Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Richmond, Virginia
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Richmond, Virginia
Last Updated - April 25, 2025Richmond has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 49 non-vetted advisors in your local area. These retirement advisors in Richmond, Virginia have an average of 25 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Richmond, Virginia
VERIFIEDDaniel R. Hill
CFP®, AIF®
Hill Wealth Strategies
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Richmond, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 6641 West Broad Street, Suite 600 Richmond, VA, 23230 | $20,812,400,000 | 4775 | 68 | A percentage of AUM, Performance Based |
| 2 | One James Center, 901 East Cary Street, Suite 1100 Richmond, VA, 23219 | $19,332,677,961 | 20878 | 494 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES) |
| 3 | 1800 Bayberry Court, Suite 301, Richmond, VA, 23226 | $15,615,206,587 | 7987 | 53 | A percentage of AUM, Performance Based |
| 4 | 200 South 10th Street, Suite 800 Richmond, VA, 23219 | $8,988,905,427 | 396 | 17 | A percentage of AUM, Performance Based |
| 5 | 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | $6,977,336,124 | 12547 | 144 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES) |
| 6 | 5800 Patterson Ave, Suite 300 Richmond, VA, 23226 | $6,056,052,181 | 4 | 22 | A percentage of AUM |
| 7 | 1509a Belleville Street, Richmond, VA, 23230 | $5,585,261,000 | 174 | 21 | A percentage of AUM |
| 8 | 1802 Bayberry Ct., Suite 400 Richmond, VA, 23226-3767 | $4,822,664,354 | 1129 | 31 | A percentage of AUM, Fixed fees, Performance Based |
| 9 | 13 S. 13th Street, Suite 400 Richmond, VA, 23219 | $4,347,576,784 | 23 | 18 | A percentage of AUM, Performance Based |
| 10 | 919 East Main Street, Suite 950 Richmond, VA, 23219 | $4,001,734,968 | 1493 | 35 | A percentage of AUM, Fixed fees |
| 11 | 2 James Center, 1021 East Cary Street, #702 Richmond, VA, 23219 | $2,579,940,831 | 10499 | 53 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 1401 Gaskins Road, Richmond, VA, 23238 | $1,709,639,369 | 2214 | 12 | A percentage of AUM, Fixed fees |
| 13 | 7201 Glen Forest Drive, Suite 200 Richmond, VA, 23226-3759 | $1,555,472,350 | 1308 | 10 | A percentage of AUM, Fixed fees |
| 14 | 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | $1,481,458,222 | 2921 | 47 | A percentage of AUM, Fixed fees |
| 15 | 9020 Stony Point Parkway, Suite 225 Richmond, VA, 23235 | $1,302,509,037 | 1709 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Richmond, Virginia
QualificationsFirm CRD# 105726
Assets Under Management $20,812,400,000
No. Of Clients4775
Clients Per Financial Advisor70
THOMPSON SIEGEL & WALMSLEY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4775 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (UNIFIED MANAGED ACCOUNTS)
QualificationsFirm CRD# 1588
Assets Under Management $19,332,677,961
No. Of Clients20878
Clients Per Financial Advisor42
DAVENPORT & COMPANY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20878 clients. The team consists of 494 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Performance Based
- Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 106654
Assets Under Management $15,615,206,587
No. Of Clients7987
Clients Per Financial Advisor151
THE LONDON COMPANY OF VIRGINIA is a financial advisory firm situated in Richmond, Virginia. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7987 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 112096
Assets Under Management $8,988,905,427
No. Of Clients396
Clients Per Financial Advisor23
AGINCOURT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 128545
Assets Under Management $6,977,336,124
No. Of Clients12547
Clients Per Financial Advisor87
CARY STREET PARTNERS is a financial advisory firm situated in Richmond, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12547 clients. The team consists of 144 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 149343
Assets Under Management $6,056,052,181
No. Of Clients4
Clients Per Financial Advisor0
SPIDER MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104636
Assets Under Management $5,585,261,000
No. Of Clients174
Clients Per Financial Advisor8
RICHMOND CAPITAL MANAGEMENT INC is a financial advisory firm situated in Richmond, Virginia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 105142
Assets Under Management $4,822,664,354
No. Of Clients1129
Clients Per Financial Advisor36
BROCKENBROUGH is a financial advisory firm situated in Richmond, Virginia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1129 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 144758
Assets Under Management $4,347,576,784
No. Of Clients23
Clients Per Financial Advisor1
1607 CAPITAL PARTNERS, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 137484
Assets Under Management $4,001,734,968
No. Of Clients1493
Clients Per Financial Advisor43
HERITAGE WEALTH ADVISORS is a financial advisory firm situated in Richmond, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1493 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
- Other (TAX PREPARATION)
QualificationsFirm CRD# 111119
Assets Under Management $2,579,940,831
No. Of Clients10499
Clients Per Financial Advisor198
WEALTHCARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10499 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 292456
Assets Under Management $1,709,639,369
No. Of Clients2214
Clients Per Financial Advisor185
SALOMON AND LUDWIN is a financial advisory firm situated in Richmond, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2214 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 118458
Assets Under Management $1,555,472,350
No. Of Clients1308
Clients Per Financial Advisor131
KANAWHA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1308 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 289178
Assets Under Management $1,481,458,222
No. Of Clients2921
Clients Per Financial Advisor62
CARY STREET PARTNERS ASSET MANAGEMENT is a financial advisory firm situated in Richmond, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2921 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 300273
Assets Under Management $1,302,509,037
No. Of Clients1709
Clients Per Financial Advisor131
HEARTWOOD WEALTH ADVISORS, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1709 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Alexandria, Virginia
- Retirement Planners in Arlington, Virginia
- Retirement Planners in Ashburn, Virginia
- Retirement Planners in Cape Charles, Virginia
- Retirement Planners in Chesapeake, Virginia
- Retirement Planners in Falls Church, Virginia
- Retirement Planners in Harrisonburg, Virginia
- Retirement Planners in Leesburg, Virginia
- Retirement Planners in Manassas, Virginia
- Retirement Planners in Mclean, Virginia
- Retirement Planners in Richmond, Virginia
- Retirement Planners in Vienna, Virginia
- Retirement Planners in Virginia Beach, Virginia
Looking for more choices? Use our free match service to compare retirement planners serving your area.