wiseradvisor

Find Best Financial Advisors in Virginia

Advisor Match Advisor Match

A densely populated state like Virginia has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Virginia and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Virginia
Last Updated - 24-Sep-2022

Virginia has 16 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1474 non-vetted advisors in your local area. These financial advisors in Virginia have an average of 17 years of experience.

NOTE: The list of financial advisors in Virginia mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Virginia.

List of Qualified Financial Advisors in Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Brian Bowen
CCPS, CLU®, ChFC®
INTEGRITY FINANCIAL PLANNING, INC.
1315 Second St. SW, Suite 102,
Roanoke, VA 24016
Not Disclosed Not Specified Not Specified Not Specified
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
EGAN, BERGER AND WEINER, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA 22043
23 Not Specified $250K and up Fee-Based
Daniel R. Hill
CFP®, AIF®
HILL WEALTH STRATEGIES
10800 Midlothian Turnpike,
Suite 154,
Richmond, VA 23235
25 Not Specified $100,000 Fee-Only
Emily Robbins
Professional in Financial Planning, CRPS®
VIRGINIA ASSET GROUP
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Not Specified Not Specified Fee-Based
G. Adair Tyler
CLTC®, CRPC®
LPL
25020 Shore Parkway,
Ste 2B,
Onley, VA 23418
20 $45,000,000 25000 Fee-Based
Glenn Fischer
MBA
FISCHER WEALTH ADVISORS (FWA)
6076 Franconia RD,
B,
Alexandria, VA 22310
30 200000 $100,000.00 Fee-Based
Roshan Loungani
CFP®, CRPC®
ARETE WEALTH MANAGEMENT, LLC
8500 Leesburg Pike, Suite 210,
Vienna, VA 22182
22 $50,000,000 Not Specified Fee-Based
Christy Martinich
CFP®
EDELMAN FINANCIAL ENGINES, LLC
4000 Legato Road, 9th Floor,
Fairfax, VA 22033
16 Not Specified Not Specified Fee-Based
Darren Colananni
CFP®, CPWA®, CIMA®, ChFC®
CENTURION WEALTH MANAGEMENT
7901 Jones Branch Drive,
Suite 800,
McLean, VA 22102
12 350,000,000 Not Specified Fee-Only
Gian Deguzman
CRPC®, CWS®, ChFC®
EDELMAN FINANCIAL ENGINES, LLC
1750 Tysons Blvd.,
Suite 910,
Tysons Corner, VA 22102
12 Not Specified Not Specified Fee-Based
Matthew Preddy
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
200 Westgate Pkwy,
Suite 202,
Henrico, VA 23233
17 Not Specified Not Specified Fee-Based
Sean Connolly
CFP®, CIMA®
EDELMAN FINANCIAL ENGINES, LLC
1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314
9 Not Specified Not Specified Fee-Based
Tracy Whited
RFC®
WEALTHTRAK ADVISORS
4536 Bonney Rd,
Virginia Beach, VA 23462
Not Disclosed Not Specified $500000 Fee-Based
Frank Barkanic
CFP®
EDELMAN FINANCIAL ENGINES, LLC
19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147
5 Not Specified Not Specified Fee-Based
Jeffrey Lippman
CFP®, ChFC®
CAPITOL FINANCIAL CONSULTANTS, INC.
8180 Greensboro Drive, Suite 1150,
McLean, VA 22102
16 Not Specified $500,000 Fee-Based
Dan Uribe
GOOD WEALTH MANAGEMENT
544 S. Main St,
Harrisonburg, VA 22801
15+ Not Specified $500,000 Fee-Based

Information on Qualified Financial Advisors in Virginia

Qualifications CRD# 4470298
Firm CRD# 164481
Series 65


Office Location 1315 Second St. SW, Suite 102,
Roanoke,
VA
24016
Phone Number 540-266-3100

Brian Bowen is registered as an Investment Advisor Representative and is the President of Integrity Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia. He educates radio listeners on 'Retire with Integrity' on Saturday mornings at 10 a.m. on WFIR 960AM/107.3FM, has been featured on WSLS-TV's 'Wealth Wednesday', and contributes articles to CNNMoney, Money and Fortune. Brian's mission is to help his clients achieve their goals by providing them with objective, personal financial advice specific to their situation. The perspective and experience he gained in his early financial services career with Morgan Stanley Dean Witter, Conseco Finance, and Farm Bureau Financial Services led him to search for a better way to deliver unbiased, comprehensive planning that considers the interdependent mix of financial strategies, tax planning, estate planning, retirement planning, and risk management. Brian believes no financial decision should be made in a vacuum without considering all of these variables and their impact on each other. Brian lives in the Roanoke, VA area with his wife, Sheri, and their 6 children.

