. Kanawha Capital Management also offers insurance analysis tools and insurance options. For small business owners, the firm helps navigate complicated wealth planning issues.

Richmond, VA 23226


McKay Wealth Management Group

McKay Wealth Management Group is a wealth management firm located on West Broad Street in Richmond. The company was founded by Matt McKay in 2014 after more than a decade of financial services experience led him to open his own small business. The company's clients receive a risk assessment to determine their overall risk tolerance before they begin to work with the firm. From there, the company creates a customized investment plan and provides portfolio management. The financial planning services help clients plan for future goals like retirement and home buying while allowing clients to live fully-realized lives now.

Richmond, VA 23230


The Roseline Group

The Roseline Group is a Richmond firm that was formed by a group of financial professionals in 2005. The company takes a holistic approach to financial planning, offering each client a customized solution to help reach their financial goals. Clients receive comprehensive tax services, including tax return preparation and tax minimizing strategies. Corporate executives can also receive strategies to minimize taxes for their businesses. The company's financial planning advisors collaborate with clients to identify goals and create an ideal course of action. Since the firm doesn't sell products, all financial advice is objective. Clients also receive investment advice based on their goals, current financial circumstances, and individual risk tolerance.

Richmond, VA 23219


Verus Financial Partners

Verus Financial Partners has been serving the Richmond community for more than two decades. The company provides evaluations of insurance options, stock options, and restricted stock. It also evaluates real estate purchases and reviews employee benefits packages. Every client receives a customized investment strategy to help them reach their objectives and long-term financial goals. In addition, the company helps clients make decisions about their retirement. Business owners and individuals can also receive recommendations for tax strategies.

Richmond, VA 23235


Wills Financial Group

Wills Financial Group is an RIA firm based in Richmond. Founded in 1989, the fee-based company focuses on giving objective advice to families and individuals. Each client receives customized financial planning services based on their long-term goals and unique circumstances. There are also personalized asset management services in which the firm's advisors build smart investment portfolios. Clients also have access to proactive estate and retirement planning services.

Richmond, VA 23226


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