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

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


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


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