About Integrity Financial Planning, Inc.

Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to increase your income. Our fiduciary duty helps to ensure that we are working with our clients best interests at heart. As independent financial advisors, we have the ability to select from a wide range of products and services that may be appropriate for each client's situation. Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2207998
Series 6, 7, 26, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 1919 Gallows Rd, Suite 980,
Vienna,
VA
22043
Phone Number 703-506-0843

Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.

About Egan, Berger and Weiner, LLC

Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.


Qualifications CRD# 3188300
Firm CRD# 149511
Series 65

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 10800 Midlothian Turnpike,
Suite 154,
Richmond,
VA
23235
Phone Number 804-897-3919

Dan Hill is now entering his twenty-fifth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan, and his wife, Susan, reside in Williamsburg, VA. Both of their sons, Derek, and Brett and his wife Sarah and their one year old daughter Landon, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

About Hill Wealth Strategies

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.


Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 607 Lynnhaven Parkway,
Virginia Beach,
VA
23452
Phone Number 757-747-2556

Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance. She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve. Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.

About Virginia Asset Group

We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgeable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5030814
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 25020 Shore Parkway,
Ste 2B,
Onley,
VA
23418
Phone Number 757-787-4279

Adair prides himself in assisting clients with goal setting and life planning, making sure that the best laid plans aren't derailed. After 12 years advising for some of the largest firms in the industry, Adair has learned that helping clients on a more personal level is what's most important. Along with his financial advising skills, Adair draws on skills learned from a career in information technology at Autotrader.com and Cisco Systems. Prior to earning a Bachelor's degree from Virginia Wesleyan College, he served in the US Army in a MLRS, Rocket battalion, both stateside and in Europe, as well as the first Gulf War, garnering several meritorious awards. Adair enjoys developing and implementing strategies for his hard-working, motivated clients. In conjunction with technological planning tools, Adair follows a disciplined planning process, assessing the financial situation, understanding volatility tolerance, forming asset allocations, planning for future care, inheritance or estate issues, and monitoring the plan regularly. Adair has also implemented several retirement plans for businesses and non-profits. Adair is supported by resources from several large research firms, active and passive money managers as well as insurance specialists, legal and trust specialists and a supportive team structure. Adair is a Registered Representative of LPL Financial and an Investment Advisor Representative of LPL Financial. Born and raised on The Eastern Shore and growing up in the town of Parksley, Adair currently resides in Onancock. Bayside to Seaside and Bow to Stern, he is glad he moved back home after 20 years being out in the wide world. Adair enjoys boating, spending time with his wife Jennifer, and cheering on his children Carolin, Matthew, Noah, Virginia and Charlotte, at their games!

About Lpl

We at Chesapeake Investment Planning LLC desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities


Qualifications CRD# 1852876
Firm CRD# 281113
Series 63

Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets


Office Location 6076 Franconia RD,
B,
Alexandria,
VA
22310
Phone Number 703-674-9038

Glenn Fischer is a graduate of the UC Berkeley Biochemistry program and the University of Texas MBA program in Finance. He has been working in financial services since 1987.


Click here to Connect With Glenn

About Fischer Wealth Advisors (FWA)

We are a small boutique firm designed to solve problems. We make your life easier. To schedule an appointment click here: calendly.com/glenn-25

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4256993
Firm CRD# 44856
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 8500 Leesburg Pike, Suite 210,
Vienna,
VA
22182
Phone Number 202-536-4468

Roshan serves as a wealth advisor and partner at Arete Wealth Management. He joined Arete in 2008 and became the firm's first advisor in the position of retirement planning specialist, where he is truly in his element helping clients take control of their financial future. Roshan has earned both a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®) designations, awarded by the College for Financial Planning. Roshan produces an informative podcast called The Retirement Lifestyle Show with Arete Wealth Advisors Erik Olson and Adrian Nicholson. The show explores a variety of retirement matters relevant to listeners navigating the path to the ideal retirement. Roshan resides in Oak Hill, Virginia with his wife and three children. He spends most of this free time playing with his children and escorting them to various activities. He also makes time to work out and he enjoys listening to music in his downtime.

