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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 you 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 registrations check. 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 - October 2, 2024Richmond has 1 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.
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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
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 | THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230 | $17,550,000,000 | 4952 | 67 | A Percentage of AUM, Performance Based |
| 2 | DAVENPORT & COMPANY LLC One James Center, 901 East Cary Street, Suite 1100 Richmond, VA, 23219 | $16,588,083,655 | 20311 | 478 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES) |
| 3 | THE LONDON COMPANY OF VIRGINIA 1800 Bayberry Court, Suite 301, Richmond, VA, 23226 | $14,755,387,190 | 8754 | 50 | A Percentage of AUM, Performance Based |
| 4 | AGINCOURT CAPITAL MANAGEMENT, LLC 200 South 10th Street, Suite 800 Richmond, VA, 23219 | $7,392,877,103 | 391 | 18 | A Percentage of AUM, Performance Based |
| 5 | SPIDER MANAGEMENT COMPANY, LLC 5800 Patterson Ave, Suite 300 Richmond, VA, 23226 | $5,912,022,697 | 4 | 19 | A Percentage of AUM |
| 6 | CARY STREET PARTNERS 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | $5,512,469,144 | 11387 | 134 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 7 | RICHMOND CAPITAL MANAGEMENT INC 1509a Belleville Street, Richmond, VA, 23230 | $5,376,196,000 | 199 | 21 | A Percentage of AUM |
| 8 | BROCKENBROUGH 1802 Bayberry Ct., Suite 400 Richmond, VA, 23226-3767 | $4,240,933,931 | 1059 | 30 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | 1607 CAPITAL PARTNERS, LLC 13 S. 13th Street, Suite 400 Richmond, VA, 23219 | $3,903,035,396 | 27 | 17 | A Percentage of AUM, Performance Based |
| 10 | HERITAGE WEALTH ADVISORS 919 East Main Street, Suite 950 Richmond, VA, 23219 | $3,081,765,406 | 1345 | 32 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | WEALTHCARE CAPITAL MANAGEMENT LLC 2 James Center, 1021 East Cary Street, #702 Richmond, VA, 23219 | $2,603,042,487 | 11094 | 59 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | CARY STREET PARTNERS ASSET MANAGEMENT 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | $1,291,528,595 | 2739 | 39 | A Percentage of AUM, Fixed Fees |
| 13 | KANAWHA CAPITAL MANAGEMENT, LLC 7201 Glen Forest Drive, Suite 200 Richmond, VA, 23226-3759 | $1,284,232,846 | 1176 | 11 | A Percentage of AUM, Fixed Fees |
| 14 | SALOMON AND LUDWIN 1401 Gaskins Road, Richmond, VA, 23238 | $1,223,243,578 | 2034 | 11 | A Percentage of AUM, Fixed Fees |
| 15 | GODSEY & GIBB WEALTH MANAGEMENT 6806 Paragon Pl, Ste 230, Richmond, VA, 23230 | $1,164,118,972 | 1705 | 25 | A Percentage of AUM, Other (FINANCIAL PLANNING FEES, TAX PREPARATION FEES) |
Information on Top Retirement Planning firms in Richmond, Virginia
QualificationsFirm CRD# 105726
Assets Under Management $17,550,000,000
No. Of Clients4952
Clients Per Financial Advisor74
THOMPSON SIEGEL & WALMSLEY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4952 clients. The team consists of 67 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 1588
Assets Under Management $16,588,083,655
No. Of Clients20311
Clients Per Financial Advisor42
DAVENPORT & COMPANY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20311 clients. The team consists of 478 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106654
Assets Under Management $14,755,387,190
No. Of Clients8754
Clients Per Financial Advisor175
THE LONDON COMPANY OF VIRGINIA is a financial advisory firm situated in Richmond, Virginia. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8754 clients. The team consists of 50 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 112096
Assets Under Management $7,392,877,103
No. Of Clients391
Clients Per Financial Advisor22
AGINCOURT CAPITAL MANAGEMENT, LLC 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 391 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 149343
Assets Under Management $5,912,022,697
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 19 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 128545
Assets Under Management $5,512,469,144
No. Of Clients11387
Clients Per Financial Advisor85
CARY STREET PARTNERS 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 11387 clients. The team consists of 134 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 104636
Assets Under Management $5,376,196,000
No. Of Clients199
Clients Per Financial Advisor9
RICHMOND CAPITAL MANAGEMENT INC 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 199 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105142
Assets Under Management $4,240,933,931
No. Of Clients1059
Clients Per Financial Advisor35
BROCKENBROUGH 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 1059 clients. The team consists of 30 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 144758
Assets Under Management $3,903,035,396
No. Of Clients27
Clients Per Financial Advisor2
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 27 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 137484
Assets Under Management $3,081,765,406
No. Of Clients1345
Clients Per Financial Advisor42
HERITAGE WEALTH ADVISORS 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 1345 clients. The team consists of 32 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111119
Assets Under Management $2,603,042,487
No. Of Clients11094
Clients Per Financial Advisor188
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 11094 clients. The team consists of 59 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 289178
Assets Under Management $1,291,528,595
No. Of Clients2739
Clients Per Financial Advisor70
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 2739 clients. The team consists of 39 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
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 118458
Assets Under Management $1,284,232,846
No. Of Clients1176
Clients Per Financial Advisor107
KANAWHA CAPITAL MANAGEMENT, 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 1176 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 292456
Assets Under Management $1,223,243,578
No. Of Clients2034
Clients Per Financial Advisor185
SALOMON AND LUDWIN 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 2034 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105650
Assets Under Management $1,164,118,972
No. Of Clients1705
Clients Per Financial Advisor68
GODSEY & GIBB WEALTH 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 1705 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (FINANCIAL PLANNING FEES
- TAX PREPARATION FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational 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:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.