Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Richmond, VA
Every SEC-registered financial advisor at a firm office in Richmond who lists the Certified Financial Planner designation, A to Z.
202 CFP professionals work in Richmond; the most are at Davenport & Company LLC (24). 108 are also registered broker representatives.
CFP advisors in Richmond, A to Z
Every advisor in Richmond →- James E. Abbe IVDover Advisors, LLC · Certified Financial Planner
- Marcelo A. Ampie ZelayaCommonwealth Retirement Investments LLC · Certified Financial Planner
- Kirsten N. AshbaughManuka Financial · Certified Financial Planner
- Catherine M. AtwoodFounders Grove Wealth Partners, LLC · Certified Financial Planner
- Jonathan BaileyWealthcrossing · Certified Financial Planner
- Mark BestEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Justin A. BlackfordTruist Advisory Services, Inc. · Certified Financial Planner
- William S. BonwellBonwell Capital Management, LLC · Certified Financial Planner
- Joshua R. BowersValeo Financial Advisors, LLC · Certified Financial Planner
- Beth P. BradberryRoseline Capitol Advisors, LLC · Certified Financial Planner
- Peter K. BradenGodsey & Gibb Wealth Management · Certified Financial Planner
- Charles BradshawWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Thomas R. BranchDavenport & Company LLC · Certified Financial Planner
- Joseph L. Brockman Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Robert W. BrockmeierMorgan Stanley · Certified Financial Planner
- Bradley A. BrownStonex Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Carlton L. BrownRaymond James & Associates, Inc. · Certified Financial Planner
- Matthew J. BuckleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Franklin D. Butler Jr.Commonwealth Financial Network · Certified Financial Planner
- Peter M. ByrdOpulent Wealth · Certified Financial Planner
- Daniel C. CaffreyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Scarlott L. CagleWealthcare Capital Management LLC · Certified Financial Planner
- John CainWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Cheryl A. CarringtonTruist Advisory Services, Inc. · Certified Financial Planner
- Cooper J. CasillasCanal Capital Management, LLC · Certified Financial Planner
- Shane M. CasonDavenport & Company LLC · Certified Financial Planner
- Andrew N. CasteelCovenant Wealth Advisors · Certified Financial Planner
- Jordan ChalkleyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Marshall O. ChambersHeritage Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Sloan R. ChittendenVerus Financial Partners · Certified Financial Planner
- John B. ClairEvoadvisors · Certified Financial Planner
- Amy H. ClarkHighstone Group · Certified Financial Planner, Chartered Financial Consultant
- Kevin ClarkEdward Jones · Certified Financial Planner
- Brenda D. ClarkeTruist Advisory Services, Inc. · Certified Financial Planner
- William B. ClelandDavenport & Company LLC · Certified Financial Planner
- Tara CollinsSilvercrest Asset Management Group LLC · Certified Financial Planner
- Carroll M. CooperMercer Global Advisors Inc. · Certified Financial Planner
- Charles E. CorethCg Advisory Services · Certified Financial Planner
- Christopher W. CosbyHermitage Wealth · Certified Financial Planner
- William H. CoxWealthcare Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Claire E. CraighillWealthcrossing · Certified Financial Planner
- Marian CrawfordLPL Financial LLC · Certified Financial Planner
- Alexander W. DammAmeriprise Financial Services, LLC · Certified Financial Planner
- Catherine L. DanfordOsaic Wealth, Inc. · Certified Financial Planner
- Matthew C. DanielCary Street Partners · Certified Financial Planner
- James E. Davidson Jr.Davenport & Company LLC · Certified Financial Planner
- Mary F. DavisDavenport & Company LLC · Certified Financial Planner
- Scott T. DavisonWealthcare Capital Management LLC · Certified Financial Planner
- Jeff D. DonhamFocus Partners Wealth, LLC · Certified Financial Planner
- Ryan P. DrakeCommonwealth Retirement Investments LLC · Certified Financial Planner, Chartered Financial Consultant