About Arete Wealth Management, LLC

As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business are strategic - from our small size and independence, to our experienced top tier advisors, to the breadth and uniqueness of our investment product offerings. You will not find another wealth management firm that can offer a similar value proposition. Our Services Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to individuals, businesses, foundations, nonprofit organizations and their endowments.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 5103818
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 4000 Legato Road, 9th Floor,
Fairfax,
VA
22033
Phone Number 703-251-0149

I am passionate about building long-term relationships with my clients and helping them achieve their goals. I believe personalized service is essential to building, implementing and maintaining a successful financial plan. I am happily married to my husband John and we have two beautiful daughters. Away from the office, I enjoy live music, cooking, traveling, and most of all just sitting on our front porch with family and friends.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 7901 Jones Branch Drive,
Suite 800,
McLean,
VA
22102
Phone Number 571-765-2301

Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Ashburn, VA where he sits on the Leadship Committee for Chance For Life, is an active member of JDRF (Juvenile Diabetes Research Foundation), and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.

About Centurion Wealth Management

There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5298082
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA
22102
Phone Number 703-718-5103

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4827370
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 200 Westgate Pkwy,
Suite 202,
Henrico,
VA
23233
Phone Number 804-882-4128

I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When I'm not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5743288
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1800 Diagonal Road,
Suite 480,
Alexandria,
VA
22314
Phone Number 703-677-9729

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2022462
Firm CRD# 160057
Series 65

Compensation/Fee Fee-Based, Hourly, Based on Assets


Office Location 4536 Bonney Rd,
Virginia Beach,
VA
23462
Phone Number 757-523-1250

Tracy has been an advisor in the Hampton Roads area for the past thirty years, offering sophisticated wealth strategies. He is the co-founder of WealthTrak Capital Management, our Registered Investment Adviser (RIA) firm specializing in strategically designed, risk-managed investment programs. As CIO, he oversees the investment committee and guides investment policy for our firm. Tracy works with clients to ensure that their goals are addressed by taking the complexity of the planning process and making it accessible. He has earned the designation of Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARFC) which is awarded to financial advisors who meet the high standards of education, experience, and integrity required of all its members. In addition, Tracy attended Old Dominion University, where he earned the Professional Financial Planner (PFP) designation. He is currently a Level III Candidate in the Chartered Market Technician (CMT) program. The CMT is a professional credential earned by those demonstrating extensive knowledge and aptitude in the field of technical analysis and trading, widely considered the gold standard in technical analysis globally. Tracy is an avid reader of investment theory and practice as well as an accomplished woodworker and golfer. He resides in Virginia Beach with his wife, Andrea, where he enjoys spending time with his adult sons, his grandson, Paxton, and two chocolate labs.

About WealthTrak Advisors

Anyone who has taken a thorough look at the major areas of his or her financial life, such as insurance, tax management, estate planning, and capital accumulation, needs to carefully plan in order to ensure that all of the pieces are designed to work together to help produce the most favorable results. As a Wealth Management Firm, we can help you work toward reaching those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations. WealthTrak Advisors provides comprehensive wealth management for a select group of individuals in the Hampton Roads area. We work exclusively with retirees and pre-retirees who have investable assets of greater than $250,000 and know that there is more to life than money. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the "four pillars" of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning. For over 20 years, the advisors at WealthTrak have created a community of exceptional clients with strong values and a passion for the important things in life.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6339074
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 19775 Belmont Executive Plaza,
Suite 530,
Ashburn,
VA
20147
Phone Number 703-251-0156

From growing up in Gaithersburg, MD, to graduating from Virginia Tech, to living in Arlington, VA, I have spent my whole life in the Washington, D.C., area. I'm from a family of numbers, with both my parents and oldest brother being accountants, and I have been in the financial planning industry since 2014.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5124838
Firm CRD# 109800

Compensation/Fee Fee-Based


Office Location 8180 Greensboro Drive, Suite 1150,
McLean,
VA
22102
Phone Number 703-821-2000

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth Management Tax Planning and Preparation Risk Management Retirement Planning Education Funding Estate Planning Business Planning and Services

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 544 S. Main St,
Harrisonburg,
VA
22801
Phone Number 540-801-8000

About Good Wealth Management

With offices in Harrisonburg, VA and Fairfax, VA, Good Wealth Management is a truly independent wealth management firm servicing multigenerational-families and businesses in several states. As an independent firm, we pride ourselves on providing unbiased and conflict-free investment advice based on a thorough understanding of our clients’ unique circumstances.


Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Investure, Llc
240 W Main Street , Suite 500,
Charlottesville, VA 22902
$36,279,378,598 48 A percentage of AUM
Performance Based
Thompson Siegel & Walmsley Llc
6641 West Broad Street , Suite 600,
Richmond, VA 23230
$23,876,800,000 4971 A percentage of AUM
Performance Based
Wilbanks, Smith & Thomas Asset Management, Llc
150 West Main Street , Ste 1700,
Norfolk, VA 23510
$4,970,407,163 4804 A percentage of AUM
Fixed fees
The Edgar Lomax Company
5971 Kingstowne Village Parkway , Suite 240,
Alexandria, VA 22315
$1,758,946,552 40 A percentage of AUM
Fixed fees
Performance Based
Hunter Michael Investment Advisors Inc
1650 Huguenot Rd,
Midlothian, VA 23113
$1,320,795,882 40 A percentage of AUM
Fixed fees
Dorsey, Wright & Associates, Llc
3300 W Leigh Street,
Richmond, VA 23230
$961,107,571 1581 A percentage of AUM
Subscription fees
Fixed fees
Pettyjohn, Wood & White, Inc.
1925 Atherholt Road,
Lynchburg, VA 24501
$683,188,972 865 A percentage of AUM
Hourly charges
Other (HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES)
Spectrum Financial Inc
272 Bendix Road, Ste 600,
Virginia Beach, VA 23452
$402,578,754 257 A percentage of AUM
Other (SERVICE FEE/SUB ADVISORY FEE)
Hsc Wealth Advisors
1563 Crossings Centre Drive , Suite 100,
Forest, VA 24551-4744
$356,522,643 1526 A percentage of AUM
Fixed fees
Aegis Financial Corporation
6862 Elm Street , Suite 830,
Mclean, VA 22101
$238,153,983 66 A percentage of AUM
Hourly charges
Thompson Davis Asset Management
9030 Stony Point Pkwy, Ste 100,
Richmond, VA 23235
$175,037,056 401 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Mcginn Investment Management Inc
277 S. Washington Street , Suite 340,
Alexandria, VA 22314
$172,814,796 218 A percentage of AUM
Closed-End Fund Advisors
7204 Glen Forest Drive , Suite #105,
Richmond, VA 23226
$171,037,580 133 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Chesapeake Investment Management Llc
1501 Farm Credit Dr. , Suite 2450,
Mclean, VA 22102
$140,000,000 140 A percentage of AUM
Fixed fees
Resource 1, Inc.
101 W Main St Suite 370,
Norfolk, VA 23510
$118,584,522 102 A percentage of AUM
Hourly charges

    List of Additional Advisors in Virginia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Providence Forge Branch Manager
    Inquire with Providence
    3501 N. Courthouse Drive, Providence Forge, VA  23140 804-966-2264
    Lauren Radabaugh
    Inquire with Lauren
    3600 La Grange Parkway, Toano, VA  23168 757-741-2244
    Mary Moniz
    Inquire with Mary
    4701 Cox Road, Suite 160, Glen Allen, VA  23060 757-741-2244
    Kasey Law
    Inquire with Kasey
    2608 General Puller Hwy, Saluda, VA  23149 804-758-3641
    Toby Blatt
    Inquire with Toby
    7021 Mechanicsville Turnpike, Mechanicsville, VA  23111 804-569-9776
    Beth Hodges
    Inquire with Beth
    4780 Longhill Road, Williamsburg, VA  23188 757-565-0593
    Dorsey Jackson
    Inquire with Dorsey
    2800 George Washington Memorial Hwy, Yorktown, VA  23693 757-952-1190
    Eric Floyd
    Inquire with Eric
    698 Towne Center Drive, Newport News, VA  23606 757-596-4775
    Bryony Gills
    Inquire with Bryony
    2288 Cartersville Road, Cartersville, VA  23027 804-375-9073
    Bethany Bajsert
    Inquire with Bethany
    415 14th Street, West Point, VA  23181 804-843-2708
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Virginia?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?