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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 - April 9, 2024

Richmond 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

advisor-photo
vector.svg VERIFIED

Daniel 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

Top 15 Retirement Planning firms in Richmond, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600
Richmond, VA, 23230
$17,550,000,000495267
A Percentage of AUM, Performance Based
2
DAVENPORT & COMPANY LLC
One James Center, 901 East Cary Street, Suite 1100
Richmond, VA, 23219
$16,588,083,65520311478
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
$14,755,387,190875450
A Percentage of AUM, Performance Based
4
AGINCOURT CAPITAL MANAGEMENT, LLC
200 South 10th Street, Suite 800
Richmond, VA, 23219
$7,392,877,10339118
A Percentage of AUM, Performance Based
5
SPIDER MANAGEMENT COMPANY, LLC
5800 Patterson Ave, Suite 300
Richmond, VA, 23226
$5,912,022,697419
A Percentage of AUM
6
CARY STREET PARTNERS
901 East Byrd Street, Suite 1001
Richmond, VA, 23219
$5,512,469,14411387134
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
7
RICHMOND CAPITAL MANAGEMENT INC
1509a Belleville Street,
Richmond, VA, 23230
$5,376,196,00019921
A Percentage of AUM
8
BROCKENBROUGH
1802 Bayberry Ct., Suite 400
Richmond, VA, 23226-3767
$4,240,933,931105930
A Percentage of AUM, Fixed Fees, Performance Based
9
1607 CAPITAL PARTNERS, LLC
13 S. 13th Street, Suite 400
Richmond, VA, 23219
$3,903,035,3962717
A Percentage of AUM, Performance Based
10
HERITAGE WEALTH ADVISORS
919 East Main Street, Suite 950
Richmond, VA, 23219
$3,081,765,406134532
A Percentage of AUM, Hourly charges, Fixed Fees
11
WEALTHCARE CAPITAL MANAGEMENT LLC
2 James Center, 1021 East Cary Street, #702
Richmond, VA, 23219
$2,603,042,4871109459
A Percentage of AUM, Hourly charges, Fixed Fees
12
CARY STREET PARTNERS ASSET MANAGEMENT
901 East Byrd Street, Suite 1001
Richmond, VA, 23219
$1,291,528,595273939
A Percentage of AUM, Fixed Fees
13
KANAWHA CAPITAL MANAGEMENT, LLC
7201 Glen Forest Drive, Suite 200
Richmond, VA, 23226-3759
$1,284,232,846117611
A Percentage of AUM, Fixed Fees
14
SALOMON AND LUDWIN
1401 Gaskins Road,
Richmond, VA, 23238
$1,223,243,578203411
A Percentage of AUM, Fixed Fees
15
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Pl, Ste 230,
Richmond, VA, 23230
$1,164,118,972170525
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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