- James V. DutyRoseline Capitol Advisors, LLC · Certified Financial Planner
- William L. EbsMomentum Independent Network Inc. · Certified Financial Planner
- Tyler FinneyLPL Financial LLC · Certified Financial Planner
- Eric S. FitzgeraldAlpha Omega Wealth Management, LLC · Certified Financial Planner
- Mark R. FonvilleCovenant Wealth Advisors · Certified Financial Planner
- Frederick G. FramDavenport & Company LLC · Certified Financial Planner, Chartered Financial Consultant
- Jacob R. FramVerus Financial Partners · Certified Financial Planner
- Wendell B. FullerFuller Wealth Advisors · Certified Financial Planner
- Thomas K. GarnerKanawha Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- John GarrisCerity Partners LLC · Certified Financial Planner
- Christopher W. GearyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- James M. Gift Jr.Juno Financial Group LLC · Certified Financial Planner
- Alec J. GilliamHornor, Townsend & Kent, LLC · Certified Financial Planner
- Robert J. GlowniaLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicole L. GoodingJanney Montgomery Scott LLC · Certified Financial Planner
- Hunter R. GottwaldDavenport & Company LLC · Certified Financial Planner
- Suzanne A. GrasonSpark Financial Advisors · Certified Financial Planner
- Ryan D. GreenleeBarrett Capital Management,llc · Certified Financial Planner
- Kenneth P. Gross IIOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brittany L. HaleEdward Jones · Certified Financial Planner
- Nickolas J. HammelmanNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Jeffrey D. HammerHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
- James W. HarrisDavenport & Company LLC · Certified Financial Planner
- Sarah F. HarrisWaverly Advisors, LLC · Certified Financial Planner
- John HarvieWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ann M. HealyBeale Healy Investment Advisors Inc. · Certified Financial Planner
- Charles T. Hill Jr.Heritage Wealth Advisors · Certified Financial Planner
- Ronald J. HochsteinHighstone Group · Certified Financial Planner, Chartered Financial Consultant
- Edward L. Hoppe IIIVerus Financial Partners · Certified Financial Planner, Personal Financial Specialist
- Alexis HoulihanCreative Planning · Certified Financial Planner
- Walter S. HurtCovenant Wealth Advisors · Certified Financial Planner
- Brian D. JasinkiewiczHornor, Townsend & Kent, LLC · Certified Financial Planner
- Matthew P. JenkinsNoble Hill Planning LLC · Certified Financial Planner, Chartered Financial Analyst
- Brant C. JonesThompson Davis & Co., Inc. · Certified Financial Planner
- Kenneth C. JonesCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael JoyceCw Advisors, LLC · Certified Financial Planner
- Wesley B. KaufmanWaverly Advisors, LLC · Certified Financial Planner
- Virginia W. KehlenbeckDavenport & Company LLC · Certified Financial Planner
- Alice C. KennedyTruist Advisory Services, Inc. · Certified Financial Planner
- Elizabeth A. KingCary Street Partners · Certified Financial Planner
- John K. KingWealthcrossing · Certified Financial Planner
- David A. KozlowskiVerus Financial Partners · Certified Financial Planner
- Jeremy K. KuhlenFocus Partners Wealth, LLC · Certified Financial Planner
- William J. Lagos Jr.Verus Financial Partners · Certified Financial Planner, Chartered Financial Consultant
- Christopher S. LeeCommonwealth Retirement Investments LLC · Certified Financial Planner
- Robert P. Leonard IIICetera Investment Advisers LLC · Certified Financial Planner
- Christopher M. LeslieGodsey & Gibb Wealth Management · Certified Financial Planner
- Jared C. LewisCetera Investment Advisers LLC · Certified Financial Planner
- Carl G. LindAlpha Omega Wealth Management, LLC · Certified Financial Planner
- Kristin A. LindsayVerus Financial Partners · Certified Financial Planner
- Samantha B. LinkBrockenbrough · Certified Financial Planner
- Jason A. MadisonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Julia L. MalinCerity Partners LLC · Certified Financial Planner
