Best Financial Planners in Richmond, Virginia
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Richmond
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-13 of 13 Financial Planners listings in Richmond, VA · page 1 of 1
Score breakdown
- Financial Planner
- Richmond, Virginia
- (888) 920-1320
- merceradvisors.com
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 277-9734
- financialfreedomplanners.com
Financial Freedom Planners is a financial planner in Richmond, Virginia, serving individuals and families with personalized financial strategies focused on long-term security and independence. The firm specializes in retirement planning, investment...
Score breakdown
- Financial Planner
- Richmond, Virginia
- (833) 752-6333
- edelman.com
Edelman Financial Engines of Richmond: Edelman Financial Engines is a financial planner in Richmond, VA. They offer comprehensive financial planning services tailored to individuals and families seeking to manage their wealth effectively. With a strong reputation for reliability and expertise...
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 643-4080
- heritagewealth.net
Heritage Wealth Advisors is a Financial Planner in Richmond, VA, located at 919 E Main St #950. The firm operates as a multi-family office serving families, business owners, and institutions with integrated oversight across investments, tax, estate planning...
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 794-4600
- markgottschalk.com
Mark Gottschalk - Thrivent is a Financial Planner in Richmond, VA. Mark Gottschalk creates contemporary works through FinPointe, featuring stylized wall art and fish designs. His artistic approach explores transparent liquid color, utilizing brilliant hues...
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 250-3148
- trunorthbank.com
Northbank Partners is a financial planner in Richmond, Virginia, serving individuals and families with personalized financial guidance. The firm specializes in retirement planning, investment management, and wealth preservation, helping clients build...
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 782-3533
- home.wellsfargoadvisors.com
Wells Fargo Advisors of Richmond is a financial planner in Richmond, VA, located at 1021 E Cary St inside James Center II on the 22nd floor. The Richmond branch serves clients in the Richmond area through a team of 25 financial advisors, including Robert...
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 589-5989
- myverpa.com
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 272-0014
- lincoln.com
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 595-9360
- janney.com
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 340-8100
- carystreetpartners.com
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- Financial Planner
- Richmond, Virginia
- (804) 622-1727
- ashwoodfinancial.com
Score breakdown
- Financial Planner
- Richmond, Virginia
- (804) 451-1210
- sparkfinancialadvisors.com
What the Data Shows for Financial Planners in Richmond
15% of the 13 financial planners we measured in Richmond reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 35, compared with an average SEO score of 69.
The average Google rating across 12 rated financial planners is 5.0, and the median listing has 6 reviews.
None of the 13 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 13 financial planners in Richmond, Virginia by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Richmond ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Richmond, Virginia does BizScoreAI track?
13 financial planners in Richmond currently meet the profile-quality bar for this page, with an average BizScore of 52 and a top score of 67.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 15% of measured financial planners in Richmond score 50 or higher.
Is being listed free?
Yes. Every financial planner in Richmond is listed and scored for free, and claiming a listing is free too.
