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Best Financial Planners in Richmond, Virginia

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Rankings use the published BizScore formulas. How we score

7Financial Planners scored in Richmond
55Average BizScore
62Top BizScore
14%AI Visibility 50 or higher
72Average SEO score
4.3Average Google rating (6 rated)

Top Financial Planners in Richmond

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Showing 1-7 of 7 Financial Planners listings in Richmond, VA · page 1 of 1

#1Financial Freedom Planners

5.0 Google rating · 130 reviews

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Financial Freedom Planners website

Score breakdown

AI Visibility39
SEO80
  • Financial Planner
  • Richmond, Virginia
  • (804) 277-9734
  • nypost.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...

Ranked #6 of 29 Financial Planner listings in RichmondScores updated Jun 7, 2026

#2Edelman Financial Engines of Richmond

4.9 Google rating · 123 reviews

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Edelman Financial Engines of Richmond website

Score breakdown

AI Visibility55
SEO63
  • 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...

Ranked #7 of 29 Financial Planner listings in RichmondScores updated Jun 23, 2026

#3Heritage Wealth Advisors

5.0 Google rating · 1 review

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Heritage Wealth Advisors website

Score breakdown

AI Visibility40
SEO77
  • 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...

Ranked #10 of 29 Financial Planner listings in RichmondScores updated Sep 26, 2026

#4Mark Gottschalk - Thrivent

5.0 Google rating · 1 review

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Mark Gottschalk - Thrivent website

Score breakdown

AI Visibility28
SEO78
  • 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...

Ranked #13 of 29 Financial Planner listings in RichmondScores updated Sep 18, 2026

#5Northbank Partners

4.7 Google rating

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Northbank Partners website

Score breakdown

AI Visibility25
SEO86
  • 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...

Ranked #14 of 29 Financial Planner listings in RichmondScores updated Sep 19, 2026

#6Richmond Finance Co

1.0 Google rating

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Richmond Finance Co website

Score breakdown

AI Visibility34
SEO69
  • Financial Planner
  • Richmond, Virginia
  • (804) 643-0008
  • biggerpockets.com

Richmond Finance Co is a Financial Planner in Richmond, VA. They offer comprehensive financial planning services and specialize in helping clients navigate their financial goals through expert advice and tailored strategies. With years of experience, they...

Ranked #16 of 29 Financial Planner listings in RichmondScores updated Jun 7, 2026
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Wells Fargo Advisors of Richmond website

Score breakdown

AI Visibility39
SEO53
  • 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...

Ranked #18 of 29 Financial Planner listings in RichmondScores updated Jun 8, 2026
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BizScoreAI ranks 7 financial planners in Richmond, Virginia by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Richmond, Virginia does BizScoreAI track?

7 financial planners in Richmond currently meet the profile-quality bar for this page, with an average BizScore of 55 and a top score of 62.

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. 14% 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.