- Jamie L. MaloneCw Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Josiah B. MartinFirstfruits Wealth Management · Certified Financial Planner
- Steven S. MartinDavenport & Company LLC · Certified Financial Planner
- Jacob L. MassanopoliMarotta Wealth Management, Inc. · Certified Financial Planner
- Colin M. MayDavenport & Company LLC · Certified Financial Planner
- Audrey L. McCrayDavenport & Company LLC · Certified Financial Planner
- Melanie M. McDonaldCary Street Partners · Certified Financial Planner
- Divam N. MehtaCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Paul J. Melnick IIIJuno Financial Group LLC · Certified Financial Planner
- Patrick MeyerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christopher L. MilliganKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Samuel T. MintzRaymond James & Associates, Inc. · Certified Financial Planner
- Cameron MitchellEdward Jones · Certified Financial Planner
- Daniel R. MizellDavenport & Company LLC · Certified Financial Planner
- Jerald F. Moore Jr.Ameriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jacob MorganStrategic Advisers LLC · Certified Financial Planner
- Kyle MorrisseyCommonwealth Financial Network · Certified Financial Planner
- Timothy H. MullinsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Russell W. MunnHermitage Wealth · Certified Financial Planner
- Susan A. MurpheyCetera Investment Advisers LLC · Certified Financial Planner
- Keith L. MuthWatch Hill Financial Inc. · Certified Financial Planner, Chartered Financial Analyst
- Tyler B. NapierCary Street Partners · Certified Financial Planner
- Carter M. NealWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dustin C. NewtonAscent Financial Group · Certified Financial Planner
- Rosana NguyenCovenant Wealth Advisors · Certified Financial Planner
- Eric F. NostLPL Financial LLC · Certified Financial Planner
- Michael P. O'ShaughnessyAscent Financial Group · Certified Financial Planner
- David J. ObrienEvoadvisors · Certified Financial Planner
- Katherine H. OdellOnedigital · Certified Financial Planner
- Kristopher T. OlexyOsaic Wealth, Inc. · Certified Financial Planner
- Michelle OrellanaSpark Financial Advisors · Certified Financial Planner
- Richard G. OwenDavenport & Company LLC · Certified Financial Planner
- Cheryl L. PageDavidson Investment Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Kristina A. PalangiDavenport & Company LLC · Certified Financial Planner, Chartered Financial Consultant
- Arlen B. PenfieldRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Walker W. PhillipsCerity Partners LLC · Certified Financial Planner
- Emil J. PichardoGodsey & Gibb Wealth Management · Certified Financial Planner
- James D. PickertKanawha Capital Management, LLC · Certified Financial Planner
- Austin PierceEdward Jones · Certified Financial Planner
- Elizabeth D. PollardDavenport & Company LLC · Certified Financial Planner
- Debra R. PollockTruist Advisory Services, Inc. · Certified Financial Planner
- David A. PowersDavenport & Company LLC · Certified Financial Planner
- Michael T. PowersManuka Financial · Certified Financial Planner, Personal Financial Specialist
- Jacob D. PrestonCovenant Wealth Advisors · Certified Financial Planner
- Thomas W. PriceDavenport & Company LLC · Certified Financial Planner
- Jason G. PrudenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Carl W. RamseyDavenport & Company LLC · Certified Financial Planner
- Delores A. RemoHeritage Wealth Advisors · Certified Financial Planner
- George E. ReveleyAlpha Omega Wealth Management, LLC · Certified Financial Planner
- William A. Rice Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Audre S. RobertsonOppenheimer & Co. Inc. · Certified Financial Planner
- Ryan T. RobertsonEdward Jones · Certified Financial Planner
- David M. RobinsonCg Advisory Services · Certified Financial Planner
- Matthew C. RomeoKitchen Table Financial Planning · Certified Financial Planner
- Jacob E. SalomonSalomon And Ludwin · Certified Financial Planner
- Cody L. SantmyerCw Advisors, LLC · Certified Financial Planner
