Personalized Advice For Portfolio Size of 100k And Above
FINRA/SEC Registered AdvisorsPersonalized Advice For Portfolio Size of 100k And Above
Find Top Financial Advisors in Arlington, Virginia
Arlington, Virginia, located just across the river from Washington D.C., is known for its urban, walkable neighborhoods, rich history, and diverse community. Residents of Arlington are part of a vibrant community of over 235,000 people. However, with a cost of living that is 41% higher than the state average, residents may want to make the most of their hard-earned money with the help of an experienced and certified financial advisor. WiserAdvisor's directory of vetted financial advisors in Arlington and the DMV area has experience helping residents in Arlington with personalized financial guidance in a variety of financial matters including the following:
-
Financial planning
-
Investment strategies
-
Wealth management
-
Retirement planning
-
Creating financial plans for their children's college education
-
and more.
The fiduciary financial advisors not only have experience in providing personalized advice for specific financial situations, but they also keep your financial goals in mind. If you're looking for a financial expert in and around Arlington, browse our list of vetted advisors and connect with the right one for your needs.
How To Find Trusted Financial Advisors in Arlington, Virginia
Arlington has 16 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Arlington, Virginia have an average of 21 years of experience.
NOTE: The list of vetted financial advisors in Arlington, Virginia mentioned below does 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 Arlington, Virginia.
Qualified Financial Advisors in Arlington, Virginia
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 13 Years | $145,000,000 | $25,000 | Fee-Based | |
| 17 Years | $250,000,000 | Not Specified | Not Specified | |
| 22 Years | $50,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| N/A | $0 | Not Specified | Fee-Only | |
Jeffrey LippmanCFP®, ChFC®Capitol Financial Consultants, Inc.8180 Greensboro Drive, Suite 1150McLean, VA 22102 | 23 Years | Not Specified | $500,000 | Fee-Based |
| N/A | $600,000,000 | $1,000,000 | Fee-Only | |
Edelman Financial Engines, LLC12510 Prosperity DriveSilver Spring, MD 20904 6031 University BoulevardEllicott City, MD 21043 900 Bestgate RoadAnnapolis, MD 21401 | N/A | $0 | Not Specified | Fee-Based |
| 30 Years | Not Specified | $500,000 | Fee-Based | |
| 21 Years | $6,100,000,000 | $50,000,000 | Fee-Based | |
| N/A | $1,300,000,000 | Not Specified | Not Specified | |
| N/A | Not Specified | Not Specified | Fee-Only | |
Geoffrey BurroughsCFP®, Financial Planning Specialist, CDFA®Harbor Investment Advisory2330 W. Joppa RdLutherville, MD 21093 | 12 Years | Not Specified | $250,000 | Fee-Based |
| Not Disclosed | Not Specified | Not Specified | Not Specified |
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Information on Qualified Financial Advisors in Arlington, Virginia

In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President.
Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD.
Currently, Michael lives in Arlington, VA. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.
We are a registered investment advisory firm located in Arlington, VA.

Before embarking on his client-focused career, he earned a Bachelor's degree in Economics from Bucknell University, where he also showcased his athletic talents as a football kicker and his musical abilities as an upright bass player in the orchestra. After graduating, Matt returned to the DC area and launched his financial planning practice with Prudential. Over the years, he gained valuable experience working alongside other seasoned advisors. When not assisting clients, Matt enjoys spending time with his family in Herndon, Virginia. As a lifelong resident of the area, he is a passionate Washington D.C. sports fan and finds relaxation in golfing and traveling with his loved ones.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

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.
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.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Click HERE To Learn More About Skip Thompson.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.




What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

A lifelong Maryland resident, Tom lives in Severna Park with his wife, Marie, and their sons, Eddie and Graham. When he's not working, Tom enjoys playing golf and spending quality time with his family.
Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.

We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.

Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
- Financial advice must be practical. We act more like a financial coach instead of old-fashioned “stock broker”. There’s nothing we love more than helping you map out all of your financial goals….then helping you work toward them one by one!
- Getting advice must be convenient. You’re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.
Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.


I concentrate on doing three things for my clients and ask one in return. I help them:
- Simplify their financial lives
- Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement
- Build a legacy for the ones they love and the things they care about.
What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.

As a CFP®, I am held to the highest professional and ethical standards. With over 12 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.
I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.
I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Help me find and compare top vetted financial advisors in my area.
FINRA/SEC Registered AdvisorsHelp me find and compare top vetted financial advisors in my area.
FINRA/SEC Registered AdvisorsFrequently Asked Questions
What does a financial advisor do?
Is it worth paying for a financial advisor?
What is the difference between a financial planner and a financial advisor?
When should I hire a financial advisor?
How do I choose the right financial advisor?

