The 10 best financial advisors in Richmond in 2026

1. 1

   WealthSmart Incorporated

   financial planning, investments · yes · yes · CFP, CIM, CEA · 4.9 ★, 11 reviews

   56/100
2. 2

   MERAKI Financial Services Inc

   financial planning · yes · yes · since 2014 · 4 ★, 4 reviews

   41/100
3. 3

   Amanda Y Li

   investments · team website · 1 advisors · CFP

   34/100
4. 4

   Felix Wong

   investments · team website · 1 advisors · PFP

   34/100
5. 5

   Jennifer Ma

   investments · team website · 1 advisors · CFP

   34/100
6. 6

   Neil C Collins

   investments · team website · 1 advisors · CFP, CLU, CIM

   34/100
7. 7

   Philip Hoang

   investments · team website · 1 advisors · CFP

   34/100
8. 8

   Zhong Li

   investments · team website · 1 advisors · CFP, CFA

   34/100
9. 9

   Antonio Lee

   investments · team website · 1 advisors

   19/100
10. 10

    iA Private Wealth - Steveston

    investments, insurance · yes

    19/100

The criteria

Frequently asked questions

Who is the best financial advisor in Richmond?

On our public criteria, WealthSmart Incorporated ranks first in Richmond, ahead of MERAKI Financial Services Inc and Amanda Y Li. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method