- Ralph H. Saunders Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Betty B. Schutte-BoxRaymond James & Associates, Inc. · Certified Financial Planner
- Jean S. SchwarzCerity Partners LLC · Certified Financial Planner
- Eric P. ScruggsCovenant Wealth Advisors · Certified Financial Planner
- Christian D. Searcy Jr.Cary Street Partners · Certified Financial Planner
- Kevin S. SeayKanawha Capital Management, LLC · Certified Financial Planner
- Laura ServiceEdward Jones · Certified Financial Planner
- Roger J. Shawn IIIRaymond James & Associates, Inc. · Certified Financial Planner
- Benjamin D. Sillmon IIIWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Sarah C. SimmerHeritage Wealth Advisors · Certified Financial Planner
- Allen G. SleemanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Adam K. SmithCovenant Wealth Advisors · Certified Financial Planner
- Margaret J. SmithCanal Capital Management, LLC · Certified Financial Planner
- Ryan M. SmithParagon Financial Services · Certified Financial Planner
- Tyler SorensenEdward Jones · Certified Financial Planner
- David StaplesSalomon And Ludwin · Certified Financial Planner
- Stephanie F. StumpfWealthcrossing · Certified Financial Planner, Personal Financial Specialist
- Brian D. SullivanNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- John P. SullivanTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Samuel SweeneyDavenport & Company LLC · Certified Financial Planner
- Matthew A. TatumWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- William M. Thomas3chopt Investment Partners LLC · Certified Financial Planner
- Joseph C. ThompsonDavenport & Company LLC · Certified Financial Planner
- Kathleen L. ThompsonMorgan Stanley · Certified Financial Planner
- Marc A. VerdiGodsey & Gibb Wealth Management · Certified Financial Planner, Personal Financial Specialist
- John W. VetrovecDavenport & Company LLC · Certified Financial Planner
- Sara K. VickOsaic Wealth, Inc. · Certified Financial Planner
- Joshua D. ViscontiWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher VoegelinTruist Advisory Services, Inc. · Certified Financial Planner
- Brian A. WallisEdward Jones · Certified Financial Planner
- Megan W. WatersCovenant Wealth Advisors · Certified Financial Planner
- Thomas WatsonDavenport & Company LLC · Certified Financial Planner
- Brian J. WelchVerus Financial Partners · Certified Financial Planner
- John C. WestfallDavenport & Company LLC · Certified Financial Planner
- C. K. WhartonRaymond James & Associates, Inc. · Certified Financial Planner
- John C. WilliamsWealthcrossing · Certified Financial Planner
- Matthew T. WilliamsValeo Financial Advisors, LLC · Certified Financial Planner
- Wendy K. WilliamsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Janet H. WillsWills Financial Group, LLC · Certified Financial Planner
- Jeremiah R. WintersFounders Grove Wealth Partners, LLC · Certified Financial Planner
- Troy R. YenserRaymond James & Associates, Inc. · Certified Financial Planner
- Laura J. YoxEdward Jones · Certified Financial Planner
- Lauren K. Zangardi HaynesSpark Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in Richmond
Davenport & Company LLC 24Edward Jones 10Covenant Wealth Advisors 8Wells Fargo Advisors Financial Network, LLC 8Wells Fargo Clearing Services, LLC 8Raymond James & Associates, Inc. 7Truist Advisory Services, Inc. 7Verus Financial Partners 7Osaic Wealth, Inc. 6Cary Street Partners 5Wealthcrossing 5Cerity Partners LLC 4Godsey & Gibb Wealth Management 4Heritage Wealth Advisors 4LPL Financial LLC 4
CFP advisors in other Virginia cities
All of Virginia →McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 45Roanoke 43Midlothian 40Williamsburg 37Tysons Corner 34Norfolk 33Leesburg 32Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Richmond, VA?
202 SEC-registered investment adviser representatives at firm offices in Richmond, Virginia list the CFP designation; Davenport & Company LLC employs the most of them (24).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Richmond?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.